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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 14 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IWR ISHARES TR 1,050.0 $102K 0.03% -3K -72.4% $97.26 +13.1%
262 ESGU ISHARES TR 719.0 $102K 0.03% $141.42 +13.6%
263 IWY ISHARES TR 395.0 $98K 0.03% +90.0 +29.5% $248.84 +10.9%
264 NOK NOKIA CORP Technology 12,126.0 $97K 0.03% -3K -19.1% $8.04 +73.8%
265 IAGG ISHARES TR 1,778.0 $89K 0.03% +45.0 +2.6% $50.04 +1.1%
266 NMR NOMURA HLDGS INC Financial Services 10,896.0 $86K 0.03% -7K -38.0% $7.89 +11.4%
267 MUB ISHARES TR 808.0 $86K 0.03% $106.19 +1.3%
268 VXF VANGUARD INDEX FDS 398.0 $82K 0.03% $205.84 +16.8%
269 XLI SELECT SECTOR SPDR TR 493.0 $80K 0.03% $161.73 +13.9%
270 XLF SELECT SECTOR SPDR TR 1,614.0 $80K 0.03% $49.37 +8.3%
271 SMMD ISHARES TR 963.0 $74K 0.03% $76.35 +19.5%
272 IYH ISHARES TR 766.0 $47K 0.02% -845.0 -52.5% $61.64 +6.5%
273 SHY ISHARES TR 546.0 $45K 0.01% $82.57 -0.6%
274 BLACKROCK ETF TRUST 1,322.0 $43K 0.01% NEW $32.15
275 ACWX ISHARES TR 535.0 $37K 0.01% NEW $68.47 +10.4%
276 RSPT INVESCO EXCHANGE TRADED FD T 790.0 $36K 0.01% NEW $45.26 +39.4%
277 GDX VANECK ETF TRUST 385.0 $35K 0.01% $91.69 -17.5%
278 PRN INVESCO EXCHANGE TRADED FD T 175.0 $34K 0.01% -175.0 -50.0% $194.53 +32.5%
279 VLUE ISHARES TR 224.0 $32K 0.01% $142.19 +43.9%
280 IYM ISHARES TR 180.0 $32K 0.01% -70.0 -28.0% $175.92 +3.3%
Page 14 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%