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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
VNQI icon
101
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$790K 0.09%
16,539
+485
+3% +$22.7K
XLF icon
102
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$784K 0.09%
14,546
– –
IVV icon
103
iShares Core S&P 500 ETF
IVV
$898B
$774K 0.09%
1,156
-203
-15% -$131K
IJH icon
104
iShares Core S&P Mid-Cap ETF
IJH
$124B
$744K 0.09%
11,395
– –
GEV icon
105
GE Vernova
GEV
$243B
$683K 0.08%
1,111
+141
+15% +$85.4K
SCHX icon
106
Schwab US Large- Cap ETF
SCHX
$74.3B
$668K 0.08%
25,379
-272
-1% -$6.91K
DJP icon
107
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$856M
$642K 0.08%
18,110
+729
+4% +$25.1K
VO icon
108
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$550K 0.06%
7,472
-112
-1% -$8.04K
JMST icon
109
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.26B
$541K 0.06%
10,602
-24,607
-70% -$1.25M
XLV icon
110
State Street Health Care Select Sector SPDR ETF
XLV
$44.5B
$491K 0.06%
3,529
– –
CVX icon
111
Chevron
CVX
$396B
$311K 0.04%
2,000
– –
AMAT icon
112
Applied Materials
AMAT
$366B
$262K 0.03%
1,278
– –
KXI icon
113
iShares Global Consumer Staples ETF
KXI
$1.08B
$260K 0.03%
4,041
-727
-15% -$47.5K
IXJ icon
114
iShares Global Healthcare ETF
IXJ
$4.31B
$252K 0.03%
2,839
-5,070
-64% -$438K
V icon
115
Visa
V
$712B
$225K 0.03%
660
– –
IJT icon
116
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.08B
$210K 0.02%
1,485
-206
-12% -$28.4K
JPEM icon
117
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$398M
$203K 0.02%
3,440
-462
-12% -$26.7K
IBRX icon
118
ImmunityBio
IBRX
$8.53B
$24.6K ﹤0.01%
+10,000
New +$25.8K
BLK icon
119
Blackrock
BLK
$180B
– –
-121
Closed -$127K
CLX icon
120
Clorox
CLX
$12.4B
– –
-37,223
Closed -$4.47M
VTIP icon
121
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
– –
-2,838
Closed -$143K
1 2 3 4
5

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MCM
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AAM
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PFA
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AIMC
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QIM
Quest Investment Management Lake Oswego, Oregon $856M AUM 29.41% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
UW
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PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

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.