New Republic Capital, LLC
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.
Top Holdings
Equity Positions (247)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 27.17% | $76.7M | 123,567 | $557.79 | $620.90 | +$6.5M |
J JPM | JPMORGAN CHASE & CO. | 8.54% | $24.1M | 83,169 | $264.06 | $289.91 | +$17.6M |
M MS | MORGAN STANLEY | 5.12% | $14.4M | 102,569 | $85.22 | $140.86 | +$2.5M |
M MSFT | MICROSOFT CORP | 2.83% | $8.0M | 16,046 | $299.47 | $497.41 | +$2.3M |
Q QLTY | 2023 ETF SERIES TRUST II | 2.71% | $7.6M | 223,202 | $32.32 | $34.26 | +$3.7M |