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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 12 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DLR DIGITAL RLTY TR INC Real Estate 1,241.0 $224K 0.07% NEW $180.25 +6.8%
222 NEM NEWMONT CORP Basic Materials 2,046.0 $221K 0.07% -1K -37.8% $108.23 -11.9%
223 PRF INVESCO EXCHANGE TRADED FD T 4,655.0 $221K 0.07% $47.53 +13.1%
224 CVS CVS HEALTH CORP Healthcare 3,081.0 $221K 0.07% +149.0 +5.1% $71.81 +45.7%
225 FCX FREEPORT MCMORAN INC Basic Materials 3,702.0 $218K 0.07% -930.0 -20.1% $58.78 +6.8%
226 PSX PHILLIPS 66 Energy 1,190.0 $217K 0.07% -439.0 -26.9% $182.26 -5.8%
227 RY ROYAL BK CDA Financial Services 1,334.0 $216K 0.07% -286.0 -17.6% $161.78 +25.9%
228 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,329.0 $215K 0.07% -2K -46.7% $92.31 -5.9%
229 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,679.0 $211K 0.07% +107.0 +6.8% $125.46 -24.2%
230 MFG MIZUHO FINANCIAL GROUP INC Financial Services 26,255.0 $208K 0.07% -16K -38.2% $7.94 +20.8%
231 ANET ARISTA NETWORKS INC Technology 1,678.0 $206K 0.07% -1K -41.2% $122.80 +34.7%
232 TRV TRAVELERS COMPANIES INC Financial Services 699.0 $204K 0.07% -331.0 -32.1% $291.58 +9.2%
233 EPD ENTERPRISE PRODS PARTNERS L Energy 5,384.0 $204K 0.07% NEW $37.84 -2.6%
234 ROK ROCKWELL AUTOMATION INC Industrials 566.0 $203K 0.07% NEW $358.57 +33.7%
235 MDT MEDTRONIC PLC Healthcare 2,321.0 $203K 0.07% -2K -40.0% $87.37 -7.8%
236 CTVA CORTEVA INC Basic Materials 2,409.0 $202K 0.07% -991.0 -29.1% $83.69 -2.5%
237 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,390.0 $200K 0.07% $59.03 -12.8%
238 VTWO VANGUARD SCOTTSDALE FDS 1,960.0 $196K 0.07% $100.17 +20.5%
239 HLN HALEON PLC Healthcare 18,954.0 $190K 0.06% -15K -43.4% $10.01 -7.4%
240 BAI BLACKROCK ETF TRUST 5,235.0 $172K 0.06% +239.0 +4.8% $32.95 +56.1%
Page 12 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%