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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
AVGO icon
1
Broadcom
AVGO
$1.75T
$57.7M 6.78%
174,806
-25,601
-13% -$7.85M
NVDA icon
2
NVIDIA
NVDA
$5.25T
$52M 6.11%
278,793
-14,591
-5% -$2.54M
NFLX icon
3
Netflix
NFLX
$340B
$40.6M 4.77%
338,840
-8,140
-2% -$994K
TSLA icon
4
Tesla
TSLA
$1.38T
$38.5M 4.52%
86,576
-1,994
-2% -$692K
MELI icon
5
Mercado Libre
MELI
$99.7B
$34.6M 4.06%
14,785
-123
-0.8% -$295K
AMZN icon
6
Amazon
AMZN
$2.87T
$31.5M 3.7%
143,423
-1,179
-0.8% -$267K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.24T
$28.6M 3.36%
117,645
-1,095
-0.9% -$229K
ISRG icon
8
Intuitive Surgical
ISRG
$132B
$23.3M 2.74%
52,146
+3,137
+6% +$1.51M
AAPL icon
9
Apple
AAPL
$4.67T
$22.2M 2.61%
87,075
-21,086
-19% -$4.76M
MUB icon
10
iShares National Muni Bond ETF
MUB
$45.5B
$19.7M 2.31%
184,959
+18,987
+11% +$1.99M
SPOT icon
11
Spotify
SPOT
$113B
$17.1M 2.01%
24,462
-56
-0.2% -$39.2K
COST icon
12
Costco
COST
$419B
$16M 1.88%
17,271
-26
-0.2% -$24.9K
SUB icon
13
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$14.6M 1.72%
136,837
+10,955
+9% +$1.17M
CMF icon
14
iShares California Muni Bond ETF
CMF
$4.62B
$13.2M 1.56%
232,090
-33,847
-13% -$1.89M
SGOV icon
15
iShares 0-3 Month Treasury Bond ETF
SGOV
$104B
$12.2M 1.43%
120,866
-352
-0.3% -$35.4K
CRWD icon
16
CrowdStrike
CRWD
$224B
$12.1M 1.42%
98,608
+148
+0.2% +$16.8K
NET icon
17
Cloudflare
NET
$107B
$10.9M 1.28%
50,855
-3,111
-6% -$635K
NOW icon
18
ServiceNow
NOW
$150B
$10.9M 1.28%
59,195
+2,020
+4% +$377K
FSLR icon
19
First Solar
FSLR
$22B
$10.8M 1.27%
49,029
+51
+0.1% +$9.79K
AGG icon
20
iShares Core US Aggregate Bond ETF
AGG
$138B
$10.6M 1.24%
105,582
+11,196
+12% +$1.11M
ROST icon
21
Ross Stores
ROST
$73.3B
$9.63M 1.13%
63,205
+205
+0.3% +$29.3K
ADI icon
22
Analog Devices
ADI
$175B
$9.45M 1.11%
38,447
+164
+0.4% +$39.4K
ADSK icon
23
Autodesk
ADSK
$55B
$9.39M 1.1%
29,550
+5
+0% +$1.52K
DDOG icon
24
Datadog
DDOG
$85.1B
$9.11M 1.07%
63,983
+435
+0.7% +$59.9K
SNPS icon
25
Synopsys
SNPS
$84.8B
$8.88M 1.04%
18,004
+1,782
+11% +$1.01M
1
2 3 4 5

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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.