Nemes Rush Group LLC
- SEC CIK
- 0001982273
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 988
- +313 vs. Q3 2025
- Portfolio value
- $1.06B
- +$54.9M (+5.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 162,136 | $56.1M | 5.3% | −5,924−3.5% | Reduced | History |
| AAPLApple Inc. | Stock | 202,383 | $55.0M | 5.2% | −2,368−1.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 129,750 | $40.6M | 3.8% | −4,585−3.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 81,707 | $39.5M | 3.7% | −173−0.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 199,347 | $37.2M | 3.5% | −1,187−0.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 110,099 | $35.5M | 3.3% | −1,796−1.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 40,854 | $27.0M | 2.5% | −1,032−2.5% | Reduced | History |
| LRCXLam Research Corp | Stock | 152,162 | $26.0M | 2.5% | −4,528−2.9% | Reduced | History |
| WMTWalmart Inc. | Stock | 218,372 | $24.3M | 2.3% | −1,653−0.8% | Reduced | History |
| QCOMQualcomm Inc | Stock | 119,962 | $20.5M | 1.9% | −3,303−2.7% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 263,619 | $20.3M | 1.9% | −6,566−2.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 96,456 | $20.0M | 1.9% | +1,327+1.4% | Added | History |
| HDHome Depot, Inc. | Stock | 57,232 | $19.7M | 1.9% | −790−1.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 182,075 | $19.2M | 1.8% | −2,395−1.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 81,424 | $18.8M | 1.8% | +2,319+2.9% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 48,322 | $18.5M | 1.7% | −1,267−2.6% | Reduced | History |
| CMECME Group Inc. | COM | 67,261 | $18.4M | 1.7% | −360−0.5% | Reduced | History |
| CBChubb Ltd | Stock | 58,586 | $18.3M | 1.7% | −1,276−2.1% | Reduced | History |
| DHIHorton D R Inc | COM | 121,153 | $17.4M | 1.6% | −2,395−1.9% | Reduced | History |
| LLYEli Lilly & Co | Stock | 15,361 | $16.5M | 1.6% | +94+0.6% | Added | History |
| TSLATesla, Inc. | Stock | 35,839 | $16.1M | 1.5% | +1,392+4.0% | Added | History |
| ETNEaton Corp plc | Stock | 50,488 | $16.1M | 1.5% | −724−1.4% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 40,893 | $14.4M | 1.4% | −1,263−3.0% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 29,805 | $14.0M | 1.3% | −175−0.6% | Reduced | History |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 282,328 | $14.0M | 1.3% | +65,749+30.4% | Added | – |
| JCIJohnson Controls International plc | Stock | 115,912 | $13.9M | 1.3% | −2,982−2.5% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 18,233 | $12.4M | 1.2% | +7,450+69.1% | Added | History |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 239,159 | $11.9M | 1.1% | +53,234+28.6% | Added | – |
| VNOMViper Energy, Inc. | CL A | 304,836 | $11.8M | 1.1% | +304,836 | New | History |
| FFord Motor Co | Stock | 896,997 | $11.8M | 1.1% | −2850.0% | Reduced | History |
| Bondbloxx ETF Trust09789C853 | BLOOMBERG TWO YR | 236,718 | $11.7M | 1.1% | +52,739+28.7% | Added | – |
| RJFRaymond James Financial Inc | COM | 68,666 | $11.0M | 1.0% | −904−1.3% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 12,389 | $10.7M | 1.0% | −1,350−9.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 40,302 | $10.7M | 1.0% | −224−0.6% | Reduced | History |
| VVisa Inc. | Stock | 29,560 | $10.4M | 1.0% | +328+1.1% | Added | History |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 196,156 | $10.1M | 1.0% | +6,833+3.6% | Added | – |
| UNPUnion Pacific Corp | Stock | 43,173 | $9.99M | 0.9% | −2,650−5.8% | Reduced | History |
| TTTrane Technologies plc | SHS | 25,612 | $9.97M | 0.9% | +207+0.8% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 45,559 | $9.89M | 0.9% | −363−0.8% | Reduced | History |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 199,054 | $9.86M | 0.9% | +43,949+28.3% | Added | – |
| ALLAllstate Corp | Stock | 47,209 | $9.83M | 0.9% | −100.0% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 79,146 | $9.52M | 0.9% | +562+0.7% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 31,566 | $9.27M | 0.9% | −327−1.0% | Reduced | History |
| VICIVici Properties Inc. | COM | 311,386 | $8.76M | 0.8% | −27,098−8.0% | Reduced | History |
| ECLEcolab Inc. | Stock | 29,993 | $7.87M | 0.7% | −625−2.0% | Reduced | History |
| ORCLOracle Corp | Stock | 40,056 | $7.81M | 0.7% | −374−0.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 23,311 | $7.32M | 0.7% | +211+0.9% | Added | History |
| SPGIS&P Global Inc. | Stock | 13,190 | $6.89M | 0.6% | −133−1.0% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 41,536 | $6.73M | 0.6% | −583−1.4% | Reduced | History |
| TJXTJX Companies Inc | Stock | 42,758 | $6.57M | 0.6% | +229+0.5% | Added | History |
| AXPAmerican Express Co | Stock | 15,192 | $5.62M | 0.5% | +541+3.7% | Added | History |
| CVNACarvana Co. | CL A | 13,268 | $5.60M | 0.5% | +224+1.7% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 7,935 | $5.43M | 0.5% | +2,541+47.1% | Added | – |
| RTXRTX Corp | Stock | 29,456 | $5.40M | 0.5% | −180−0.6% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 27,680 | $4.92M | 0.5% | +361+1.3% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,855 | $4.65M | 0.4% | +12,660+1,059.4% | Added | – |
