Nemes Rush Group LLC
- SEC CIK
- 0001982273
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 664
- +5 vs. Q4 2023
- Portfolio value
- $697.8M
- +$78.3M (+12.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 203,431 | $34.9M | 5.0% | +1,657+0.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 25,502 | $33.8M | 4.8% | −418−1.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 76,797 | $32.3M | 4.6% | +493+0.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 124,287 | $24.9M | 3.6% | +1,271+1.0% | Added | History |
| ETNEaton Corp plc | Stock | 78,667 | $24.6M | 3.5% | +707+0.9% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 51,342 | $18.2M | 2.6% | +882+1.7% | Added | History |
| HDHome Depot, Inc. | Stock | 46,489 | $17.8M | 2.6% | +991+2.2% | Added | History |
| MRKMerck & Co., Inc. | Stock | 132,436 | $17.5M | 2.5% | +12,742+10.6% | Added | History |
| QCOMQualcomm Inc | Stock | 91,743 | $15.5M | 2.2% | +2,515+2.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 85,793 | $15.5M | 2.2% | +1,500+1.8% | Added | History |
| NVDANVIDIA Corp | Stock | 16,948 | $15.3M | 2.2% | −2,952−14.8% | Reduced | History |
| WMTWalmart Inc. | Stock | 252,161 | $15.2M | 2.2% | +8,207+3.4% | AddedConverted for a 3-for-1 split | History |
| CBChubb Ltd | Stock | 55,494 | $14.4M | 2.1% | +1,459+2.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 27,991 | $13.6M | 1.9% | −134−0.5% | Reduced | History |
| LRCXLam Research Corp | COM | 13,625 | $13.2M | 1.9% | −60−0.4% | Reduced | History |
| CMECME Group Inc. | COM | 61,408 | $13.2M | 1.9% | +2,815+4.8% | Added | History |
| FFord Motor Co | Stock | 923,703 | $12.3M | 1.8% | +3,023+0.3% | Added | History |
| UNPUnion Pacific Corp | Stock | 49,603 | $12.2M | 1.7% | +17,466+54.3% | Added | History |
| NVONovo Nordisk A S | ADR | 94,164 | $12.1M | 1.7% | +93,708+20,550.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 231,569 | $11.6M | 1.7% | +9,519+4.3% | Added | History |
| DVNDevon Energy Corp | Stock | 230,097 | $11.5M | 1.7% | +13,755+6.4% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 46,227 | $11.2M | 1.6% | +1,930+4.4% | Added | History |
| LLYEli Lilly & Co | Stock | 13,372 | $10.4M | 1.5% | +10,433+355.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 34,347 | $10.3M | 1.5% | +193+0.6% | Added | History |
| TTTrane Technologies plc | SHS | 33,879 | $10.2M | 1.5% | −32−0.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 64,921 | $9.80M | 1.4% | +858+1.3% | Added | History |
| ALLAllstate Corp | Stock | 53,766 | $9.30M | 1.3% | +704+1.3% | Added | History |
| VVisa Inc. | Stock | 33,316 | $9.30M | 1.3% | +447+1.4% | Added | History |
| JCIJohnson Controls International plc | Stock | 139,551 | $9.12M | 1.3% | +11,745+9.2% | Added | History |
| BBYBest Buy Co Inc | Stock | 105,022 | $8.61M | 1.2% | +18,499+21.4% | Added | History |
| RJFRaymond James Financial Inc | COM | 64,648 | $8.30M | 1.2% | +1,667+2.6% | Added | History |
| JNJJohnson & Johnson | Stock | 49,098 | $7.77M | 1.1% | −5,043−9.3% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 37,714 | $7.60M | 1.1% | +606+1.6% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 30,368 | $7.52M | 1.1% | +338+1.1% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 14,437 | $7.14M | 1.0% | +436+3.1% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 51,170 | $7.03M | 1.0% | +724+1.4% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 36,549 | $6.60M | 0.9% | +850+2.4% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 24,941 | $6.31M | 0.9% | +537+2.2% | Added | History |
| SPGIS&P Global Inc. | Stock | 14,523 | $6.18M | 0.9% | +236+1.7% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 28,979 | $6.18M | 0.9% | +5,670+24.3% | Added | History |
| STESTERIS plc | SHS USD | 24,755 | $5.57M | 0.8% | +552+2.3% | Added | History |
| HALHalliburton Co | Stock | 131,996 | $5.20M | 0.7% | +4,535+3.6% | Added | History |
| PXDPioneer Natural Resources Co | COM | 19,574 | $5.14M | 0.7% | +444+2.3% | Added | History |
