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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
FCXFreeport-McMoran IncStock72$2.82K<0.1%00.0%UnchangedHistory
Global X Lithium & Battery Tech ETF37954Y855ETF50$2.84K<0.1%00.0%Unchanged–
HLTHilton Worldwide Holdings Inc.COM11$2.85K<0.1%+1+10.0%AddedHistory
FICOFair Isaac CorpCOM2$2.99K<0.1%00.0%UnchangedHistory
iShares Tr464288752US HOME CONS ETF30$3.22K<0.1%+28+1,400.0%Added–
SBACSba Communications CorpCL A17$3.29K<0.1%00.0%UnchangedHistory
IPInternational Paper CoCOM72$3.34K<0.1%−11−13.3%ReducedHistory
AAAlcoa CorpStock106$3.49K<0.1%00.0%UnchangedHistory
REZIResideo Technologies, Inc.Stock83$3.58K<0.1%00.0%UnchangedHistory
GPCGenuine Parts CoStock26$3.60K<0.1%00.0%UnchangedHistory
iShares Tips Bond ETF464287176ETF33$3.62K<0.1%+1+3.1%Added–
CTSHCognizant Technology Solutions CorpCL A57$3.82K<0.1%00.0%UnchangedHistory
KDPKeurig Dr Pepper Inc.COM150$3.83K<0.1%+78+108.3%AddedHistory
VEEVVeeva Systems IncStock13$3.87K<0.1%00.0%UnchangedHistory
GSKGSK plcADR90$3.88K<0.1%00.0%UnchangedHistory
MASMasco CorpCOM56$3.93K<0.1%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM23$3.98K<0.1%00.0%UnchangedHistory
TRGPTarga Resources Corp.COM24$4.06K<0.1%−1,446−98.4%ReducedHistory
OMCOmnicom Group Inc.COM51$4.16K<0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Value ETF464287473ETF30$4.19K<0.1%00.0%Unchanged–
FLRFluor CorpStock100$4.21K<0.1%00.0%UnchangedHistory
CHWYChewy, Inc.CL A104$4.21K<0.1%00.0%UnchangedHistory
ONONOn Holding AGStock100$4.24K<0.1%00.0%UnchangedHistory
SWKSSkyworks Solutions, Inc.Stock57$4.39K<0.1%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock46$4.39K<0.1%−11−19.3%ReducedHistory
DBXDropbox, Inc.CL A148$4.47K<0.1%−148−50.0%ReducedHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY126$4.83K<0.1%+1+0.8%Added–
iShares Core Dividend Growth ETF46434V621ETF73$4.97K<0.1%+73New–
EWBCEast West Bancorp IncCOM47$4.98K<0.1%00.0%UnchangedHistory
FTSFortis Inc.COM100$5.08K<0.1%+1+1.0%AddedHistory
First Tr Exchange-Traded Alp33735B108COM SHS41$5.15K<0.1%00.0%Unchanged–
Vanguard Health Care ETF92204A504ETF20$5.19K<0.1%00.0%Unchanged–
MARMarriott International IncStock20$5.21K<0.1%00.0%UnchangedHistory
MCOMoodys CorpStock11$5.24K<0.1%00.0%UnchangedHistory
SSentinelOne, Inc.CL A300$5.28K<0.1%+300NewHistory
SAMBoston Beer Co IncCL A25$5.29K<0.1%00.0%UnchangedHistory
DDominion Energy, IncStock87$5.32K<0.1%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock40$5.39K<0.1%00.0%UnchangedHistory
EFXEquifax IncCOM21$5.42K<0.1%00.0%UnchangedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW55$5.57K<0.1%+55NewHistory
ETREntergy CorpCOM60$5.59K<0.1%+20+50.0%AddedHistory
iShares Future AI & Tech ETF46435U556ETF123$5.63K<0.1%+123New–
Invesco S&P 500 Quality ETF46137V241ETF77$5.63K<0.1%00.0%Unchanged–
FASTFastenal CoStock118$5.79K<0.1%00.0%UnchangedHistory
BlackRock ETF Trust09290C780ISHA I IN TE ETF174$5.94K<0.1%+174New–
State Street Industrial Select Sector SPDR ETF81369Y704ETF39$6.01K<0.1%+36+1,200.0%Added–
GRABGrab Holdings LtdCLASS A ORD1,000$6.02K<0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V864SHOR DUR FIX ETF128$6.16K<0.1%+2+1.6%Added–
ARMArm Holdings PLCADR44$6.23K<0.1%00.0%UnchangedHistory
Pacer US Small Cap Cash Cows ETF69374H857ETF144$6.30K<0.1%+144New–