| NFLXNetflix Inc | Stock | 46,123 | $4.32M | 0.4% | +563+1.2% | AddedConverted for a 10-for-1 split | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 83,134 | $4.18M | 0.4% | +83,134 | New | – |
| GSGoldman Sachs Group Inc | Stock | 4,717 | $4.15M | 0.4% | +380+8.8% | Added | History |
| CATCaterpillar Inc | Stock | 6,877 | $3.94M | 0.4% | −16−0.2% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 15,858 | $3.62M | 0.3% | +157+1.0% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 26,772 | $3.29M | 0.3% | +264+1.0% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 11,185 | $3.17M | 0.3% | +1,155+11.5% | Added | History |
| TKOTKO Group Holdings, Inc. | CL A | 14,225 | $2.97M | 0.3% | −155−1.1% | Reduced | History |
| SHWSherwin Williams Co | COM | 8,263 | $2.68M | 0.3% | −763−8.5% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,737 | $2.60M | 0.2% | −13−0.2% | Reduced | History |
| VLOValero Energy Corp | Stock | 15,558 | $2.53M | 0.2% | −180−1.1% | Reduced | History |
| AIGAmerican International Group, Inc. | Stock | 29,490 | $2.52M | 0.2% | −148−0.5% | Reduced | History |
| SBUXStarbucks Corp | Stock | 29,910 | $2.52M | 0.2% | −405−1.3% | Reduced | History |
| VSTVistra Corp. | Stock | 15,204 | $2.45M | 0.2% | −21−0.1% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 449 | $2.40M | 0.2% | +1+0.2% | Added | History |
| NRGNRG Energy, Inc. | Stock | 14,716 | $2.34M | 0.2% | −35−0.2% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 13,960 | $2.27M | 0.2% | −113−0.8% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 10,632 | $2.18M | 0.2% | −78−0.7% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 11,286 | $2.08M | 0.2% | −40−0.4% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 5,478 | $2.05M | 0.2% | +68+1.3% | Added | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 15,723 | $1.91M | 0.2% | +15,708+104,720.0% | Added | – |
| STLDSteel Dynamics Inc | COM | 11,078 | $1.88M | 0.2% | −55−0.5% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 12,452 | $1.85M | 0.2% | +1,589+14.6% | Added | – |
| SPOTSpotify Technology S.A. | Stock | 3,139 | $1.82M | 0.2% | +188+6.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 21,585 | $1.76M | 0.2% | +737+3.5% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 8,521 | $1.73M | 0.2% | −2,430−22.2% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 12,364 | $1.68M | 0.2% | −232−1.8% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 17,262 | $1.65M | 0.2% | −2,841−14.1% | Reduced | History |
| Morgan Stanley ETF Trust61774R858 | EATON VANCE SHRT | 32,233 | $1.62M | 0.2% | +12,261+61.4% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,683 | $1.54M | 0.1% | +287+2.8% | AddedConverted for a 2-for-1 split | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 18,290 | $1.47M | 0.1% | −157−0.9% | Reduced | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 19,058 | $1.41M | 0.1% | +3,965+26.3% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,259 | $1.39M | 0.1% | 00.0% | Unchanged | – |
| BMYBristol Myers Squibb Co | Stock | 25,568 | $1.38M | 0.1% | −1,241−4.6% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 6,020 | $1.29M | 0.1% | −641−9.6% | Reduced | History |
| CICigna Group | Stock | 4,462 | $1.23M | 0.1% | +249+5.9% | Added | History |
| RDDTReddit, Inc. | Stock | 5,187 | $1.19M | 0.1% | +800+18.2% | Added | History |
| HTZHertz Global Holdings, Inc | COM NEW | 220,189 | $1.13M | 0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,758 | $1.10M | 0.1% | +467+36.2% | Added | – |
| XPOXPO, Inc. | COM | 7,888 | $1.07M | 0.1% | −34−0.4% | Reduced | History |
| STRLSterling Infrastructure, Inc. | COM | 3,500 | $1.07M | 0.1% | 00.0% | Unchanged | History |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 21,802 | $1.05M | 0.1% | +3,451+18.8% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 12,328 | $1.04M | 0.1% | +11,510+1,407.1% | Added | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 22,523 | $1.04M | 0.1% | +3,548+18.7% | Added | – |
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 Q3 2025 (16)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| KKellanova | Stock | 423 | $34.7K | <0.1% | History |
| Vanguard Real Estate ETF922908553 | ETF | 315 | $28.8K | <0.1% | – |
| SMRNuscale Power Corp | CL A COM | 700 | $25.2K | <0.1% | History |
| CINFCincinnati Financial Corp | COM | 40 | $6.32K | <0.1% | History |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 128 | $6.16K | <0.1% | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 126 | $4.83K | <0.1% | – |
| FLRFluor Corp | Stock | 100 | $4.21K | <0.1% | History |
| GPCGenuine Parts Co | Stock | 26 | $3.60K | <0.1% | History |
| WMGWarner Music Group Corp. | COM CL A | 81 | $2.76K | <0.1% | History |
| CUBECubeSmart | REIT | 36 | $1.46K | <0.1% | History |
| TEAMAtlassian Corp | CL A | 7 | $1.12K | <0.1% | History |
| HUMHumana Inc | Stock | 3 | $781 | <0.1% | History |
| CRLCharles River Laboratories International, Inc. | COM | 2 | $313 | <0.1% | History |
| GLOBGlobant S.A. | COM | 3 | $172 | <0.1% | History |
| GNPXGenprex, Inc. | Stock | 250 | $42 | <0.1% | History |
| TTNPTitan Pharmaceuticals Inc | COM NEW | 1 | $5 | <0.1% | History |