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Portfolio (Quarterly) Guide ↗

New Republic Capital, LLC

· CIK 0001989988
13F Portfolio $434M AUM 352 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 60 New 162 Added 46 Reduced 20 Exited
Page 5 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCO MOODYS CORP Financial Services 1,450.0 $657K 0.15% +579.0 +66.5% $452.77 +3.2%
82 BLK BLACKROCK INC Financial Services 656.0 $631K 0.14% +239.0 +57.3% $961.79 +10.1%
83 PWR QUANTA SVCS INC Industrials 872.0 $628K 0.14% +21.0 +2.5% $720.07 -14.8%
84 IWF ISHARES TR 5,040.0 $626K 0.14% +4K +398.0% $124.18 -3.0%
85 PFE PFIZER INC Healthcare 25,574.0 $616K 0.14% +10K +64.4% $24.08 +14.4%
86 NVS NOVARTIS AG Healthcare 3,729.0 $584K 0.14% +233.0 +6.7% $156.73 -11.6%
87 AZN ASTRAZENECA PLC Healthcare 2,942.0 $558K 0.13% +219.0 +8.0% $189.63 -14.6%
88 IUSB ISHARES TR 11,768.0 $543K 0.12% +2K +26.7% $46.15 -3.1%
89 VONG VANGUARD SCOTTSDALE FDS 4,120.0 $527K 0.12% +320.0 +8.4% $127.82 -2.9%
90 SAN BANCO SANTANDER SA Financial Services 36,888.0 $509K 0.12% +1K +2.9% $13.80 +6.2%
91 VT VANGUARD INTL EQUITY INDEX F 3,201.0 $502K 0.12% +1K +65.3% $156.97 +0.7%
92 CRM SALESFORCE INC Technology 3,163.0 $497K 0.11% +273.0 +9.4% $157.14 +62.7%
93 PH PARKER-HANNIFIN CORP Industrials 494.0 $483K 0.11% +143.0 +40.7% $978.36 -5.5%
94 SBUX STARBUCKS CORP Consumer Cyclical 4,707.0 $481K 0.11% +807.0 +20.7% $102.19 -5.5%
95 ETN EATON CORP PLC Industrials 1,099.0 $468K 0.11% +128.0 +13.2% $426.05 -7.9%
96 PLTR PALANTIR TECHNOLOGIES INC Technology 4,012.0 $468K 0.11% +151.0 +3.9% $116.68 +47.9%
97 WMB WILLIAMS COS INC Energy 6,280.0 $467K 0.11% +611.0 +10.8% $74.33 -3.6%
98 SCHW SCHWAB CHARLES CORP Financial Services 5,046.0 $466K 0.11% +956.0 +23.4% $92.27 +16.8%
99 WELL WELLTOWER INC Real Estate 1,956.0 $444K 0.10% +27.0 +1.4% $227.00 +2.5%
100 SAP SAP SE Technology 2,872.0 $443K 0.10% +121.0 +4.4% $154.13 +39.9%
Page 5 of 9  ·  162 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
Technology 38.2%
Financial Services 23.6%
Industrials 10.1%
Healthcare 6.8%
Consumer Cyclical 5.5%
Communication Services 4.8%
Consumer Defensive 4.7%
Energy 2.5%
Utilities 2.2%
Real Estate 1.0%