Skip to main content
Livermore
Livermore
ZHEN

Nemes Rush Group LLC

SEC CIK
0001982273
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
716
+14 vs. Q1 2025
Portfolio value
$917.4M
+$126.5M (+16.0%) vs. Q1 2025
Filed
Aug 12, 2025
SEC
Holdings of Nemes Rush Group LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVGOBroadcom Inc.Stock173,956$48.0M5.2%−63,729−26.8%ReducedHistory
AAPLApple Inc.Stock205,135$42.1M4.6%+730+0.4%AddedHistory
MSFTMicrosoft CorpStock82,131$40.9M4.5%+3,520+4.5%AddedHistory
JPMJPMorgan Chase & CoStock111,909$32.4M3.5%−13,064−10.5%ReducedHistory
NVDANVIDIA CorpStock203,343$32.1M3.5%+44,087+27.7%AddedHistory
METAMeta Platforms, Inc.Stock40,809$30.1M3.3%+11,913+41.2%AddedHistory
GOOGLAlphabet Inc.Stock129,044$22.7M2.5%+57,858+81.3%AddedHistory
WMTWalmart Inc.Stock216,674$21.2M2.3%−41,636−16.1%ReducedHistory
HDHome Depot, Inc.Stock57,583$21.1M2.3%+8,089+16.3%AddedHistory
MSIMotorola Solutions, Inc.Stock49,640$20.9M2.3%−2,293−4.4%ReducedHistory
QCOMQualcomm IncStock122,715$19.5M2.1%+23,641+23.9%AddedHistory
CSCOCisco Systems, Inc.Stock268,522$18.6M2.0%+22,369+9.1%AddedHistory
CMECME Group Inc.COM67,123$18.5M2.0%+302+0.5%AddedHistory
ETNEaton Corp plcStock51,747$18.5M2.0%−26,086−33.5%ReducedHistory
AMZNAmazon Com IncStock79,043$17.3M1.9%−14,941−15.9%ReducedHistory
CBChubb LtdStock59,330$17.2M1.9%+322+0.5%AddedHistory
LRCXLam Research CorpStock154,980$15.1M1.6%+9,625+6.6%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock29,495$15.0M1.6%−4,090−12.2%ReducedHistory
DHIHorton D R IncCOM115,439$14.9M1.6%+115,247+60,024.5%AddedHistory
MRKMerck & Co., Inc.Stock182,798$14.5M1.6%+48,372+36.0%AddedHistory
JNJJohnson & JohnsonStock93,730$14.3M1.6%+31,851+51.5%AddedHistory
CEGConstellation Energy CorpStock40,072$12.9M1.4%+38,384+2,273.9%AddedHistory
JCIJohnson Controls International plcStock120,052$12.7M1.4%−39,834−24.9%ReducedHistory
COSTCostco Wholesale CorpStock12,799$12.7M1.4%+12,124+1,796.1%AddedHistory
VNOMViper Energy, Inc.COM319,503$12.2M1.3%+319,503NewHistory
LLYEli Lilly & CoStock14,898$11.6M1.3%+553+3.9%AddedHistory
TTTrane Technologies plcSHS25,253$11.0M1.2%−9,777−27.9%ReducedHistory
RJFRaymond James Financial IncCOM71,093$10.9M1.2%+2,929+4.3%AddedHistory
CRMSalesforce, Inc.Stock39,884$10.9M1.2%+2,863+7.7%AddedHistory
UNPUnion Pacific CorpStock46,897$10.8M1.2%−8,323−15.1%ReducedHistory
VVisa Inc.Stock28,873$10.3M1.1%−7,115−19.8%ReducedHistory
VICIVici Properties Inc.COM311,309$10.1M1.1%+311,309NewHistory
NXPINXP Semiconductors N.V.COM45,074$9.85M1.1%+10,705+31.1%AddedHistory
FFord Motor CoStock901,775$9.78M1.1%−1,322−0.1%ReducedHistory
ALLAllstate CorpStock46,975$9.46M1.0%−11,337−19.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM77,788$8.39M0.9%+4,659+6.4%AddedHistory