CINFCincinnati Financial CorpCOM40$6.32K<0.1%00.0%UnchangedHistory
HLHecla Mining CoCOM525$6.35K<0.1%00.0%UnchangedHistory
OSUROrasure Technologies IncCOM2,000$6.42K<0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock331$6.46K<0.1%−55−14.2%ReducedHistory
iShares Tr46435U713US INFRASTRUC125$6.58K<0.1%+48+62.3%Added–
Amplify Blockchain Technology ETF032108607ETF101$6.77K<0.1%00.0%Unchanged–
ETF Ser Solutions26922B832BAHL GAYNOR SML229$6.77K<0.1%−55−19.4%Reduced–
INBKFirst Internet BancorpCOM304$6.82K<0.1%−2−0.7%ReducedHistory
iShares Core S&P US Value ETF464287663ETF70$7.00K<0.1%00.0%Unchanged–
ITWIllinois Tool Works IncStock27$7.04K<0.1%00.0%UnchangedHistory
Vanguard S&P 500 Value ETF921932703ETF36$7.13K<0.1%00.0%Unchanged–
NKENIKE, Inc.Stock103$7.18K<0.1%−44−29.9%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF51$7.27K<0.1%00.0%Unchanged–
VanEck Vectors ETF Tr92189F114VIDEO GAMING60$7.30K<0.1%00.0%Unchanged–
KDKyndryl Holdings, Inc.Stock244$7.33K<0.1%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock96$7.47K<0.1%−6−5.9%ReducedHistory
AMTAmerican Tower CorpREIT39$7.50K<0.1%+20+105.3%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock38$7.62K<0.1%00.0%UnchangedHistory
Cyberark Software LtdM2682V108SHS16$7.73K<0.1%00.0%Unchanged–
FFIVF5, Inc.Stock24$7.76K<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock116$7.78K<0.1%00.0%UnchangedHistory
AZNAstraZeneca PLCSPONSORED ADR103$7.87K<0.1%−53−34.0%ReducedHistory
RRXRegal Rexnord CorpCOM56$8.03K<0.1%00.0%UnchangedHistory
SOUNSoundhound AI, Inc.CLASS A COM514$8.27K<0.1%00.0%UnchangedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF201$8.48K<0.1%+54+36.7%Added–
Fidelity MSCI Utilities Index ETF316092865ETF151$8.50K<0.1%+41+37.3%Added–
ASMLASML Holding NVADR9$8.71K<0.1%−6−40.0%ReducedHistory
NETCloudflare, Inc.CL A COM41$8.80K<0.1%−3−6.8%ReducedHistory
WHRWhirlpool CorpStock112$8.80K<0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V583GLOB CO PLUS ETF162$9.00K<0.1%−191−54.1%Reduced–
NVONovo Nordisk A SADR163$9.02K<0.1%−17,961−99.1%ReducedHistory
QXOQXO, Inc.COM NEW475$9.05K<0.1%+475NewHistory
VIRTVirtu Financial, Inc.CL A256$9.08K<0.1%+256NewHistory
DHRDanaher CorpStock46$9.12K<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock398$9.13K<0.1%+1+0.3%AddedHistory
IONQIonQ, Inc.COM150$9.22K<0.1%00.0%UnchangedHistory
Fidelity Covington Trust316092352BLUE CHIP GRWTH174$9.34K<0.1%+174New–
iShares Tr464289859CORE 80 20 ETF106$9.38K<0.1%00.0%Unchanged–
ALSumisho Air Lease CorpCL A149$9.48K<0.1%00.0%UnchangedHistory
ACHRArcher Aviation Inc.Stock993$9.51K<0.1%00.0%UnchangedHistory
APHAmphenol CorpCL A78$9.65K<0.1%+18+30.0%AddedHistory
RIVNRivian Automotive, Inc.Stock661$9.70K<0.1%−52−7.3%ReducedHistory
TMToyota Motor CorpADS51$9.84K<0.1%00.0%UnchangedHistory
iShares Semiconductor ETF464287523ETF37$10.0K<0.1%00.0%Unchanged–
SITESiteOne Landscape Supply, Inc.COM78$10.0K<0.1%00.0%UnchangedHistory
DNLIDenali Therapeutics Inc.COM700$10.2K<0.1%00.0%UnchangedHistory
iShares Russell 1000 Value ETF464287598ETF51$10.4K<0.1%00.0%Unchanged–
FHNFirst Horizon CorpCOM465$10.5K<0.1%+4+0.9%AddedHistory
Vanguard Communication Services ETF92204A884ETF56$10.5K<0.1%00.0%Unchanged–
MSMorgan StanleyStock67$10.7K<0.1%+36+116.1%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 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