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Livermore
Livermore
ZHEN

Nemes Rush Group LLC

SEC CIK
0001982273
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
945
+9 vs. Q1 2026
Portfolio value
$1.21B
+$159.0M (+15.1%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Nemes Rush Group LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock204,066$59.0M4.9%+2,008+1.0%AddedHistory
AVGOBroadcom Inc.Stock154,662$58.4M4.8%+188+0.1%AddedHistory
LRCXLam Research CorpStock123,512$53.5M4.4%−450.0%ReducedHistory
GOOGLAlphabet Inc.Stock115,350$41.2M3.4%+1,425+1.3%AddedHistory
NVDANVIDIA CorpStock194,629$38.9M3.2%+2,181+1.1%AddedHistory
JPMJPMorgan Chase & CoStock114,157$37.4M3.1%+2,546+2.3%AddedHistory
MSFTMicrosoft CorpStock92,778$34.6M2.9%+2,689+3.0%AddedHistory
CSCOCisco Systems, Inc.Stock264,245$31.0M2.6%+2,824+1.1%AddedHistory
METAMeta Platforms, Inc.Stock46,284$26.1M2.2%+1,975+4.5%AddedHistory
QCOMQualcomm IncStock137,145$25.3M2.1%+3,695+2.8%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock32,613$24.9M2.1%+591+1.8%AddedHistory
WMTWalmart Inc.Stock214,717$24.3M2.0%+3,742+1.8%AddedHistory
JNJJohnson & JohnsonStock91,397$23.2M1.9%+2,172+2.4%AddedHistory
HDHome Depot, Inc.Stock64,285$22.7M1.9%+2,462+4.0%AddedHistory
MRKMerck & Co., Inc.Stock175,548$22.6M1.9%+4,584+2.7%AddedHistory
ETNEaton Corp plcStock51,063$21.8M1.8%+1,218+2.4%AddedHistory
MSIMotorola Solutions, Inc.Stock52,047$21.6M1.8%+1,476+2.9%AddedHistory
CBChubb LtdStock62,199$21.2M1.8%+1,691+2.8%AddedHistory
DHIHorton D R IncCOM126,408$20.6M1.7%+4,772+3.9%AddedHistory
AMZNAmazon Com IncStock84,585$20.2M1.7%+903+1.1%AddedHistory
Bondbloxx ETF Trust09789C838BLOOMBERG FVE YR413,143$20.1M1.7%+61,075+17.3%Added–
LLYEli Lilly & CoStock15,575$18.7M1.5%+378+2.5%AddedHistory
Bondbloxx ETF Trust09789C846BLOOMBERG THREE343,532$16.8M1.4%+43,366+14.4%Added–
Bondbloxx ETF Trust09789C853BLOOMBERG TWO YR336,640$16.5M1.4%+39,361+13.2%Added–
CMECME Group Inc.COM72,940$16.1M1.3%+2,416+3.4%AddedHistory
JCIJohnson Controls International plcStock109,073$15.9M1.3%+762+0.7%AddedHistory
TSLATesla, Inc.Stock35,917$15.1M1.2%−1,318−3.5%ReducedHistory
COSTCostco Wholesale CorpStock15,448$14.5M1.2%+737+5.0%AddedHistory
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR281,252$13.9M1.1%+32,690+13.2%Added–
VNOMViper Energy, Inc.CL A323,876$13.7M1.1%+8,193+2.6%AddedHistory
NXPINXP Semiconductors N.V.COM46,680$13.1M1.1%+1,573+3.5%AddedHistory
TTTrane Technologies plcSHS26,424$13.0M1.1%+558+2.2%AddedHistory
FFord Motor CoStock914,081$12.7M1.1%+18,118+2.0%AddedHistory
UNPUnion Pacific CorpStock45,672$12.4M1.0%+1,047+2.3%AddedHistory
ALLAllstate CorpStock49,591$11.8M1.0%+862+1.8%AddedHistory
Morgan Stanley ETF Trust61774R825EATO VA DURA ETF226,338$11.5M1.0%+7,462+3.4%Added–
CEGConstellation Energy CorpStock44,675$11.1M0.9%+1,829+4.3%AddedHistory
VVisa Inc.Stock32,101$11.0M0.9%+616+2.0%AddedHistory
VICIVici Properties Inc.COM409,794$10.9M0.9%+19,961+5.1%AddedHistory
XOMExxonMobil Holdings CorpCOM77,135$10.5M0.9%+1,455+1.9%AddedHistory
RJFRaymond James Financial IncCOM65,329$9.93M0.8%−2,146−3.2%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF12,884$9.62M0.8%+161+1.3%AddedHistory
ECLEcolab Inc.Stock31,271$8.71M0.7%+825+2.7%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock29,609$8.60M0.7%+798+2.8%AddedHistory
ORCLOracle CorpStock55,485$8.13M0.7%+1,124+2.1%AddedHistory
CRMSalesforce, Inc.Stock51,333$8.04M0.7%+1,515+3.0%AddedHistory
GOOGAlphabet Inc.Stock22,623$7.99M0.7%+55+0.2%AddedHistory
CATCaterpillar IncStock6,564$6.99M0.6%−27−0.4%ReducedHistory
