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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 2 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 32,878.0 $3.9M 0.89% +22K +197.8% $117.46 -6.3%
22 VTI VANGUARD INDEX FDS 9,996.0 $3.7M 0.85% +51.0 +0.5% $370.05 +0.8%
23 LLY ELI LILLY & CO Healthcare 3,001.0 $3.6M 0.83% +1K +82.7% $1199.43 -5.3%
24 IAU ISHARES GOLD TR Financial Services 44,909.0 $3.4M 0.78% +8K +20.8% $75.51 +7.0%
25 VXUS VANGUARD STAR FDS 39,567.0 $3.4M 0.78% $85.49 +0.2%
26 RTX RTX CORPORATION Industrials 16,757.0 $3.2M 0.73% +12K +284.3% $189.73 +3.0%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,273.0 $3.1M 0.70% +2K +308.1% $935.54 -3.7%
28 PVAL PUTNAM ETF TRUST 58,735.0 $3.0M 0.69% NEW $50.95 +5.4%
29 MU MICRON TECHNOLOGY INC Technology 2,559.0 $3.0M 0.68% +345.0 +15.6% $1154.28 -19.6%
30 GE GE AEROSPACE Industrials 7,871.0 $2.9M 0.68% +4K +82.0% $373.73 -17.8%
31 META META PLATFORMS INC Communication Services 5,107.0 $2.9M 0.66% +688.0 +15.6% $563.25 +19.0%
32 ILOW AB ACTIVE ETFS INC 59,521.0 $2.7M 0.62% -2K -3.7% $45.46 +2.3%
33 AMD ADVANCED MICRO DEVICES INC Technology 4,626.0 $2.7M 0.62% +373.0 +8.8% $580.96 -13.2%
34 BERKSHIRE HATHAWAY INC DEL 5,295.0 $2.6M 0.61% -11K -67.9% $500.39
35 KMI KINDER MORGAN INC DEL Energy 78,141.0 $2.5M 0.57% +65K +488.1% $31.97 -3.8%
36 IEFA ISHARES TR 25,769.0 $2.5M 0.57% +8K +41.9% $96.58 +1.8%
37 BAC BANK OF AMER CORP Financial Services 42,824.0 $2.4M 0.56% +31K +258.7% $56.98 +4.5%
38 V VISA INC Financial Services 7,070.0 $2.4M 0.56% +1K +23.7% $343.07 +9.5%
39 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,561.0 $2.2M 0.50% -71.0 -1.5% $478.51 -13.5%
40 TSLA TESLA INC Consumer Cyclical 5,125.0 $2.2M 0.50% +888.0 +21.0% $420.60 -15.2%
Page 2 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%