ECLEcolab Inc.Stock30,850$8.31M0.9%−12,049−28.1%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock31,801$7.98M0.9%−2,593−7.5%ReducedHistory
Bondbloxx ETF Trust09789C838BLOOMBERG FVE YR158,726$7.83M0.9%+46,705+41.7%Added–
ICEIntercontinental Exchange, Inc.Stock41,953$7.70M0.8%−14,357−25.5%ReducedHistory
SPGIS&P Global Inc.Stock13,151$6.93M0.8%−2,978−18.5%ReducedHistory
Bondbloxx ETF Trust09789C846BLOOMBERG THREE137,491$6.84M0.7%+39,397+40.2%Added–
Bondbloxx ETF Trust09789C853BLOOMBERG TWO YR134,010$6.64M0.7%+39,744+42.2%Added–
TSLATesla, Inc.Stock20,895$6.64M0.7%+2,805+15.5%AddedHistory
SPYSPDR S&P 500 ETF TrustETF10,357$6.40M0.7%+3,621+53.8%AddedHistory
NFLXNetflix IncStock4,551$6.09M0.7%−51−1.1%ReducedHistory
UNHUnitedHealth Group IncStock19,088$5.95M0.6%+3,126+19.6%AddedHistory
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR113,004$5.61M0.6%+38,470+51.6%Added–
CAVACava Group, Inc.COM64,942$5.47M0.6%+12,293+23.3%AddedHistory
TJXTJX Companies IncStock41,851$5.17M0.6%+2,476+6.3%AddedHistory
AXPAmerican Express CoStock15,500$4.94M0.5%−701−4.3%ReducedHistory
RTXRTX CorpStock31,122$4.54M0.5%−2,798−8.2%ReducedHistory
ORCLOracle CorpStock19,855$4.34M0.5%−492−2.4%ReducedHistory
CVNACarvana Co.CL A12,551$4.23M0.5%+12,451+12,451.0%AddedHistory
GOOGAlphabet Inc.Stock23,569$4.18M0.5%+9,732+70.3%AddedHistory
PLTRPalantir Technologies Inc.Stock27,147$3.70M0.4%+15,591+134.9%AddedHistory
iShares Core S&P 500 ETF464287200ETF5,389$3.35M0.4%−3,575−39.9%Reduced–
GSGoldman Sachs Group IncStock4,301$3.04M0.3%+3,562+482.0%AddedHistory
VSTVistra Corp.Stock15,241$2.95M0.3%+8,717+133.6%AddedHistory
SHWSherwin Williams CoCOM8,334$2.86M0.3%+8,303+26,783.9%AddedHistory
SBUXStarbucks CorpStock30,619$2.81M0.3%+7,853+34.5%AddedHistory
ABBVAbbVie Inc.Stock14,780$2.74M0.3%+11,440+342.5%AddedHistory
CATCaterpillar IncStock6,923$2.69M0.3%+304+4.6%AddedHistory
BKNGBooking Holdings Inc.Stock448$2.59M0.3%−18−3.9%ReducedHistory
VRTXVertex Pharmaceuticals IncStock5,723$2.55M0.3%+977+20.6%AddedHistory
GILDGilead Sciences, Inc.Stock22,350$2.48M0.3%+21,612+2,928.5%AddedHistory
AIGAmerican International Group, Inc.Stock28,760$2.46M0.3%+237+0.8%AddedHistory
TMUST-Mobile US, Inc.Stock10,167$2.42M0.3%+8,884+692.4%AddedHistory
TKOTKO Group Holdings, Inc.CL A13,312$2.42M0.3%+13,312NewHistory
MPCMarathon Petroleum CorpStock14,130$2.35M0.3%−14,457−50.6%ReducedHistory
PANWPalo Alto Networks IncStock11,386$2.33M0.3%+8,722+327.4%AddedHistory
FISVFiserv IncStock13,273$2.29M0.2%−24,833−65.2%ReducedHistory
SPOTSpotify Technology S.A.Stock2,964$2.27M0.2%+2,022+214.6%AddedHistory
NRGNRG Energy, Inc.Stock13,905$2.23M0.2%+13,846+23,467.8%AddedHistory
BSXBoston Scientific CorpStock20,026$2.15M0.2%+19,391+3,053.7%AddedHistory
HWMHowmet Aerospace Inc.Stock10,711$1.99M0.2%+10,393+3,268.2%AddedHistory
