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Portfolio (Quarterly) Guide ↗

New Republic Capital, LLC

· CIK 0001989988
13F Portfolio $297M AUM 312 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 46 Added 188 Reduced 75 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADSK AUTODESK INC Technology 2,366.0 $566K 0.19% +2K +209.7% $239.40 -19.0%
22 KMI KINDER MORGAN INC DEL Energy 13,286.0 $445K 0.15% +5K +62.5% $33.53 -0.8%
23 PFE PFIZER INC Healthcare 15,552.0 $437K 0.15% +3K +19.2% $28.08 -13.7%
24 IUSB ISHARES TR 9,285.0 $429K 0.14% +200.0 +2.2% $46.19 +0.2%
25 D DOMINION ENERGY INC Utilities 6,921.0 $428K 0.14% +1K +21.9% $61.82 +12.4%
26 QQQ INVESCO QQQ TR Financial Services 667.0 $385K 0.13% +111.0 +20.0% $577.18 +23.5%
27 ADBE ADOBE INC Technology 1,405.0 $342K 0.12% +299.0 +27.0% $243.08 -18.2%
28 AOA ISHARES TR 3,660.0 $324K 0.11% +151.0 +4.3% $88.50 +9.3%
29 MDLZ MONDELEZ INTL INC Consumer Defensive 5,488.0 $318K 0.11% +1K +29.9% $57.98 +5.5%
30 PANW PALO ALTO NETWORKS INC Technology 1,902.0 $305K 0.10% +499.0 +35.6% $160.33 +86.2%
31 CANADIAN PACIFIC KANSAS CITY 3,715.0 $292K 0.10% +600.0 +19.3% $78.66
32 VT VANGUARD INTL EQUITY INDEX F 1,937.0 $268K 0.09% +1K +137.4% $138.33 +11.7%
33 AGG ISHARES TR 2,690.0 $267K 0.09% +389.0 +16.9% $99.25 +0.1%
34 CVS CVS HEALTH CORP Healthcare 3,081.0 $221K 0.07% +149.0 +5.1% $71.81 +46.6%
35 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,679.0 $211K 0.07% +107.0 +6.8% $125.46 -24.6%
36 BAI BLACKROCK ETF TRUST 5,235.0 $172K 0.06% +239.0 +4.8% $32.95 +51.0%
37 THRO BLACKROCK ETF TRUST 4,593.0 $166K 0.06% +148.0 +3.3% $36.22 +16.5%
38 TLH ISHARES TR 1,630.0 $164K 0.06% +81.0 +5.2% $100.71 +0.3%
39 EFG ISHARES TR 1,456.0 $162K 0.06% +1K +947.5% $111.37 +9.7%
40 MBB ISHARES TR 1,385.0 $131K 0.04% +16.0 +1.2% $94.94 +0.1%
Page 2 of 3  ·  46 positions

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
Financial Services 30.5%
Technology 24.6%
Communication Services 10.9%
Industrials 8.7%
Healthcare 7.2%
Consumer Cyclical 5.8%
Consumer Defensive 5.0%
Energy 3.0%
Basic Materials 2.0%
Utilities 1.5%