Nemes Rush Group LLC
- SEC CIK
- 0001982273
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 7, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 702
- −24 vs. Q4 2024
- Portfolio value
- $790.8M
- −$18.1M (−2.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 204,405 | $45.4M | 5.7% | −1,562−0.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 237,685 | $39.8M | 5.0% | −4,576−1.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 124,973 | $30.7M | 3.9% | −1,072−0.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 78,611 | $29.5M | 3.7% | +50+0.1% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 51,933 | $22.7M | 2.9% | +320+0.6% | Added | History |
| WMTWalmart Inc. | Stock | 258,310 | $22.7M | 2.9% | −590.0% | Reduced | History |
| ETNEaton Corp plc | Stock | 77,833 | $21.2M | 2.7% | +207+0.3% | Added | History |
| HDHome Depot, Inc. | Stock | 49,494 | $18.1M | 2.3% | +413+0.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 93,984 | $17.9M | 2.3% | +348+0.4% | Added | History |
| CBChubb Ltd | Stock | 59,008 | $17.8M | 2.3% | +1,089+1.9% | Added | History |
| CMECME Group Inc. | COM | 66,821 | $17.7M | 2.2% | +1,439+2.2% | Added | History |
| NVDANVIDIA Corp | Stock | 159,256 | $17.3M | 2.2% | −1,999−1.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 28,896 | $16.7M | 2.1% | −230−0.8% | Reduced | History |
| QCOMQualcomm Inc | Stock | 99,074 | $15.2M | 1.9% | +3,145+3.3% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 246,153 | $15.2M | 1.9% | +2,372+1.0% | Added | History |
| TRGPTarga Resources Corp. | COM | 70,625 | $14.2M | 1.8% | +2,111+3.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 55,220 | $13.0M | 1.6% | +1,955+3.7% | Added | History |
| JCIJohnson Controls International plc | Stock | 159,886 | $12.8M | 1.6% | +4,458+2.9% | Added | History |
| VVisa Inc. | Stock | 35,988 | $12.6M | 1.6% | +382+1.1% | Added | History |
| ALLAllstate Corp | Stock | 58,312 | $12.1M | 1.5% | +995+1.7% | Added | History |
| MRKMerck & Co., Inc. | Stock | 134,426 | $12.1M | 1.5% | +8,587+6.8% | Added | History |
| LLYEli Lilly & Co | Stock | 14,345 | $11.8M | 1.5% | +204+1.4% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 33,585 | $11.8M | 1.5% | +111+0.3% | Added | History |
| TTTrane Technologies plc | SHS | 35,030 | $11.8M | 1.5% | +506+1.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 71,186 | $11.0M | 1.4% | +1,380+2.0% | Added | History |
| ECLEcolab Inc. | Stock | 42,899 | $10.9M | 1.4% | +2,651+6.6% | Added | History |
| LRCXLam Research Corp | Stock | 145,355 | $10.6M | 1.3% | +145,355 | New | History |
| JNJJohnson & Johnson | Stock | 61,879 | $10.3M | 1.3% | +5,925+10.6% | Added | History |
| CRMSalesforce, Inc. | Stock | 37,021 | $9.93M | 1.3% | +610+1.7% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 56,310 | $9.71M | 1.2% | +1,285+2.3% | Added | History |
| BBYBest Buy Co Inc | Stock | 130,084 | $9.58M | 1.2% | +11,692+9.9% | Added | History |
| RJFRaymond James Financial Inc | COM | 68,164 | $9.47M | 1.2% | +677+1.0% | Added | History |
| FFord Motor Co | Stock | 903,097 | $9.06M | 1.1% | −12,475−1.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 73,129 | $8.70M | 1.1% | +570+0.8% | Added | History |
| FISVFiserv Inc | Stock | 38,106 | $8.41M | 1.1% | +2,329+6.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 15,962 | $8.36M | 1.1% | +268+1.7% | Added | History |
