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Portfolio (Quarterly) Guide ↗

New Republic Capital, LLC

· CIK 0001989988
13F Portfolio $434M AUM 352 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 60 New 162 Added 46 Reduced 20 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AON AON PLC Financial Services 691.0 $229K 0.05% NEW $331.76 -8.2%
42 FORTINET INC 1,481.0 $228K 0.05% NEW $153.62
43 SPYM SPDR SERIES TRUST 2,515.0 $221K 0.05% NEW $87.88 +1.2%
44 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,670.0 $211K 0.05% NEW $45.22 +23.6%
45 MPC MARATHON PETE CORP Energy 824.0 $211K 0.05% NEW $255.58 +60.7%
46 BCS BARCLAYS PLC Financial Services 7,818.0 $210K 0.05% NEW $26.86 -5.3%
47 VST VISTRA CORP Utilities 1,320.0 $209K 0.05% NEW $158.69 -10.8%
48 VRT VERTIV HOLDINGS CO Industrials 624.0 $209K 0.05% NEW $334.56 -29.9%
49 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 535.0 $207K 0.05% NEW $386.85 +7.9%
50 CNC CENTENE CORP DEL Healthcare 3,177.0 $204K 0.05% NEW $64.19 +5.4%
51 HWM HOWMET AEROSPACE INC Industrials 749.0 $201K 0.05% NEW $268.93 -16.5%
52 BSX BOSTON SCIENTIFIC CORP Healthcare 4,719.0 $201K 0.05% NEW $42.68 +2.8%
53 SCZ ISHARES TR 1,785.0 $147K 0.03% NEW $82.27 +3.4%
54 IALT BLACKROCK ETF TRUST 3,472.0 $97K 0.02% NEW $28.05 +4.9%
55 WIT WIPRO LTD Technology 10,737.0 $24K 0.01% NEW $2.25 -22.2%
56 XPH SPDR SERIES TRUST 338.0 $22K 0.01% NEW $66.27 +0.8%
57 KRE SPDR SERIES TRUST 79.0 $6K 0.00% NEW $74.85 -1.1%
58 XLY SELECT SECTOR SPDR TR 46.0 $5K 0.00% NEW $117.28 -5.5%
59 IJJ ISHARES TR 33.0 $5K 0.00% NEW $147.73 -2.9%
60 SPIB SPDR SERIES TRUST 54.0 $2K NEW $33.54 -2.8%
Page 3 of 3  ·  60 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 38.2%
Financial Services 23.6%
Industrials 10.1%
Healthcare 6.8%
Consumer Cyclical 5.5%
Communication Services 4.8%
Consumer Defensive 4.7%
Energy 2.5%
Utilities 2.2%
Real Estate 1.0%