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.
- Positions
- 716
- +14 vs. Q1 2025
- Portfolio value
- $917.4M
- +$126.5M (+16.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 17 | $5.95K | <0.1% | +1+6.3% | Added | History |
| CINFCincinnati Financial Corp | COM | 40 | $5.96K | <0.1% | 00.0% | Unchanged | History |
| OSUROrasure Technologies Inc | COM | 2,000 | $6.00K | <0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 126 | $6.07K | <0.1% | 00.0% | Unchanged | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 147 | $6.10K | <0.1% | −59−28.6% | Reduced | – |
| IONQIonQ, Inc. | COM | 150 | $6.45K | <0.1% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 40 | $6.51K | <0.1% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 16 | $6.51K | <0.1% | 00.0% | Unchanged | – |
| VanEck Vectors ETF Tr92189F114 | VIDEO GAMING | 60 | $6.60K | <0.1% | 00.0% | Unchanged | – |
| NUENucor Corp | COM | 51 | $6.61K | <0.1% | −4,069−98.8% | Reduced | History |
| iShares Core S&P US Value ETF464287663 | ETF | 70 | $6.62K | <0.1% | +70 | New | – |
| ITWIllinois Tool Works Inc | Stock | 27 | $6.68K | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 Value ETF921932703 | ETF | 36 | $6.71K | <0.1% | +1+2.9% | Added | – |
| FFIVF5, Inc. | Stock | 24 | $7.06K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 51 | $7.08K | <0.1% | 00.0% | Unchanged | – |
| ARMArm Holdings PLC | ADR | 44 | $7.12K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 127 | $7.22K | <0.1% | −232−64.6% | Reduced | – |
| BEBloom Energy Corp | COM CL A | 310 | $7.42K | <0.1% | +48+18.3% | Added | History |
| SAPSAP SE | ADR | 25 | $7.60K | <0.1% | +25 | New | History |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 54 | $7.66K | <0.1% | +54 | New | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 180 | $7.84K | <0.1% | +180 | New | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 38 | $7.96K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 102 | $7.98K | <0.1% | +6+6.3% | Added | History |
| RRXRegal Rexnord Corp | COM | 56 | $8.12K | <0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 82 | $8.17K | <0.1% | 00.0% | Unchanged | – |
| ETF Ser Solutions26922B832 | BAHL GAYNOR SML | 284 | $8.19K | <0.1% | +284 | New | – |
| INBKFirst Internet Bancorp | COM | 306 | $8.23K | <0.1% | 00.0% | Unchanged | History |
| DBXDropbox, Inc. | CL A | 296 | $8.47K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 119 | $8.50K | <0.1% | +119 | New | – |
| NETCloudflare, Inc. | CL A COM | 44 | $8.62K | <0.1% | +3+7.3% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 116 | $8.62K | <0.1% | −112−49.1% | Reduced | History |
| CPAYCorpay, Inc. | COM SHS | 26 | $8.63K | <0.1% | 00.0% | Unchanged | History |
| ALSumisho Air Lease Corp | CL A | 149 | $8.71K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464289859 | CORE 80 20 ETF | 106 | $8.81K | <0.1% | +1+1.0% | Added | – |
| iShares Semiconductor ETF464287523 | ETF | 37 | $8.83K | <0.1% | 00.0% | Unchanged | – |
| TMToyota Motor Corp | ADS | 51 | $8.87K | <0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 46 | $9.09K | <0.1% | 00.0% | Unchanged | History |
| SITESiteOne Landscape Supply, Inc. | COM | 78 | $9.43K | <0.1% | 00.0% | Unchanged | History |
| RGAReinsurance Group of America Inc | COM NEW | 48 | $9.52K | <0.1% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 119 | $9.57K | <0.1% | −99−45.4% | Reduced | History |
| Vanguard Communication Services ETF92204A884 | ETF | 56 | $9.58K | <0.1% | 00.0% | Unchanged | – |
| FHNFirst Horizon Corp | COM | 461 | $9.78K | <0.1% | +3+0.7% | Added | History |
| SYMSymbotic Inc. | Stock | 252 | $9.79K | <0.1% | 00.0% | Unchanged | History |
| DNLIDenali Therapeutics Inc. | COM | 700 | $9.79K | <0.1% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 713 | $9.80K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 51 | $9.91K | <0.1% | −9−15.0% | Reduced | – |
| ELFe.l.f. Beauty, Inc. | COM | 82 | $10.2K | <0.1% | 00.0% | Unchanged | History |
| KDKyndryl Holdings, Inc. | Stock | 244 | $10.2K | <0.1% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 229 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 147 | $10.4K | <0.1% | −346−70.2% | Reduced | History |
| iShares Tr464287515 | EXPANDED TECH | 96 | $10.5K | <0.1% | 00.0% | Unchanged | – |
