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Livermore
Livermore
ZHEN

Nemes Rush Group LLC

SEC CIK
0001982273
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 21, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
936
−52 vs. Q4 2025
Portfolio value
$1.05B
−$11.7M (−1.1%) vs. Q4 2025
Filed
Apr 21, 2026
SEC
Holdings of Nemes Rush Group LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock202,058$51.3M4.9%−325−0.2%ReducedHistory
AVGOBroadcom Inc.Stock154,474$47.8M4.6%−7,662−4.7%ReducedHistory
NVDANVIDIA CorpStock192,448$33.6M3.2%−6,899−3.5%ReducedHistory
MSFTMicrosoft CorpStock90,089$33.3M3.2%+8,382+10.3%AddedHistory
JPMJPMorgan Chase & CoStock111,611$32.8M3.1%+1,512+1.4%AddedHistory
GOOGLAlphabet Inc.Stock113,925$32.8M3.1%−15,825−12.2%ReducedHistory
LRCXLam Research CorpStock123,557$26.4M2.5%−28,605−18.8%ReducedHistory
WMTWalmart Inc.Stock210,975$26.2M2.5%−7,397−3.4%ReducedHistory
METAMeta Platforms, Inc.Stock44,309$25.4M2.4%+3,455+8.5%AddedHistory
MSIMotorola Solutions, Inc.Stock50,571$21.9M2.1%+2,249+4.7%AddedHistory
JNJJohnson & JohnsonStock89,225$21.8M2.1%−7,231−7.5%ReducedHistory
CMECME Group Inc.COM70,524$20.8M2.0%+3,263+4.9%AddedHistory
MRKMerck & Co., Inc.Stock170,964$20.6M2.0%−11,111−6.1%ReducedHistory
HDHome Depot, Inc.Stock61,823$20.3M1.9%+4,591+8.0%AddedHistory
CSCOCisco Systems, Inc.Stock261,421$20.3M1.9%−2,198−0.8%ReducedHistory
CBChubb LtdStock60,508$19.7M1.9%+1,922+3.3%AddedHistory
ETNEaton Corp plcStock49,845$17.8M1.7%−643−1.3%ReducedHistory
AMZNAmazon Com IncStock83,682$17.4M1.7%+2,258+2.8%AddedHistory
Bondbloxx ETF Trust09789C838BLOOMBERG FVE YR352,068$17.3M1.6%+69,740+24.7%Added–
QCOMQualcomm IncStock133,450$17.2M1.6%+13,488+11.2%AddedHistory
DHIHorton D R IncCOM121,636$16.7M1.6%+483+0.4%AddedHistory
Bondbloxx ETF Trust09789C846BLOOMBERG THREE300,166$14.9M1.4%+61,007+25.5%Added–
VNOMViper Energy, Inc.CL A315,683$14.8M1.4%+10,847+3.6%AddedHistory
COSTCostco Wholesale CorpStock14,711$14.7M1.4%+2,322+18.7%AddedHistory
Bondbloxx ETF Trust09789C853BLOOMBERG TWO YR297,279$14.7M1.4%+60,561+25.6%Added–
JCIJohnson Controls International plcStock108,311$14.2M1.4%−7,601−6.6%ReducedHistory
LLYEli Lilly & CoStock15,197$14.0M1.3%−164−1.1%ReducedHistory
TSLATesla, Inc.Stock37,235$13.8M1.3%+1,396+3.9%AddedHistory
XOMExxonMobil Holdings CorpCOM75,680$12.8M1.2%−3,466−4.4%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock32,022$12.5M1.2%+2,217+7.4%AddedHistory
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR248,562$12.3M1.2%+49,508+24.9%Added–
CEGConstellation Energy CorpStock42,846$12.0M1.1%+1,953+4.8%AddedHistory
Morgan Stanley ETF Trust61774R825EATO VA DURA ETF218,876$11.1M1.1%+22,720+11.6%Added–
UNPUnion Pacific CorpStock44,625$10.8M1.0%+1,452+3.4%AddedHistory
TTTrane Technologies plcSHS25,866$10.8M1.0%+254+1.0%AddedHistory
VICIVici Properties Inc.COM389,833$10.7M1.0%+78,447+25.2%AddedHistory
FFord Motor CoStock895,963$10.3M1.0%−1,034−0.1%ReducedHistory
ALLAllstate CorpStock48,729$10.1M1.0%+1,520+3.2%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock28,811$9.94M0.9%−2,755−8.7%ReducedHistory
RJFRaymond James Financial IncCOM67,475$9.77M0.9%−1,191−1.7%ReducedHistory
