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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 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 ARGX ARGENX SE Healthcare 270 $227K 0.06% SOLD
42 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 811 $227K 0.06% SOLD
43 MPC MARATHON PETE CORP Energy 1,380 $224K 0.06% SOLD
44 REGN REGENERON PHARMACEUTICALS Healthcare 290 $224K 0.06% SOLD
45 WDC WESTERN DIGITAL CORP Technology 1,296 $223K 0.06% SOLD
46 KR KROGER CO Consumer Defensive 3,572 $223K 0.06% SOLD
47 MAR MARRIOTT INTL INC NEW Consumer Cyclical 714 $221K 0.06% SOLD
48 CENCORA INC 647 $219K 0.06% SOLD
49 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,049 $218K 0.06% SOLD
50 KKR KKR & CO INC Financial Services 1,713 $218K 0.06% SOLD
51 CRH PLC 1,738 $217K 0.06% SOLD
52 BN BROOKFIELD CORP Financial Services 4,724 $217K 0.06% SOLD
53 ECL ECOLAB INC Basic Materials 816 $215K 0.06% SOLD
54 TDG TRANSDIGM GROUP INC Industrials 160 $213K 0.06% SOLD
55 SNPS SYNOPSYS INC Technology 450 $211K 0.06% SOLD
56 MSI MOTOROLA SOLUTIONS INC Technology 546 $210K 0.06% SOLD
57 EA ELECTRONIC ARTS INC Communication Services 1,027 $210K 0.06% SOLD
58 MMM 3M CO Industrials 1,308 $209K 0.06% SOLD
59 AMP AMERIPRISE FINL INC Financial Services 425 $209K 0.06% SOLD
60 ROST ROSS STORES INC Consumer Cyclical 1,144 $206K 0.06% SOLD
Page 3 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%