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Portfolio (Quarterly) Guide ↗

New Republic Capital, LLC

· CIK 0001989988
13F Portfolio $434M AUM 352 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 60 New 162 Added 46 Reduced 20 Exited
Page 12 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MRVL MARVELL TECHNOLOGY INC Technology 944.0 $281K 0.07% NEW $297.86 -25.6%
222 DELL DELL TECHNOLOGIES INC Technology 649.0 $280K 0.07% NEW $431.60 +25.9%
223 TER TERADYNE INC Technology 578.0 $280K 0.06% NEW $483.87 -31.2%
224 JCI JOHNSON CONTROLS INTERNATION Industrials 1,897.0 $278K 0.06% NEW $146.38 -5.5%
225 RY ROYAL BK CDA Financial Services 1,334.0 $276K 0.06% $206.99 -1.3%
226 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,450.0 $275K 0.06% +325.0 +7.9% $61.77 -8.5%
227 CRWD CROWDSTRIKE HLDGS INC Technology 354.0 $270K 0.06% NEW $190.93 +27.0%
228 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 278.0 $269K 0.06% NEW $966.03 -20.1%
229 AGG ISHARES TR 2,713.0 $269K 0.06% +23.0 +0.9% $98.98 -3.2%
230 PPG PPG INDS INC Basic Materials 2,192.0 $266K 0.06% NEW $121.27 -13.5%
231 TMUS T-MOBILE US INC Communication Services 1,582.0 $265K 0.06% +385.0 +32.2% $167.71 +7.6%
232 SNPS SYNOPSYS INC Technology 592.0 $264K 0.06% NEW $446.07 -17.6%
233 F FORD MTR CO Consumer Cyclical 18,727.0 $260K 0.06% NEW $13.90 -2.8%
234 GPC GENUINE PARTS CO Consumer Cyclical 2,182.0 $260K 0.06% NEW $119.05 +10.0%
235 TRV TRAVELERS COMPANIES INC Financial Services 784.0 $259K 0.06% +85.0 +12.2% $330.10 +14.5%
236 NEM NEWMONT CORP Basic Materials 2,762.0 $258K 0.06% +716.0 +35.0% $93.41 +33.0%
237 NKE NIKE INC Consumer Cyclical 6,164.0 $256K 0.06% NEW $41.46 -12.6%
238 TOTALENERGIES SE 3,232.0 $254K 0.06% +84.0 +2.7% $78.74
239 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,929.0 $254K 0.06% NEW $131.56 +4.9%
240 TM TOYOTA MOTOR CORP Consumer Cyclical 1,503.0 $253K 0.06% -144.0 -8.7% $168.41 +16.1%
Page 12 of 18  ·  352 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
Technology 38.2%
Financial Services 23.6%
Industrials 10.1%
Healthcare 6.8%
Consumer Cyclical 5.5%
Communication Services 4.8%
Consumer Defensive 4.7%
Energy 2.5%
Utilities 2.2%
Real Estate 1.0%