Nemes Rush Group LLC
- SEC CIK
- 0001982273
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 726
- +120 vs. Q3 2024
- Portfolio value
- $808.9M
- +$120.0M (+17.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 242,261 | $56.2M | 6.9% | +217,018+859.7% | Added | History |
| AAPLApple Inc. | Stock | 205,967 | $51.6M | 6.4% | +5,014+2.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 78,561 | $33.1M | 4.1% | +2,342+3.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 126,045 | $30.2M | 3.7% | +2,839+2.3% | Added | History |
| ETNEaton Corp plc | Stock | 77,626 | $25.8M | 3.2% | −101−0.1% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 51,613 | $23.9M | 2.9% | +901+1.8% | Added | History |
| WMTWalmart Inc. | Stock | 258,369 | $23.3M | 2.9% | +8,596+3.4% | Added | History |
| NVDANVIDIA Corp | Stock | 161,255 | $21.7M | 2.7% | +144,395+856.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 93,636 | $20.5M | 2.5% | +8,572+10.1% | Added | History |
| HDHome Depot, Inc. | Stock | 49,081 | $19.1M | 2.4% | +2,919+6.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 29,126 | $17.1M | 2.1% | +1,348+4.9% | Added | History |
| CBChubb Ltd | Stock | 57,919 | $16.0M | 2.0% | +3,190+5.8% | Added | History |
| CMECME Group Inc. | COM | 65,382 | $15.2M | 1.9% | +4,609+7.6% | Added | History |
| QCOMQualcomm Inc | Stock | 95,929 | $14.7M | 1.8% | +4,877+5.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 243,781 | $14.4M | 1.8% | +14,626+6.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 69,806 | $13.2M | 1.6% | +5,639+8.8% | Added | History |
| TTTrane Technologies plc | SHS | 34,524 | $12.8M | 1.6% | +1,004+3.0% | Added | History |
| MRKMerck & Co., Inc. | Stock | 125,839 | $12.5M | 1.5% | −5,152−3.9% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 155,428 | $12.3M | 1.5% | +16,420+11.8% | Added | History |
| TRGPTarga Resources Corp. | COM | 68,514 | $12.2M | 1.5% | +68,514 | New | History |
| CRMSalesforce, Inc. | Stock | 36,411 | $12.2M | 1.5% | +2,478+7.3% | Added | History |
| UNPUnion Pacific Corp | Stock | 53,265 | $12.1M | 1.5% | +4,442+9.1% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 33,474 | $11.5M | 1.4% | +26,777+399.8% | Added | History |
| VVisa Inc. | Stock | 35,606 | $11.3M | 1.4% | +2,942+9.0% | Added | History |
| ALLAllstate Corp | Stock | 57,317 | $11.1M | 1.4% | +4,155+7.8% | Added | History |
| LLYEli Lilly & Co | Stock | 14,141 | $10.9M | 1.3% | +835+6.3% | Added | History |
| RJFRaymond James Financial Inc | COM | 67,487 | $10.5M | 1.3% | +2,839+4.4% | Added | History |
| BBYBest Buy Co Inc | Stock | 118,392 | $10.2M | 1.3% | +13,879+13.3% | Added | History |
| ECLEcolab Inc. | Stock | 40,248 | $9.43M | 1.2% | +40,248 | New | History |
| FFord Motor Co | Stock | 915,572 | $9.06M | 1.1% | −8,131−0.9% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 55,025 | $8.20M | 1.0% | +4,490+8.9% | Added | History |
| JNJJohnson & Johnson | Stock | 55,954 | $8.09M | 1.0% | +7,114+14.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 15,694 | $7.94M | 1.0% | +1,438+10.1% | Added | History |
| SPGIS&P Global Inc. | Stock | 15,923 | $7.93M | 1.0% | +1,502+10.4% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 72,559 | $7.81M | 1.0% | +49,239+211.1% | Added | History |
| FISVFiserv Inc | Stock | 35,777 | $7.35M | 0.9% | +5,347+17.6% | Added | History |
| NVONovo Nordisk A S | ADR | 83,165 | $7.15M | 0.9% | −10,198−10.9% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 32,392 | $6.81M | 0.8% | +3,785+13.2% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 32,730 | $6.80M | 0.8% | +2,694+9.0% | Added | History |
