BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

New Republic Capital, LLC

· CIK 0001989988
13F Portfolio $297M AUM 312 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 46 Added 188 Reduced 75 Exited
Page 4 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TXN TEXAS INSTRS INC Technology 3,168.0 $615K 0.21% -921.0 -22.5% $194.15 +60.6%
62 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,250.0 $615K 0.21% -808.0 -39.3% $492.00 +2.8%
63 IBM INTERNATIONAL BUSINESS MACHS Technology 2,526.0 $612K 0.21% -495.0 -16.4% $242.38 +6.6%
64 IWD ISHARES TR 2,864.0 $612K 0.21% -2K -41.1% $213.67 +14.5%
65 WFC WELLS FARGO & CO Financial Services 7,648.0 $609K 0.20% -5K -39.9% $79.62 +6.4%
66 BAC BANK AMERICA CORP Financial Services 11,939.0 $582K 0.20% -11K -48.7% $48.75 +19.4%
67 HSBC HSBC HLDGS PLC Financial Services 6,995.0 $577K 0.19% -4K -38.3% $82.49 +15.2%
68 ADI ANALOG DEVICES INC Technology 1,787.0 $569K 0.19% -236.0 -11.7% $318.20 +31.3%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 3,861.0 $565K 0.19% -3K -44.2% $146.29 -26.7%
70 IDV ISHARES TR 13,258.0 $564K 0.19% -716.0 -5.1% $42.56 -2.3%
71 NEE NEXTERA ENERGY INC Utilities 6,022.0 $559K 0.19% -1K -19.0% $92.87 -5.6%
72 PEP PEPSICO INC Consumer Defensive 3,571.0 $555K 0.19% -1K -24.1% $155.28 -10.1%
73 MCD MCDONALDS CORP Consumer Cyclical 1,780.0 $553K 0.19% -1K -37.4% $310.78 -14.9%
74 EMXC ISHARES INC 6,948.0 $547K 0.18% -220.0 -3.1% $78.66 +29.2%
75 CRM SALESFORCE INC Technology 2,890.0 $539K 0.18% -2K -36.0% $186.65 -19.5%
76 NVS NOVARTIS AG Healthcare 3,496.0 $534K 0.18% -2K -37.9% $152.76 +1.5%
77 GEV GE VERNOVA INC Utilities 604.0 $528K 0.18% -392.0 -39.4% $873.61 +24.3%
78 SO SOUTHERN CO Utilities 5,330.0 $514K 0.17% -616.0 -10.4% $96.53 -0.6%
79 AMAT APPLIED MATLS INC Technology 1,503.0 $514K 0.17% -167.0 -10.0% $341.68 +95.5%
80 GLW CORNING INC Technology 3,472.0 $472K 0.16% -304.0 -8.1% $135.99 +67.8%
Page 4 of 10  ·  188 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
Financial Services 30.5%
Technology 24.6%
Communication Services 10.9%
Industrials 8.7%
Healthcare 7.2%
Consumer Cyclical 5.8%
Consumer Defensive 5.0%
Energy 3.0%
Basic Materials 2.0%
Utilities 1.5%