TJXTJX Companies IncStock44,098$6.68M0.6%+1,300+3.0%AddedHistory
SPGIS&P Global Inc.Stock15,615$6.36M0.5%+42+0.3%AddedHistory
ICEIntercontinental Exchange, Inc.Stock47,765$5.88M0.5%+1,462+3.2%AddedHistory
RTXRTX CorpStock29,475$5.59M0.5%−64−0.2%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF13,746$5.09M0.4%+30.0%Added–
AXPAmerican Express CoStock15,032$5.08M0.4%−77−0.5%ReducedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF58,745$4.81M0.4%+4,384+8.1%Added–
GSGoldman Sachs Group IncStock4,694$4.75M0.4%+11+0.2%AddedHistory
CVNACarvana Co.CL A66,407$4.37M0.4%00.0%UnchangedConverted for a 5-for-1 splitHistory
PANWPalo Alto Networks IncStock11,937$4.07M0.3%+412+3.6%AddedHistory
VLOValero Energy CorpStock15,537$4.05M0.3%−105−0.7%ReducedHistory
ABBVAbbVie Inc.Stock15,922$4.01M0.3%−89−0.6%ReducedHistory
iShares Core S&P 500 ETF464287200ETF4,824$3.61M0.3%−2,587−34.9%Reduced–
MPCMarathon Petroleum CorpStock13,925$3.56M0.3%−14−0.1%ReducedHistory
AMDAdvanced Micro Devices IncStock6,068$3.52M0.3%+13+0.2%AddedHistory
SHWSherwin Williams CoCOM9,950$3.43M0.3%+406+4.3%AddedHistory
GILDGilead Sciences, Inc.Stock26,864$3.39M0.3%−76−0.3%ReducedHistory
PLTRPalantir Technologies Inc.Stock28,192$3.29M0.3%+913+3.3%AddedHistory
NFLXNetflix IncStock45,306$3.23M0.3%+40+0.1%AddedHistory
SBUXStarbucks CorpStock30,550$3.12M0.3%+157+0.5%AddedHistory
STRLSterling Infrastructure, Inc.COM3,500$2.94M0.2%00.0%UnchangedHistory
TKOTKO Group Holdings, Inc.CL A14,253$2.87M0.2%−109−0.8%ReducedHistory
VRTXVertex Pharmaceuticals IncStock5,579$2.77M0.2%−26−0.5%ReducedHistory
HWMHowmet Aerospace Inc.Stock10,286$2.77M0.2%−24−0.2%ReducedHistory
EXPEExpedia Group, Inc.Stock10,707$2.74M0.2%−62−0.6%ReducedHistory
GLWCorning IncCOM10,088$2.58M0.2%+109+1.1%AddedHistory
VSTVistra Corp.Stock16,140$2.56M0.2%+971+6.4%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF28,443$2.50M0.2%+3,959+16.2%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA49,304$2.48M0.2%00.0%Unchanged–
STLDSteel Dynamics IncCOM10,705$2.46M0.2%−62−0.6%ReducedHistory
AIGAmerican International Group, Inc.Stock29,808$2.22M0.2%−189−0.6%ReducedHistory
iShares Tr464287622RUS 1000 ETF5,382$2.20M0.2%+10.0%Added–
NRGNRG Energy, Inc.Stock14,628$2.14M0.2%−121−0.8%ReducedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW15,723$2.01M0.2%00.0%Unchanged–
BKNGBooking Holdings Inc.Stock11,228$2.00M0.2%00.0%UnchangedConverted for a 25-for-1 splitHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF10,369$1.98M0.2%−326−3.0%Reduced–
Morgan Stanley ETF Trust61774R858EATON VANCE SHRT39,137$1.97M0.2%−4,882−11.1%Reduced–
Invesco QQQ Trust Series I46090E103ETF2,636$1.94M0.2%00.0%Unchanged–
TMUST-Mobile US, Inc.Stock11,402$1.91M0.2%+2,672+30.6%AddedHistory
Bondbloxx ETF Trust09789C820BLOOMBERG SEVEN37,960$1.79M0.1%+8,664+29.6%Added–
ABNBAirbnb, Inc.Stock12,424$1.78M0.1%+112+0.9%AddedHistory
UBERUber Technologies, IncStock22,670$1.64M0.1%+581+2.6%AddedHistory
Bondbloxx ETF Trust09789C721IR M TAXAWARE31,896$1.62M0.1%+836+2.7%Added–
XPOXPO, Inc.COM7,834$1.61M0.1%−8−0.1%ReducedHistory
BMYBristol Myers Squibb CoStock27,548$1.59M0.1%+1,850+7.2%AddedHistory
PLXSPlexus CorpCOM5,174$1.56M0.1%00.0%UnchangedHistory
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR33,814$1.54M0.1%+3,531+11.7%Added–
SPOTSpotify Technology S.A.Stock3,214$1.48M0.1%+93+3.0%AddedHistory
STXSeagate Technology Holdings plcORD SHS1,500$1.45M0.1%+11+0.7%AddedHistory
DELLDell Technologies Inc.Stock3,186$1.37M0.1%+54+1.7%AddedHistory
AMATApplied Materials IncStock1,852$1.34M0.1%00.0%UnchangedHistory
CICigna GroupStock4,529$1.25M0.1%+77+1.7%AddedHistory