| TSLATesla, Inc. | Stock | 16,131 | $6.51M | 0.8% | +4,723+41.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,365 | $5.49M | 0.7% | +4,347+86.6% | Added | History |
| CAVACava Group, Inc. | COM | 47,454 | $5.35M | 0.7% | +47,454 | New | History |
| iShares Core S&P 500 ETF464287200 | ETF | 8,974 | $5.28M | 0.7% | +570+6.8% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 42,248 | $5.10M | 0.6% | +5,902+16.2% | Added | History |
| AXPAmerican Express Co | Stock | 16,412 | $4.87M | 0.6% | −108−0.7% | Reduced | History |
| TJXTJX Companies Inc | Stock | 37,768 | $4.56M | 0.6% | +5,940+18.7% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 31,916 | $4.45M | 0.6% | −4,443−12.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 4,837 | $4.31M | 0.5% | +188+4.0% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 12,367 | $3.98M | 0.5% | +12,367 | New | – |
| RTXRTX Corp | Stock | 34,299 | $3.97M | 0.5% | −539−1.5% | Reduced | History |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 80,079 | $3.84M | 0.5% | +80,079 | New | – |
| ORCLOracle Corp | Stock | 20,357 | $3.39M | 0.4% | +2,140+11.7% | Added | History |
| PFEPfizer Inc | Stock | 126,861 | $3.37M | 0.4% | +10,189+8.7% | Added | History |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 67,404 | $3.29M | 0.4% | +67,404 | New | – |
| Bondbloxx ETF Trust09789C853 | BLOOMBERG TWO YR | 66,312 | $3.25M | 0.4% | +66,312 | New | – |
| GOOGAlphabet Inc. | Stock | 14,281 | $2.72M | 0.3% | +1,571+12.4% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 6,100 | $2.65M | 0.3% | +397+7.0% | Added | History |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 50,817 | $2.52M | 0.3% | +50,817 | New | – |
| CATCaterpillar Inc | Stock | 6,745 | $2.45M | 0.3% | +123+1.9% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 466 | $2.32M | 0.3% | −4−0.9% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 37,826 | $2.28M | 0.3% | +37,787+96,889.7% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 83,548 | $2.27M | 0.3% | +5,885+7.6% | Added | History |
| AIGAmerican International Group, Inc. | Stock | 28,997 | $2.11M | 0.3% | −393−1.3% | Reduced | History |
| SBUXStarbucks Corp | Stock | 22,998 | $2.10M | 0.3% | +1,935+9.2% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,858 | $1.96M | 0.2% | +142+3.0% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 6,399 | $1.86M | 0.2% | −39,514−86.1% | Reduced | History |
| STLDSteel Dynamics Inc | COM | 14,083 | $1.61M | 0.2% | +220+1.6% | Added | History |
| XPOXPO, Inc. | COM | 12,104 | $1.59M | 0.2% | −76−0.6% | Reduced | History |
| PGProcter & Gamble Co | Stock | 9,437 | $1.58M | 0.2% | +1,294+15.9% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 27,027 | $1.53M | 0.2% | +221+0.8% | Added | History |
| VLOValero Energy Corp | Stock | 12,462 | $1.53M | 0.2% | −470−3.6% | Reduced | History |
| MCHPMicrochip Technology Inc | Stock | 25,483 | $1.46M | 0.2% | −2,831−10.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 23,659 | $1.43M | 0.2% | +4,652+24.5% | Added | History |
| TSCOTractor Supply Co | COM | 25,149 | $1.33M | 0.2% | +5,154+25.8% | AddedConverted for a 5-for-1 split | History |
| EXPEExpedia Group, Inc. | Stock | 7,007 | $1.31M | 0.2% | +7,007 | New | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,613 | $1.31M | 0.2% | +583+11.6% | Added | – |
| CSLCarlisle Companies Inc | COM | 3,200 | $1.18M | 0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 2,463 | $1.10M | 0.1% | +177+7.7% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,886 | $1.09M | 0.1% | +385+11.0% | Added | – |
