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Livermore
Livermore
ZHEN

Nemes Rush Group LLC

SEC CIK
0001982273
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 15, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
603
−61 vs. Q1 2024
Portfolio value
$728.1M
+$30.4M (+4.4%) vs. Q1 2024
Filed
Aug 15, 2024
SEC
Holdings of Nemes Rush Group LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
YUMCYum China Holdings, Inc.COM316$9.74K<0.1%−200−38.8%ReducedHistory
RGAReinsurance Group of America IncCOM NEW48$9.85K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW106$9.94K<0.1%+106New–
SJMJ M SMUCKER CoStock92$10.0K<0.1%00.0%UnchangedHistory
CHKPCheck Point Software Technologies LtdORD62$10.2K<0.1%+62NewHistory
iShares Tr464287630RUS 2000 VAL ETF71$10.8K<0.1%−57−44.5%Reduced–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF135$10.8K<0.1%00.0%Unchanged–
SHELShell plcADR150$10.8K<0.1%−657−81.4%ReducedHistory
BPBP PLCADR313$11.3K<0.1%−1,255−80.0%ReducedHistory
HIIHuntington Ingalls Industries, Inc.COM47$11.6K<0.1%−11−19.0%ReducedHistory
ELFe.l.f. Beauty, Inc.COM55$11.6K<0.1%+55NewHistory
RPMRPM International IncCOM110$11.8K<0.1%00.0%UnchangedHistory
BSXBoston Scientific CorpStock154$11.9K<0.1%−613−79.9%ReducedHistory
SLSSELLAS Life Sciences Group, Inc.COM NEW10,000$11.9K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X848ST STR ACWI ETF425$12.0K<0.1%+425New–
CDNSCadence Design Systems IncStock40$12.3K<0.1%00.0%UnchangedHistory
LYVLive Nation Entertainment, Inc.COM132$12.4K<0.1%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock14$12.6K<0.1%00.0%UnchangedHistory
XELXcel Energy IncStock237$12.7K<0.1%00.0%UnchangedHistory
SYKStryker CorpStock38$12.8K<0.1%00.0%UnchangedHistory
CMSCMS Energy CorpCOM216$12.9K<0.1%00.0%UnchangedHistory
CVNACarvana Co.CL A100$12.9K<0.1%00.0%UnchangedHistory
DLTRDollar Tree, Inc.COM125$13.3K<0.1%00.0%UnchangedHistory
TWLOTwilio IncCL A237$13.5K<0.1%−163−40.8%ReducedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT362$13.6K<0.1%+362New–
CPAYCorpay, Inc.COM SHS51$13.6K<0.1%00.0%UnchangedHistory
iShares S&P 500 Growth ETF464287309ETF147$13.6K<0.1%−498−77.2%Reduced–
iShares Russell Mid-Cap Value ETF464287473ETF113$13.6K<0.1%−77−40.5%Reduced–
Vanguard Total Bond Market ETF921937835ETF191$13.8K<0.1%+88+85.4%Added–
ARK Innovation ETF00214Q104ETF317$13.9K<0.1%00.0%Unchanged–
MRVLMarvell Technology, Inc.COM200$14.0K<0.1%−20−9.1%ReducedHistory
iShares U.S. Treasury Bond ETF46429B267ETF634$14.3K<0.1%+634New–
RACEFerrari N.V.COM35$14.4K<0.1%−31−47.0%ReducedHistory
BATRAAtlanta Braves Holdings, Inc.COM SER A350$14.5K<0.1%00.0%UnchangedHistory
VanEck Semiconductor ETF92189F676ETF56$14.6K<0.1%00.0%Unchanged–
PHMPultegroup IncCOM134$14.8K<0.1%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock14$14.8K<0.1%00.0%UnchangedHistory
NTNXNutanix, Inc.Stock261$14.8K<0.1%+261NewHistory
DHIHorton D R IncCOM110$15.5K<0.1%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock29$15.7K<0.1%00.0%UnchangedHistory
