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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 8 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IJS ISHARES TR 3,308.0 $392K 0.13% $118.46 +14.5%
142 T AT&T INC Communication Services 13,388.0 $388K 0.13% -6K -30.4% $28.99 -22.7%
143 DYNF BLACKROCK ETF TRUST 6,634.0 $386K 0.13% -2K -19.1% $58.18 +14.7%
144 QQQ INVESCO QQQ TR Financial Services 667.0 $385K 0.13% +111.0 +20.0% $577.18 +24.1%
145 SCHW SCHWAB CHARLES CORP Financial Services 4,090.0 $384K 0.13% -1K -20.3% $93.98 -4.8%
146 WELL WELLTOWER INC Real Estate 1,929.0 $381K 0.13% -255.0 -11.7% $197.73 +13.1%
147 GLD SPDR GOLD TR Financial Services 885.0 $381K 0.13% -253.0 -22.2% $430.29 -14.1%
148 MCO MOODYS CORP Financial Services 871.0 $380K 0.13% -18.0 -2.0% $436.17 +0.6%
149 GILD GILEAD SCIENCES INC Healthcare 2,715.0 $378K 0.13% -1K -31.5% $139.35 -11.1%
150 KSS KOHLS CORP Consumer Cyclical 29,018.0 $378K 0.13% -379.0 -1.3% $13.03 +46.6%
151 CL COLGATE PALMOLIVE CO Consumer Defensive 4,425.0 $377K 0.13% NEW $85.24 +6.8%
152 UNILEVER PLC 6,554.0 $377K 0.13% -4K -35.6% $57.47
153 SCHB SCHWAB STRATEGIC TR 14,839.0 $372K 0.13% $25.10 +13.2%
154 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 6,543.0 $370K 0.12% -63.0 -0.9% $56.60 -14.4%
155 VTHR VANGUARD SCOTTSDALE FDS 1,241.0 $357K 0.12% $287.47 +12.8%
156 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 17,981.0 $355K 0.12% -11K -37.3% $19.75 +20.0%
157 HON HONEYWELL INTL INC Industrials 1,569.0 $355K 0.12% -544.0 -25.8% $225.99 +2.3%
158 VIG VANGUARD SPECIALIZED FUNDS 1,642.0 $353K 0.12% $215.02 +9.4%
159 LOW LOWES COS INC Consumer Cyclical 1,490.0 $352K 0.12% -613.0 -29.1% $236.26 -6.1%
160 SBUX STARBUCKS CORP Consumer Cyclical 3,900.0 $349K 0.12% -588.0 -13.1% $89.59 +15.2%
Page 8 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%