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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 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DYNF BLACKROCK ETF TRUST 6,634.0 $386K 0.13% -2K -19.1% $58.18 +14.7%
102 SCHW SCHWAB CHARLES CORP Financial Services 4,090.0 $384K 0.13% -1K -20.3% $93.98 -4.8%
103 WELL WELLTOWER INC Real Estate 1,929.0 $381K 0.13% -255.0 -11.7% $197.73 +13.1%
104 GLD SPDR GOLD TR Financial Services 885.0 $381K 0.13% -253.0 -22.2% $430.29 -14.1%
105 MCO MOODYS CORP Financial Services 871.0 $380K 0.13% -18.0 -2.0% $436.17 +0.6%
106 GILD GILEAD SCIENCES INC Healthcare 2,715.0 $378K 0.13% -1K -31.5% $139.35 -11.1%
107 KSS KOHLS CORP Consumer Cyclical 29,018.0 $378K 0.13% -379.0 -1.3% $13.03 +46.6%
108 UNILEVER PLC 6,554.0 $377K 0.13% -4K -35.6% $57.47
109 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 6,543.0 $370K 0.12% -63.0 -0.9% $56.60 -14.4%
110 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 17,981.0 $355K 0.12% -11K -37.3% $19.75 +20.0%
111 HON HONEYWELL INTL INC Industrials 1,569.0 $355K 0.12% -544.0 -25.8% $225.99 +2.3%
112 LOW LOWES COS INC Consumer Cyclical 1,490.0 $352K 0.12% -613.0 -29.1% $236.26 -6.1%
113 SBUX STARBUCKS CORP Consumer Cyclical 3,900.0 $349K 0.12% -588.0 -13.1% $89.59 +15.2%
114 ETN EATON CORP PLC Industrials 971.0 $347K 0.12% -595.0 -38.0% $357.78 +17.4%
115 TM TOYOTA MOTOR CORP Consumer Cyclical 1,647.0 $340K 0.11% -1K -42.8% $206.13 -19.2%
116 INTC INTEL CORP Technology 7,616.0 $336K 0.11% -5K -41.7% $44.13 +201.1%
117 PGR PROGRESSIVE CORP Financial Services 1,658.0 $329K 0.11% -595.0 -26.4% $198.22 +8.7%
118 COP CONOCOPHILLIPS Energy 2,431.0 $321K 0.11% -605.0 -19.9% $131.97 -19.4%
119 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 14,786.0 $320K 0.11% -8K -36.1% $21.66 +13.2%
120 XLV SELECT SECTOR SPDR TR 2,149.0 $315K 0.11% -294.0 -12.0% $146.58 +6.2%
Page 6 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%