URIUnited Rentals, Inc.COM25$16.2K<0.1%00.0%UnchangedHistory
DNLIDenali Therapeutics Inc.COM700$16.3K<0.1%00.0%UnchangedHistory
iShares Tr464288687PFD AND INCM SEC520$16.4K<0.1%00.0%Unchanged–
WHRWhirlpool CorpStock163$16.7K<0.1%+10+6.5%AddedHistory
OTISOtis Worldwide CorpStock179$17.2K<0.1%−112−38.5%ReducedHistory
SOLVSolventum CorpStock328$17.3K<0.1%+328NewHistory
iShares Select Dividend ETF464287168ETF144$17.4K<0.1%00.0%Unchanged–
PINSPinterest, Inc.CL A400$17.6K<0.1%−55−12.1%ReducedHistory
AURAurora Innovation, Inc.CLASS A COM6,500$18.0K<0.1%00.0%UnchangedHistory
DHRDanaher CorpStock72$18.1K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT111$18.2K<0.1%+1+0.9%Added–
GNTGAMCO Natural Resources, Gold & Income TrustSH BEN INT3,311$18.2K<0.1%00.0%UnchangedHistory
WPCW. P. Carey Inc.COM331$18.2K<0.1%00.0%UnchangedHistory
RBRKRubrik, Inc.Stock600$18.4K<0.1%+600NewHistory
CTVACorteva, Inc.Stock344$18.6K<0.1%00.0%UnchangedHistory
AFLAflac IncStock210$18.8K<0.1%00.0%UnchangedHistory
CTRACoterra Energy Inc.Stock721$19.2K<0.1%+721NewHistory
DDOGDatadog, Inc.CL A COM150$19.5K<0.1%−26−14.8%ReducedHistory
SSentinelOne, Inc.CL A925$19.5K<0.1%00.0%UnchangedHistory
CNPCenterpoint Energy IncCOM637$19.7K<0.1%00.0%UnchangedHistory
ORealty Income CorpREIT380$20.1K<0.1%+268+239.3%AddedHistory
LMNDLemonade, Inc.Stock1,240$20.5K<0.1%00.0%UnchangedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF120$20.5K<0.1%00.0%Unchanged–
JDJD.com, Inc.SPON ADS CL A800$20.7K<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock394$20.9K<0.1%+1+0.3%AddedHistory
NOKNokia CorpSPONSORED ADR5,600$21.2K<0.1%00.0%UnchangedHistory
CMAComerica IncCOM417$21.3K<0.1%−864−67.4%ReducedHistory
JBLJabil IncStock200$21.8K<0.1%00.0%UnchangedHistory
WMWaste Management IncStock102$21.8K<0.1%00.0%UnchangedHistory
FITBFifth Third BancorpCOM600$21.9K<0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock350$22.1K<0.1%−225−39.1%ReducedHistory
WYWeyerhaeuser CoCOM NEW800$22.7K<0.1%−800−50.0%ReducedHistory
ACMRACM Research, Inc.Stock1,000$23.1K<0.1%+1,000NewHistory
KKellanovaStock423$24.4K<0.1%00.0%UnchangedHistory
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF667$24.4K<0.1%00.0%Unchanged–
HWMHowmet Aerospace Inc.Stock318$24.6K<0.1%+1+0.3%AddedHistory
KLACKLA CorpCOM NEW30$24.7K<0.1%00.0%UnchangedHistory
FTNTFortinet, Inc.Stock420$25.3K<0.1%−375−47.2%ReducedHistory
TOSTToast, Inc.Stock1,000$25.8K<0.1%00.0%UnchangedHistory
ARCCAres Capital CorpCEF1,237$25.8K<0.1%00.0%UnchangedHistory
BIDUBaidu, Inc.ADR300$25.9K<0.1%00.0%UnchangedHistory
MROMarathon Oil CorpCOM910$26.1K<0.1%00.0%UnchangedHistory
Vanguard Star FDS921909768VG TL INTL STK F434$26.2K<0.1%+355+449.4%Added–
TAT&T Inc.Stock1,371$26.2K<0.1%−519−27.5%ReducedHistory
EMREmerson Electric CoStock238$26.2K<0.1%−11−4.4%ReducedHistory
IRIngersoll Rand Inc.COM292$26.5K<0.1%−428−59.4%ReducedHistory
XYZBlock, Inc.CL A423$27.3K<0.1%−86−16.9%ReducedHistory
NEMNEWMONT CorpStock656$27.5K<0.1%00.0%UnchangedHistory
