Nemes Rush Group LLC
- SEC CIK
- 0001982273
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 9, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 659
- +1 vs. Q3 2023
- Portfolio value
- $619.5M
- +$67.8M (+12.3%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 201,774 | $38.8M | 6.3% | −4,479−2.2% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 25,920 | $28.9M | 4.7% | −645−2.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 76,304 | $28.7M | 4.6% | −330.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 123,016 | $20.9M | 3.4% | +1,150+0.9% | Added | History |
| ETNEaton Corp plc | Stock | 77,960 | $18.8M | 3.0% | −463−0.6% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 50,460 | $15.8M | 2.6% | +358+0.7% | Added | History |
| HDHome Depot, Inc. | Stock | 45,498 | $15.8M | 2.5% | +739+1.7% | Added | History |
| MRKMerck & Co., Inc. | Stock | 119,694 | $13.0M | 2.1% | +2,644+2.3% | Added | History |
| QCOMQualcomm Inc | Stock | 89,228 | $12.9M | 2.1% | +2,073+2.4% | Added | History |
| WMTWalmart Inc. | Stock | 81,318 | $12.8M | 2.1% | +1,108+1.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 84,293 | $12.8M | 2.1% | +1,700+2.1% | Added | History |
| CMECME Group Inc. | COM | 58,593 | $12.3M | 2.0% | +629+1.1% | Added | History |
| CBChubb Ltd | Stock | 54,035 | $12.2M | 2.0% | +946+1.8% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 44,297 | $12.1M | 2.0% | +427+1.0% | Added | History |
| FFord Motor Co | Stock | 920,680 | $11.2M | 1.8% | +10.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 222,050 | $11.2M | 1.8% | +3,156+1.4% | Added | History |
| LRCXLam Research Corp | COM | 13,685 | $10.7M | 1.7% | +247+1.8% | Added | History |
| MDTMedtronic plc | Stock | 130,001 | $10.7M | 1.7% | +1,274+1.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 28,125 | $9.96M | 1.6% | +477+1.7% | Added | History |
| NVDANVIDIA Corp | Stock | 19,900 | $9.85M | 1.6% | −112−0.6% | Reduced | History |
| DVNDevon Energy Corp | Stock | 216,342 | $9.80M | 1.6% | −890−0.4% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 34,154 | $8.99M | 1.5% | +1,228+3.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 64,063 | $8.95M | 1.4% | +1,716+2.8% | Added | History |
| VVisa Inc. | Stock | 32,869 | $8.56M | 1.4% | +1,011+3.2% | Added | History |
| JNJJohnson & Johnson | Stock | 54,141 | $8.49M | 1.4% | −4,039−6.9% | Reduced | History |
| TTTrane Technologies plc | SHS | 33,911 | $8.27M | 1.3% | +997+3.0% | Added | History |
| UNPUnion Pacific Corp | Stock | 32,137 | $7.89M | 1.3% | +153+0.5% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 16,462 | $7.86M | 1.3% | +15,277+1,289.2% | Added | – |
| ALLAllstate Corp | Stock | 53,062 | $7.43M | 1.2% | +2,152+4.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 14,001 | $7.37M | 1.2% | +320+2.3% | Added | History |
| JCIJohnson Controls International plc | Stock | 127,806 | $7.37M | 1.2% | +3,047+2.4% | Added | History |
| RJFRaymond James Financial Inc | COM | 62,981 | $7.02M | 1.1% | −2,286−3.5% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 30,030 | $6.90M | 1.1% | +1,283+4.5% | Added | History |
| BBYBest Buy Co Inc | Stock | 86,523 | $6.77M | 1.1% | +146+0.2% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 50,446 | $6.48M | 1.0% | +2,390+5.0% | Added | History |
| SPGIS&P Global Inc. | Stock | 14,287 | $6.29M | 1.0% | +642+4.7% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 24,404 | $5.65M | 0.9% | +938+4.0% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 37,108 | $5.51M | 0.9% | +319+0.9% | Added | History |
| STESTERIS plc | SHS USD | 24,203 | $5.32M | 0.9% | +1,159+5.0% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 35,699 | $5.26M | 0.8% | +34,006+2,008.6% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 23,309 | $4.91M | 0.8% | +1,550+7.1% | Added | History |
| HALHalliburton Co | Stock | 127,461 | $4.61M | 0.7% | +4,992+4.1% | Added | History |
| PXDPioneer Natural Resources Co | COM | 19,130 | $4.30M | 0.7% | +201+1.1% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 55,237 | $4.21M | 0.7% | +2,995+5.7% | Added | History |
