Skip to main content
Livermore
Livermore
ZHEN

Nemes Rush Group LLC

SEC CIK
0001982273
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
675
−41 vs. Q2 2025
Portfolio value
$1.01B
+$89.9M (+9.8%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of Nemes Rush Group LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVGOBroadcom Inc.Stock168,060$55.4M5.5%−5,896−3.4%ReducedHistory
AAPLApple Inc.Stock204,751$52.1M5.2%−384−0.2%ReducedHistory
MSFTMicrosoft CorpStock81,880$42.4M4.2%−251−0.3%ReducedHistory
NVDANVIDIA CorpStock200,534$37.4M3.7%−2,809−1.4%ReducedHistory
JPMJPMorgan Chase & CoStock111,895$35.3M3.5%−140.0%ReducedHistory
GOOGLAlphabet Inc.Stock134,335$32.7M3.2%+5,291+4.1%AddedHistory
METAMeta Platforms, Inc.Stock41,886$30.8M3.1%+1,077+2.6%AddedHistory
HDHome Depot, Inc.Stock58,022$23.5M2.3%+439+0.8%AddedHistory
MSIMotorola Solutions, Inc.Stock49,589$22.7M2.3%−51−0.1%ReducedHistory
WMTWalmart Inc.Stock220,025$22.7M2.3%+3,351+1.5%AddedHistory
LRCXLam Research CorpStock156,690$21.0M2.1%+1,710+1.1%AddedHistory
DHIHorton D R IncCOM123,548$20.9M2.1%+8,109+7.0%AddedHistory
QCOMQualcomm IncStock123,265$20.5M2.0%+550+0.4%AddedHistory
ETNEaton Corp plcStock51,212$19.2M1.9%−535−1.0%ReducedHistory
CSCOCisco Systems, Inc.Stock270,185$18.5M1.8%+1,663+0.6%AddedHistory
CMECME Group Inc.COM67,621$18.3M1.8%+498+0.7%AddedHistory
JNJJohnson & JohnsonStock95,129$17.6M1.8%+1,399+1.5%AddedHistory
AMZNAmazon Com IncStock79,105$17.4M1.7%+62+0.1%AddedHistory
CBChubb LtdStock59,862$16.9M1.7%+532+0.9%AddedHistory
MRKMerck & Co., Inc.Stock184,470$15.5M1.5%+1,672+0.9%AddedHistory
TSLATesla, Inc.Stock34,447$15.3M1.5%+13,552+64.9%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock29,980$14.7M1.5%+485+1.6%AddedHistory
CEGConstellation Energy CorpStock42,156$13.9M1.4%+2,084+5.2%AddedHistory
JCIJohnson Controls International plcStock118,894$13.1M1.3%−1,158−1.0%ReducedHistory
COSTCostco Wholesale CorpStock13,739$12.7M1.3%+940+7.3%AddedHistory
RJFRaymond James Financial IncCOM69,570$12.0M1.2%−1,523−2.1%ReducedHistory
LLYEli Lilly & CoStock15,267$11.6M1.2%+369+2.5%AddedHistory
ORCLOracle CorpStock40,430$11.4M1.1%+20,575+103.6%AddedHistory
VICIVici Properties Inc.COM338,484$11.0M1.1%+27,175+8.7%AddedHistory
UNPUnion Pacific CorpStock45,823$10.8M1.1%−1,074−2.3%ReducedHistory
FFord Motor CoStock897,282$10.7M1.1%−4,493−0.5%ReducedHistory
Bondbloxx ETF Trust09789C838BLOOMBERG FVE YR216,579$10.7M1.1%+57,853+36.4%Added–
TTTrane Technologies plcSHS25,405$10.7M1.1%+152+0.6%AddedHistory
NXPINXP Semiconductors N.V.COM45,922$10.5M1.0%+848+1.9%AddedHistory
ALLAllstate CorpStock47,219$10.1M1.0%+244+0.5%AddedHistory
VVisa Inc.Stock29,232$9.98M1.0%+359+1.2%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock31,893$9.74M1.0%+92+0.3%AddedHistory
