Fund HoldingsNew Republic Capital, LLC

Total Portfolio Value
$296.69M
Total Bought
$21.24M
Total Sold
$99.58M
Net Transaction
-$78.34M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
GMO ETF TRUST
US QUALITY ETF
411,333505,014+93,68115,82718,3026.17%+2,475
VANECK ETF TRUST
REAL ASSETS ETF
43,96385,221+41,2581,5363,4691.17%+1,934
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
137,097161,621+24,5245,1927,0562.38%+1,864
ISHARES TR12,25517,423+5,1684,7416,4582.18%+1,717
ISHARES TR057,561+57,56105,5911.88%+5,591
DOUBLELINE ETF TRUST
MORTGAGE ETF
110,257138,900+28,6435,4756,8592.31%+1,384
ISHARES INC
MSCI JAPAN ETF
56,97169,673+12,7024,6005,8831.98%+1,283
ISHARES GOLD TR(IAU)29,42037,176+7,7562,3883,2771.10%+889
ILLINOIS TOOL WKS INC(ITW)02,789+2,78907270.24%+727
CARLISLE COS INC(CSL)01,865+1,86506220.21%+622
ASTRAZENECA PLC(AZN)02,723+2,72305370.18%+537
UNITED PARCEL SVCS INC(UPS)04,041+4,04103980.13%+398
NORFOLK SOUTHN CORP(NSC)020,215+20,21505,8021.96%+5,802
COLGATE PALMOLIVE CO(CL)04,425+4,42503770.13%+377
AUTODESK INC02,366+2,36605660.19%+566
PINNACLE FINL PARTNERS INC(PNFP)03,868+3,86803330.11%+333
ISHARES TR026,459+26,45901,5030.51%+1,503
VERIZON COMMUNICATIONS INC(VZ)012,961+12,96106510.22%+651
FERROVIAL SE
ORD SHS
03,642+3,64202370.08%+237
KRAFT HEINZ CO(KHC)010,042+10,04202260.08%+226
AIR PRODUCTS AND CHEMICALS I0775+77502250.08%+225
DIGITAL RLTY TR INC(DLR)01,241+1,24102240.08%+224
KINDER MORGAN INC DEL(KMI)013,286+13,28604450.15%+445
ENTERPRISE PRODS PARTNERS L(EPD)05,384+5,38402040.07%+204
ROCKWELL AUTOMATION INC(ROK)0566+56602030.07%+203
ISHARES BITCOIN TRUST ETF(IBIT)018,217+18,21707000.24%+700
VANGUARD INTL EQUITY INDEX F01,937+1,93702680.09%+268
ISHARES TR01,456+1,45601620.05%+162
CORNING INC(GLW)03,472+3,47204720.16%+472
BLACKROCK ETF TRUST
ISHA LA CORE ETF
03,068+3,06801260.04%+126
PFIZER INC(PFE)015,552+15,55204370.15%+437
BLACKROCK ETF TRUST
ISHARES DEFENSE
03,191+3,19101040.04%+104
CHEVRON CORPORATION(CVX)05,377+5,37701,1130.37%+1,113
MATADOR RES CO(MTDR)04,881+4,88103080.10%+308
DOMINION ENERGY INC(D)06,921+6,92104280.14%+428
ISHARES TR
CORE MSCI EAFE
018,165+18,16501,6450.55%+1,645
MONDELEZ INTL INC(MDLZ)05,488+5,48803180.11%+318
APPLIED MATLS INC1,6701,503-1674295140.17%+84
JPMORGAN CHASE & CO(JPM)035,849+35,849010,5453.55%+10,545
ISHARES TR012,871+12,87108690.29%+869
CANADIAN PACIFIC KANSAS CITY(CP)03,715+3,71502920.10%+292
EQUINIX INC(EQIX)0296+29602910.10%+291
CSX CORP(CSX)023,929+23,92909820.33%+982
ENERGY TRANSFER L P(ET)018,040+18,04003480.12%+348
PALO ALTO NETWORKS INC(PANW)01,902+1,90203050.10%+305
INVESCO QQQ TR0667+66703850.13%+385
