Portfolio (Quarterly) Guide ↗

Slow Capital, Inc.

· CIK 0001716984

13F Portfolio $770M AUM 104 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 52 Added 39 Reduced 14 Exited

Page 3 of 3 · 52 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	CDNS	CADENCE DESIGN SYSTEM INC	Technology	14,061.0	$3.9M	0.51%	+3K	+27.7%	$277.87	+25.2%
42	LLY	ELI LILLY & CO	Healthcare	4,206.0	$3.9M	0.50%	+440.0	+11.7%	$919.77	+9.5%
43	LOW	LOWES COS INC	Consumer Cyclical	16,132.0	$3.8M	0.49%	+3K	+19.4%	$236.27	-7.0%
44	MCO	MOODYS CORP	Financial Services	8,532.0	$3.7M	0.48%	+1K	+16.1%	$436.24	+1.8%
45	UNP	UNION PAC CORP	Industrials	14,469.0	$3.5M	0.46%	+2K	+13.4%	$242.62	+11.2%
46	RBRK	RUBRIK INC.	Technology	59,847.0	$2.9M	0.38%	+36K	+148.8%	$48.97	+33.8%
47	ROK	ROCKWELL AUTOMATION INC	Industrials	7,388.0	$2.7M	0.34%	+2K	+48.6%	$358.88	+21.4%
48	WGS	GENEDX HOLDINGS CORP	Healthcare	40,457.0	$2.6M	0.34%	+2K	+4.5%	$64.22	-32.5%
49	—	APTIV PLC	—	36,913.0	$2.6M	0.33%	+1K	+4.2%	$69.44	—
50	GEV	GE VERNOVA INC	Utilities	2,145.0	$1.9M	0.24%	+629.0	+41.5%	$872.97	+18.6%
51	VNQI	VANGUARD INTL EQUITY INDEX F	—	18,843.0	$838K	0.11%	+995.0	+5.6%	$44.45	+3.3%
52	IVV	ISHARES TR	—	1,145.0	$748K	0.10%	+6.0	+0.5%	$653.18	+13.7%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 38.2%

Healthcare 17.0%

Consumer Cyclical 17.0%

Communication Services 13.2%

Industrials 6.0%

Consumer Defensive 4.2%

Financial Services 2.7%

Basic Materials 0.7%

Energy 0.5%

Utilities 0.3%