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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 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,685.0 $8.0M 1.84% -658.0 -5.8% $746.77 +1.4%
2 GOOG ALPHABET INC 12,198.0 $4.3M 0.99% -12K -50.3% $353.34
3 ILOW AB ACTIVE ETFS INC 59,521.0 $2.7M 0.62% -2K -3.7% $45.46 +2.3%
4 BERKSHIRE HATHAWAY INC DEL 5,295.0 $2.6M 0.61% -11K -67.9% $500.39
5 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,561.0 $2.2M 0.50% -71.0 -1.5% $478.51 -13.5%
6 JNJ JOHNSON & JOHNSON Healthcare 8,090.0 $2.1M 0.47% -281.0 -3.4% $253.97 +5.2%
7 IJR ISHARES TR 11,054.0 $1.6M 0.38% -240.0 -2.1% $148.31 -5.6%
8 IEMG ISHARES INC 16,121.0 $1.3M 0.31% -2K -9.7% $82.84 -3.3%
9 QUAL ISHARES TR 5,674.0 $1.2M 0.29% -833.0 -12.8% $219.43 -0.3%
10 VYMI VANGUARD WHITEHALL FDS 12,027.0 $1.2M 0.27% -1K -9.7% $98.20 +6.7%
11 GS GOLDMAN SACHS GROUP INC Financial Services 1,044.0 $1.1M 0.24% -31.0 -2.9% $1011.49 -3.4%
12 KO COCA COLA CO Consumer Defensive 12,350.0 $1.0M 0.23% -463.0 -3.6% $81.80 +8.5%
13 ABBV ABBVIE INC Healthcare 3,936.0 $990K 0.23% -3K -40.9% $251.62 +4.5%
14 MA MASTERCARD INCORPORATED Financial Services 1,924.0 $988K 0.23% -7K -78.0% $513.67 +11.6%
15 IJH ISHARES TR 11,649.0 $898K 0.21% -1K -9.5% $77.11 -5.0%
16 IVW ISHARES TR 6,130.0 $843K 0.19% -76.0 -1.2% $137.53 -0.1%
17 NFLX NETFLIX INC. Communication Services 11,609.0 $829K 0.19% -26K -69.0% $71.40 +9.1%
18 IVE ISHARES TR 2,907.0 $660K 0.15% -366.0 -11.2% $227.09 +2.7%
19 ABT ABBOTT LABORATORIES Healthcare 6,336.0 $575K 0.13% -3K -32.6% $90.73 +12.5%
20 PM PHILIP MORRIS INTL INC Consumer Defensive 3,058.0 $558K 0.13% -16K -83.8% $182.38 +6.4%
Page 1 of 3  ·  46 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%