Nemes Rush Group LLC Top Holdings and 13F Report (2025) About Nemes Rush Group LLCInvestment ActivityNemes Rush Group LLC has $792.11 million in total holdings as of March 31, 2025.Nemes Rush Group LLC owns shares of 706 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 4.50% of the portfolio was purchased this quarter.About 7.93% of the portfolio was sold this quarter.This quarter, Nemes Rush Group LLC has purchased 729 new stocks and bought additional shares in 175 stocks.Nemes Rush Group LLC sold shares of 170 stocks and completely divested from 70 stocks this quarter.Largest Holdings Apple $45,404,399Broadcom $39,795,561JPMorgan Chase & Co. $30,655,939Microsoft $29,509,652Motorola Solutions $22,736,755 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORPORATION COM NEW $10,567,282 Holding040413205 - ARISTA NETWORKS INCORPORATED COM SHS $411,496 HoldingG87052109 - TE CONNECTIVITY PLC ORD SHS (IRELAND) $208,484 Holding09290D101 - BLACKROCK INCORPORATED $208,271 Holding75734B100 - REDDIT INCORPORATED CLASS A $97,033 Holding Largest Purchases this Quarter LAM RESEARCH CORPORATION COM NEW 145,355 shares (about $10.57M)BondBloxx Bloomberg Five Year Target Duration US Treasury ETF 31,942 shares (about $1.57M)BondBloxx Bloomberg Three Year Target Duration US Treasury ETF 30,690 shares (about $1.52M)BondBloxx Bloomberg Two Year Target Duration US Treasury ETF 27,954 shares (about $1.38M)BondBloxx Bloomberg One Year Target Duration US Treasury ETF 23,717 shares (about $1.18M) Largest Sales this Quarter Tesla 16,056 shares (about $53.95M)SPDR S&P 500 ETF Trust 2,629 shares (about $1.47M)Broadcom 4,576 shares (about $766.16K)Marathon Petroleum 3,329 shares (about $485.00K)Apple 1,562 shares (about $346.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNemes Rush Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$45,404,399$346,966 ▼-0.8%204,4055.7%Computer and TechnologyAVGOBroadcom$39,795,561$766,159 ▼-1.9%237,6855.0%Computer and TechnologyJPMJPMorgan Chase & Co.$30,655,939$262,962 ▼-0.9%124,9733.9%FinanceMSFTMicrosoft$29,509,652$18,769 ▲0.1%78,6113.7%Computer and TechnologyMSIMotorola Solutions$22,736,755$140,099 ▲0.6%51,9332.9%Computer and TechnologyWMTWalmart$22,677,073$5,180 ▼0.0%258,3102.9%Retail/WholesaleETNEaton$21,157,345$56,269 ▲0.3%77,8332.7%IndustrialsHDHome Depot$18,139,031$151,360 ▲0.8%49,4942.3%Retail/WholesaleAMZNAmazon.com$17,881,396$66,210 ▲0.4%93,9842.3%Retail/WholesaleCBChubb$17,819,698$328,865 ▲1.9%59,0082.2%FinanceCMECME Group$17,726,890$381,751 ▲2.2%66,8212.2%FinanceNVDANVIDIA$17,260,180$216,652 ▼-1.2%159,2562.2%Computer and TechnologyMETAMeta Platforms$16,654,622$132,564 ▼-0.8%28,8962.1%Computer and TechnologyQCOMQUALCOMM$15,218,748$483,103 ▲3.3%99,0741.9%Computer and TechnologyCSCOCisco Systems$15,190,121$146,376 ▲1.0%246,1531.9%Computer and TechnologyTRGPTarga Resources$14,158,099$423,189 ▲3.1%70,6251.8%EnergyUNPUnion Pacific$13,045,055$461,845 ▲3.7%55,2201.6%TransportationJCIJohnson Controls International$12,808,441$357,130 ▲2.9%159,8861.6%ConstructionVVisa$12,612,224$133,874 ▲1.1%35,9881.6%Business ServicesALLAllstate$12,074,573$206,033 ▲1.7%58,3121.5%FinanceMRKMerck & Co., Inc.