| SPGIS&P Global Inc. | Stock | 16,129 | $8.20M | 1.0% | +206+1.3% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 34,394 | $7.20M | 0.9% | +2,002+6.2% | Added | History |
| NVONovo Nordisk A S | ADR | 97,116 | $6.74M | 0.9% | +13,951+16.8% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 34,369 | $6.53M | 0.8% | +1,639+5.0% | Added | History |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 112,021 | $5.50M | 0.7% | +31,942+39.9% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,964 | $5.04M | 0.6% | −10−0.1% | Reduced | – |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 98,094 | $4.86M | 0.6% | +30,690+45.5% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 47,080 | $4.84M | 0.6% | +4,832+11.4% | Added | History |
| TJXTJX Companies Inc | Stock | 39,375 | $4.80M | 0.6% | +1,607+4.3% | Added | History |
| TSLATesla, Inc. | Stock | 18,090 | $4.69M | 0.6% | +1,959+12.1% | Added | History |
| Bondbloxx ETF Trust09789C853 | BLOOMBERG TWO YR | 94,266 | $4.66M | 0.6% | +27,954+42.2% | Added | – |
| CAVACava Group, Inc. | COM | 52,649 | $4.55M | 0.6% | +5,195+10.9% | Added | History |
| RTXRTX Corp | Stock | 33,920 | $4.49M | 0.6% | −379−1.1% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 14,532 | $4.46M | 0.6% | +2,165+17.5% | Added | – |
| AXPAmerican Express Co | Stock | 16,201 | $4.36M | 0.6% | −211−1.3% | Reduced | History |
| NFLXNetflix Inc | Stock | 4,602 | $4.29M | 0.5% | −235−4.9% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 28,587 | $4.16M | 0.5% | −3,329−10.4% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,736 | $3.77M | 0.5% | −2,629−28.1% | Reduced | History |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 74,534 | $3.71M | 0.5% | +23,717+46.7% | Added | – |
| PFEPfizer Inc | Stock | 114,610 | $2.90M | 0.4% | −12,251−9.7% | Reduced | History |
| ORCLOracle Corp | Stock | 20,347 | $2.84M | 0.4% | −100.0% | Reduced | History |
| AIGAmerican International Group, Inc. | Stock | 28,523 | $2.48M | 0.3% | −474−1.6% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,746 | $2.30M | 0.3% | −112−2.3% | Reduced | History |
| SBUXStarbucks Corp | Stock | 22,766 | $2.23M | 0.3% | −232−1.0% | Reduced | History |
| ULTAUlta Beauty, Inc. | Stock | 6,019 | $2.21M | 0.3% | −81−1.3% | Reduced | History |
| CATCaterpillar Inc | Stock | 6,619 | $2.18M | 0.3% | −126−1.9% | Reduced | History |
| GPKGraphic Packaging Holding Co | COM | 83,548 | $2.17M | 0.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 13,837 | $2.16M | 0.3% | −444−3.1% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 466 | $2.15M | 0.3% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 6,287 | $1.85M | 0.2% | −112−1.8% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 24,475 | $1.78M | 0.2% | +816+3.4% | Added | History |
| STLDSteel Dynamics Inc | COM | 13,780 | $1.72M | 0.2% | −303−2.2% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 34,144 | $1.71M | 0.2% | −3,682−9.7% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 27,027 | $1.65M | 0.2% | 00.0% | Unchanged | History |
| VLOValero Energy Corp | Stock | 12,296 | $1.62M | 0.2% | −166−1.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 8,679 | $1.48M | 0.2% | −758−8.0% | Reduced | History |
| TSCOTractor Supply Co | COM | 24,690 | $1.36M | 0.2% | −459−1.8% | Reduced | History |
| XPOXPO, Inc. | COM | 11,917 | $1.28M | 0.2% | −187−1.5% | Reduced | History |
| CICigna Group | Stock | 3,774 | $1.24M | 0.2% | −109−2.8% | Reduced | History |
