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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 14 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SPYM SPDR SERIES TRUST 2,515.0 $221K 0.05% NEW $87.88 +1.2%
262 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,355.0 $217K 0.05% +26.0 +1.1% $92.09 -7.5%
263 T AT&T INC Communication Services 10,467.0 $217K 0.05% -3K -21.8% $20.70 +29.1%
264 BAI BLACKROCK ETF TRUST 4,037.0 $213K 0.05% -1K -22.9% $52.72 -19.3%
265 DHR DANAHER CORP DEL Healthcare 1,112.0 $212K 0.05% -158.0 -12.4% $190.41 +10.0%
266 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,670.0 $211K 0.05% NEW $45.22 +23.6%
267 MPC MARATHON PETE CORP Energy 824.0 $211K 0.05% NEW $255.58 +60.7%
268 BCS BARCLAYS PLC Financial Services 7,818.0 $210K 0.05% NEW $26.86 -5.3%
269 VST VISTRA CORP Utilities 1,320.0 $209K 0.05% NEW $158.69 -10.8%
270 VRT VERTIV HOLDINGS CO Industrials 624.0 $209K 0.05% NEW $334.56 -29.9%
271 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 535.0 $207K 0.05% NEW $386.85 +7.9%
272 CNC CENTENE CORP DEL Healthcare 3,177.0 $204K 0.05% NEW $64.19 +5.4%
273 HWM HOWMET AEROSPACE INC Industrials 749.0 $201K 0.05% NEW $268.93 -16.5%
274 BSX BOSTON SCIENTIFIC CORP Healthcare 4,719.0 $201K 0.05% NEW $42.68 +2.8%
275 IYW ISHARES TR 764.0 $193K 0.04% $252.23 -0.9%
276 VBR VANGUARD INDEX FDS 775.0 $188K 0.04% $242.99 -0.9%
277 NOK NOKIA CORP Technology 14,090.0 $187K 0.04% +2K +16.2% $13.28 -25.9%
278 EFG ISHARES TR 1,494.0 $186K 0.04% +38.0 +2.6% $124.38 -3.9%
279 HLN HALEON PLC Healthcare 19,296.0 $180K 0.04% +342.0 +1.8% $9.33 -1.0%
280 BLACKROCK ETF TRUST 4,638.0 $170K 0.04% +3K +250.8% $36.60
Page 14 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%