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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITW ILLINOIS TOOL WKS INC Industrials 2,789.0 $727K 0.24% NEW $260.52 +3.9%
2 CSL CARLISLE COS INC Industrials 1,865.0 $622K 0.21% NEW $333.62 +16.4%
3 AZN ASTRAZENECA PLC Healthcare 2,723.0 $537K 0.18% NEW $197.23 -5.9%
4 UPS UNITED PARCEL SVCS INC Industrials 4,041.0 $398K 0.13% NEW $98.39 +11.1%
5 CL COLGATE PALMOLIVE CO Consumer Defensive 4,425.0 $377K 0.13% NEW $85.24 +6.8%
6 PINNACLE FINL PARTNERS INC 3,868.0 $333K 0.11% NEW $86.15
7 FERROVIAL SE 3,642.0 $237K 0.08% NEW $65.05
8 KHC KRAFT HEINZ CO Consumer Defensive 10,042.0 $226K 0.08% NEW $22.49 +4.4%
9 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 775.0 $225K 0.08% NEW $290.65 -3.7%
10 DLR DIGITAL RLTY TR INC Real Estate 1,241.0 $224K 0.07% NEW $180.25 +6.8%
11 EPD ENTERPRISE PRODS PARTNERS L Energy 5,384.0 $204K 0.07% NEW $37.84 -2.6%
12 ROK ROCKWELL AUTOMATION INC Industrials 566.0 $203K 0.07% NEW $358.57 +33.7%
13 BLCR BLACKROCK ETF TRUST 3,068.0 $126K 0.04% NEW $41.06 +20.7%
14 BLACKROCK ETF TRUST 3,191.0 $104K 0.04% NEW $32.72
15 BLACKROCK ETF TRUST 1,322.0 $43K 0.01% NEW $32.15
16 ACWX ISHARES TR 535.0 $37K 0.01% NEW $68.47 +10.4%
17 RSPT INVESCO EXCHANGE TRADED FD T 790.0 $36K 0.01% NEW $45.26 +39.4%
18 IWX ISHARES TR 140.0 $13K 0.00% NEW $92.67 +14.5%

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%