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Portfolio (Quarterly) Guide ↗

New Republic Capital, LLC

· CIK 0001989988
13F Portfolio $434M AUM 352 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 60 New 162 Added 46 Reduced 20 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MTUM ISHARES TR 415.0 $142K 0.03% -118.0 -22.1% $343.12 -12.7%
42 EFV ISHARES TR 1,853.0 $142K 0.03% -2K -55.3% $76.55 +6.7%
43 TLH ISHARES TR 1,312.0 $132K 0.03% -318.0 -19.5% $100.38 -5.5%
44 THRO BLACKROCK ETF TRUST 2,893.0 $125K 0.03% -2K -37.0% $43.11 +0.8%
45 VXF VANGUARD INDEX FDS 328.0 $81K 0.02% -70.0 -17.6% $246.26 -4.5%
46 MUB ISHARES TR 739.0 $79K 0.02% -69.0 -8.5% $107.56 -4.4%
Page 3 of 3  ·  46 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 38.2%
Financial Services 23.6%
Industrials 10.1%
Healthcare 6.8%
Consumer Cyclical 5.5%
Communication Services 4.8%
Consumer Defensive 4.7%
Energy 2.5%
Utilities 2.2%
Real Estate 1.0%