BXBlackstone Inc.COM223$27.6K<0.1%00.0%UnchangedHistory
CAVACava Group, Inc.COM307$28.5K<0.1%+307NewHistory
NSCNorfolk Southern CorpStock134$28.8K<0.1%00.0%UnchangedHistory
FHNFirst Horizon CorpCOM1,828$28.8K<0.1%+1,378+306.2%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF380$29.1K<0.1%−721−65.5%Reduced–
SPDR Series Trust78464A763ST STR SP DIV231$29.4K<0.1%+42+22.2%Added–
MOAltria Group, Inc.Stock649$29.5K<0.1%00.0%UnchangedHistory
ADIAnalog Devices IncStock130$29.7K<0.1%−99−43.2%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF481$30.2K<0.1%−272−36.1%Reduced–
HBANHuntington Bancshares IncCOM2,380$31.4K<0.1%+10+0.4%AddedHistory
AMHAmerican Homes 4 RentCL A864$32.1K<0.1%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A1,539$32.2K<0.1%00.0%UnchangedHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Nemes Rush Group LLC in Q2 2024
SecurityClassPutsCalls
JDJD.com, Inc.SPON ADS CL A–$47.5K
BABAAlibaba Group Holding LtdADR–$31.5K

Sold out since Q1 2024 (95)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Nemes Rush Group LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
PXDPioneer Natural Resources CoCOM19,574$5.14M0.7%History
RBARB Global Inc.COM1,308$99.6K<0.1%History
SONYSony Group CorpSPONSORED ADR837$71.8K<0.1%History
KFYKorn FerryCOM NEW1,072$70.5K<0.1%History
SANBanco Santander, S.A.ADR13,488$65.3K<0.1%History
iShares Tr464287556ISHARES BIOTECH411$56.4K<0.1%–
State Street Materials Select Sector SPDR ETF81369Y100ETF584$54.2K<0.1%–
GSKGSK plcADR1,201$51.5K<0.1%History
LYGLloyds Banking Group plcSPONSORED ADR17,679$45.8K<0.1%History
ASMLASML Holding NVADR47$45.6K<0.1%History
NVSNovartis AGADR466$45.1K<0.1%History
SWAVShockwave Medical, Inc.COM136$44.3K<0.1%History
SNYSanofiSPONSORED ADR872$42.4K<0.1%History
TAKTakeda Pharmaceutical Co LtdADR3,003$41.7K<0.1%History
PHGKoninklijke Philips NVNY REGIS SHS NEW2,006$40.1K<0.1%History
HMCHonda Motor Co LtdADR ECH CNV IN 31,066$39.7K<0.1%History
SAPSAP SEADR191$37.3K<0.1%History
WPPWPP plcADR674$31.9K<0.1%History
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF300$31.9K<0.1%–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF184$28.7K<0.1%–
CGNXCognex CorpCOM641$27.2K<0.1%History
CRHCRH Public Ltd CoORD288$24.8K<0.1%History
HLNHaleon plcADR2,872$24.4K<0.1%History
ZBRAZebra Technologies CorpCL A70$21.1K<0.1%History
ALCAlcon IncStock253$21.1K<0.1%History
RELXRELX PLCSPONSORED ADR485$21.0K<0.1%History
TRIThomson Reuters CorpCOM NO PAR114$17.8K<0.1%History
RTORentokil Initial PLCSPONSORED ADR510$15.4K<0.1%History
ARGXArgenx SESPONSORED ADR35$13.8K<0.1%History
NICENICE Ltd.SPONSORED ADR41$10.7K<0.1%History
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM571$10.4K<0.1%History
iShares S&P Small-Cap 600 Value ETF464287879ETF100$10.3K<0.1%–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF300$9.10K<0.1%–
MNDYmonday.com Ltd.SHS34$7.68K<0.1%History
Vanguard Energy ETF92204A306ETF49$6.45K<0.1%–
Liberty Media Corp531229789Stock96$6.30K<0.1%–