$12,066,088$770,770 ▲6.8%134,4261.5%MedicalLLYEli Lilly and Company$11,848,021$168,491 ▲1.4%14,3451.5%MedicalCRWDCrowdStrike$11,841,399$39,136 ▲0.3%33,5851.5%Computer and TechnologyTTTrane Technologies$11,802,312$170,482 ▲1.5%35,0301.5%ConstructionGOOGLAlphabet$11,008,222$213,404 ▲2.0%71,1861.4%Computer and TechnologyECLEcolab$10,875,582$672,071 ▲6.6%42,8991.4%Basic MaterialsLAM RESEARCH CORPORATION COM NEW$10,567,282$10,567,282 ▲New Holding145,3551.3%COM NEWJNJJohnson & Johnson$10,261,978$982,599 ▲10.6%61,8791.3%MedicalCRMSalesforce$9,934,833$163,698 ▲1.7%37,0211.3%Computer and TechnologyICEIntercontinental Exchange$9,713,465$221,662 ▲2.3%56,3101.2%FinanceBBYBest Buy$9,575,502$860,650 ▲9.9%130,0841.2%Retail/WholesaleRJFRaymond James Financial$9,468,681$94,042 ▲1.0%68,1641.2%FinanceFFord Motor$9,058,060$125,124 ▼-1.4%903,0971.1%Auto/Tires/TrucksXOMExxon Mobil$8,697,197$67,790 ▲0.8%73,1291.1%EnergyFIFiserv$8,414,948$514,313 ▲6.5%38,1061.1%Business ServicesUNHUnitedHealth Group$8,360,260$140,368 ▲1.7%15,9621.1%MedicalSPGIS&P Global$8,195,037$104,667 ▲1.3%16,1291.0%FinanceLHXL3Harris Technologies$7,198,945$419,035 ▲6.2%34,3940.9%AerospaceNVONovo Nordisk A/S$6,743,727$968,756 ▲16.8%97,1160.9%MedicalNXPINXP Semiconductors$6,532,133$311,506 ▲5.0%34,3690.8%Computer and TechnologyXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$5,497,991$1,567,713 ▲39.9%112,0210.7%ETFIVViShares Core S&P 500 ETF$5,036,863$5,619 ▼-0.1%8,9640.6%ETFXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$4,858,596$1,520,076 ▲45.5%98,0940.6%ETFAMDAdvanced Micro Devices$4,836,999$496,440 ▲11.4%47,0800.6%Computer and TechnologyTJXTJX Companies$4,795,926$195,735 ▲4.3%39,3750.6%Retail/WholesaleTSLATesla$4,688,204$507,694 ▲12.1%18,0900.6%Auto/Tires/TrucksXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF$4,663,508$1,382,934 ▲42.2%94,2660.6%ETFCAVACAVA Group$4,549,400$448,900 ▲10.9%52,6490.6%Retail/WholesaleRTXRTX$4,493,090$50,203 ▼-1.1%33,9200.6%AerospaceIWBiShares Russell 1000 ETF$4,457,648$664,107 ▲17.5%14,5320.6%ETFAXPAmerican Express$4,358,991$56,771 ▼-1.3%16,2010.6%FinanceNFLXNetflix$4,291,503$219,145 ▼-4.9%4,6020.5%Consumer DiscretionaryMPCMarathon Petroleum$4,164,852$485,003 ▼-10.4%28,5870.5%EnergySPYSPDR S&P 500 ETF Trust$3,768,103$1,470,657 ▼-28.1%6,7360.5%FinanceXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$3,705,828$1,179,208 ▲46.7%74,5340.5%ETFPFEPfizer$2,904,219$310,441 ▼-9.7%114,6100.4%MedicalORCLOracle$2,844,700$1,398 ▼0.0%20,3470.4%Computer and