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Portfolio (Quarterly) Guide ↗

New Republic Capital, LLC

· CIK 0001989988
13F Portfolio $375M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 369 New
Page 15 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BN BROOKFIELD CORP Financial Services 4,724.0 $217K 0.06% NEW $45.89 -6.3%
282 ECL ECOLAB INC Basic Materials 816.0 $215K 0.06% NEW $263.15 +6.9%
283 TDG TRANSDIGM GROUP INC Industrials 160.0 $213K 0.06% NEW $1329.63 +0.2%
284 MTDR MATADOR RES CO Energy 4,998.0 $212K 0.06% NEW $42.44 +18.2%
285 SNPS SYNOPSYS INC Technology 450.0 $211K 0.06% NEW $469.72 -3.1%
286 PSX PHILLIPS 66 Energy 1,629.0 $210K 0.06% NEW $129.02 +33.1%
287 MSI MOTOROLA SOLUTIONS INC Technology 546.0 $210K 0.06% NEW $384.63 +3.2%
288 EA ELECTRONIC ARTS INC Communication Services 1,027.0 $210K 0.06% NEW $204.40 +0.2%
289 MMM 3M CO Industrials 1,308.0 $209K 0.06% NEW $160.12 +4.9%
290 AMP AMERIPRISE FINL INC Financial Services 425.0 $209K 0.06% NEW $490.74 -7.6%
291 ROST ROSS STORES INC Consumer Cyclical 1,144.0 $206K 0.06% NEW $180.16 +19.4%
292 BK BANK NEW YORK MELLON CORP Financial Services 1,774.0 $206K 0.06% NEW $116.08 +26.2%
293 LHX L3HARRIS TECHNOLOGIES INC Industrials 691.0 $203K 0.05% NEW $293.51 -1.7%
294 WM WASTE MGMT INC DEL Industrials 912.0 $200K 0.05% NEW $219.65 +1.6%
295 NATWEST GROUP PLC 11,170.0 $195K 0.05% NEW $17.50
296 VTWO VANGUARD SCOTTSDALE FDS 1,953.0 $194K 0.05% NEW $99.52 +21.3%
297 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 11,040.0 $175K 0.05% NEW $15.86 +26.2%
298 IYW ISHARES TR 874.0 $175K 0.05% NEW $199.68 +22.2%
299 THRO BLACKROCK ETF TRUST 4,445.0 $171K 0.05% NEW $38.56 +9.7%
300 BAI BLACKROCK ETF TRUST 4,996.0 $166K 0.04% NEW $33.30 +54.5%
Page 15 of 19  ·  369 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 29.4%
Financial Services 25.9%
Communication Services 12.3%
Healthcare 7.9%
Consumer Cyclical 7.6%
Industrials 6.7%
Consumer Defensive 4.5%
Energy 2.1%
Basic Materials 1.6%
Utilities 1.4%