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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 11 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ALC ALCON AG Healthcare 4,224.0 $333K 0.09% NEW $78.81 -13.5%
202 D DOMINION ENERGY INC Utilities 5,678.0 $333K 0.09% NEW $58.59 +18.5%
203 DB DEUTSCHE BANK A G Financial Services 8,584.0 $331K 0.09% NEW $38.56 -12.2%
204 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 6,606.0 $331K 0.09% NEW $50.09 -4.0%
205 GLW CORNING INC Technology 3,776.0 $331K 0.09% NEW $87.56 +142.9%
206 VB VANGUARD INDEX FDS 1,275.0 $329K 0.09% NEW $257.99 +16.5%
207 NEM NEWMONT CORP Basic Materials 3,287.0 $328K 0.09% NEW $99.86 -2.1%
208 EFV ISHARES TR 4,583.0 $327K 0.09% NEW $71.41 +7.0%
209 PFE PFIZER INC Healthcare 13,048.0 $325K 0.09% NEW $24.90 -2.9%
210 SPG SIMON PPTY GROUP INC NEW Real Estate 1,723.0 $319K 0.09% NEW $185.15 +22.5%
211 CEG CONSTELLATION ENERGY CORP Utilities 898.0 $317K 0.09% NEW $353.45 -24.8%
212 AOA ISHARES TR 3,509.0 $314K 0.08% NEW $89.57 +8.3%
213 SNY SANOFI SA Healthcare 6,462.0 $313K 0.08% NEW $48.46 -11.9%
214 MFG MIZUHO FINANCIAL GROUP INC Financial Services 42,485.0 $311K 0.08% NEW $7.32 +33.5%
215 CI THE CIGNA GROUP Healthcare 1,106.0 $304K 0.08% NEW $275.27 +3.9%
216 MO ALTRIA GROUP INC Consumer Defensive 5,143.0 $302K 0.08% NEW $58.74 +24.2%
217 VEU VANGUARD INTL EQUITY INDEX F 4,086.0 $301K 0.08% NEW $73.56 +13.0%
218 BX BLACKSTONE INC Financial Services 1,941.0 $299K 0.08% NEW $154.12 -24.5%
219 TRV TRAVELERS COMPANIES INC Financial Services 1,030.0 $299K 0.08% NEW $290.09 +11.7%
220 ET ENERGY TRANSFER L P Energy 18,005.0 $297K 0.08% NEW $16.49 +16.6%
Page 11 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%