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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 13 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,569.0 $254K 0.07% NEW $162.00 -22.2%
242 HOOD ROBINHOOD MKTS INC Financial Services 2,224.0 $252K 0.07% NEW $113.10 -13.1%
243 BP BP PLC Energy 7,228.0 $251K 0.07% NEW $34.73 +7.3%
244 IQVIA HLDGS INC 1,108.0 $250K 0.07% NEW $225.41
245 PNC PNC FINL SVCS GROUP INC Financial Services 1,187.0 $248K 0.07% NEW $208.69 +17.2%
246 AEP AMERICAN ELEC PWR CO INC Utilities 2,118.0 $244K 0.07% NEW $115.31 +19.7%
247 AZO AUTOZONE INC Consumer Cyclical 72.0 $244K 0.07% NEW $3391.50 -6.8%
248 VGT VANGUARD WORLD FD 323.0 $243K 0.07% NEW $753.78 -84.8%
249 AON AON PLC Financial Services 686.0 $242K 0.07% NEW $353.01 -8.7%
250 LYG LLOYDS BANKING GROUP PLC Financial Services 45,384.0 $241K 0.06% NEW $5.30 +8.2%
251 FDX FEDEX CORP Industrials 822.0 $239K 0.06% NEW $290.40 +11.1%
252 EMB ISHARES TR 2,453.0 $236K 0.06% NEW $96.27 +0.4%
253 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,708.0 $236K 0.06% NEW $137.96 +6.1%
254 FCX FREEPORT-MCMORAN INC Basic Materials 4,632.0 $235K 0.06% NEW $50.79 +23.7%
255 CVS CVS HEALTH CORP Healthcare 2,932.0 $233K 0.06% NEW $79.35 +32.5%
256 AFL AFLAC INC Financial Services 2,109.0 $233K 0.06% NEW $110.27 +8.4%
257 NGG NATIONAL GRID PLC Utilities 2,948.0 $231K 0.06% NEW $78.33 +5.8%
258 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,572.0 $230K 0.06% NEW $146.58 -34.8%
259 CANADIAN PACIFIC KANSAS CITY 3,115.0 $230K 0.06% NEW $73.79
260 AGG ISHARES TR 2,301.0 $230K 0.06% NEW $99.87 -0.5%
Page 13 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%