| CICigna Group | Stock | 3,883 | $1.07M | 0.1% | +637+19.6% | Added | History |
| SLBSLB Limited | Stock | 27,514 | $1.05M | 0.1% | −1,176−4.1% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 2,705 | $1.03M | 0.1% | +85+3.2% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 6,170 | $1.01M | 0.1% | +496+8.7% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,770 | $1.01M | 0.1% | +93+5.5% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 7,814 | $1.01M | 0.1% | +3,385+76.4% | Added | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,958 | $1.00M | 0.1% | 00.0% | Unchanged | – |
| TTDTrade Desk, Inc. | Stock | 8,502 | $999.2K | 0.1% | +5,391+173.3% | Added | History |
| GDGeneral Dynamics Corp | Stock | 3,723 | $980.9K | 0.1% | +3,723 | New | History |
| MCDMcDonalds Corp | Stock | 3,349 | $970.8K | 0.1% | −492−12.8% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,482 | $964.7K | 0.1% | +1,327+9.4% | Added | – |
| ABNBAirbnb, Inc. | Stock | 7,338 | $964.3K | 0.1% | +121+1.7% | Added | History |
| PRUPrudential Financial Inc | Stock | 7,607 | $901.6K | 0.1% | +533+7.5% | Added | History |
| CVXChevron Corp | Stock | 6,214 | $900.1K | 0.1% | −1,315−17.5% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 10,164 | $898.5K | 0.1% | +1,301+14.7% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,922 | $871.2K | 0.1% | +499+35.1% | Added | History |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 15,904 | $857.8K | 0.1% | +1,307+9.0% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,294 | $851.0K | 0.1% | +16+0.4% | Added | – |
| iShares Tr464287556 | ISHARES BIOTECH | 6,430 | $850.1K | 0.1% | +6,019+1,464.5% | Added | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,765 | $845.4K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E842 | DORSEY WRGT SMLC | 9,104 | $831.1K | 0.1% | +750+9.0% | Added | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2024 (75)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| LRCXLam Research Corp | COM | 13,462 | $13.1M | 1.9% | History |
| PXDPioneer Natural Resources Co | COM | 19,308 | $5.07M | 0.7% | History |
| DGDollar General Corp | COM | 12,686 | $1.98M | 0.3% | History |
| MRNAModerna, Inc. | Stock | 7,745 | $825.3K | 0.1% | History |
| TELTE Connectivity plc | REG SHS | 2,150 | $312.3K | <0.1% | History |
| ANETArista Networks, Inc. | COM | 767 | $222.4K | <0.1% | History |
| BLKBlackRock, Inc. | COM | 252 | $210.1K | <0.1% | History |
| RBARB Global Inc. | COM | 1,308 | $99.6K | <0.1% | History |
| SYNASYNAPTICS Inc | Stock | 763 | $74.4K | <0.1% | History |
| KFYKorn Ferry | COM NEW | 1,072 | $70.5K | <0.1% | History |
| MDXGMimedx Group, Inc. | COM | 8,380 | $64.5K | <0.1% | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 584 | $54.2K | <0.1% | – |
| SITMSITIME Corp | COM | 542 | $50.5K | <0.1% | History |
| SWAVShockwave Medical, Inc. | COM | 136 | $44.3K | <0.1% | History |
| INMDInMode Ltd. | SHS | 2,029 | $43.8K | <0.1% | History |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 300 | $31.9K | <0.1% | – |
| CGNXCognex Corp | COM | 641 | $27.2K | <0.1% | History |
| MROMarathon Oil Corp | COM | 910 | $25.8K | <0.1% | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 92 | $14.3K | <0.1% | – |
| SJMJ M SMUCKER Co | Stock | 92 | $11.6K | <0.1% | History |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 571 | $10.4K | <0.1% | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 100 | $10.3K | <0.1% | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 300 | $9.10K | <0.1% | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 750 | $8.95K | <0.1% | History |