| SLBSLB Limited | Stock | 29,366 | $1.23M | 0.2% | +1,852+6.7% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 25,186 | $1.22M | 0.2% | −297−1.2% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 6,921 | $1.16M | 0.1% | −86−1.2% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 9,281 | $1.13M | 0.1% | +1,467+18.8% | Added | – |
| CSLCarlisle Companies Inc | COM | 3,200 | $1.09M | 0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,111 | $1.06M | 0.1% | −502−8.9% | Reduced | – |
| MCDMcDonalds Corp | Stock | 3,313 | $1.03M | 0.1% | −36−1.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,904 | $1.01M | 0.1% | −18−0.9% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 3,616 | $985.6K | 0.1% | −107−2.9% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 11,556 | $975.3K | 0.1% | +932+8.8% | Added | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,958 | $968.3K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,825 | $963.1K | 0.1% | −61−1.6% | Reduced | – |
| FANGDiamondback Energy, Inc. | Stock | 5,862 | $937.3K | 0.1% | −308−5.0% | Reduced | History |
| CVXChevron Corp | Stock | 5,582 | $933.9K | 0.1% | −632−10.2% | Reduced | History |
| ADBEAdobe Inc. | Stock | 2,422 | $928.9K | 0.1% | −41−1.7% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,671 | $891.3K | 0.1% | −99−5.6% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,987 | $874.5K | 0.1% | −495−3.2% | Reduced | – |
| ABNBAirbnb, Inc. | Stock | 7,265 | $867.9K | 0.1% | −73−1.0% | Reduced | History |
| HTZHertz Global Holdings, Inc | COM NEW | 220,189 | $867.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 10,168 | $865.0K | 0.1% | +40.0% | Added | – |
| PRUPrudential Financial Inc | Stock | 7,490 | $836.5K | 0.1% | −117−1.5% | Reduced | History |
| iShares Tr464287556 | ISHARES BIOTECH | 6,381 | $816.2K | 0.1% | −49−0.8% | Reduced | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,765 | $810.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,214 | $785.0K | 0.1% | −80−1.9% | Reduced | – |
| VSTVistra Corp. | Stock | 6,524 | $766.2K | 0.1% | +505+8.4% | Added | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2024 (69)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Invesco Nasdaq 100 ETF46138G649 | ETF | 151 | $31.8K | <0.1% | – |
| SHAKShake Shack Inc. | CL A | 222 | $28.8K | <0.1% | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 476 | $26.4K | <0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 340 | $24.4K | <0.1% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 301 | $22.8K | <0.1% | – |
| COHRCoherent Corp. | COM | 200 | $18.9K | <0.1% | History |
| SPDR Series Trust78464A755 | ST STR SP METAL | 315 | $17.9K | <0.1% | – |
| ENPHEnphase Energy, Inc. | Stock | 197 | $13.5K | <0.1% | History |
| ALTGAlta Equipment Group Inc. | COMMON STOCK | 2,031 | $13.3K | <0.1% | History |
| SSentinelOne, Inc. | CL A | 596 | $13.2K | <0.1% | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 5 | $10.6K | <0.1% | History |
| LDOSLeidos Holdings, Inc. | COM | 66 | $9.51K | <0.1% | History |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 81 | $8.89K | <0.1% | History |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 233 | $8.47K | <0.1% | – |
| SSNCSS&C Technologies Holdings Inc | COM | 111 | $8.41K | <0.1% | History |
| FISFidelity National Information Services, Inc. | Stock | 88 | $7.11K | <0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 123 | $6.97K | <0.1% | History |