| FISVFiserv Inc | Stock | 30,496 | $4.87M | 0.7% | +5,928+24.1% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 8,404 | $4.42M | 0.6% | −8,058−48.9% | Reduced | – |
| AXPAmerican Express Co | Stock | 16,520 | $3.76M | 0.5% | −144−0.9% | Reduced | History |
| RTXRTX Corp | Stock | 35,063 | $3.42M | 0.5% | −51−0.1% | Reduced | History |
| PFEPfizer Inc | Stock | 117,749 | $3.27M | 0.5% | +47,622+67.9% | Added | History |
| TJXTJX Companies Inc | Stock | 32,127 | $3.26M | 0.5% | +901+2.9% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 5,703 | $2.98M | 0.4% | −20.0% | Reduced | History |
| NFLXNetflix Inc | Stock | 4,649 | $2.82M | 0.4% | −66−1.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 23,420 | $2.72M | 0.4% | −135−0.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,058 | $2.65M | 0.4% | −686−11.9% | Reduced | History |
| MCHPMicrochip Technology Inc | Stock | 28,314 | $2.54M | 0.4% | −320−1.1% | Reduced | History |
| HTZHertz Global Holdings, Inc | COM NEW | 320,189 | $2.51M | 0.4% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 6,697 | $2.45M | 0.4% | +9+0.1% | Added | History |
| AIGAmerican International Group, Inc. | Stock | 29,390 | $2.30M | 0.3% | −185−0.6% | Reduced | History |
| ORCLOracle Corp | Stock | 18,227 | $2.29M | 0.3% | +10,893+148.5% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 77,663 | $2.27M | 0.3% | −194−0.2% | Reduced | History |
| VLOValero Energy Corp | Stock | 12,932 | $2.21M | 0.3% | −140−1.1% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,726 | $2.16M | 0.3% | +88+1.3% | Added | History |
| STLDSteel Dynamics Inc | COM | 13,863 | $2.05M | 0.3% | +50.0% | Added | History |
| DGDollar General Corp | COM | 12,987 | $2.03M | 0.3% | +1,075+9.0% | Added | History |
| TSLATesla, Inc. | Stock | 11,408 | $2.01M | 0.3% | −180−1.6% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,716 | $1.97M | 0.3% | −18−0.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 12,710 | $1.94M | 0.3% | −72−0.6% | Reduced | History |
| SBUXStarbucks Corp | Stock | 21,063 | $1.92M | 0.3% | +215+1.0% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 478 | $1.73M | 0.2% | −4−0.8% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 11,293 | $1.68M | 0.2% | −51−0.4% | Reduced | History |
| SLBSLB Limited | Stock | 28,690 | $1.57M | 0.2% | +1,634+6.0% | Added | History |
| XPOXPO, Inc. | COM | 12,180 | $1.49M | 0.2% | −135−1.1% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 19,007 | $1.46M | 0.2% | +447+2.4% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 26,806 | $1.45M | 0.2% | +31+0.1% | Added | History |
| NKENIKE, Inc. | Stock | 14,485 | $1.36M | 0.2% | +2,083+16.8% | Added | History |
| DISWalt Disney Co | Stock | 11,090 | $1.36M | 0.2% | +447+4.2% | Added | History |
| PGProcter & Gamble Co | Stock | 8,293 | $1.35M | 0.2% | −111−1.3% | Reduced | History |
| CSLCarlisle Companies Inc | COM | 3,200 | $1.25M | 0.2% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 7,897 | $1.25M | 0.2% | −233−2.9% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 7,217 | $1.19M | 0.2% | −97−1.3% | Reduced | History |
| CICigna Group | Stock | 3,246 | $1.18M | 0.2% | −40−1.2% | Reduced | History |
| ADBEAdobe Inc. | Stock | 2,286 | $1.15M | 0.2% | +68+3.1% | Added | History |
| MDTMedtronic plc | Stock | 13,139 | $1.15M | 0.2% | −116,862−89.9% | Reduced | History |
| FANGDiamondback Energy, Inc. | Stock | 5,674 | $1.12M | 0.2% | −65−1.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 3,969 | $1.12M | 0.2% | −70−1.7% | Reduced | History |
| TSCOTractor Supply Co | COM | 4,005 | $1.05M | 0.2% | +579+16.9% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,030 | $1.05M | 0.2% | +143+2.9% | Added | – |
| LULUlululemon athletica inc. | Stock | 2,620 | $1.02M | 0.1% | −25−0.9% | Reduced | History |
| TGTTarget Corp | Stock | 5,523 | $978.7K | 0.1% | −477−8.0% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,958 | $933.3K | 0.1% | 00.0% | Unchanged | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,677 | $933.0K | 0.1% | +28+1.7% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,501 | $912.8K | 0.1% | 00.0% | Unchanged | – |
