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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
PENNPENN Entertainment, Inc.COM122$2.61K<0.1%00.0%UnchangedHistory
Global X FDS37954Y657US PFD ETF139$2.61K<0.1%+2+1.5%Added–
ORealty Income CorpREIT43$2.66K<0.1%00.0%UnchangedHistory
WMSAdvanced Drainage Systems, Inc.COM17$2.70K<0.1%00.0%UnchangedHistory
WDSWoodside Energy Group LtdADR140$2.71K<0.1%00.0%UnchangedHistory
TAKTakeda Pharmaceutical Co LtdADR169$2.71K<0.1%00.0%UnchangedHistory
NWGNatWest Group plcSPONS ADR154$2.71K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock22$2.74K<0.1%−381−94.5%ReducedHistory
SPBSpectrum Brands Holdings, Inc.COM32$2.74K<0.1%00.0%UnchangedHistory
KDKyndryl Holdings, Inc.Stock244$2.76K<0.1%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR3$2.78K<0.1%00.0%UnchangedHistory
FASTFastenal CoStock58$2.79K<0.1%00.0%UnchangedHistory
RELXRELX PLCSPONSORED ADR88$2.79K<0.1%00.0%UnchangedHistory
MSCIMSCI Inc.Stock5$2.80K<0.1%00.0%UnchangedHistory
SJMJ M SMUCKER CoStock25$2.81K<0.1%+25NewHistory
MGMMGM Resorts InternationalStock59$2.82K<0.1%00.0%UnchangedHistory
PKGPackaging Corp of AmericaStock12$2.86K<0.1%+12NewHistory
HBANHuntington Bancshares IncCOM163$2.89K<0.1%00.0%UnchangedHistory
CNQCanadian Natural Resources LtdCOM74$2.92K<0.1%00.0%UnchangedHistory
FTAIFTAI Aviation Ltd.SHS11$2.98K<0.1%00.0%UnchangedHistory
SEICSEI Investments CoCOM34$2.98K<0.1%00.0%UnchangedHistory
SBACSba Communications CorpCL A17$3.00K<0.1%00.0%UnchangedHistory
CRGYCrescent Energy CoCL A COM309$3.04K<0.1%+309NewHistory
TDOCTeladoc Health, Inc.COM359$3.04K<0.1%00.0%UnchangedHistory
CAHCardinal Health IncStock13$3.09K<0.1%+9+225.0%AddedHistory
iShares Tr464287846DOW JONES US ETF17$3.10K<0.1%00.0%Unchanged–
ABEVAmbev S.A.SPONSORED ADR1,000$3.14K<0.1%00.0%UnchangedHistory
GMEDGlobus Medical IncStock40$3.16K<0.1%00.0%UnchangedHistory
AZOAutoZone IncCOM1$3.20K<0.1%00.0%UnchangedHistory
WMBWilliams Companies, Inc.COM43$3.20K<0.1%00.0%UnchangedHistory
SNSharkNinja, Inc.COM SHS21$3.20K<0.1%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock42$3.21K<0.1%00.0%UnchangedHistory
OSKOshkosh CorpCOM21$3.22K<0.1%00.0%UnchangedHistory
EEni SpASPONSORED ADR70$3.28K<0.1%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR165$3.31K<0.1%00.0%UnchangedHistory
PLABPhotronics IncCOM102$3.32K<0.1%00.0%UnchangedHistory
SPGSimon Property Group Inc.REIT15$3.35K<0.1%00.0%UnchangedHistory
XRAYDentsply Sirona Inc.Stock317$3.36K<0.1%+317NewHistory
RYAAYRyanair Holdings PLCSPONSORED ADR52$3.37K<0.1%00.0%UnchangedHistory
EFXEquifax IncCOM21$3.39K<0.1%00.0%UnchangedHistory
TERTeradyne, IncStock7$3.39K<0.1%00.0%UnchangedHistory
NDAQNasdaq, Inc.COM44$3.47K<0.1%00.0%UnchangedHistory
Kraneshares Tr500767736QUADRTC INT RT201$3.48K<0.1%+201New–
DRIDarden Restaurants IncCOM17$3.50K<0.1%+11+183.3%AddedHistory
WATWaters CorpCOM9$3.51K<0.1%+2+28.6%AddedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR151$3.56K<0.1%00.0%UnchangedHistory
NUENucor CorpCOM16$3.56K<0.1%00.0%UnchangedHistory
FICOFair Isaac CorpCOM3$3.58K<0.1%00.0%UnchangedHistory
DBXDropbox, Inc.CL A133$3.65K<0.1%−15−10.1%ReducedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL49$3.67K<0.1%00.0%Unchanged–
MARMarriott International IncStock10$3.71K<0.1%00.0%UnchangedHistory
