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Portfolio (Quarterly) Guide ↗

New Republic Capital, LLC

· CIK 0001989988
13F Portfolio $375M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 369 New
Page 10 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SBUX STARBUCKS CORP Consumer Cyclical 4,488.0 $378K 0.10% NEW $84.21 +22.5%
182 IJS ISHARES TR 3,302.0 $376K 0.10% NEW $113.73 +19.2%
183 MDT MEDTRONIC PLC Healthcare 3,871.0 $375K 0.10% NEW $96.76 -16.8%
184 VRTX VERTEX PHARMACEUTICALS INC Healthcare 825.0 $374K 0.10% NEW $453.51 +5.9%
185 ANET ARISTA NETWORKS INC Technology 2,855.0 $374K 0.10% NEW $131.04 +26.3%
186 VTHR VANGUARD SCOTTSDALE FDS 1,237.0 $372K 0.10% NEW $300.42 +8.0%
187 WMB WILLIAMS COS INC Energy 6,152.0 $370K 0.10% NEW $60.11 +29.0%
188 DE DEERE & CO Industrials 794.0 $370K 0.10% NEW $465.40 +35.5%
189 TOTALENERGIES SE 5,558.0 $369K 0.10% NEW $66.41
190 IWR ISHARES TR 3,802.0 $366K 0.10% NEW $96.27 +14.3%
191 MCK MCKESSON CORP Healthcare 440.0 $361K 0.10% NEW $821.54 -7.0%
192 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,381.0 $361K 0.10% NEW $56.62 +10.4%
193 VIG VANGUARD SPECIALIZED FUNDS 1,641.0 $361K 0.10% NEW $219.83 +7.0%
194 SHOP SHOPIFY INC Technology 2,240.0 $361K 0.10% NEW $160.97 -30.7%
195 OEF ISHARES TR 1,035.0 $355K 0.10% NEW $342.98 +4.2%
196 APP APPLOVIN CORP Technology 525.0 $354K 0.09% NEW $673.82 -33.8%
197 QQQ INVESCO QQQ TR Financial Services 556.0 $342K 0.09% NEW $614.31 +16.6%
198 HLN HALEON PLC Healthcare 33,479.0 $338K 0.09% NEW $10.11 -8.3%
199 PLD PROLOGIS INC. Real Estate 2,636.0 $337K 0.09% NEW $127.67 +10.1%
200 GD GENERAL DYNAMICS CORP Industrials 998.0 $336K 0.09% NEW $336.69 +2.4%
Page 10 of 19  ·  369 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 29.4%
Financial Services 25.9%
Communication Services 12.3%
Healthcare 7.9%
Consumer Cyclical 7.6%
Industrials 6.7%
Consumer Defensive 4.5%
Energy 2.1%
Basic Materials 1.6%
Utilities 1.4%