Slow Capital as of June 30, 2025
Portfolio Holdings for Slow Capital
Slow Capital holds 117 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 6.8 | $55M | 200k | 275.65 | |
| Netflix (NFLX) | 5.7 | $47M | 35k | 1339.13 | |
| NVIDIA Corporation (NVDA) | 5.7 | $46M | 293k | 157.99 | |
| MercadoLibre (MELI) | 4.8 | $39M | 15k | 2613.57 | |
| Amazon (AMZN) | 3.9 | $32M | 145k | 219.39 | |
| Tesla Motors (TSLA) | 3.4 | $28M | 89k | 317.66 | |
| Intuitive Surgical Com New (ISRG) | 3.3 | $27M | 49k | 543.41 | |
| Apple (AAPL) | 2.7 | $22M | 108k | 205.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $21M | 119k | 176.23 | |
| Spotify Technology S A SHS (SPOT) | 2.3 | $19M | 25k | 767.34 | |
| Ishares Tr National Mun Etf (MUB) | 2.1 | $17M | 166k | 104.48 | |
| Costco Wholesale Corporation (COST) | 2.1 | $17M | 17k | 989.95 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 1.8 | $15M | 266k | 55.74 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.6 | $13M | 126k | 106.34 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $13M | 25k | 509.31 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.5 | $12M | 121k | 100.69 | |
| Servicenow (NOW) | 1.4 | $12M | 11k | 1028.04 | |
| Cloudflare Cl A Com (NET) | 1.3 | $11M | 54k | 195.83 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $9.4M | 94k | 99.20 | |
| Autodesk (ADSK) | 1.1 | $9.1M | 30k | 309.57 | |
| Analog Devices (ADI) | 1.1 | $9.1M | 38k | 238.02 | |
| Microsoft Corporation (MSFT) | 1.1 | $8.7M | 18k | 497.40 | |
| Datadog Cl A Com (DDOG) | 1.0 | $8.5M | 64k | 134.33 | |
| Synopsys (SNPS) | 1.0 | $8.3M | 16k | 512.68 | |
| First Solar (FSLR) | 1.0 | $8.1M | 49k | 165.54 | |
| Ross Stores (ROST) | 1.0 | $8.0M | 63k | 127.58 | |
| Deere & Company (DE) | 0.9 | $7.5M | 15k | 508.79 | |
| Fortinet (FTNT) | 0.9 | $7.4M | 70k | 105.72 | |
| Grail (GRAL) | 0.9 | $7.3M | 143k | 51.42 | |
| Snowflake Cl A (SNOW) | 0.9 | $7.2M | 32k | 223.77 | |
| Veeva Sys Cl A Com (VEEV) | 0.9 | $7.0M | 25k | 287.97 | |
| Atlassian Corporation Cl A (TEAM) | 0.9 | $7.0M | 34k | 203.09 | |
| Hubspot (HUBS) | 0.8 | $6.8M | 12k | 556.61 | |
| Regeneron Pharmaceuticals (REGN) | 0.8 | $6.5M | 12k | 525.01 | |
| American Tower Reit (AMT) | 0.8 | $6.4M | 29k | 221.38 | |
| ON Semiconductor (ON) | 0.8 | $6.3M | 120k | 52.41 | |
| Chubb (CB) | 0.8 | $6.2M | 21k | 289.94 | |
| Wal-Mart Stores (WMT) | 0.8 | $6.1M | 63k | 97.78 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.8M | 12k | 485.77 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.7 | $5.7M | 52k | 110.04 | |
| Workday Cl A (WDAY) | 0.7 | $5.7M | 24k | 240.00 | |
| Micron Technology (MU) | 0.7 | $5.5M | 44k | 123.25 | |
| Illumina (ILMN) | 0.6 | $5.3M | 55k | 95.41 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $5.3M | 12k | 445.20 | |
| Mettler-Toledo International (MTD) | 0.6 | $5.2M | 4.5k | 1174.59 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $5.1M | 17k | 298.90 | |
| Samsara Com Cl A (IOT) | 0.6 | $5.0M | 126k | 39.78 | |
| Biontech Se Sponsored Ads (BNTX) | 0.6 | $4.8M | 45k | 106.47 | |
| TJX Companies (TJX) | 0.6 | $4.7M | 38k | 123.49 | |
| Dynatrace Com New (DT) | 0.6 | $4.6M | 83k | 55.21 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $4.6M | 58k | 78.70 | |
| Clorox Company (CLX) | 0.5 | $4.5M | 37k | 120.07 | |
| Repligen Corporation (RGEN) | 0.5 | $4.4M | 36k | 124.38 | |
| Beone Medicines Sponsored Ads (ONC) | 0.5 | $4.4M | 18k | 242.07 | |
| Elastic N V Ord Shs (ESTC) | 0.5 | $4.3M | 51k | 84.33 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $4.3M | 80k | 53.14 | |
| Mobileye Global Common Class A (MBLY) | 0.5 | $4.2M | 235k | 17.98 | |
| Caterpillar (CAT) | 0.5 | $4.2M | 11k | 388.21 | |
| Sherwin-Williams Company (SHW) | 0.5 | $4.2M | 12k | 343.36 | |
| Travelers Companies (TRV) | 0.5 | $4.1M | 15k | 267.54 | |
