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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 7 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DIS DISNEY WALT CO Communication Services 4,609.0 $444K 0.15% -2K -25.2% $96.38 +1.7%
122 HCA HCA HEALTHCARE INC Healthcare 934.0 $442K 0.15% -298.0 -24.2% $473.45 -18.3%
123 APH AMPHENOL CORP Technology 3,489.0 $442K 0.15% -4K -51.4% $126.62 +30.4%
124 USB US BANCORP Financial Services 8,328.0 $437K 0.15% -149.0 -1.8% $52.53 +16.5%
125 PFE PFIZER INC Healthcare 15,552.0 $437K 0.15% +3K +19.2% $28.08 -15.7%
126 IWF ISHARES TR 1,012.0 $432K 0.14% -691.0 -40.6% $426.40 -72.3%
127 IUSB ISHARES TR 9,285.0 $429K 0.14% +200.0 +2.2% $46.19 +0.1%
128 D DOMINION ENERGY INC Utilities 6,921.0 $428K 0.14% +1K +21.9% $61.82 +12.4%
129 AMGN AMGEN INC Healthcare 1,190.0 $419K 0.14% -916.0 -43.5% $351.72 +0.3%
130 IWB ISHARES TR 1,170.0 $417K 0.14% $356.63 +12.6%
131 VONG VANGUARD SCOTTSDALE FDS 3,800.0 $417K 0.14% $109.69 +10.9%
132 ISRG INTUITIVE SURGICAL INC Healthcare 900.0 $415K 0.14% -605.0 -40.2% $460.99 -13.3%
133 WMB WILLIAMS COS INC Energy 5,669.0 $413K 0.14% -483.0 -7.8% $72.78 +6.5%
134 AXP AMERICAN EXPRESS CO Financial Services 1,363.0 $412K 0.14% -767.0 -36.0% $302.54 +13.2%
135 ACWI ISHARES TR 2,948.0 $408K 0.14% -31.0 -1.0% $138.38 +11.8%
136 LIN LINDE PLC Basic Materials 819.0 $406K 0.14% -266.0 -24.5% $495.86 +5.3%
137 SAN BANCO SANTANDER SA Financial Services 35,837.0 $404K 0.14% -19K -34.7% $11.28 +18.6%
138 BLK BLACKROCK INC Financial Services 417.0 $401K 0.14% -92.0 -18.1% $961.22 +1.1%
139 BROWN FORMAN CORP 14,824.0 $399K 0.14% -580.0 -3.8% $26.93
140 UPS UNITED PARCEL SVCS INC Industrials 4,041.0 $398K 0.13% NEW $98.39 +11.1%
Page 7 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%