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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 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BCS BARCLAYS PLC Financial Services 10,721 $273K 0.07% SOLD
22 GM GENERAL MTRS CO Consumer Cyclical 3,338 $271K 0.07% SOLD
23 TT TRANE TECHNOLOGIES PLC Industrials 687 $268K 0.07% SOLD
24 CRWD CROWDSTRIKE HLDGS INC Technology 559 $262K 0.07% SOLD
25 CME CME GROUP INC Financial Services 935 $255K 0.07% SOLD
26 JCI JOHNSON CTLS INTL PLC Industrials 2,118 $255K 0.07% SOLD
27 CMI CUMMINS INC Industrials 498 $254K 0.07% SOLD
28 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,569 $254K 0.07% SOLD
29 HOOD ROBINHOOD MKTS INC Financial Services 2,224 $252K 0.07% SOLD
30 IQVIA HLDGS INC 1,108 $250K 0.07% SOLD
31 AEP AMERICAN ELEC PWR CO INC Utilities 2,118 $244K 0.07% SOLD
32 AZO AUTOZONE INC Consumer Cyclical 72 $244K 0.07% SOLD
33 AON AON PLC Financial Services 686 $242K 0.07% SOLD
34 FDX FEDEX CORP Industrials 822 $239K 0.06% SOLD
35 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,708 $236K 0.06% SOLD
36 AFL AFLAC INC Financial Services 2,109 $233K 0.06% SOLD
37 NGG NATIONAL GRID PLC Utilities 2,948 $231K 0.06% SOLD
38 FSLR FIRST SOLAR INC Energy 874 $228K 0.06% SOLD
39 URI UNITED RENTALS INC Industrials 281 $227K 0.06% SOLD
40 HWM HOWMET AEROSPACE INC Industrials 1,108 $227K 0.06% SOLD
Page 2 of 4  ·  75 positions
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%