Morgan Stanley ETF Trust61774R825EATO VA DURA ETF189,323$9.73M1.0%+189,323New–
CRMSalesforce, Inc.Stock40,526$9.60M1.0%+642+1.6%AddedHistory
Bondbloxx ETF Trust09789C846BLOOMBERG THREE185,925$9.27M0.9%+48,434+35.2%Added–
Bondbloxx ETF Trust09789C853BLOOMBERG TWO YR183,979$9.12M0.9%+49,969+37.3%Added–
XOMExxonMobil Holdings CorpCOM78,584$8.86M0.9%+796+1.0%AddedHistory
ECLEcolab Inc.Stock30,618$8.39M0.8%−232−0.8%ReducedHistory
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR155,105$7.70M0.8%+42,101+37.3%Added–
SPYSPDR S&P 500 ETF TrustETF10,783$7.18M0.7%+426+4.1%AddedHistory
ICEIntercontinental Exchange, Inc.Stock42,119$7.10M0.7%+166+0.4%AddedHistory
SPGIS&P Global Inc.Stock13,323$6.48M0.6%+172+1.3%AddedHistory
TJXTJX Companies IncStock42,529$6.15M0.6%+678+1.6%AddedHistory
GOOGAlphabet Inc.Stock23,100$5.63M0.6%−469−2.0%ReducedHistory
NFLXNetflix IncStock4,556$5.46M0.5%+5+0.1%AddedHistory
PLTRPalantir Technologies Inc.Stock27,319$4.98M0.5%+172+0.6%AddedHistory
RTXRTX CorpStock29,636$4.96M0.5%−1,486−4.8%ReducedHistory
CVNACarvana Co.CL A13,044$4.92M0.5%+493+3.9%AddedHistory
AXPAmerican Express CoStock14,651$4.87M0.5%−849−5.5%ReducedHistory
ABBVAbbVie Inc.Stock15,701$3.64M0.4%+921+6.2%AddedHistory
iShares Core S&P 500 ETF464287200ETF5,394$3.61M0.4%+5+0.1%Added–
GSGoldman Sachs Group IncStock4,337$3.45M0.3%+36+0.8%AddedHistory
CATCaterpillar IncStock6,893$3.29M0.3%−30−0.4%ReducedHistory
SHWSherwin Williams CoCOM9,026$3.13M0.3%+692+8.3%AddedHistory
VSTVistra Corp.Stock15,225$2.98M0.3%−16−0.1%ReducedHistory
GILDGilead Sciences, Inc.Stock26,508$2.94M0.3%+4,158+18.6%AddedHistory
TKOTKO Group Holdings, Inc.CL A14,380$2.90M0.3%+1,068+8.0%AddedHistory
MPCMarathon Petroleum CorpStock14,073$2.71M0.3%−57−0.4%ReducedHistory
VLOValero Energy CorpStock15,738$2.68M0.3%+1,051+7.2%AddedHistory
TMUST-Mobile US, Inc.Stock10,951$2.62M0.3%+784+7.7%AddedHistory
SBUXStarbucks CorpStock30,315$2.56M0.3%−304−1.0%ReducedHistory
BKNGBooking Holdings Inc.Stock448$2.42M0.2%00.0%UnchangedHistory
NRGNRG Energy, Inc.Stock14,751$2.39M0.2%+846+6.1%AddedHistory
AIGAmerican International Group, Inc.Stock29,638$2.33M0.2%+878+3.1%AddedHistory
PANWPalo Alto Networks IncStock11,326$2.31M0.2%−60−0.5%ReducedHistory
VRTXVertex Pharmaceuticals IncStock5,750$2.25M0.2%+27+0.5%AddedHistory
EXPEExpedia Group, Inc.Stock10,030$2.14M0.2%−22−0.2%ReducedHistory
HWMHowmet Aerospace Inc.Stock10,710$2.10M0.2%−10.0%ReducedHistory
SPOTSpotify Technology S.A.Stock2,951$2.06M0.2%−13−0.4%ReducedHistory
UBERUber Technologies, IncStock20,848$2.04M0.2%+504+2.5%AddedHistory
iShares Tr464287622RUS 1000 ETF5,410$1.98M0.2%+3,752+226.3%Added–
BSXBoston Scientific CorpStock20,103$1.96M0.2%+77+0.4%AddedHistory
iShares Tr464287150CORE S&P TTL STK10,863$1.58M0.2%−59−0.5%Reduced–