WILLIAMS COS INC(WMB)05,669+5,66904130.14%+413
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
01,322+1,3220430.01%+43
ACADEMY SPORTS & OUTDOORS IN(ASO)06,543+6,54303700.12%+370
ISHARES TR02,690+2,69002670.09%+267
ISHARES TR0535+5350370.01%+37
CONOCOPHILLIPS(COP)02,431+2,43103210.11%+321
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
0790+7900360.01%+36
VANGUARD WHITEHALL FDS013,316+13,31601,2550.42%+1,255
ISHARES INC
MSCI EMRG CHN
06,948+6,94805470.18%+547
COMCAST CORP NEW(CCZ)21,30723,045+1,7386376620.22%+25
L3HARRIS TECHNOLOGIES INC(LHX)0653+65302250.08%+225
SCHWAB STRATEGIC TR04,991+4,99101160.04%+116
RENAISSANCERE HLDGS LTD(RNR)02,780+2,78008260.28%+826
ANALOG DEVICES INC(ADI)01,787+1,78705690.19%+569
VANGUARD INDEX FDS02,999+2,99905880.20%+588
ISHARES TR03,308+3,30803920.13%+392
ISHARES TR
CORE HIGH DV ETF
01,000+1,00001360.05%+136
ISHARES TR0395+3950980.03%+98
ISHARES TR013,258+13,25805640.19%+564
ISHARES TR0140+1400130.00%+13
ISHARES TR03,660+3,66003240.11%+324
ISHARES TR0737+73701070.04%+107
ISHARES TR03,166+3,16607850.26%+785
PHILLIPS 66(PSX)01,190+1,19002170.07%+217
ISHARES TR01,630+1,63001640.06%+164
VANGUARD INTL EQUITY INDEX F04,091+4,09103070.10%+307
BLACKROCK ETF TRUST
ISHA I IN TE ETF
05,235+5,23501720.06%+172
VANGUARD INDEX FDS01,279+1,27903350.11%+335
ISHARES TR
CORE UNIVRSL USD
9,0859,285+2004234290.14%+6
ISHARES TR097+97080.00%+8
ISHARES TR011,294+11,29401,4040.47%+1,404
ISHARES TR0294+2940190.01%+19
AB ACTIVE ETFS INC
INTL LOW VOLATLT
061,784+61,78402,6360.89%+2,636
VANGUARD INDEX FDS0775+77501680.06%+168
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
04,655+4,65502210.07%+221
ISHARES TR
CORE MSCI INTL
03,186+3,18602660.09%+266
VANGUARD INTL EQUITY INDEX F011,309+11,30906110.21%+611
SELECT SECTOR SPDR TR
ST STR INDL ETF
0493+4930800.03%+80
VANECK ETF TRUST
GOLD MINERS ETF
0385+3850350.01%+35
ISHARES TR
CORE INTL AGGR
01,778+1,7780890.03%+89
ISHARES TR0148+1480190.01%+19
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
01,960+1,96001960.07%+196
ISHARES TR
RUSEL 2500 ETF
0963+9630740.02%+74
ISHARES TR
MSCI USA VALUE
0224+2240320.01%+32
ISHARES TR01,385+1,38501310.04%+131
SCHWAB STRATEGIC TR03,883+3,88301280.04%+128
NOKIA CORP(NOK)012,126+12,1260970.03%+97
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
05,317+5,31701140.04%+114
SELECT SECTOR SPDR TR
ST STR STAPL ETF
095+95080.00%+8
ISHARES TR014+14030.00%+3
SCHWAB STRATEGIC TR027+27010.00%+1
ISHARES INC
EMNG MKTS EQT
030+30020.00%+2
VANGUARD INTL EQUITY INDEX F026+26040.00%+4
ISHARES TR070+70070.00%+7
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