| DOWDow Inc. | Stock | 397 | $10.5K | <0.1% | +1+0.3% | Added | History |
| SHELShell plc | ADR | 150 | $10.6K | <0.1% | −5−3.2% | Reduced | History |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 206 | $10.6K | <0.1% | +14+7.3% | Added | – |
| WFCWells Fargo & Company | Stock | 132 | $10.6K | <0.1% | +28+26.9% | Added | History |
| ACHRArcher Aviation Inc. | Stock | 993 | $10.8K | <0.1% | +993 | New | History |
| DVNDevon Energy Corp | Stock | 341 | $10.8K | <0.1% | +3+0.9% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 156 | $10.9K | <0.1% | +54+52.9% | Added | History |
| RPMRPM International Inc | COM | 101 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 29 | $11.3K | <0.1% | 00.0% | Unchanged | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 47 | $11.3K | <0.1% | 00.0% | Unchanged | History |
| WHRWhirlpool Corp | Stock | 112 | $11.4K | <0.1% | −162−59.1% | Reduced | History |
| State Street SPDR S&P Software & Services ETF78464A599 | ETF | 62 | $11.8K | <0.1% | 00.0% | Unchanged | – |
| ASMLASML Holding NV | ADR | 15 | $12.0K | <0.1% | +6+66.7% | Added | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 55 | $12.1K | <0.1% | +55 | New | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 151 | $12.2K | <0.1% | −235−60.9% | Reduced | – |
| SOSouthern Co | Stock | 139 | $12.7K | <0.1% | +24+20.9% | Added | History |
| ITRIItron, Inc. | COM | 98 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 136 | $12.9K | <0.1% | −153−52.9% | Reduced | – |
| CDNSCadence Design Systems Inc | Stock | 42 | $12.9K | <0.1% | +2+5.0% | Added | History |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 315 | $13.1K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 73 | $13.3K | <0.1% | −11−13.1% | Reduced | – |
| DEODiageo PLC | SPON ADR NEW | 135 | $13.6K | <0.1% | +125+1,250.0% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 173 | $13.7K | <0.1% | +13+8.1% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 328 | $13.8K | <0.1% | −1,026−75.8% | Reduced | History |
| STTState Street Corp | COM | 131 | $13.9K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 185 | $14.0K | <0.1% | 00.0% | Unchanged | – |
| YUMCYum China Holdings, Inc. | COM | 316 | $14.1K | <0.1% | 00.0% | Unchanged | History |
| PINSPinterest, Inc. | CL A | 400 | $14.3K | <0.1% | 00.0% | Unchanged | History |
| BROSDutch Bros Inc. | CL A | 212 | $14.5K | <0.1% | +212 | New | History |
| ARK Next Generation Technology ETF00214Q401 | ETF | 100 | $14.8K | <0.1% | −16−13.8% | Reduced | – |
| CMSCMS Energy Corp | COM | 216 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 19 | $15.1K | <0.1% | −8−29.6% | Reduced | History |
| ARK Innovation ETF00214Q104 | ETF | 217 | $15.3K | <0.1% | −95−30.4% | Reduced | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 244 | $15.3K | <0.1% | +244 | New | – |
| DJTTrump Media & Technology Group Corp. | Stock | 851 | $15.4K | <0.1% | +51+6.4% | Added | History |
| WELLWelltower Inc. | REIT | 100 | $15.4K | <0.1% | +100 | New | History |
| iShares Tr464288687 | PFD AND INCM SEC | 520 | $16.0K | <0.1% | 00.0% | Unchanged | – |
| PHParker-Hannifin Corp | Stock | 23 | $16.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Industrials ETF92204A603 | ETF | 58 | $16.3K | <0.1% | +58 | New | – |
| XELXcel Energy Inc | Stock | 243 | $16.5K | <0.1% | +2+0.8% | Added | History |
| iShares Tr464288588 | MBS ETF | 180 | $16.9K | <0.1% | +180 | New | – |
| BATRAAtlanta Braves Holdings, Inc. | COM SER A | 350 | $17.2K | <0.1% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 227 | $17.6K | <0.1% | 00.0% | Unchanged | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 188 | $17.6K | <0.1% | +188 | New | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 264 | $17.7K | <0.1% | +2+0.8% | Added | – |
| STESTERIS plc | SHS USD | 75 | $17.9K | <0.1% | +1+1.4% | Added | History |
| GELGenesis Energy LP | UNIT LTD PARTN | 1,041 | $17.9K | <0.1% | +11+1.1% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 43 | $18.3K | <0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 227 | $19.1K | <0.1% | +227 | New | – |
Options (5)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2025 (63)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,958 | $968.3K | 0.1% | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,765 | $810.0K | 0.1% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 29,008 | $679.7K | 0.1% | – |