Options (9)

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 Q2 2026
SecurityClassPutsCalls
AAPLApple Inc.Stock–$604.5K
AMZNAmazon Com IncStock–$427.5K
iShares Tr464287515EXPANDED TECH–$288.0K
VKTXViking Therapeutics, Inc.COM–$270.0K
RDWRedwire CorpStock–$141.0K
DISWalt Disney CoStock–$53.8K
BABAAlibaba Group Holding LtdADR–$39.5K
MUMicron Technology IncStock$24.3K–
ALBAlbemarle CorpStock–$400

Sold out since Q1 2026 (40)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Nemes Rush Group LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM1,697$383.7K<0.1%History
iShares Tr464288323NEW YORK MUN ETF5,932$315.1K<0.1%–
American Centy ETF Tr025072695CORE MUNI FXD IN3,463$158.6K<0.1%–
Dimensional U.S. Targeted Value ETF25434V609ETF978$61.1K<0.1%–
PORPortland General Electric CoCOM NEW1,000$52.8K<0.1%History
RBARB Global Inc.COM521$49.9K<0.1%History
Invesco Exch Traded FD Tr II46138G706SOLAR ETF650$36.2K<0.1%–
American Centy ETF Tr025072562AVANTIS CORE FI341$14.2K<0.1%–
Invesco Exch Traded FD Tr II46138E511PFD ETF1,252$13.6K<0.1%–
RBLXRoblox CorpStock175$9.90K<0.1%History
ALSumisho Air Lease CorpCL A149$9.68K<0.1%History
GHIGreystone Housing Impact Investors LPBEN UNIT CTF1,210$5.95K<0.1%History
ONONOn Holding AGStock100$3.40K<0.1%History
EVGOEVgo Inc.CL A COM1,500$2.58K<0.1%History
IPInternational Paper CoCOM72$2.57K<0.1%History
PLNTPlanet Fitness, Inc.CL A30$2.23K<0.1%History
MMSMaximus, Inc.COM27$1.73K<0.1%History
HOLXHologic IncCOM17$1.28K<0.1%History
First Tr Exchange-Traded FD336917109SHS20$1.02K<0.1%–
VRSKVerisk Analytics, Inc.COM4$759<0.1%History
HDBHDFC Bank LtdSPONSORED ADS30$746<0.1%History
FNDFloor & Decor Holdings, Inc.CL A13$660<0.1%History
GGenpact LTDSHS16$596<0.1%History
RVTRoyce Small-Cap Trust, Inc.COM26$432<0.1%History
XYLXylem Inc.COM3$359<0.1%History
UHSUniversal Health Services IncCL B2$358<0.1%History
SAIASaia IncCOM1$351<0.1%History
PNRPENTAIR plcSHS4$348<0.1%History
LZBLa-Z-Boy IncCOM10$321<0.1%History
Global X FDS37954Y293GLB X MLP ENRG I4$296<0.1%–
SNNSmith & Nephew PLCSPDN ADR NEW7$222<0.1%History
ZZillow Group, Inc.CL C CAP STK5$207<0.1%History
DINOHF Sinclair CorpCOM2$125<0.1%History
EDITEditas Medicine, Inc.COM50$124<0.1%History
LYFTLyft, Inc.CL A COM9$120<0.1%History
iShares Tr464287697U.S. UTILITS ETF1$116<0.1%–
TFIITFI International Inc.COM1$109<0.1%History
WRBYWarby Parker Inc.CL A COM5$105<0.1%History
BNTBrookfield Wealth Solutions Ltd.CL A EXCHANGEAB1$41<0.1%History
AKBAAkebia Therapeutics, Inc.COM2$3<0.1%History