| Advanced Micro Devices (AMD) | 0.5 | $4.0M | 28k | 141.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.0M | 22k | 177.39 | |
| Arm Holdings Sponsored Ads (ARM) | 0.5 | $3.9M | 24k | 161.74 | |
| Equinix (EQIX) | 0.5 | $3.9M | 4.9k | 795.50 | |
| Mongodb Cl A (MDB) | 0.5 | $3.8M | 18k | 209.99 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $3.7M | 75k | 48.64 | |
| Moody's Corporation (MCO) | 0.4 | $3.6M | 7.3k | 501.58 | |
| Ishares Tr Global Tech Etf (IXN) | 0.4 | $3.6M | 39k | 92.34 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.4 | $3.6M | 39k | 92.31 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $3.6M | 17k | 207.62 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $3.5M | 4.4k | 801.44 | |
| Amgen (AMGN) | 0.4 | $3.4M | 12k | 279.20 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $3.4M | 33k | 102.91 | |
| Ishares Tr Ultra Short Dur (ICSH) | 0.4 | $3.4M | 67k | 50.71 | |
| Illinois Tool Works (ITW) | 0.4 | $3.4M | 14k | 248.00 | |
| Cadence Design Systems (CDNS) | 0.4 | $3.2M | 11k | 308.15 | |
| Honeywell International (HON) | 0.4 | $3.2M | 14k | 232.88 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $3.0M | 7.4k | 405.67 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $2.9M | 7.6k | 386.88 | |
| Lowe's Companies (LOW) | 0.4 | $2.9M | 13k | 221.86 | |
| Union Pacific Corporation (UNP) | 0.3 | $2.8M | 12k | 230.08 | |
| Eli Lilly & Co. (LLY) | 0.3 | $2.7M | 3.5k | 779.53 | |
| Aptiv Com Shs (APTV) | 0.3 | $2.4M | 36k | 68.22 | |
| Danaher Corporation (DHR) | 0.3 | $2.4M | 12k | 197.68 | |
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.3 | $2.3M | 21k | 112.32 | |
| Ishares Tr Glb Cns Disc Etf (RXI) | 0.3 | $2.3M | 12k | 188.21 | |
| Ishares Tr Glob Indstrl Etf (EXI) | 0.3 | $2.2M | 13k | 165.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $2.2M | 9.5k | 226.91 | |
| Schrodinger (SDGR) | 0.3 | $2.1M | 104k | 20.12 | |
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.8M | 35k | 50.92 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $1.8M | 35k | 50.68 | |
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 0.2 | $1.7M | 58k | 29.29 | |
| Sofi Technologies (SOFI) | 0.2 | $1.7M | 93k | 18.21 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $1.7M | 33k | 50.65 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.6M | 17k | 90.98 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.4M | 16k | 89.06 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.0M | 15k | 67.22 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $952k | 8.8k | 107.80 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $943k | 3.3k | 285.53 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $844k | 1.4k | 620.87 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $762k | 15k | 52.37 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $741k | 16k | 46.15 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $707k | 11k | 62.02 | |
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $681k | 7.9k | 86.09 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $627k | 26k | 24.44 | |
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $591k | 17k | 33.98 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $532k | 1.9k | 280.40 | |
| Ge Vernova (GEV) | 0.1 | $513k | 970.00 | 529.15 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $476k | 3.5k | 134.79 | |
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $312k | 4.8k | 65.38 | |
| Chevron Corporation (CVX) | 0.0 | $286k | 2.0k | 143.19 | |
| Visa Com Cl A (V) | 0.0 | $234k | 660.00 | 355.05 | |
| Applied Materials (AMAT) | 0.0 | $234k | 1.3k | 183.07 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $225k | 1.7k | 133.04 | |
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.0 | $220k | 3.9k | 56.41 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $143k | 2.8k | 50.27 | |
| Blackrock (BLK) | 0.0 | $127k | 121.00 | 1049.62 |