| iShares Tr464287192 | US TRSPRTION | 14,410 | $3.78M | 0.6% | +619+4.5% | Added | – |
| HTZHertz Global Holdings, Inc | COM NEW | 320,189 | $3.33M | 0.5% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 24,568 | $3.26M | 0.5% | +1,348+5.8% | Added | History |
| AXPAmerican Express Co | Stock | 16,664 | $3.12M | 0.5% | −121−0.7% | Reduced | History |
| RTXRTX Corp | Stock | 35,114 | $2.95M | 0.5% | −1,515−4.1% | Reduced | History |
| TJXTJX Companies Inc | Stock | 31,226 | $2.93M | 0.5% | +1,473+5.0% | Added | History |
| TSLATesla, Inc. | Stock | 11,588 | $2.88M | 0.5% | +569+5.2% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 5,705 | $2.80M | 0.5% | −21−0.4% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,744 | $2.73M | 0.4% | +1,651+40.3% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 28,634 | $2.58M | 0.4% | −278−1.0% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 29,841 | $2.42M | 0.4% | −230−0.8% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 23,555 | $2.36M | 0.4% | −784−3.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 4,715 | $2.30M | 0.4% | −17−0.4% | Reduced | History |
| PFEPfizer Inc | Stock | 70,127 | $2.02M | 0.3% | −3,455−4.7% | Reduced | History |
| AIGAmerican International Group, Inc. | Stock | 29,575 | $2.00M | 0.3% | −219−0.7% | Reduced | History |
| SBUXStarbucks Corp | Stock | 20,848 | $2.00M | 0.3% | −1,308−5.9% | Reduced | History |
| CATCaterpillar Inc | Stock | 6,688 | $1.98M | 0.3% | −152−2.2% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,734 | $1.93M | 0.3% | −32−0.7% | Reduced | History |
| GPKGraphic Packaging Holding Co | COM | 77,857 | $1.92M | 0.3% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 62,280 | $1.87M | 0.3% | −3,796−5.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 12,782 | $1.80M | 0.3% | −135−1.0% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 11,344 | $1.78M | 0.3% | −434−3.7% | Reduced | History |
| LLYEli Lilly & Co | Stock | 2,939 | $1.71M | 0.3% | −132−4.3% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 482 | $1.71M | 0.3% | −5−1.0% | Reduced | History |
| VLOValero Energy Corp | Stock | 13,072 | $1.70M | 0.3% | −122−0.9% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,638 | $1.69M | 0.3% | −30−0.4% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 5,410 | $1.68M | 0.3% | −190−3.4% | Reduced | History |
| STLDSteel Dynamics Inc | COM | 13,858 | $1.64M | 0.3% | −427−3.0% | Reduced | History |
| DGDollar General Corp | COM | 11,912 | $1.62M | 0.3% | −148−1.2% | Reduced | History |
| SLBSLB Limited | Stock | 27,056 | $1.41M | 0.2% | −102−0.4% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 26,775 | $1.37M | 0.2% | −702−2.6% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 2,645 | $1.35M | 0.2% | −4−0.2% | Reduced | History |
| NKENIKE, Inc. | Stock | 12,402 | $1.35M | 0.2% | +91+0.7% | Added | History |
| ADBEAdobe Inc. | Stock | 2,218 | $1.32M | 0.2% | −26−1.2% | Reduced | History |
| PGProcter & Gamble Co | Stock | 8,404 | $1.23M | 0.2% | −326−3.7% | Reduced | History |
| CVXChevron Corp | Stock | 8,130 | $1.21M | 0.2% | −1,040−11.3% | Reduced | History |
| MCDMcDonalds Corp | Stock | 4,039 | $1.20M | 0.2% | −329−7.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 18,560 | $1.14M | 0.2% | +48+0.3% | Added | History |
| AMGNAmgen Inc | Stock | 3,831 | $1.10M | 0.2% | −14−0.4% | Reduced | History |
| XPOXPO, Inc. | COM | 12,315 | $1.08M | 0.2% | −18−0.1% | Reduced | History |
| CSLCarlisle Companies Inc | COM | 3,200 | $999.8K | 0.2% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 7,314 | $995.7K | 0.2% | −172−2.3% | Reduced | History |
| CICigna Group | Stock | 3,286 | $984.0K | 0.2% | −10−0.3% | Reduced | History |
| CMAComerica Inc | COM | 17,285 | $964.7K | 0.2% | −2,024−10.5% | Reduced | History |
| DISWalt Disney Co | Stock | 10,643 | $960.9K | 0.2% | −1,557−12.8% | Reduced | History |
| SPLKSplunk Inc | COM | 6,268 | $954.9K | 0.2% | −67−1.1% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,887 | $940.6K | 0.2% | −985−16.8% | Reduced | – |
