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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 2 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 11,020.0 $3.4M 1.15% -6K -34.0% $309.52 +22.4%
22 IAU ISHARES GOLD TR Financial Services 37,176.0 $3.3M 1.10% +8K +26.4% $88.16 -14.1%
23 VTI VANGUARD INDEX FDS 9,945.0 $3.2M 1.07% -273.0 -2.7% $320.81 +13.5%
24 PM PHILIP MORRIS INTL INC Consumer Defensive 18,895.0 $3.2M 1.06% -5K -21.2% $167.07 +7.1%
25 VXUS VANGUARD STAR FDS 39,538.0 $3.0M 1.03% -2K -3.8% $77.11 +10.3%
26 IVV ISHARES TR 4,220.0 $2.8M 0.93% +107.0 +2.6% $653.15 +12.8%
27 ILOW AB ACTIVE ETFS INC 61,784.0 $2.6M 0.89% $42.66 +5.4%
28 META META PLATFORMS INC Communication Services 4,419.0 $2.5M 0.85% -3K -40.5% $572.13 -5.1%
29 UBER UBER TECHNOLOGIES INC Technology 30,849.0 $2.2M 0.75% -3K -7.6% $71.93 +0.4%
30 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,594.0 $2.1M 0.71% -116.0 -3.1% $588.69 +6.8%
31 JNJ JOHNSON & JOHNSON Healthcare 8,371.0 $2.0M 0.69% -2K -21.6% $244.43 +0.2%
32 V VISA INC Financial Services 5,717.0 $1.7M 0.58% -1K -20.7% $302.22 +9.4%
33 VOO VANGUARD INDEX FDS 2,872.0 $1.7M 0.58% -403.0 -12.3% $597.60 +13.1%
34 VEA VANGUARD TAX-MANAGED FDS 26,382.0 $1.7M 0.57% -6K -19.2% $64.08 +11.0%
35 IEFA ISHARES TR 18,165.0 $1.6M 0.55% +798.0 +4.6% $90.53 +6.1%
36 TSLA TESLA INC Consumer Cyclical 4,237.0 $1.6M 0.53% -4K -46.0% $371.75 +0.9%
37 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,632.0 $1.6M 0.53% -2K -34.1% $338.91 +28.3%
38 VUG VANGUARD INDEX FDS 3,482.0 $1.5M 0.51% -165.0 -4.5% $436.76 -81.0%
39 LLY ELI LILLY & CO Healthcare 1,643.0 $1.5M 0.51% -1K -40.1% $919.61 +22.8%
40 EEM ISHARES TR 26,459.0 $1.5M 0.51% +4K +16.7% $56.79 +19.7%
Page 2 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%