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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
TDGTransDigm Group INCCOM1$1.52K<0.1%+1NewHistory
CUBECubeSmartREIT36$1.53K<0.1%00.0%UnchangedHistory
BUDAnheuser-Busch InBev SA/NVADR23$1.58K<0.1%+23NewHistory
OGNOrganon & Co.Stock167$1.62K<0.1%−37−18.1%ReducedHistory
GLDMWorld Gold TrustSPDR GLD MINIS25$1.64K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW15$1.64K<0.1%00.0%Unchanged–
KLGWK Kellogg CoCOM105$1.67K<0.1%00.0%UnchangedHistory
WBAWalgreens Boots Alliance, Inc.COM150$1.72K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF9$1.75K<0.1%−4,205−99.8%Reduced–
ZBHZimmer Biomet Holdings, Inc.Stock20$1.82K<0.1%00.0%UnchangedHistory
REZIResideo Technologies, Inc.Stock83$1.83K<0.1%00.0%UnchangedHistory
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT72$1.84K<0.1%00.0%UnchangedHistory
HPEHewlett Packard Enterprise CoCOM90$1.84K<0.1%00.0%UnchangedHistory
WDCWestern Digital CorpCOM29$1.86K<0.1%00.0%UnchangedHistory
MNSTMonster Beverage CorpCOM30$1.88K<0.1%00.0%UnchangedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF31$1.88K<0.1%−259−89.3%Reduced–
WMBWilliams Companies, Inc.COM30$1.88K<0.1%00.0%UnchangedHistory
COFCapital One Financial CorpStock9$1.92K<0.1%+9NewHistory
Global X Lithium & Battery Tech ETF37954Y855ETF50$1.92K<0.1%00.0%Unchanged–
PLABPhotronics IncCOM102$1.92K<0.1%−247−70.8%ReducedHistory
DBX ETF Tr233051853XTRACK MSCI EURP44$1.94K<0.1%00.0%Unchanged–
WMSAdvanced Drainage Systems, Inc.COM17$1.96K<0.1%00.0%UnchangedHistory
EVRGEvergy, Inc.Stock30$2.07K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX24$2.09K<0.1%+24New–
Vanguard Materials ETF92204A801ETF11$2.15K<0.1%+11New–
PENNPENN Entertainment, Inc.COM122$2.18K<0.1%00.0%UnchangedHistory
WMGWarner Music Group Corp.COM CL A81$2.21K<0.1%00.0%UnchangedHistory
SIRISirius XM Holdings Inc.COMMON STOCK100$2.30K<0.1%−700−87.5%ReducedHistory
CBOECboe Global Markets, Inc.COM10$2.33K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock264$2.36K<0.1%−53−16.7%ReducedHistory
KDPKeurig Dr Pepper Inc.COM72$2.38K<0.1%00.0%UnchangedHistory
LYBLyondellBasell Industries N.V.SHS - A -42$2.43K<0.1%00.0%UnchangedHistory
Global X FDS37954Y657US PFD ETF131$2.47K<0.1%+2+1.6%Added–
DECKDeckers Outdoor CorpCOM24$2.47K<0.1%00.0%UnchangedHistory
iShares Tr464287846DOW JONES US ETF17$2.56K<0.1%−585−97.2%Reduced–
MELIMercadolibre IncCOM1$2.61K<0.1%+1NewHistory
HLTHilton Worldwide Holdings Inc.COM10$2.66K<0.1%+10NewHistory
DASHDoorDash, Inc.Stock11$2.71K<0.1%+11NewHistory
KVUEKenvue Inc.Stock130$2.73K<0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock7$2.84K<0.1%+1+16.7%AddedHistory
ONDSOndas Inc.COM NEW1,500$2.88K<0.1%00.0%UnchangedHistory
STKLSunOpta Inc.COM500$2.90K<0.1%+500NewHistory
GISGeneral Mills IncStock56$2.90K<0.1%00.0%UnchangedHistory
AAAlcoa CorpStock106$3.12K<0.1%+1+1.0%AddedHistory
FCXFreeport-McMoran IncStock72$3.12K<0.1%00.0%UnchangedHistory
HLHecla Mining CoCOM525$3.14K<0.1%00.0%UnchangedHistory
RELXRELX PLCSPONSORED ADR58$3.15K<0.1%+58NewHistory
GPCGenuine Parts CoStock26$3.15K<0.1%00.0%UnchangedHistory
MECMayville Engineering Company, Inc.COM200$3.19K<0.1%00.0%UnchangedHistory