TechnologyAIGAmerican International Group$2,479,775$41,209 ▼-1.6%28,5230.3%FinanceVRTXVertex Pharmaceuticals$2,300,956$54,300 ▼-2.3%4,7460.3%MedicalSBUXStarbucks$2,233,136$22,757 ▼-1.0%22,7660.3%Retail/WholesaleULTAUlta Beauty$2,206,204$29,690 ▼-1.3%6,0190.3%Retail/WholesaleCATCaterpillar$2,182,794$41,552 ▼-1.9%6,6190.3%IndustrialsGPKGraphic Packaging$2,168,9060.0%83,5480.3%IndustrialsGOOGAlphabet$2,161,780$69,367 ▼-3.1%13,8370.3%Computer and TechnologyBKNGBooking$2,146,9810.0%4660.3%Retail/WholesaleAPDAir Products and Chemicals$1,854,146$33,031 ▼-1.8%6,2870.2%Basic MaterialsUBERUber Technologies$1,783,249$59,454 ▲3.4%24,4750.2%Computer and TechnologySTLDSteel Dynamics$1,723,544$37,898 ▼-2.2%13,7800.2%Basic MaterialsCMGChipotle Mexican Grill$1,714,370$184,873 ▼-9.7%34,1440.2%Retail/WholesaleBMYBristol Myers Squibb$1,648,3910.0%27,0270.2%MedicalVLOValero Energy$1,623,893$21,923 ▼-1.3%12,2960.2%EnergyPGProcter & Gamble$1,479,073$129,178 ▼-8.0%8,6790.2%Consumer StaplesTSCOTractor Supply$1,360,428$25,291 ▼-1.8%24,6900.2%Retail/WholesaleXPOXPO$1,282,031$20,117 ▼-1.5%11,9170.2%TransportationCICigna Group$1,241,513$35,857 ▼-2.8%3,7740.2%MedicalSLBSchlumberger$1,227,480$77,412 ▲6.7%29,3660.2%EnergyMCHPMicrochip Technology$1,219,247$14,378 ▼-1.2%25,1860.2%Computer and TechnologyEXPEExpedia Group$1,163,360$14,456 ▼-1.2%6,9210.1%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$1,132,371$178,988 ▲18.8%9,2810.1%ETFCSLCarlisle Companies$1,089,6000.0%3,2000.1%Multi-Sector ConglomeratesXLKTechnology Select Sector SPDR Fund$1,055,369$103,658 ▼-8.9%5,1110.1%ETFMCDMcDonald's$1,034,895$11,245 ▼-1.1%3,3130.1%Retail/WholesaleBRK.BBerkshire Hathaway$1,014,032$9,586 ▼-0.9%1,9040.1%FinanceGDGeneral Dynamics$985,628$29,165 ▼-2.9%3,6160.1%AerospacePALANTIR TECHNOLOGIES INCORPORATED CLASS A$975,326$78,661 ▲8.8%11,5560.1%CL AVOTVanguard Mid-Cap Growth ETF$968,2850.0%3,9580.1%ETFVBKVanguard Small-Cap Growth ETF$963,099$15,359 ▼-1.6%3,8250.1%ETFFANGDiamondback Energy$937,275$49,246 ▼-5.0%5,8620.1%EnergyCVXChevron$933,852$105,732 ▼-10.2%5,5820.1%EnergyADBEAdobe$928,910$15,725 ▼-1.7%2,4220.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$891,255$52,803 ▼-5.6%1,6710.1%ETFIJHiShares Core S&P Mid-Cap ETF$874,509$28,884 ▼-3.2%14,9870.1%ETFABNBAirbnb$867,877$8,721 ▼-1.0%7,2650.1%Consumer DiscretionaryHTZHertz Global$867,5450.0%220,1890.1%TransportationIWRiShares Russell Mid-Cap ETF$865,007$340 ▲0.0%10,1680.1%ETFPRUPrudential Financial$836,463$13,066 ▼-1.5%7,4900.1%FinanceIBBiShares Biotechnology ETF$816,182$6,268 ▼-0.8%6,3810.1%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$809,9730.0%6,7650.1%ETFVBRVanguard Small-Cap Value ETF$785,026$14,903 ▼-1.9%4,2140.1%ETFBABAAlibaba Group$779,000$584,250 ▲300.0%2000.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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