| EWEdwards Lifesciences Corp | Stock | 9,318 | $890.4K | 0.1% | −45,919−83.1% | Reduced | History |
| NUENucor Corp | COM | 4,437 | $878.1K | 0.1% | −82−1.8% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,155 | $859.8K | 0.1% | +880+6.6% | AddedConverted for a 5-for-1 split | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,342 | $833.1K | 0.1% | +63+1.5% | Added | – |
| PRUPrudential Financial Inc | Stock | 7,074 | $830.5K | 0.1% | +35+0.5% | Added | History |
| MRNAModerna, Inc. | Stock | 7,745 | $825.3K | 0.1% | +2,308+42.4% | Added | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,765 | $800.2K | 0.1% | 00.0% | Unchanged | – |
| PEPPepsiCo Inc | Stock | 4,443 | $777.6K | 0.1% | −157−3.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 4,186 | $762.2K | 0.1% | −96−2.2% | Reduced | History |
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 | – | $723.6K |
Sold out since Q4 2023 (45)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| SPLKSplunk Inc | COM | 6,268 | $954.9K | 0.2% | History |
| AAgilent Technologies, Inc. | COM | 1,280 | $178.0K | <0.1% | History |
| iShares Tr464287580 | US CONSUM DISCRE | 593 | $44.9K | <0.1% | – |
| iShares Tr464287721 | U.S. TECH ETF | 178 | $21.9K | <0.1% | – |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 252 | $18.2K | <0.1% | – |
| VICIVici Properties Inc. | COM | 445 | $14.2K | <0.1% | History |
| KVUEKenvue Inc. | Stock | 625 | $13.5K | <0.1% | History |
| iShares Tr464287390 | LATN AMER 40 ETF | 382 | $11.1K | <0.1% | – |
| iShares Inc464286665 | MSCI PAC JP ETF | 254 | $11.0K | <0.1% | – |
| WATWaters Corp | COM | 29 | $9.55K | <0.1% | History |
| LKQLKQ Corp | COM | 180 | $8.60K | <0.1% | History |
| PGTIPGT Innovations, Inc. | COM | 208 | $8.47K | <0.1% | History |
| CWENClearway Energy, Inc. | CL C | 300 | $8.23K | <0.1% | History |
| IRMIron Mountain Inc | COM | 113 | $7.91K | <0.1% | History |
| IVTInvenTrust Properties Corp. | COM NEW | 311 | $7.88K | <0.1% | History |
| TPRTapestry, Inc. | COM | 191 | $7.03K | <0.1% | History |
| BWABorgwarner Inc | COM | 179 | $6.42K | <0.1% | History |
| XHRXenia Hotels & Resorts, Inc. | COM | 387 | $5.27K | <0.1% | History |
| STAGSTAG Industrial, Inc. | COM | 110 | $4.32K | <0.1% | History |
| AMTAmerican Tower Corp | REIT | 18 | $3.89K | <0.1% | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 60 | $3.24K | <0.1% | – |
| VRSKVerisk Analytics, Inc. | COM | 12 | $2.87K | <0.1% | History |
| OVVOvintiv Inc. | COM | 63 | $2.77K | <0.1% | History |
| VanEck Vectors ETF Tr92189H839 | SOCIAL SENTIMENT | 124 | $2.32K | <0.1% | – |
| CRNTCeragon Networks Ltd | Stock | 1,000 | $2.16K | <0.1% | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 40 | $1.97K | <0.1% | History |
| GILTGilat Satellite Networks Ltd | SHS NEW | 300 | $1.83K | <0.1% | History |
| DXCMDexcom Inc | COM | 12 | $1.49K | <0.1% | History |
| KMIKinder Morgan, Inc. | Stock | 81 | $1.43K | <0.1% | History |
| SONOSonos Inc | COM | 80 | $1.37K | <0.1% | History |
| KOSKosmos Energy Ltd. | COM | 200 | $1.34K | <0.1% | History |
| PHINPhinia Inc. | COMMON STOCK | 35 | $1.06K | <0.1% | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 27 | $898 | <0.1% | – |
| FSRFisker Inc. | CL A COM STK | 500 | $875 | <0.1% | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 13 | $549 | <0.1% | – |
| NIONIO Inc. | ADR | 50 | $454 | <0.1% | History |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 15 | $398 | <0.1% | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 7 | $367 | <0.1% | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 11 | $266 | <0.1% | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 9 | $258 | <0.1% | – |
| AEVAAeva Technologies, Inc. | COM | 300 | $228 | <0.1% | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 1 | $72 | <0.1% | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1 | $45 | <0.1% | – |
| FIRYFiry Inc. | COM CL A | 3 | $19 | <0.1% | History |
| BNGOBionano Genomics, Inc. | COM NEW | 10 | $19 | <0.1% | History |