WMBWilliams Companies, Inc.COM148$5.77K<0.1%History
PAYXPaychex IncStock42$5.16K<0.1%History
MELIMercadolibre IncCOM3$4.54K<0.1%History
AXONAxon Enterprise, Inc.COM13$4.07K<0.1%History
AGNTAGNT, Inc.COM366$3.78K<0.1%History
CAGConagra Brands Inc.Stock118$3.50K<0.1%History
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR285$3.35K<0.1%History
VODVodafone Group Public Ltd CoADR363$3.23K<0.1%History
XYLXylem Inc.COM25$3.23K<0.1%History
EXPDExpeditors International of Washington IncCOM26$3.16K<0.1%History
HSBCHSBC Holdings PLCSPON ADR NEW76$2.99K<0.1%History
TELFYTelefonica S ASPONSORED ADR641$2.83K<0.1%History
AWKAmerican Water Works Company, Inc.Stock23$2.81K<0.1%History
EEni SpASPONSORED ADR85$2.70K<0.1%History
BCEBce IncCOM NEW79$2.69K<0.1%History
ORANYOrangeSPONSORED ADR216$2.54K<0.1%History
KTKT CorpSPONSORED ADR179$2.51K<0.1%History
MFGMizuho Financial Group IncSPONSORED ADR600$2.39K<0.1%History
Vanguard Mun BD FDS922907746TAX EXEMPT BD47$2.38K<0.1%–
Schwab Emerging Markets Equity ETF808524706ETF91$2.30K<0.1%–
EQNREquinor ASASPONSORED ADR85$2.30K<0.1%History
SPDR Series Trust78468R721STATE STREET SPD45$2.09K<0.1%–
iShares Inc464286319EM MKTS DIV ETF78$2.04K<0.1%–
BHPBHP Group LtdADR35$2.02K<0.1%History
BTIBritish American Tobacco p.l.c.SPONSORED ADR66$2.01K<0.1%History
NGGNational Grid PLCSPONSORED ADR NE29$1.98K<0.1%History
WDSWoodside Energy Group LtdADR93$1.86K<0.1%History
ECLEcolab Inc.Stock8$1.85K<0.1%History
CIBGrupo Cibest S.A.SPON ADR PREF43$1.47K<0.1%History
Liberty Media Corp531229813Stock44$1.31K<0.1%–
Schwab US Dividend Equity ETF808524797ETF16$1.29K<0.1%–
MNSTMonster Beverage CorpCOM20$1.19K<0.1%History
ETSYEtsy IncCOM17$1.17K<0.1%History
WECWec Energy Group, Inc.Stock14$1.15K<0.1%History
iShares Tr464288448INTL SEL DIV ETF39$1.09K<0.1%–
DBX ETF Tr233051630XTRACK MSCI EAFE43$1.06K<0.1%–
CHTChunghwa Telecom Co LtdSPON ADR NEW1126$1.02K<0.1%History
GUTGabelli Utility TrustCOM173$961<0.1%History
UMCUnited Microelectronics CorpSPON ADR NEW118$955<0.1%History
ADMArcher-Daniels-Midland CoStock15$943<0.1%History
RGENRepligen CorpCOM5$920<0.1%History
FERGFerguson Enterprises Inc.SHS4$874<0.1%History
Vanguard Emerging Markets Government Bond ETF921946885ETF13$831<0.1%–
PUBMPubMatic, Inc.COM CL A33$783<0.1%History
UWMCUWM Holdings CorpCOM CL A84$610<0.1%History
TTWOTake Two Interactive Software IncCOM4$594<0.1%History
TEAMAtlassian CorpCL A3$586<0.1%History
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A11$466<0.1%History
iShares Core Dividend Growth ETF46434V621ETF6$349<0.1%–
iShares Tr46429B7470-5 YR TIPS ETF3$299<0.1%–
FLGTFulgent Genetics, Inc.COM13$283<0.1%History
FOXAFox CorpCL A COM9$282<0.1%History
APPNAppian CorpCL A6$240<0.1%History
iShares Tr46434V613CORE UNIVRSL USD5$228<0.1%–
SWKStanley Black & Decker, Inc.COM2$196<0.1%History
TASKTaskUs, Inc.CLASS A COM16$187<0.1%History
SLVMSylvamo CorpCOMMON STOCK3$186<0.1%History
CLVRClever Leaves Holdings Inc.COM NEW32$156<0.1%History
CGCCanopy Growth CorpCOM NEW4$35<0.1%History