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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 9 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ET ENERGY TRANSFER L P Energy 18,040.0 $348K 0.12% $19.30 -0.6%
162 ETN EATON CORP PLC Industrials 971.0 $347K 0.12% -595.0 -38.0% $357.78 +17.4%
163 ADBE ADOBE INC Technology 1,405.0 $342K 0.12% +299.0 +27.0% $243.08 -20.4%
164 TM TOYOTA MOTOR CORP Consumer Cyclical 1,647.0 $340K 0.11% -1K -42.8% $206.13 -19.2%
165 INTC INTEL CORP Technology 7,616.0 $336K 0.11% -5K -41.7% $44.13 +201.1%
166 VB VANGUARD INDEX FDS 1,279.0 $335K 0.11% $261.95 +14.4%
167 PINNACLE FINL PARTNERS INC 3,868.0 $333K 0.11% NEW $86.15
168 PGR PROGRESSIVE CORP Financial Services 1,658.0 $329K 0.11% -595.0 -26.4% $198.22 +8.7%
169 AOA ISHARES TR 3,660.0 $324K 0.11% +151.0 +4.3% $88.50 +9.5%
170 COP CONOCOPHILLIPS Energy 2,431.0 $321K 0.11% -605.0 -19.9% $131.97 -19.4%
171 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 14,786.0 $320K 0.11% -8K -36.1% $21.66 +13.2%
172 MDLZ MONDELEZ INTL INC Consumer Defensive 5,488.0 $318K 0.11% +1K +29.9% $57.98 +5.5%
173 XLV SELECT SECTOR SPDR TR 2,149.0 $315K 0.11% -294.0 -12.0% $146.58 +6.2%
174 PH PARKER-HANNIFIN CORP Industrials 351.0 $314K 0.11% -98.0 -21.8% $895.51 +10.5%
175 GD GENERAL DYNAMICS CORP Industrials 909.0 $312K 0.10% -89.0 -8.9% $343.07 +0.5%
176 MTDR MATADOR RES CO Energy 4,881.0 $308K 0.10% -117.0 -2.3% $63.18 -20.6%
177 EFV ISHARES TR 4,143.0 $308K 0.10% -440.0 -9.6% $74.35 +2.5%
178 VEU VANGUARD INTL EQUITY INDEX F 4,091.0 $307K 0.10% $75.10 +10.9%
179 ACN ACCENTURE PLC IRELAND Technology 1,545.0 $306K 0.10% -2K -55.2% $198.31 -36.6%
180 PANW PALO ALTO NETWORKS INC Technology 1,902.0 $305K 0.10% +499.0 +35.6% $160.33 +82.8%
Page 9 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%