| iShares Tr464287762 | US HLTHCARE ETF | 9,227 | $561.8K | 0.1% | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 4,904 | $557.9K | 0.1% | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 7,819 | $490.6K | 0.1% | – |
| FSLRFirst Solar, Inc. | Stock | 2,344 | $296.4K | <0.1% | History |
| Ea Series Trust02072L722 | STRI US ENER ETF | 2,000 | $59.4K | <0.1% | – |
| BMEBlackRock Health Sciences Trust | COM | 939 | $36.3K | <0.1% | History |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 507 | $33.3K | <0.1% | – |
| GWWW.W. Grainger, Inc. | Stock | 14 | $13.8K | <0.1% | History |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 747 | $12.3K | <0.1% | – |
| AMPAmeriprise Financial Inc | COM | 25 | $12.1K | <0.1% | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 224 | $10.3K | <0.1% | – |
| DLTRDollar Tree, Inc. | COM | 125 | $9.38K | <0.1% | History |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 133 | $9.07K | <0.1% | – |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 162 | $8.98K | <0.1% | – |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 96 | $8.64K | <0.1% | History |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 332 | $8.48K | <0.1% | – |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 1,337 | $8.37K | <0.1% | History |
| MKCMcCormick & Co Inc | Stock | 100 | $8.23K | <0.1% | History |
| iShares Tr464288695 | GLOBAL MATER ETF | 95 | $7.76K | <0.1% | – |
| JWNNordstrom Inc | Stock | 317 | $7.75K | <0.1% | History |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 84 | $7.66K | <0.1% | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 164 | $6.55K | <0.1% | – |
| VRSKVerisk Analytics, Inc. | COM | 22 | $6.55K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 301 | $6.54K | <0.1% | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 122 | $6.47K | <0.1% | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 190 | $6.27K | <0.1% | – |
| ALGNAlign Technology Inc | COM | 35 | $5.56K | <0.1% | History |
| FUBOFuboTV Inc. | COM | 1,747 | $5.10K | <0.1% | History |
| HUBBHubbell Inc | COM | 14 | $4.63K | <0.1% | History |
| iShares Tr464287192 | US TRSPRTION | 67 | $4.29K | <0.1% | – |
| SNAPSnap Inc | Stock | 463 | $4.03K | <0.1% | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 83 | $3.77K | <0.1% | – |
| RCReady Capital Corp | COM | 709 | $3.61K | <0.1% | History |
| PLAYDave & Buster's Entertainment, Inc. | COM | 187 | $3.29K | <0.1% | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 237 | $3.23K | <0.1% | – |
| DFSDiscover Financial Services | COM | 16 | $2.73K | <0.1% | History |
| SNASnap-on Inc | COM | 8 | $2.70K | <0.1% | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 80 | $2.49K | <0.1% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 74 | $2.48K | <0.1% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 42 | $2.46K | <0.1% | – |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 107 | $2.34K | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 45 | $2.21K | <0.1% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 18 | $1.81K | <0.1% | – |
| Vanguard World FD921910709 | EXTENDED DUR | 24 | $1.73K | <0.1% | – |
| DKNGDraftKings Inc. | Stock | 50 | $1.66K | <0.1% | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 55 | $1.63K | <0.1% | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 57 | $1.62K | <0.1% | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 26 | $1.47K | <0.1% | – |
| OVVOvintiv Inc. | COM | 30 | $1.28K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138G888 | SHORT TERM ETF | 8 | $844 | <0.1% | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 8 | $779 | <0.1% | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 13 | $776 | <0.1% | – |
| iShares Core High Dividend ETF46429B663 | ETF | 5 | $606 | <0.1% | – |
| DOCUDocuSign, Inc. | Stock | 5 | $407 | <0.1% | History |
| ELEstee Lauder Companies Inc | CL A | 6 | $396 | <0.1% | History |
| PATHUiPath, Inc. | Stock | 36 | $371 | <0.1% | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 4 | $273 | <0.1% | History |
| BLINBridgeline Digital, Inc. | COM | 91 | $135 | <0.1% | History |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 2 | $80 | <0.1% | History |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 4 | $22 | <0.1% | History |