VVisa Inc.Stock31,485$9.52M0.9%+1,925+6.5%AddedHistory
CRMSalesforce, Inc.Stock49,818$9.30M0.9%+9,516+23.6%AddedHistory
NXPINXP Semiconductors N.V.COM45,107$8.88M0.8%−452−1.0%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF12,723$8.27M0.8%−5,510−30.2%ReducedHistory
ECLEcolab Inc.Stock30,446$8.10M0.8%+453+1.5%AddedHistory
ORCLOracle CorpStock54,361$8.00M0.8%+14,305+35.7%AddedHistory
ICEIntercontinental Exchange, Inc.Stock46,303$7.28M0.7%+4,767+11.5%AddedHistory
TJXTJX Companies IncStock42,798$6.83M0.7%+40+0.1%AddedHistory
SPGIS&P Global Inc.Stock15,573$6.62M0.6%+2,383+18.1%AddedHistory
GOOGAlphabet Inc.Stock22,568$6.47M0.6%−743−3.2%ReducedHistory
RTXRTX CorpStock29,539$5.70M0.5%+83+0.3%AddedHistory
iShares Core S&P 500 ETF464287200ETF7,411$4.84M0.5%−524−6.6%Reduced–
CATCaterpillar IncStock6,591$4.67M0.4%−286−4.2%ReducedHistory
AXPAmerican Express CoStock15,109$4.57M0.4%−83−0.5%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF13,743$4.41M0.4%−112−0.8%Reduced–
NFLXNetflix IncStock45,266$4.35M0.4%−857−1.9%ReducedHistory
CVNACarvana Co.CL A13,251$4.17M0.4%−17−0.1%ReducedHistory
PLTRPalantir Technologies Inc.Stock27,279$3.99M0.4%−401−1.4%ReducedHistory
GSGoldman Sachs Group IncStock4,683$3.96M0.4%−34−0.7%ReducedHistory
VLOValero Energy CorpStock15,642$3.86M0.4%+84+0.5%AddedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF54,361$3.85M0.4%+35,303+185.2%Added–
GILDGilead Sciences, Inc.Stock26,940$3.75M0.4%+168+0.6%AddedHistory
ABBVAbbVie Inc.Stock16,011$3.48M0.3%+153+1.0%AddedHistory
MPCMarathon Petroleum CorpStock13,939$3.40M0.3%−21−0.2%ReducedHistory
SHWSherwin Williams CoCOM9,544$3.06M0.3%+1,281+15.5%AddedHistory
TKOTKO Group Holdings, Inc.CL A14,362$2.90M0.3%+137+1.0%AddedHistory
SBUXStarbucks CorpStock30,393$2.72M0.3%+483+1.6%AddedHistory
VRTXVertex Pharmaceuticals IncStock5,605$2.50M0.2%−132−2.3%ReducedHistory
EXPEExpedia Group, Inc.Stock10,769$2.49M0.2%−416−3.7%ReducedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA49,304$2.48M0.2%−33,830−40.7%Reduced–
HWMHowmet Aerospace Inc.Stock10,310$2.38M0.2%−322−3.0%ReducedHistory
VSTVistra Corp.Stock15,169$2.28M0.2%−35−0.2%ReducedHistory
AIGAmerican International Group, Inc.Stock29,997$2.26M0.2%+507+1.7%AddedHistory
Morgan Stanley ETF Trust61774R858EATON VANCE SHRT44,019$2.21M0.2%+11,786+36.6%Added–
NRGNRG Energy, Inc.Stock14,749$2.16M0.2%+33+0.2%AddedHistory
STLDSteel Dynamics IncCOM10,767$1.94M0.2%−311−2.8%ReducedHistory
iShares Tr464287622RUS 1000 ETF5,381$1.92M0.2%−97−1.8%Reduced–
BKNGBooking Holdings Inc.Stock449$1.89M0.2%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF24,484$1.87M0.2%+6,194+33.9%Added–
PANWPalo Alto Networks IncStock11,525$1.85M0.2%+239+2.1%AddedHistory
TMUST-Mobile US, Inc.Stock8,730$1.83M0.2%+209+2.5%AddedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW15,723$1.72M0.2%00.0%Unchanged–
UBERUber Technologies, IncStock22,089$1.59M0.2%+504+2.3%AddedHistory
Bondbloxx ETF Trust09789C721IR M TAXAWARE31,060$1.57M0.1%+13,278+74.7%Added–
CVXChevron CorpStock7,583$1.57M0.1%+1,812+31.4%AddedHistory
BMYBristol Myers Squibb CoStock25,698$1.56M0.1%+130+0.5%AddedHistory
ABNBAirbnb, Inc.Stock12,312$1.55M0.1%−52−0.4%ReducedHistory