VLOValero Energy CorpStock14,687$1.97M0.2%+2,391+19.4%AddedHistory
GPKGraphic Packaging Holding CoCOM90,563$1.91M0.2%+7,015+8.4%AddedHistory
UBERUber Technologies, IncStock20,344$1.90M0.2%−4,131−16.9%ReducedHistory
EXPEExpedia Group, Inc.Stock10,052$1.70M0.2%+3,131+45.2%AddedHistory
ABNBAirbnb, Inc.Stock12,564$1.66M0.2%+5,299+72.9%AddedHistory
AMDAdvanced Micro Devices IncStock11,443$1.62M0.2%−35,637−75.7%ReducedHistory
HTZHertz Global Holdings, IncCOM NEW220,189$1.50M0.2%00.0%UnchangedHistory
BBYBest Buy Co IncStock22,211$1.49M0.2%−107,873−82.9%ReducedHistory
iShares Tr464287150CORE S&P TTL STK10,922$1.47M0.2%+1,641+17.7%Added–
STLDSteel Dynamics IncCOM11,122$1.42M0.2%−2,658−19.3%ReducedHistory
CICigna GroupStock4,106$1.36M0.1%+332+8.8%AddedHistory
PGProcter & Gamble CoStock8,300$1.32M0.1%−379−4.4%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF5,106$1.29M0.1%−5−0.1%Reduced–
NVONovo Nordisk A SADR18,124$1.25M0.1%−78,992−81.3%ReducedHistory
BMYBristol Myers Squibb CoStock26,733$1.24M0.1%−294−1.1%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF2,240$1.24M0.1%+1,119+99.8%Added–
CSLCarlisle Companies IncCOM3,200$1.19M0.1%00.0%UnchangedHistory
DOCSDoximity, Inc.CL A18,106$1.11M0.1%+18,106NewHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF13,954$1.01M0.1%+7,813+127.2%Added–
XPOXPO, Inc.COM7,942$1.00M0.1%−3,975−33.4%ReducedHistory
MCDMcDonalds CorpStock3,293$962.0K0.1%−20−0.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,880$913.2K0.1%−24−1.3%ReducedHistory
IBMInternational Business Machines CorpStock3,088$910.3K0.1%+171+5.9%AddedHistory
FANGDiamondback Energy, Inc.Stock6,589$905.4K0.1%+727+12.4%AddedHistory

Options (5)

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 2025
SecurityClassPutsCalls
BABAAlibaba Group Holding LtdADR–$411.0K
TSLATesla, Inc.Stock–$326.6K
AMZNAmazon Com IncStock–$299.3K
JDJD.com, Inc.SPON ADS CL A–$56.7K
CRNCCerence Inc.COM–$42.0K

Sold out since Q1 2025 (63)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Nemes Rush Group LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF3,958$968.3K0.1%–
iShares S&P Mid-Cap 400 Value ETF464287705ETF6,765$810.0K0.1%–
Schwab U.S. Small-Cap ETF808524607ETF29,008$679.7K0.1%–
iShares Tr464287762US HLTHCARE ETF9,227$561.8K0.1%–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM4,904$557.9K0.1%–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT7,819$490.6K0.1%–
FSLRFirst Solar, Inc.Stock2,344$296.4K<0.1%History
Ea Series Trust02072L722STRI US ENER ETF2,000$59.4K<0.1%–
BMEBlackRock Health Sciences TrustCOM939$36.3K<0.1%History
ProShares Tr74347B698RUSS 2000 DIVD507$33.3K<0.1%–
GWWW.W. Grainger, Inc.Stock14$13.8K<0.1%History
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX747$12.3K<0.1%–
AMPAmeriprise Financial IncCOM25$12.1K<0.1%History