| FANGDiamondback Energy, Inc. | Stock | 5,739 | $890.0K | 0.1% | −36−0.6% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,958 | $869.1K | 0.1% | −56−1.4% | Reduced | – |
| TGTTarget Corp | Stock | 6,000 | $854.5K | 0.1% | −545−8.3% | Reduced | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,501 | $846.4K | 0.1% | 00.0% | Unchanged | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,649 | $836.5K | 0.1% | +262+18.9% | Added | History |
| NUENucor Corp | COM | 4,519 | $786.5K | 0.1% | −27−0.6% | Reduced | History |
| PEPPepsiCo Inc | Stock | 4,600 | $781.3K | 0.1% | −369−7.4% | Reduced | History |
| ORCLOracle Corp | Stock | 7,334 | $773.2K | 0.1% | +86+1.2% | Added | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,765 | $771.5K | 0.1% | 00.0% | Unchanged | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | – | $775.1K |
Sold out since Q3 2023 (44)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| CEQPCrestwood Equity Partners LP | UNIT LTD PARTNER | 3,734 | $109.2K | <0.1% | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 759 | $85.1K | <0.1% | – |
| SPGSimon Property Group Inc. | REIT | 180 | $19.4K | <0.1% | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 200 | $14.5K | <0.1% | – |
| UALUnited Airlines Holdings, Inc. | COM | 300 | $12.7K | <0.1% | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 176 | $12.3K | <0.1% | – |
| iShares Tr464287622 | RUS 1000 ETF | 52 | $12.2K | <0.1% | – |
| Vanguard Health Care ETF92204A504 | ETF | 44 | $10.3K | <0.1% | – |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 550 | $9.06K | <0.1% | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 176 | $8.16K | <0.1% | – |
| Vanguard Utilities ETF92204A876 | ETF | 52 | $6.63K | <0.1% | – |
| CROXCrocs, Inc. | COM | 73 | $6.44K | <0.1% | History |
| IPGInterpublic Group of Companies, Inc. | COM | 224 | $6.42K | <0.1% | History |
| ALGMAllegro Microsystems, Inc. | COM | 186 | $5.94K | <0.1% | History |
| DARDarling Ingredients Inc. | COM | 113 | $5.90K | <0.1% | History |
| ATVIActivision Blizzard, Inc. | COM | 54 | $5.06K | <0.1% | History |
| TDYTeledyne Technologies Inc | COM | 11 | $4.50K | <0.1% | History |
| Vanguard Admiral FDS Inc921932844 | MIDCP 400 VAL | 52 | $4.05K | <0.1% | – |
| GNPXGenprex, Inc. | COM | 10,000 | $3.95K | <0.1% | History |
| SEDGSolaredge Technologies, Inc. | COM | 28 | $3.63K | <0.1% | History |
| HBIHanesbrands Inc. | COM | 700 | $2.77K | <0.1% | History |
| iShares MSCI Eafe ETF464287465 | ETF | 36 | $2.48K | <0.1% | – |
| TMToyota Motor Corp | ADS | 10 | $1.80K | <0.1% | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 15 | $1.74K | <0.1% | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 30 | $1.50K | <0.1% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 5 | $1.24K | <0.1% | – |
| GPCGenuine Parts Co | Stock | 7 | $1.01K | <0.1% | History |
| CMBTCmb.tech NV | SHS | 55 | $904 | <0.1% | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7 | $774 | <0.1% | – |
| HALOHalozyme Therapeutics, Inc. | COM | 20 | $764 | <0.1% | History |
| iShares Russell 2000 ETF464287655 | ETF | 4 | $707 | <0.1% | – |
| Atlantica Sustainable Infr PG0751N103 | SHS | 23 | $440 | <0.1% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3 | $243 | <0.1% | – |
| SDCSmileDirectClub, Inc. | CL A COM | 345 | $144 | <0.1% | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 12 | $123 | <0.1% | History |
| XPEVXpeng Inc. | ADS | 5 | $92 | <0.1% | History |
| BLFSBiolife Solutions Inc | COM NEW | 6 | $83 | <0.1% | History |
| TELLTellurian Inc. | COM | 50 | $58 | <0.1% | History |
| ONLOrion Properties Inc. | REIT | 10 | $53 | <0.1% | History |
| ONCTOncternal Therapeutics, Inc. | COM | 71 | $22 | <0.1% | History |
| CGCCanopy Growth Corp | COM | 22 | $18 | <0.1% | History |
| SUNWSunworks, Inc. | COM NEW | 11 | $6 | <0.1% | History |
| OGIOrganigram Global Inc. | Stock | 2 | $3 | <0.1% | History |
| TTNPTitan Pharmaceuticals Inc | COM NEW | 1 | $1 | <0.1% | History |