SEC 13F Intelligence

Managers / Q1 2026

New Republic Capital, LLC

CIK 0001989988 · 521 EAST MOREHEAD STREET, SUITE 100, CHARLOTTE, NC, 28202 · 704-626-1526

Reported Value
$297M
Q1 2026
Positions
312
Filings on Record
14
2019–present window
Filed
May 1, 2026
original filing

Summary

New Republic Capital, LLC reported $297M in U.S.-listed holdings across 312 positions for Q1 2026.

Its largest position, Gmo Etf, represents 6.2% of the portfolio.

Compared with Q4 2025, the fund opened 18 new positions and exited 75.

Portfolio Metrics

Turnover
+6.4%
vs prior filed quarter
Top-10 Concentration
+33.8%
share of reported value
Largest Position
+6.2%
Gmo Etf
New / Exited
18 / 75
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’23: $144MQ2 ’23Q3 ’23: $123MQ4 ’23: $141MQ4 ’23Q1 ’24: $158MQ2 ’24: $199MQ2 ’24Q3 ’24: $174MQ4 ’24: $153MQ4 ’24Q1 ’25: $231MQ2 ’25: $282MQ2 ’25Q3 ’25: $326MQ4 ’25: $375MQ4 ’25Q1 ’26: $297Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 56.4%ETP: 38.7%ADR: 2.5%Other: 1.7%REIT: 0.5%Other: 0.2%
  • Common Stock · 56.4% · $167M
  • ETP · 38.7% · $115M
  • ADR · 2.5% · $8M
  • Other · 1.7% · $5M
  • REIT · 0.5% · $1M
  • Other · 0.2% · $551,906

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ITWILLINOIS TOOL WKS INCNEW+2.8K2.8K+$726,588$726,588
CSLCARLISLE COS INCNEW+1.9K1.9K+$622,205$622,205
ASTRAZENECA PLCNEW+2.7K2.7K+$537,046$537,046
UPSUNITED PARCEL SVCS INCNEW+4.0K4.0K+$397,593$397,593
CLCOLGATE PALMOLIVE CONEW+4.4K4.4K+$377,171$377,171
PNFPPINNACLE FINL PARTNERS INCNEW+3.9K3.9K+$333,223$333,223
FERROVIAL SENEW+3.6K3.6K+$236,926$236,926
KHCKRAFT HEINZ CONEW+10.0K10.0K+$225,838$225,838

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

40 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRRUSSELL 3000 ETF · MSCI EAFE ETF · CORE S&P500 ETF · CORE MSCI EAFE · MSCI EMG MKT ETF · CORE S&P SCP ETF · MSCI USA QLT FCT6.94%$21M141.6K
2GMO ETF TRUSTGMO US QUALITY E6.17%$18M505.0K
3DWDMORGAN STANLEYhistory →COM NEW5.77%$17M104.0K
4GOOGALPHABET INCCAP STK CL C · CAP STK CL A3.68%$11M38.0K
5AAPLAPPLE INChistory →COM3.61%$11M42.2K
6JPMJPMORGAN CHASE & COhistory →COM3.55%$11M35.8K
7BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW2.66%$8M16.5K
8NVDANVIDIA CORPORATIONhistory →COM2.52%$7M42.9K
9STATE STR SPDR S&P 500 ETF TTR UNIT2.49%$7M11.3K
10ISHARES INCMSCI JAPAN ETF · CORE MSCI EMKT2.40%$7M87.5K
11FIRST TR EXCHANGE-TRADED FDNO AMER ENERGY2.38%$7M161.6K
12DOUBLELINE ETF TRUSTMORTGAGE ETF2.31%$7M138.9K
13MSFTMICROSOFT CORPhistory →COM2.22%$7M17.8K
14VUGVANGUARD INDEX FDSTOTAL STK MKT · S&P 500 ETF SHS · GROWTH ETF2.17%$6M16.3K
15NSCNORFOLK SOUTHN CORPhistory →COM1.96%$6M20.2K
16MAMASTERCARD INCORPORATEDhistory →CL A1.47%$4M8.8K
17AMZNAMAZON COM INChistory →COM1.39%$4M19.9K
18NFLXNETFLIX INC.history →COM1.21%$4M37.4K
19VANECK ETF TRUSTREAL ASSETS ETF1.17%$3M85.2K
20AVGOBROADCOM INChistory →COM1.15%$3M11.0K
21IAU*ISHARES GOLD TRhistory →ISHARES NEW1.10%$3M37.2K
224I1PHILIP MORRIS INTL INChistory →COM1.06%$3M18.9K
23VANGUARD STAR FDSVG TL INTL STK F1.03%$3M39.5K
24AB ACTIVE ETFS INCINTL LOW VOLATLT0.89%$3M61.8K
25METAMETA PLATFORMS INCCL A0.85%$3M4.4K
26UBERUBER TECHNOLOGIES INCCOM0.75%$2M30.8K
27MLMMARTIN MARIETTA MATLS INCCOM0.71%$2M3.6K
28JNJJOHNSON & JOHNSONCOM0.69%$2M8.4K
29VVISA INCCOM CL A0.58%$2M5.7K
30VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.57%$2M26.4K
31TSLATESLA INCCOM0.53%$2M4.2K
32TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS0.53%$2M4.6K
33LLYELI LILLY & COCOM0.51%$2M1.6K
34CATCATERPILLAR INCCOM0.49%$1M2.1K
35ABBVABBVIE INCCOM0.49%$1M6.7K
36EXMOCEXXON MOBIL CORPCOM0.47%$1M8.2K
37WMTWALMART INCCOM0.45%$1M10.7K
38VANGUARD WHITEHALL FDSINTL HIGH ETF0.42%$1M13.3K
39GE AEROSPACECOM NEW0.41%$1M4.3K
40CHVCHEVRON CORPORATIONCOM0.37%$1M5.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$297M312May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$375M369Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$326M264Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$282M248Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$231M245May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$153M234Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$174M236Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$199M245Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$158M220May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$141M226Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$123M209Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$144M240Aug 14, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.