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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 6 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TXN TEXAS INSTRS INC Technology 4,089.0 $709K 0.19% NEW $173.50 +79.7%
102 VCIT VANGUARD SCOTTSDALE FDS 8,467.0 $709K 0.19% NEW $83.75 -1.1%
103 DIS DISNEY WALT CO Communication Services 6,166.0 $706K 0.19% NEW $114.50 -14.4%
104 SPGI S&P GLOBAL INC Financial Services 1,329.0 $695K 0.18% NEW $522.62 -24.4%
105 AMGN AMGEN INC Healthcare 2,106.0 $689K 0.18% NEW $327.31 +7.8%
106 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 10,040.0 $686K 0.18% NEW $68.36 -32.9%
107 PEP PEPSICO INC Consumer Defensive 4,708.0 $682K 0.18% NEW $144.92 -3.7%
108 INTU INTUIT Technology 1,016.0 $673K 0.18% NEW $662.45 -61.5%
109 UNILEVER PLC 10,178.0 $666K 0.18% NEW $65.40
110 GEV GE VERNOVA INC Utilities 996.0 $651K 0.17% NEW $653.70 +66.0%
111 SAN BANCO SANTANDER SA Financial Services 54,875.0 $644K 0.17% NEW $11.73 +14.1%
112 XLK SELECT SECTOR SPDR TR 4,450.0 $641K 0.17% NEW $143.96 +28.2%
113 CMCSA COMCAST CORP NEW Communication Services 21,307.0 $637K 0.17% NEW $29.89 -24.1%
114 BKNG BOOKING HOLDINGS INC Consumer Cyclical 118.0 $633K 0.17% NEW $5362.86 -96.7%
115 MGC VANGUARD WORLD FD 2,495.0 $627K 0.17% NEW $251.17 +6.7%
116 TM TOYOTA MOTOR CORP Consumer Cyclical 2,881.0 $617K 0.17% NEW $214.04 -22.2%
117 VWO VANGUARD INTL EQUITY INDEX F 11,309.0 $608K 0.16% NEW $53.76 +9.4%
118 KSS KOHLS CORP Consumer Cyclical 29,397.0 $600K 0.16% NEW $20.41 -6.5%
119 NEE NEXTERA ENERGY INC Utilities 7,437.0 $597K 0.16% NEW $80.27 +9.2%
120 HCA HCA HEALTHCARE INC Healthcare 1,232.0 $575K 0.15% NEW $466.68 -17.1%
Page 6 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%