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New Republic Capital, LLC

CIK:0001989988
Asset Manager
$3B AUM
248 holdings
Charlotte, NC, US
Founded:2023
27 employees
Latest filing:Jun 30, 2025

New Republic Capital, LLC is an asset management firm based in Charlotte, North Carolina, United States. Founded in 2023, it is a subsidiary or affiliated entity of New Republic Partners, serving as a registered investment adviser. The firm offers investment management solutions, primarily to institutional investors and high-net-worth individuals. As of July 2025, the firm manages approximately $2.5 billion in assets and employs 27 people. Their focus is delivering portfolio management and financial counsel to clients.

Investment Strategy

New Republic Capital, LLC provides diversified investment management services, with a core strategy focused on allocating across equities, fixed income, ETFs, and alternative investments. The firm utilizes active portfolio management, holding over 240 individual securities and ETFs, including large allocations to S&P 500 index funds, major financials, technology, and real estate. Their philosophy emphasizes risk-adjusted returns, seeking growth and preservation of capital for institutional and private clients.

Latest 13F Filing Activity

New Republic Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 247 equity positions with a total 13F market value of $282M. The fund increased holdings in JPMorgan Chase & Co., Ishares TR, 2023 Etf Series Trust II among other positions. New Republic Capital, LLC reduced exposure to Wisdomtree TR, Vanguard BD Index FDS, Apple Inc. among others.

Top Buys
J
JPMJPMORGAN CHASE & CO.
+$17.6M
I
IVVISHARES TR
+$6.5M
Q
QLTY2023 ETF SERIES TRUST II
+$3.7M
E
EWJISHARES INC
+$2.6M
M
MSMORGAN STANLEY
+$2.5M
Top Sells
D
DXJWISDOMTREE TR
-$2.0M
B
BNDVANGUARD BD INDEX FDS
-$974.5K
A
AAPLAPPLE INC
-$948.5K
B
BNDXVANGUARD CHARLOTTE FDS
-$905.7K
U
UNHUNITEDHEALTH GROUP INC
-$502.7K

Top Holdings

I
IVVISHARES TR
+27.2%$76.7M
J
JPMJPMORGAN CHASE & CO.
+8.5%$24.1M
M
MSMORGAN STANLEY
+5.1%$14.4M
M
MSFTMICROSOFT CORP
+2.8%$8.0M
Q
QLTY2023 ETF SERIES TRUST II
+2.7%$7.6M

Equity Positions (247)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IVV
ISHARES TR27.17%$76.7M123,567$557.79$620.90+$6.5M
J
JPM
JPMORGAN CHASE & CO.8.54%$24.1M83,169$264.06$289.91+$17.6M
M
MS
MORGAN STANLEY5.12%$14.4M102,569$85.22$140.86+$2.5M
M
MSFT
MICROSOFT CORP2.83%$8.0M16,046$299.47$497.41+$2.3M
Q
QLTY
2023 ETF SERIES TRUST II2.71%$7.6M223,202$32.32$34.26+$3.7M

Industry Allocation

NATIONAL COMMERCIAL BANKS
+9.3%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+7.0%
SERVICES-PREPACKAGED SOFTWARE
+4.0%
SEMICONDUCTORS & RELATED DEVICES
+3.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.0%