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Slow Capital Portfolio holdings

AUM $857M
1-Year Est. Return 38.3%
This Fund
S&P 500
This Quarter Est. Return
+7.35%
1 Year Est. Return
+38.3%
3 Year Est. Return
+123.69%
5 Year Est. Return
+154.77%
10 Year Est. Return
–
AUM
$851M
AUM Growth
+$34.6M
Cap. Flow
-$5.68M
Cap. Flow %
-0.67%
Top 10 Hldgs %
40.97%
Holding
121
New
4
Increased
51
Reduced
55
Closed
3

Top Buys

Rank Stock Value
1
SYM icon
Symbotic
SYM
+$5.43M
2
RBRK icon
Rubrik
RBRK
+$3.49M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.99M
5
ROK icon
Rockwell Automation
ROK
+$1.64M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$7.85M
2
AAPL icon
Apple
AAPL
+$4.76M
3
CLX icon
Clorox
CLX
+$4.47M
4
NVDA icon
NVIDIA
NVDA
+$2.54M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.89M

Sector Composition

Rank Sector Weight
1 Technology 37.23%
2 Consumer Discretionary 15.18%
3 Miscellaneous 14.07%
4 Healthcare 12.29%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
76
Lowe's Companies
LOW
$117B
$3.37M 0.4%
13,392
+296
+2% +$72.7K
RBRK icon
77
Rubrik
RBRK
$19.2B
$3.34M 0.39%
+40,620
New +$3.49M
DT icon
78
Dynatrace
DT
$15.5B
$3.3M 0.39%
68,044
-14,696
-18% -$744K
TSM icon
79
TSMC
TSM
$2.17T
$3.28M 0.39%
11,732
+2,223
+23% +$544K
TXN icon
80
Texas Instruments
TXN
$236B
$3.22M 0.38%
17,523
+366
+2% +$71.6K
APTV icon
81
Aptiv
APTV
$9.5B
$3.02M 0.35%
35,023
-615
-2% -$46.4K
MBLY icon
82
Mobileye
MBLY
$7.29B
$2.99M 0.35%
211,874
-22,691
-10% -$337K
UNP icon
83
Union Pacific
UNP
$183B
$2.95M 0.35%
12,497
+249
+2% +$56.1K
HON icon
84
Honeywell
HON
$68.9B
$2.78M 0.33%
13,998
-402
-3% -$84K
LLY icon
85
Eli Lilly
LLY
$1.05T
$2.7M 0.32%
3,535
+57
+2% +$42.4K
ADBE icon
86
Adobe
ADBE
$116B
$2.64M 0.31%
7,478
-106
-1% -$38K
SOFI icon
87
SoFi Technologies
SOFI
$23.3B
$2.45M 0.29%
92,554
– –
IXP icon
88
iShares Global Comm Services ETF
IXP
$506M
$2.41M 0.28%
19,509
-1,213
-6% -$142K
EXI icon
89
iShares Global Industrials ETF
EXI
$1.45B
$2.24M 0.26%
12,949
-294
-2% -$49.6K
DHR icon
90
Danaher
DHR
$152B
$2.23M 0.26%
11,243
-900
-7% -$179K
RXI icon
91
iShares Global Consumer Discretionary ETF
RXI
$270M
$2.07M 0.24%
9,988
-2,227
-18% -$438K
SPTS icon
92
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$1.93M 0.23%
65,989
+8,344
+14% +$244K
SDGR icon
93
Schrodinger
SDGR
$1.47B
$1.88M 0.22%
93,889
-9,758
-9% -$196K
TFLO icon
94
iShares Treasury Floating Rate Bond ETF
TFLO
$6.68B
$1.81M 0.21%
35,876
+2,615
+8% +$132K
ROK icon
95
Rockwell Automation
ROK
$47.8B
$1.66M 0.2%
+4,754
New +$1.64M
IJK icon
96
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$1.53M 0.18%
15,958
-1,406
-8% -$132K
VNQ icon
97
Vanguard Real Estate ETF
VNQ
$38.6B
$1.49M 0.18%
16,331
+343
+2% +$31.1K
VEU icon
98
Vanguard FTSE All-World ex-US ETF
VEU
$70.4B
$1.11M 0.13%
15,571
+257
+2% +$17.7K
VV icon
99
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$1.03M 0.12%
3,343
+39
+1% +$11.5K
XOM icon
100
ExxonMobil
XOM
$644B
$996K 0.12%
8,830
– –
1 2 3
4
5

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PFA
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AIMC
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QIM
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Slow Capital's Q3 2025 Portfolio in Review

As of Q3 2025, Slow Capital held 121 positions worth $851M, up 4.2% from $817M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Slow Capital's Q3 2025 filing shows 4 new, 51 increased, 55 reduced and 3 closed positions. Its largest new stake was Symbotic: 107,502 shares worth $5.79M. The largest sale was Broadcom, an estimated $7.85M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 37% a quarter earlier, followed by Consumer Discretionary and Miscellaneous.

  • Slow Capital's largest Q3 2025 buy was Symbotic: 107,502 shares worth $5.79M.
  • Slow Capital added most to JPMorgan Ultra-Short Income ETF in Q3 2025, an estimated $2.03M increase.
  • Slow Capital's biggest Q3 2025 reduction was Broadcom, cutting an estimated $7.85M.
  • Slow Capital fully exited Clorox in Q3 2025, selling an estimated $4.47M.
  • Slow Capital's ten largest holdings make up 41% of its $851M portfolio in Q3 2025.
  • Slow Capital opened 4 new positions and closed 3 in Q3 2025.
  • Slow Capital's portfolio value rose 4.2% quarter-over-quarter to $851M.

Based on Slow Capital's 13F filing for Q3 2025, filed 29 Oct 2025.