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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 1 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QLTY GMO ETF TRUST 505,014.0 $18.3M 6.17% +94K +22.8% $36.24 +12.2%
2 MS MORGAN STANLEY Financial Services 104,015.0 $17.1M 5.77% $164.57 +34.3%
3 AAPL APPLE INC Technology 42,164.0 $10.7M 3.61% -19K -30.9% $253.79 +8.4%
4 JPM JPMORGAN CHASE & CO Financial Services 35,849.0 $10.5M 3.55% +3K +10.4% $294.16 +13.9%
5 BERKSHIRE HATHAWAY INC DEL 16,481.0 $7.9M 2.66% -5K -24.2% $479.20
6 NVDA NVIDIA CORPORATION Technology 42,883.0 $7.5M 2.52% -31K -42.1% $174.41 +12.2%
7 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,343.0 $7.4M 2.49% +341.0 +3.1% $650.34 +12.8%
8 EMLP FIRST TR EXCHANGE-TRADED FD 161,621.0 $7.1M 2.38% +25K +17.9% $43.66 +0.3%
9 GOOG ALPHABET INC Communication Services 24,523.0 $7.0M 2.37% -16K -40.0% $286.86 +19.3%
10 DMBS DOUBLELINE ETF TRUST 138,900.0 $6.9M 2.31% +29K +26.0% $49.38 -0.2%
11 MSFT MICROSOFT CORP Technology 17,776.0 $6.6M 2.22% -11K -38.4% $370.17 -4.7%
12 IWV ISHARES TR 17,423.0 $6.5M 2.18% +5K +42.2% $370.68 +12.9%
13 EWJ ISHARES INC 69,673.0 $5.9M 1.98% +13K +22.3% $84.44 +10.6%
14 NSC NORFOLK SOUTHN CORP Industrials 20,215.0 $5.8M 1.96% +1K +7.8% $287.00 +8.7%
15 EFA ISHARES TR 57,561.0 $5.6M 1.88% +17K +40.8% $97.13 +6.2%
16 MA MASTERCARD INCORPORATED Financial Services 8,752.0 $4.4M 1.47% -1K -12.1% $499.65 -2.1%
17 AMZN AMAZON COM INC Consumer Cyclical 19,861.0 $4.1M 1.39% -12K -38.5% $208.27 +9.0%
18 GOOGL ALPHABET INC Communication Services 13,484.0 $3.9M 1.31% -7K -34.3% $287.56 +19.5%
19 NFLX NETFLIX INC. Communication Services 37,434.0 $3.6M 1.21% -6K -13.6% $96.15 -26.3%
20 RAAX VANECK ETF TRUST 85,221.0 $3.5M 1.17% +41K +93.8% $40.71 -2.1%
Page 1 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%