ETREntergy CorpCOM40$3.33K<0.1%00.0%UnchangedHistory
TDOCTeladoc Health, Inc.COM382$3.33K<0.1%00.0%UnchangedHistory
GSKGSK plcADR90$3.46K<0.1%00.0%UnchangedHistory
iShares Tips Bond ETF464287176ETF32$3.55K<0.1%+32New–
MASMasco CorpCOM56$3.58K<0.1%+1+1.8%AddedHistory
KHCKraft Heinz CoStock141$3.64K<0.1%+131+1,310.0%AddedHistory
HSYHershey CoCOM22$3.65K<0.1%00.0%UnchangedHistory
FICOFair Isaac CorpCOM2$3.66K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF44$3.66K<0.1%+44New–
MCKMcKesson CorpStock5$3.66K<0.1%+2+66.7%AddedHistory
OMCOmnicom Group Inc.COM51$3.67K<0.1%00.0%UnchangedHistory
VEEVVeeva Systems IncStock13$3.74K<0.1%+4+44.4%AddedHistory
iShares Tr46435U713US INFRASTRUC77$3.80K<0.1%+77New–
IPInternational Paper CoCOM83$3.89K<0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Value ETF464287473ETF30$3.96K<0.1%−6−16.7%Reduced–
TTETotalEnergies SESPONSORED ADS65$3.99K<0.1%+65NewHistory
SBACSba Communications CorpCL A17$3.99K<0.1%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM23$4.01K<0.1%00.0%UnchangedHistory
ProShares Tr74348A467S&P 500 DV ARIST40$4.07K<0.1%00.0%Unchanged–
Vanguard Total Bond Market ETF921937835ETF57$4.20K<0.1%+57New–
AMTAmerican Tower CorpREIT19$4.20K<0.1%00.0%UnchangedHistory
SWKSSkyworks Solutions, Inc.Stock57$4.25K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock31$4.37K<0.1%+15+93.8%AddedHistory
Global X FDS37954Y632ARTIFICIAL ETF100$4.37K<0.1%00.0%Unchanged–
WBDWarner Bros. Discovery, Inc.Stock386$4.42K<0.1%+55+16.6%AddedHistory
CHWYChewy, Inc.CL A104$4.43K<0.1%00.0%UnchangedHistory
CTSHCognizant Technology Solutions CorpCL A57$4.45K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY125$4.69K<0.1%+108+635.3%Added–
EWBCEast West Bancorp IncCOM47$4.70K<0.1%+1+2.2%AddedHistory
First Tr Exchange-Traded Alp33735B108COM SHS41$4.71K<0.1%00.0%Unchanged–
FTSFortis Inc.COM99$4.74K<0.1%00.0%UnchangedHistory
SAMBoston Beer Co IncCL A25$4.77K<0.1%00.0%UnchangedHistory
DDominion Energy, IncStock87$4.92K<0.1%−67−43.5%ReducedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF91$4.95K<0.1%+91New–
FASTFastenal CoStock118$4.96K<0.1%00.0%UnchangedConverted for a 2-for-1 splitHistory
Vanguard Health Care ETF92204A504ETF20$4.97K<0.1%00.0%Unchanged–
GRABGrab Holdings LtdCLASS A ORD1,000$5.03K<0.1%00.0%UnchangedHistory
FLRFluor CorpStock100$5.13K<0.1%+100NewHistory
SCHWSchwab Charles CorpStock57$5.20K<0.1%+24+72.7%AddedHistory
ONONOn Holding AGStock100$5.21K<0.1%00.0%UnchangedHistory
Invesco S&P 500 Quality ETF46137V241ETF77$5.46K<0.1%+1+1.3%Added–
MARMarriott International IncStock20$5.46K<0.1%00.0%UnchangedHistory
EFXEquifax IncCOM21$5.47K<0.1%00.0%UnchangedHistory
SOUNSoundhound AI, Inc.CLASS A COM514$5.51K<0.1%+240+87.6%AddedHistory
MCOMoodys CorpStock11$5.52K<0.1%00.0%UnchangedHistory
First Trust Cloud Computing ETF33734X192ETF46$5.59K<0.1%+46New–
Amplify Blockchain Technology ETF032108607ETF101$5.77K<0.1%00.0%Unchanged–
Fidelity MSCI Utilities Index ETF316092865ETF110$5.77K<0.1%+110New–
DPZDominos Pizza IncCOM13$5.86K<0.1%00.0%UnchangedHistory
APHAmphenol CorpCL A60$5.92K<0.1%+8+15.4%AddedHistory
RGTIRigetti Computing, Inc.COMMON STOCK500$5.93K<0.1%00.0%UnchangedHistory

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