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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 11 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EMR EMERSON ELEC CO Industrials 1,945.0 $255K 0.09% -109.0 -5.3% $130.99 +11.0%
202 TMUS T-MOBILE US INC Communication Services 1,197.0 $251K 0.09% -1K -46.1% $210.05 -13.6%
203 C CITIGROUP INC Financial Services 2,213.0 $251K 0.09% -2K -44.4% $113.40 +27.9%
204 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 819.0 $249K 0.08% -737.0 -47.4% $304.08 +12.0%
205 CI THE CIGNA GROUP Healthcare 911.0 $243K 0.08% -195.0 -17.6% $266.89 +5.6%
206 DHR DANAHER CORP DEL Healthcare 1,270.0 $241K 0.08% -473.0 -27.1% $190.01 +1.7%
207 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,125.0 $241K 0.08% -2K -35.4% $58.48 +6.8%
208 TSN TYSON FOODS INC Consumer Defensive 3,720.0 $238K 0.08% -4K -49.9% $64.07 -9.8%
209 VRTX VERTEX PHARMACEUTICALS INC Healthcare 532.0 $238K 0.08% -293.0 -35.5% $446.77 +7.5%
210 FERROVIAL SE 3,642.0 $237K 0.08% NEW $65.05
211 ING ING GROEP N.V. Financial Services 9,009.0 $235K 0.08% -5K -35.7% $26.05 +19.1%
212 BA BOEING CO Industrials 1,169.0 $233K 0.08% -929.0 -44.3% $199.05 +9.6%
213 CB CHUBB LTD SWITZ Financial Services 708.0 $231K 0.08% -568.0 -44.5% $326.90 +1.2%
214 PNC PNC FINL SVCS GROUP INC Financial Services 1,106.0 $230K 0.08% -81.0 -6.8% $208.04 +17.9%
215 TPR TAPESTRY INC Consumer Cyclical 1,627.0 $230K 0.08% -462.0 -22.1% $141.08 +3.5%
216 KHC KRAFT HEINZ CO Consumer Defensive 10,042.0 $226K 0.08% NEW $22.49 +4.4%
217 VGT VANGUARD WORLD FD 323.0 $225K 0.08% $697.72 -83.5%
218 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 775.0 $225K 0.08% NEW $290.65 -3.7%
219 LHX L3HARRIS TECHNOLOGIES INC Industrials 653.0 $225K 0.08% -38.0 -5.5% $344.90 -16.3%
220 BP BP PLC Energy 4,791.0 $225K 0.08% -2K -33.7% $47.00 -19.8%
Page 11 of 16  ·  312 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%