STLDSteel Dynamics IncCOM11,133$1.55M0.2%+11+0.1%AddedHistory
ABNBAirbnb, Inc.Stock12,596$1.53M0.2%+32+0.3%AddedHistory
HTZHertz Global Holdings, IncCOM NEW220,189$1.50M0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF5,198$1.46M0.1%+92+1.8%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF18,447$1.45M0.1%+4,493+32.2%Added–
FISVFiserv IncStock10,737$1.38M0.1%−2,536−19.1%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF2,259$1.36M0.1%+19+0.8%Added–
DOCSDoximity, Inc.CL A18,055$1.32M0.1%−51−0.3%ReducedHistory
CICigna GroupStock4,213$1.21M0.1%+107+2.6%AddedHistory
BMYBristol Myers Squibb CoStock26,809$1.21M0.1%+76+0.3%AddedHistory
STRLSterling Infrastructure, Inc.COM3,500$1.19M0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF15,093$1.09M0.1%+14,139+1,482.1%Added–
AMDAdvanced Micro Devices IncStock6,661$1.08M0.1%−4,782−41.8%ReducedHistory
CSLCarlisle Companies IncCOM3,200$1.05M0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock6,700$1.03M0.1%−1,600−19.3%ReducedHistory
XPOXPO, Inc.COM7,922$1.02M0.1%−20−0.3%ReducedHistory
CAVACava Group, Inc.COM16,865$1.02M0.1%−48,077−74.0%ReducedHistory
RDDTReddit, Inc.Stock4,387$1.01M0.1%00.0%UnchangedHistory
Morgan Stanley ETF Trust61774R858EATON VANCE SHRT19,972$1.01M0.1%+19,972New–
MCDMcDonalds CorpStock3,244$985.8K0.1%−49−1.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,929$969.8K0.1%+49+2.6%AddedHistory
FANGDiamondback Energy, Inc.Stock6,507$931.1K0.1%−82−1.2%ReducedHistory

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 Q3 2025
SecurityClassPutsCalls
BABAAlibaba Group Holding LtdADR–$1.62M
VKTXViking Therapeutics, Inc.COM–$216.0K
AMZNAmazon Com IncStock–$210.0K
JDJD.com, Inc.SPON ADS CL A–$69.9K
CRNCCerence Inc.COM–$49.5K

Sold out since Q2 2025 (72)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Nemes Rush Group LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
VNOMViper Energy, Inc.COM319,503$12.2M1.3%History
SKXSkechers USA IncCL A3,542$223.5K<0.1%History
HESHess CorpStock800$110.8K<0.1%History
HOUSAnywhere Real Estate Inc.COM17,500$63.4K<0.1%History
CTRACoterra Energy Inc.Stock1,907$48.4K<0.1%History
AVAVAeroVironment IncCOM123$35.0K<0.1%History
NBXGNeuberger Next Generation Connectivity Fund Inc.COMMON STOCK2,232$32.6K<0.1%History
CHKPCheck Point Software Technologies LtdORD135$29.9K<0.1%History
DEODiageo PLCSPON ADR NEW135$13.6K<0.1%History
ELVElevance Health, Inc.Stock29$11.3K<0.1%History
WFCWells Fargo & CompanyStock132$10.6K<0.1%History
ELFe.l.f. Beauty, Inc.COM82$10.2K<0.1%History
RGAReinsurance Group of America IncCOM NEW48$9.52K<0.1%History
CPAYCorpay, Inc.COM SHS26$8.63K<0.1%History
iShares Core U.S. Aggregate Bond ETF464287226ETF82$8.17K<0.1%–
SAPSAP SEADR25$7.60K<0.1%History