| SNYSanofi | SPONSORED ADR | 133 | $6.42K | <0.1% | History |
| CAHCardinal Health Inc | Stock | 54 | $6.39K | <0.1% | History |
| LHLabcorp Holdings Inc. | Stock | 25 | $5.73K | <0.1% | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 140 | $5.08K | <0.1% | History |
| FNFFidelity National Financial, Inc. | COM SHS | 80 | $4.49K | <0.1% | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 176 | $4.46K | <0.1% | History |
| SEESealed Air Corp | COM | 118 | $3.99K | <0.1% | History |
| iShares Tips Bond ETF464287176 | ETF | 36 | $3.84K | <0.1% | – |
| SONYSony Group Corp | SPONSORED ADR | 175 | $3.70K | <0.1% | History |
| FOXAFox Corp | CL A COM | 72 | $3.50K | <0.1% | History |
| PCGPG&E Corp | Stock | 167 | $3.37K | <0.1% | History |
| FEFirstenergy Corp | COM | 81 | $3.21K | <0.1% | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 126 | $3.15K | <0.1% | History |
| RLRalph Lauren Corp | CL A | 12 | $2.77K | <0.1% | History |
| ROSTRoss Stores, Inc. | COM | 18 | $2.72K | <0.1% | History |
| CGCarlyle Group Inc. | COM | 48 | $2.42K | <0.1% | History |
| IFFInternational Flavors & Fragrances Inc | COM | 27 | $2.28K | <0.1% | History |
| ALLEAllegion plc | ORD SHS | 17 | $2.22K | <0.1% | History |
| CFGCitizens Financial Group Inc | COM | 50 | $2.19K | <0.1% | History |
| ROPRoper Technologies Inc | Stock | 4 | $2.08K | <0.1% | History |
| CORCencora, Inc. | Stock | 9 | $2.02K | <0.1% | History |
| INCYIncyte Corp | COM | 28 | $1.93K | <0.1% | History |
| HASHasbro, Inc. | COM | 32 | $1.79K | <0.1% | History |
| PFGCPerformance Food Group Co | COM | 20 | $1.69K | <0.1% | History |
| CNHCNH Industrial N.V. | SHS | 128 | $1.45K | <0.1% | History |
| PUKPrudential PLC | ADR | 89 | $1.42K | <0.1% | History |
| NWLNewell Brands Inc. | Stock | 125 | $1.25K | <0.1% | History |
| RCIRogers Communications Inc | CL B | 38 | $1.17K | <0.1% | History |
| LEALear Corp | COM NEW | 10 | $947 | <0.1% | History |
| WELLWelltower Inc. | REIT | 7 | $882 | <0.1% | History |
| TSNTyson Foods, Inc. | Stock | 13 | $747 | <0.1% | History |
| IRMIron Mountain Inc | COM | 7 | $736 | <0.1% | History |
| SLVMSylvamo Corp | COMMON STOCK | 9 | $711 | <0.1% | History |
| SPGSimon Property Group Inc. | REIT | 4 | $689 | <0.1% | History |
| PSAPublic Storage | COM | 2 | $599 | <0.1% | History |
| EXRExtra Space Storage Inc. | COM | 4 | $598 | <0.1% | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 32 | $597 | <0.1% | History |
| KIMKimco Realty Corp | COM | 24 | $562 | <0.1% | History |
| UDRUDR, Inc. | COM | 12 | $521 | <0.1% | History |
| PPLPPL Corp | COM | 16 | $519 | <0.1% | History |
| EQTEQT Corp | Stock | 11 | $507 | <0.1% | History |
| EIXEdison International | Stock | 6 | $479 | <0.1% | History |
| VTRVentas, Inc. | REIT | 8 | $471 | <0.1% | History |
| WECWec Energy Group, Inc. | Stock | 5 | $470 | <0.1% | History |
| EDConsolidated Edison Inc | Stock | 5 | $446 | <0.1% | History |
| HCPHashiCorp, Inc. | COM CL A | 13 | $445 | <0.1% | History |
| EGEverest Group, Ltd. | COM | 1 | $362 | <0.1% | History |
| CFCF Industries Holdings, Inc. | COM | 3 | $256 | <0.1% | History |
| PHMPultegroup Inc | COM | 0 | $20 | <0.1% | History |
| KBHKB Home | COM | 0 | $13 | <0.1% | History |
| LVSLas Vegas Sands Corp | COM | 0 | $6 | <0.1% | History |
| ONCTOncternal Therapeutics, Inc. | Stock | 3 | $2 | <0.1% | History |