| Flagstar Bank, National Association649445103 | COM | 2,717 | $8.75K | <0.1% | – |
| MGMMGM Resorts International | Stock | 152 | $7.18K | <0.1% | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 88 | $6.69K | <0.1% | – |
| CHTRCharter Communications, Inc. | CL A | 23 | $6.68K | <0.1% | History |
| Vanguard Energy ETF92204A306 | ETF | 49 | $6.45K | <0.1% | – |
| QRVOQorvo, Inc. | Stock | 56 | $6.43K | <0.1% | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 204 | $6.37K | <0.1% | History |
| MPTMedical Properties Trust Inc | COM | 1,336 | $6.28K | <0.1% | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 85 | $5.79K | <0.1% | History |
| COLBColumbia Banking System, Inc. | COM | 274 | $5.30K | <0.1% | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 79 | $4.76K | <0.1% | – |
| MELIMercadolibre Inc | COM | 3 | $4.54K | <0.1% | History |
| AXONAxon Enterprise, Inc. | COM | 13 | $4.07K | <0.1% | History |
| APTVAptiv PLC | SHS | 50 | $3.98K | <0.1% | History |
| SIRISirius XM Holdings Inc. | COM | 1,000 | $3.88K | <0.1% | History |
| AGNTAGNT, Inc. | COM | 366 | $3.78K | <0.1% | History |
| EXPDExpeditors International of Washington Inc | COM | 26 | $3.16K | <0.1% | History |
| DOCSDoximity, Inc. | CL A | 117 | $3.15K | <0.1% | History |
| HSICHenry Schein Inc | COM | 40 | $3.02K | <0.1% | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 91 | $2.30K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 34 | $2.21K | <0.1% | – |
| BMBLBumble Inc. | COM CL A | 185 | $2.10K | <0.1% | History |
| CHDChurch & Dwight Co Inc | COM | 19 | $2.00K | <0.1% | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 207 | $1.79K | <0.1% | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 238 | $1.69K | <0.1% | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 16 | $1.29K | <0.1% | – |
| ETSYEtsy Inc | COM | 17 | $1.17K | <0.1% | History |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 46 | $1.10K | <0.1% | – |
| POWIPower Integrations Inc | COM | 15 | $1.08K | <0.1% | History |
| SWBISmith & Wesson Brands, Inc. | COM | 62 | $1.08K | <0.1% | History |
| GUTGabelli Utility Trust | COM | 173 | $960 | <0.1% | History |
| RGENRepligen Corp | COM | 5 | $920 | <0.1% | History |
| UPSTUpstart Holdings, Inc. | COM | 31 | $834 | <0.1% | History |
| PUBMPubMatic, Inc. | COM CL A | 33 | $783 | <0.1% | History |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 9 | $724 | <0.1% | – |
| UWMCUWM Holdings Corp | COM CL A | 84 | $610 | <0.1% | History |
| TTWOTake Two Interactive Software Inc | COM | 4 | $594 | <0.1% | History |
| NMTCNeuroone Medical Technologies Corp | COM NEW | 433 | $520 | <0.1% | History |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 18 | $442 | <0.1% | History |
| APPSDigital Turbine, Inc. | COM NEW | 136 | $356 | <0.1% | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6 | $348 | <0.1% | – |
| FLGTFulgent Genetics, Inc. | COM | 13 | $282 | <0.1% | History |
| APPNAppian Corp | CL A | 6 | $240 | <0.1% | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5 | $228 | <0.1% | – |
| SWKStanley Black & Decker, Inc. | COM | 2 | $196 | <0.1% | History |
| TASKTaskUs, Inc. | CLASS A COM | 16 | $186 | <0.1% | History |
| CLVRClever Leaves Holdings Inc. | COM NEW | 32 | $156 | <0.1% | History |
| EBSEmergent BioSolutions Inc. | COM | 42 | $106 | <0.1% | History |
| TWOU2U, LLC | COM | 111 | $43 | <0.1% | History |
| CGCCanopy Growth Corp | COM NEW | 4 | $35 | <0.1% | History |
| CRNCCerence Inc. | COM | 96 | – | – | History |