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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 10 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DE DEERE & CO Industrials 571.0 $362K 0.08% +77.0 +15.6% $633.91 +7.9%
182 MCD MCDONALDS CORP Consumer Cyclical 1,339.0 $362K 0.08% -441.0 -24.8% $270.25 -6.5%
183 UBER UBER TECHNOLOGIES INC Technology 4,980.0 $359K 0.08% -26K -83.9% $72.15 -1.0%
184 BHP BHP BILLITON LIMITED Basic Materials 4,268.0 $356K 0.08% +90.0 +2.1% $83.32 +1.7%
185 SPG SIMON PPTY GROUP INC NEW Real Estate 1,556.0 $348K 0.08% +54.0 +3.6% $223.58 -8.7%
186 PGR PROGRESSIVE CORP Financial Services 1,583.0 $346K 0.08% -75.0 -4.5% $218.43 +1.3%
187 ET ENERGY TRANSFER L P Energy 18,074.0 $346K 0.08% $19.12 +11.6%
188 BA BOEING CO Industrials 1,593.0 $345K 0.08% +424.0 +36.3% $216.49 -3.1%
189 CI THE CIGNA GROUP Healthcare 1,250.0 $345K 0.08% +339.0 +37.2% $275.61 +4.8%
190 BBY BEST BUY INC Consumer Cyclical 4,480.0 $344K 0.08% NEW $76.83 +21.4%
191 VEU VANGUARD INTL EQUITY INDEX F 4,106.0 $344K 0.08% $83.76 +0.0%
192 XLV SELECT SECTOR SPDR TR 2,155.0 $342K 0.08% $158.67 +5.7%
193 ISRG INTUITIVE SURGICAL INC Healthcare 852.0 $339K 0.08% -48.0 -5.3% $397.68 -5.2%
194 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,143.0 $335K 0.08% +368.0 +47.5% $293.05 -0.9%
195 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,002.0 $331K 0.08% +183.0 +22.3% $330.46 -6.9%
196 NOW SERVICENOW INC Technology 3,327.0 $330K 0.08% +614.0 +22.6% $99.28 +42.9%
197 SO SOUTHERN CO Utilities 3,444.0 $330K 0.08% -2K -35.4% $95.72 -10.2%
198 UNILEVER PLC 5,460.0 $328K 0.08% -1K -16.7% $60.12
199 FCX FREEPORT MCMORAN INC Basic Materials 5,187.0 $326K 0.07% +1K +40.1% $62.89 +10.3%
200 GLD SPDR GOLD TR Financial Services 885.0 $326K 0.07% $368.38 +7.0%
Page 10 of 18  ·  352 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%