GRABGrab Holdings LtdCLASS A ORD1,000$3.77K<0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK92$3.80K<0.1%+1+1.1%Added–
ETF Ser Solutions26922B832BAHL GAYNOR SML116$3.81K<0.1%00.0%Unchanged–
UALUnited Airlines Holdings, Inc.COM28$3.81K<0.1%00.0%UnchangedHistory
HSYHershey CoCOM22$3.86K<0.1%+22NewHistory
MFGMizuho Financial Group IncSPONSORED ADR403$3.86K<0.1%00.0%UnchangedHistory
NGGNational Grid PLCSPONSORED ADR NE47$3.90K<0.1%00.0%UnchangedHistory
Global X Lithium & Battery Tech ETF37954Y855ETF50$3.91K<0.1%−650−92.9%Reduced–
IFFInternational Flavors & Fragrances IncCOM50$3.96K<0.1%+50NewHistory
CORCencora, Inc.Stock14$3.96K<0.1%−1−6.7%ReducedHistory
VTRSViatris IncStock252$4.00K<0.1%−9−3.4%ReducedHistory
BBarrick Mining CorpStock109$4.02K<0.1%+100+1,111.1%AddedHistory
ILMNIllumina, Inc.COM23$4.04K<0.1%00.0%UnchangedHistory
HPEHewlett Packard Enterprise CoCOM90$4.06K<0.1%−4−4.3%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF40$4.09K<0.1%00.0%Unchanged–
EOGEOG Resources IncStock32$4.15K<0.1%00.0%UnchangedHistory
iShares Tr464288760US AER DEF ETF18$4.36K<0.1%00.0%Unchanged–
SWSmurfit Westrock plcStock95$4.39K<0.1%00.0%UnchangedHistory
CCEPCoca-Cola Europacific Partners plcSHS44$4.40K<0.1%00.0%UnchangedHistory
SAMBoston Beer Co IncCL A25$4.43K<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM10$4.46K<0.1%+6+150.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock9$4.51K<0.1%−5−35.7%ReducedHistory
KVUEKenvue Inc.Stock237$4.53K<0.1%+237NewHistory
AMPAmeriprise Financial IncCOM10$4.59K<0.1%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock12$4.64K<0.1%−2−14.3%ReducedHistory
ACHRArcher Aviation Inc.Stock993$4.70K<0.1%00.0%UnchangedHistory
USASAmericas Gold & Silver CorpCOM NEW1,000$4.72K<0.1%+1,000NewHistory
LYGLloyds Banking Group plcSPONSORED ADR812$4.73K<0.1%00.0%UnchangedHistory
HSBCHSBC Holdings PLCSPON ADR NEW50$4.75K<0.1%00.0%UnchangedHistory
PNWPinnacle West Capital CorpCOM45$4.82K<0.1%+45NewHistory
BHPBHP Group LtdADR58$4.83K<0.1%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM25$4.86K<0.1%00.0%UnchangedHistory
PATHUiPath, Inc.Stock450$4.89K<0.1%+350+350.0%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF30$4.94K<0.1%00.0%Unchanged–
ZTSZoetis Inc.Stock69$4.96K<0.1%00.0%UnchangedHistory
iShares Tr46435U713US INFRASTRUC79$4.96K<0.1%+1+1.3%Added–
REGNRegeneron Pharmaceuticals, Inc.COM8$4.99K<0.1%00.0%UnchangedHistory
DKSDick's Sporting Goods, Inc.Stock22$4.99K<0.1%00.0%UnchangedHistory
SWKSSkyworks Solutions, Inc.Stock75$5.08K<0.1%00.0%UnchangedHistory
SSentinelOne, Inc.CL A300$5.09K<0.1%00.0%UnchangedHistory
NVONovo Nordisk A SADR106$5.10K<0.1%00.0%UnchangedHistory
NTRSNorthern Trust CorpCOM30$5.21K<0.1%00.0%UnchangedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS271$5.39K<0.1%00.0%UnchangedHistory
RDNRadian Group IncCOM144$5.42K<0.1%+113+364.5%AddedHistory
HRHealthcare Realty Trust IncCL A COM270$5.45K<0.1%+270NewHistory
LUVSouthwest Airlines CoCOM106$5.47K<0.1%00.0%UnchangedHistory
VanEck Vectors ETF Tr92189F114VIDEO GAMING61$5.47K<0.1%00.0%Unchanged–
PHMPultegroup IncCOM40$5.49K<0.1%00.0%UnchangedHistory
DHRDanaher CorpStock29$5.53K<0.1%−11−27.5%ReducedHistory

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