XPOXPO, Inc.COM7,842$1.53M0.1%−46−0.6%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF2,636$1.52M0.1%+377+16.7%Added–
SPOTSpotify Technology S.A.Stock3,121$1.51M0.1%−18−0.6%ReducedHistory
STRLSterling Infrastructure, Inc.COM3,500$1.43M0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF10,695$1.42M0.1%+12+0.1%Added–
Bondbloxx ETF Trust09789C820BLOOMBERG SEVEN29,296$1.40M0.1%+7,494+34.4%Added–
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR30,283$1.39M0.1%+7,760+34.5%Added–
GLWCorning IncCOM9,979$1.36M0.1%+68+0.7%AddedHistory
FANGDiamondback Energy, Inc.Stock6,419$1.27M0.1%−37−0.6%ReducedHistory
AMDAdvanced Micro Devices IncStock6,055$1.23M0.1%+35+0.6%AddedHistory
CICigna GroupStock4,452$1.19M0.1%−10−0.2%ReducedHistory
BSXBoston Scientific CorpStock17,875$1.12M0.1%+613+3.6%AddedHistory
CSLCarlisle Companies IncCOM3,202$1.07M0.1%00.0%UnchangedHistory

Options (8)

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 Q1 2026
SecurityClassPutsCalls
SLViShares Silver TrustETF$607.5K–
AAPLApple Inc.Stock–$333.0K
AMZNAmazon Com IncStock–$257.5K
VKTXViking Therapeutics, Inc.COM–$249.0K
BABAAlibaba Group Holding LtdADR–$197.5K
iShares Tr464287515EXPANDED TECH–$186.0K
DISWalt Disney CoStock–$86.3K
RDWRedwire CorpStock–$79.5K

Sold out since Q4 2025 (100)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Nemes Rush Group LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Bondbloxx ETF Trust09789C754BBB RATED 1 5 YE2,543$130.9K<0.1%–
SPDR Series Trust78464A284ST NUVE HIGH ETF2,057$51.3K<0.1%–
iShares Tr464288794US BR DEL SE ETF258$46.3K<0.1%–
CMAComerica IncCOM417$36.3K<0.1%History
Invesco Exchange Traded FD T46137V316S&P500 EQL MAT805$27.4K<0.1%–
ESSEssex Property Trust, Inc.COM104$27.2K<0.1%History
Victory Portfolios II92647N873VCSHS US SMCP HG457$26.8K<0.1%–
AWKAmerican Water Works Company, Inc.Stock205$26.8K<0.1%History
BRBroadridge Financial Solutions, Inc.Stock119$26.6K<0.1%History
Pgim ETF Tr69344A834AAA CLO ETF507$26.0K<0.1%–
AZNAstraZeneca PLCSPONSORED ADR270$24.8K<0.1%History
Vanguard Malvern FDS922020805STRM INFPROIDX487$24.1K<0.1%–
PAYXPaychex IncStock182$20.4K<0.1%History
HRHealthcare Realty Trust IncCL A COM1,000$16.9K<0.1%History
HPIJohn Hancock Preferred Income FundSH BEN INT1,033$16.7K<0.1%History
PIMCO ETF Tr72201R30415+ YR US TIPS227$11.7K<0.1%–
SPDR Series Trust78464A581ST STR SP HCEQ101$8.91K<0.1%–
Fidelity Covington Trust31609A107ENHANCED LARGE241$8.35K<0.1%–
Cyberark Software LtdM2682V108SHS16$7.14K<0.1%–
DNPDNP Select Income Fund IncCOM694$6.93K<0.1%History
FRTFederal Realty Investment TrustSH BEN INT NEW55$5.54K<0.1%History
SNYSanofiSPONSORED ADR89$4.31K<0.1%History
KDPKeurig Dr Pepper Inc.COM150$4.20K<0.1%History
iShares Tr464288752US HOME CONS ETF30$2.89K<0.1%–
FISFidelity National Information Services, Inc.Stock28$1.86K<0.1%History
MAAMid America Apartment Communities Inc.COM9$1.25K<0.1%History
STLAStellantis N.V.SHS113$1.23K<0.1%History
HUBSHubSpot IncCOM3$1.20K<0.1%History
State Street Materials Select Sector SPDR ETF81369Y100ETF26$1.18K<0.1%–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF30$1.08K<0.1%–
PMLPIMCO Municipal Income Fund IICOM127$958<0.1%History
ROPRoper Technologies IncStock2$890<0.1%History
