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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 9 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,329.0 $215K 0.07% -2K -46.7% $92.31 -5.9%
162 MFG MIZUHO FINANCIAL GROUP INC Financial Services 26,255.0 $208K 0.07% -16K -38.2% $7.94 +20.8%
163 ANET ARISTA NETWORKS INC Technology 1,678.0 $206K 0.07% -1K -41.2% $122.80 +34.7%
164 TRV TRAVELERS COMPANIES INC Financial Services 699.0 $204K 0.07% -331.0 -32.1% $291.58 +9.2%
165 MDT MEDTRONIC PLC Healthcare 2,321.0 $203K 0.07% -2K -40.0% $87.37 -7.8%
166 CTVA CORTEVA INC Basic Materials 2,409.0 $202K 0.07% -991.0 -29.1% $83.69 -2.5%
167 HLN HALEON PLC Healthcare 18,954.0 $190K 0.06% -15K -43.4% $10.01 -7.4%
168 GOVT ISHARES TR 6,392.0 $146K 0.05% -26K -80.3% $22.91 -0.4%
169 IYW ISHARES TR 764.0 $139K 0.05% -110.0 -12.6% $181.42 +34.5%
170 VOE VANGUARD INDEX FDS 734.0 $135K 0.05% -57.0 -7.2% $184.28 +8.4%
171 LYG LLOYDS BANKING GROUP PLC Financial Services 25,572.0 $129K 0.04% -20K -43.6% $5.03 +14.3%
172 MTUM ISHARES TR 533.0 $128K 0.04% -4.0 -0.7% $240.11 +41.3%
173 IVLU ISHARES TR 3,205.0 $127K 0.04% -924.0 -22.4% $39.68 +5.5%
174 EMB ISHARES TR 1,253.0 $118K 0.04% -1K -48.9% $93.93 +2.8%
175 PEY INVESCO EXCHANGE TRADED FD T 5,317.0 $114K 0.04% -249.0 -4.5% $21.42 +7.7%
176 IEV ISHARES TR 1,666.0 $113K 0.04% -280.0 -14.4% $67.94 +6.2%
177 IWR ISHARES TR 1,050.0 $102K 0.03% -3K -72.4% $97.26 +13.1%
178 NOK NOKIA CORP Technology 12,126.0 $97K 0.03% -3K -19.1% $8.04 +73.8%
179 NMR NOMURA HLDGS INC Financial Services 10,896.0 $86K 0.03% -7K -38.0% $7.89 +11.4%
180 IYH ISHARES TR 766.0 $47K 0.02% -845.0 -52.5% $61.64 +6.5%
Page 9 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%