VanEck ETF Trust92189F106GOLD MINERS ETF224$10.3K<0.1%–
DLTRDollar Tree, Inc.COM125$9.38K<0.1%History
First Tr Exchange Traded FD33738R704RBA INDL ETF133$9.07K<0.1%–
First Tr Exchange-Traded FD33734X168MATERIALS ALPH162$8.98K<0.1%–
FWONKLiberty Media CorpCOM LBTY ONE S C96$8.64K<0.1%History
Fidelity MSCI Energy Index ETF316092402ETF332$8.48K<0.1%–
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT1,337$8.37K<0.1%History
MKCMcCormick & Co IncStock100$8.23K<0.1%History
iShares Tr464288695GLOBAL MATER ETF95$7.76K<0.1%–
JWNNordstrom IncStock317$7.75K<0.1%History
iShares Tr464287325GLOB HLTHCRE ETF84$7.66K<0.1%–
iShares Tr46434V449MSCI INTL MOMENT164$6.55K<0.1%–
VRSKVerisk Analytics, Inc.COM22$6.55K<0.1%History
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT301$6.54K<0.1%–
First Trust Financials Alphadex Fund33734X135ETF122$6.47K<0.1%–
Dimensional U.S. Core Equity 2 ETF25434V708ETF190$6.27K<0.1%–
ALGNAlign Technology IncCOM35$5.56K<0.1%History
FUBOFuboTV Inc.COM1,747$5.10K<0.1%History
HUBBHubbell IncCOM14$4.63K<0.1%History
iShares Tr464287192US TRSPRTION67$4.29K<0.1%–
SNAPSnap IncStock463$4.03K<0.1%History
Fidelity Merrimack STR Tr316188309TOTAL BD ETF83$3.77K<0.1%–
RCReady Capital CorpCOM709$3.61K<0.1%History
PLAYDave & Buster's Entertainment, Inc.COM187$3.29K<0.1%History
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD237$3.23K<0.1%–
DFSDiscover Financial ServicesCOM16$2.73K<0.1%History
SNASnap-on IncCOM8$2.70K<0.1%History
Dimensional ETF Trust25434V203INTL CORE EQT MK80$2.49K<0.1%–
First Tr Exchange Traded FD33741X102SMID RISNG ETF74$2.48K<0.1%–
First Trust Rising Dividend Achievers ETF33738R506ETF42$2.46K<0.1%–
Listed FDS Tr53656F599SWAN HEDGED EQTY107$2.34K<0.1%–
Vanguard Total International Bond ETF92203J407ETF45$2.21K<0.1%–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF18$1.81K<0.1%–
Vanguard World FD921910709EXTENDED DUR24$1.73K<0.1%–
DKNGDraftKings Inc.Stock50$1.66K<0.1%History
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF55$1.63K<0.1%–
Global X FDS37954Y715RBTCS ARTFL INTE57$1.62K<0.1%–
Fidelity Covington Trust316092873MSCI COMMNTN SVC26$1.47K<0.1%–
OVVOvintiv Inc.COM30$1.28K<0.1%History
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF8$844<0.1%–
State Street SPDR S&P Homebuilders ETF78464A888ETF8$779<0.1%–
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF13$776<0.1%–
iShares Core High Dividend ETF46429B663ETF5$606<0.1%–
DOCUDocuSign, Inc.Stock5$407<0.1%History
ELEstee Lauder Companies IncCL A6$396<0.1%History
PATHUiPath, Inc.Stock36$371<0.1%History
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C4$273<0.1%History
BLINBridgeline Digital, Inc.COM91$135<0.1%History
BATRKAtlanta Braves Holdings, Inc.COM SER C2$80<0.1%History
SJTSan Juan Basin Royalty TrustUNIT BEN INT4$22<0.1%History