New Gold Inc Cda644535106COM100$871<0.1%–
Schwab U.S. Small-Cap ETF808524607ETF20$570<0.1%–
CFCF Industries Holdings, Inc.COM7$541<0.1%History
APGAPi Group CorpCOM STK13$497<0.1%History
Schwab Emerging Markets Equity ETF808524706ETF15$491<0.1%–
GENGen Digital Inc.Stock16$435<0.1%History
EXASExact Sciences CorpCOM4$406<0.1%History
WGSGeneDx Holdings Corp.COM CL A3$390<0.1%History
KVUEKenvue Inc.Stock21$362<0.1%History
RHRHCOM2$358<0.1%History
GTESGates Industrial Corp Ltd.ORD SHS16$344<0.1%History
Schwab International Small-Cap Equity ETF808524888ETF7$319<0.1%–
BROBrown & Brown, Inc.Stock4$319<0.1%History
ESIElement Solutions IncCOM12$301<0.1%History
Pacer FDS Tr69374H741DATA AND INFRAST9$258<0.1%–
DORMDorman Products, Inc.COM2$246<0.1%History
NDSNNordson CorpCOM1$240<0.1%History
CCCCCC Intelligent Solutions Holdings Inc.COM30$239<0.1%History
ACVAACV Auctions Inc.COM CL A29$233<0.1%History
NTRANatera, Inc.COM1$229<0.1%History
Schwab U.S. Large-Cap Growth ETF808524300ETF7$228<0.1%–
ZSZscaler, Inc.Stock1$225<0.1%History
Schwab Fundamental International Small Equity ETF808524748ETF5$223<0.1%–
VOYAVoya Financial, Inc.COM3$223<0.1%History
AUBAtlantic Union Bankshares CorpCOM6$212<0.1%History
DKNGDraftKings Inc.Stock6$207<0.1%History
SAILSailPoint, Inc.COM10$202<0.1%History
BBDBank BradescoSP ADR PFD NEW58$193<0.1%History
PFGCPerformance Food Group CoCOM2$180<0.1%History
CGNXCognex CorpCOM5$180<0.1%History
TNDMTandem Diabetes Care IncCOM NEW8$176<0.1%History
WCNWaste Connections, Inc.COM1$175<0.1%History
PTCPTC Inc.Stock1$174<0.1%History
ITTItt Inc.COM1$174<0.1%History
ARAntero Resources CorpCOM5$172<0.1%History
MTSIMACOM Technology Solutions Holdings, Inc.COM1$171<0.1%History
MZTIMarzetti CoCOM1$164<0.1%History
PRPermian Resources CorpCLASS A COM11$154<0.1%History
MGYMagnolia Oil & Gas CorpCL A7$153<0.1%History
SMCISuper Micro Computer, Inc.Stock5$146<0.1%History
ADCAgree Realty CorpCOM2$145<0.1%History
PCORProcore Technologies, Inc.COM2$145<0.1%History
NBIXNeurocrine Biosciences IncStock1$142<0.1%History
WTFCWintrust Financial CorpCOM1$140<0.1%History
HALOHalozyme Therapeutics, Inc.COM2$135<0.1%History
SNDRSchneider National, Inc.CL B5$133<0.1%History
GBCIGlacier Bancorp, Inc.COM3$133<0.1%History
DOCHealthpeak Properties, Inc.COM8$129<0.1%History
IDAIdacorp IncCOM1$127<0.1%History
TPHTri Pointe Homes, Inc.COM4$126<0.1%History
JHXJames Hardie Industries plcStock6$125<0.1%History
SUISun Communities IncCOM1$124<0.1%History
OVVOvintiv Inc.COM3$118<0.1%History
RKTRocket Companies, Inc.Stock6$116<0.1%History
UMBFUmb Financial CorpCOM1$115<0.1%History
CHDNChurchill Downs IncCOM1$114<0.1%History
THRMGentherm IncCOM3$109<0.1%History
FSSFederal Signal CorpCOM1$109<0.1%History
VCELVericel CorpCOM3$108<0.1%History
BFAMBright Horizons Family Solutions Inc.COM1$101<0.1%History
PNFPPinnacle Financial Partners, Inc.COM1$95<0.1%History
QGENQiagen N.V.COMMON STOCK2$90<0.1%History
MTDRMatador Resources CoCOM2$85<0.1%History
LEVILevi Strauss & CoCL A COM STK4$83<0.1%History
ITGRInteger Holdings CorpCOM1$78<0.1%History
ACHCAcadia Healthcare Company, Inc.COM5$71<0.1%History
DXCMDexcom IncCOM1$66<0.1%History
AZTAAzenta, Inc.COM1$33<0.1%History