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM127$7.22K<0.1%–
NUENucor CorpCOM51$6.61K<0.1%History
DPZDominos Pizza IncCOM13$5.86K<0.1%History
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF91$4.95K<0.1%–
Vanguard Total Bond Market ETF921937835ETF57$4.20K<0.1%–
TTETotalEnergies SESPONSORED ADS65$3.99K<0.1%History
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF44$3.66K<0.1%–
HSYHershey CoCOM22$3.65K<0.1%History
MECMayville Engineering Company, Inc.COM200$3.19K<0.1%History
RELXRELX PLCSPONSORED ADR58$3.15K<0.1%History
STKLSunOpta Inc.COM500$2.90K<0.1%History
TMOThermo Fisher Scientific Inc.Stock7$2.84K<0.1%History
MELIMercadolibre IncCOM1$2.61K<0.1%History
LYBLyondellBasell Industries N.V.SHS - A -42$2.43K<0.1%History
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT72$1.84K<0.1%History
ZBHZimmer Biomet Holdings, Inc.Stock20$1.82K<0.1%History
WBAWalgreens Boots Alliance, Inc.COM150$1.72K<0.1%History
KLGWK Kellogg CoCOM105$1.67K<0.1%History
BUDAnheuser-Busch InBev SA/NVADR23$1.58K<0.1%History
TDGTransDigm Group INCCOM1$1.52K<0.1%History
NGGNational Grid PLCSPONSORED ADR NE20$1.49K<0.1%History
BTIBritish American Tobacco p.l.c.SPONSORED ADR29$1.37K<0.1%History
iShares Tr46436E841IBONDS 27 TRM TS61$1.37K<0.1%–
iShares Tr46436E866IBONDS 25 TRM TS57$1.33K<0.1%–
iShares Tr46436E858IBONDS 26 TRM TS58$1.32K<0.1%–
STMSTMicroelectronics N.V.NY REGISTRY43$1.31K<0.1%History
LCIDLucid Group, Inc.COM600$1.27K<0.1%History
GMABGenmab A/SSPONSORED ADS60$1.24K<0.1%History
EOGEOG Resources IncStock10$1.20K<0.1%History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD14$1.12K<0.1%–
NVCRNovoCure LtdORD SHS60$1.07K<0.1%History
WATWaters CorpCOM3$1.05K<0.1%History
NTRANatera, Inc.COM6$1.01K<0.1%History
TFIITFI International Inc.COM11$986<0.1%History
WCNWaste Connections, Inc.COM5$934<0.1%History
iShares Tr46428743220 YR TR BD ETF10$890<0.1%–
NTESNetEase, Inc.SPONSORED ADS6$807<0.1%History
PWRQuanta Services, Inc.COM2$756<0.1%History
FIGSFIGS, Inc.CL A130$733<0.1%History
Schwab Strategic Tr808524862SHT TM US TRES28$687<0.1%–
AMXAmerica Movil SAB de CVSPON ADS RP CL B37$664<0.1%History
ODFLOld Dominion Freight Line, Inc.COM4$649<0.1%History
SESea LtdSPONSORD ADS4$640<0.1%History
BEPCBrookfield Renewable CorpCL A EX SUB VTG18$590<0.1%History
HOODRobinhood Markets, Inc.Stock6$562<0.1%History
HUBSHubSpot IncCOM1$557<0.1%History
BHPBHP Group LtdADR11$529<0.1%History
NICENICE Ltd.SPONSORED ADR3$507<0.1%History
FOXAFox CorpCL A COM9$504<0.1%History
FVRRFiverr International Ltd.ORD SHS15$440<0.1%History
SNDKSandisk CorpCOM9$408<0.1%History
INSMINSMED IncCOM PAR $.013$302<0.1%History
NWSANews CorpCL A6$178<0.1%History
Invesco Exch Traded FD Tr II46138E511PFD ETF9$102<0.1%–
EMBCEmbecta Corp.Stock5$48<0.1%History
ZIMVZimVie Inc.Stock2$19<0.1%History