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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 2 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFA ISHARES TR 40,889.0 $3.9M 1.05% NEW $96.03 +7.4%
22 PM PHILIP MORRIS INTL INC Consumer Defensive 23,983.0 $3.9M 1.04% NEW $161.87 +10.5%
23 TSLA TESLA INC Consumer Cyclical 7,848.0 $3.5M 0.94% NEW $449.72 -16.6%
24 VTI VANGUARD INDEX FDS 10,218.0 $3.4M 0.91% NEW $335.28 +8.6%
25 VXUS VANGUARD STAR FDS 41,116.0 $3.1M 0.83% NEW $75.44 +12.8%
26 LLY ELI LILLY & CO Healthcare 2,744.0 $2.9M 0.79% NEW $1074.74 +5.1%
27 IVV ISHARES TR 4,113.0 $2.8M 0.75% NEW $684.94 +7.6%
28 UBER UBER TECHNOLOGIES INC Technology 33,379.0 $2.7M 0.73% NEW $81.71 -11.6%
29 ILOW AB ACTIVE ETFS INC 61,784.0 $2.6M 0.70% NEW $42.59 +5.6%
30 V VISA INC Financial Services 7,211.0 $2.5M 0.68% NEW $350.71 -5.8%
31 IAU ISHARES GOLD TR Financial Services 29,420.0 $2.4M 0.64% NEW $81.17 -6.7%
32 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,710.0 $2.3M 0.62% NEW $622.68 +1.0%
33 JNJ JOHNSON & JOHNSON Healthcare 10,674.0 $2.2M 0.59% NEW $206.94 +18.3%
34 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 7,031.0 $2.1M 0.57% NEW $304.67 +42.8%
35 VOO VANGUARD INDEX FDS 3,275.0 $2.1M 0.55% NEW $627.17 +7.8%
36 VEA VANGUARD TAX-MANAGED FDS 32,640.0 $2.0M 0.54% NEW $62.47 +13.9%
37 WMT WALMART INC Consumer Defensive 17,917.0 $2.0M 0.53% NEW $111.64 +3.7%
38 CAT CATERPILLAR INC Industrials 3,216.0 $1.8M 0.49% NEW $572.82 +84.5%
39 VUG VANGUARD INDEX FDS 3,647.0 $1.8M 0.47% NEW $487.85 -83.0%
40 GE GE AEROSPACE Industrials 5,119.0 $1.6M 0.42% NEW $308.40 +20.4%
Page 2 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%