Nemes Rush Group LLC Top Holdings and 13F Report (2025) About Nemes Rush Group LLCInvestment ActivityNemes Rush Group LLC has $918.49 million in total holdings as of June 30, 2025.Nemes Rush Group LLC owns shares of 721 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 19.22% of the portfolio was purchased this quarter.About 35.39% of the portfolio was sold this quarter.This quarter, Nemes Rush Group LLC has purchased 707 new stocks and bought additional shares in 218 stocks.Nemes Rush Group LLC sold shares of 177 stocks and completely divested from 64 stocks this quarter.Largest Holdings Broadcom $47,951,008Apple $42,087,545Microsoft $40,852,864JPMorgan Chase & Co. $32,443,604NVIDIA $32,126,129 Largest New Holdings this Quarter 927959106 - VIPER ENERGY INCORPORATED CLASS A $12,182,649 Holding925652109 - VICI Properties $10,148,673 Holding87256C101 - TKO GROUP HOLDINGS INCORPORATED CLASS A $2,422,099 Holding26622P107 - Doximity $1,110,622 Holding09789C721 - BONDBLOXX IR M TAX-AWARE SHORT DURATION ETF $456,336 Holding Largest Purchases this Quarter D.R. Horton 115,247 shares (about $14.86M)Constellation Energy 38,384 shares (about $12.39M)VIPER ENERGY INCORPORATED CLASS A 319,503 shares (about $12.18M)Costco Wholesale 12,124 shares (about $12.00M)Alphabet 57,858 shares (about $10.20M) Largest Sales this Quarter Amazon.com 93,834 shares (about $187.20M)Broadcom 63,729 shares (about $17.57M)Targa Resources 69,155 shares (about $12.04M)Eaton 26,086 shares (about $9.31M)Best Buy 107,873 shares (about $7.24M) 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 PortfolioSectorAVGOBroadcom$47,951,008$17,566,912 ▼-26.8%173,9565.2%Computer and TechnologyAAPLApple$42,087,545$149,774 ▲0.4%205,1354.6%Computer and TechnologyMSFTMicrosoft$40,852,864$1,750,887 ▲4.5%82,1314.4%Computer and TechnologyJPMJPMorgan Chase & Co.$32,443,604$3,787,392 ▼-10.5%111,9093.5%FinanceNVDANVIDIA$32,126,129$6,965,298 ▲27.7%203,3433.5%Computer and TechnologyMETAMeta Platforms$30,120,595$8,792,831 ▲41.2%40,8093.3%Computer and TechnologyGOOGLAlphabet$22,741,334$10,196,275 ▲81.3%129,0442.5%Computer and TechnologyWMTWalmart$21,186,376$4,071,167 ▼-16.1%216,6742.3%Retail/WholesaleHDHome Depot$21,112,359$2,965,769 ▲16.3%57,5832.3%Retail/WholesaleMSIMotorola Solutions$20,871,454$964,106 ▼-4.4%49,6402.3%Computer and TechnologyQCOMQUALCOMM$19,543,649$3,765,077 ▲23.9%122,7152.1%Computer and TechnologyCSCOCisco Systems$18,630,086$1,551,964 ▲9.1%268,5222.0%Computer and TechnologyCMECME Group$18,500,334$83,237 ▲0.5%67,1232.0%FinanceETNEaton$18,473,036$9,312,378 ▼-33.5%51,7472.0%IndustrialsAMZNAmazon.com$17,341,244$3,277,906 ▼-15.9%79,0431.9%Retail/WholesaleCBChubb$17,189,022$93,289 ▲0.5%59,3301.9%FinanceLAM RESEARCH CORPORATION COM NEW$15,085,768$936,898 ▲6.6%154,9801.6%COM NEWCRWDCrowdStrike$15,022,098$2,083,078 ▼-12.2%29,4951.6%Computer and TechnologyDHID.R. Horton$14,882,402$14,857,649 ▲60,024.5%115,4391.6%ConstructionMRKMerck & Co., Inc.$14,470,290$3,829,128 ▲36.0%182,7981.6%MedicalJNJJohnson & Johnson$14,317,310$4,865,258 ▲51.5%93,7301.6%MedicalCEGConstellation Energy$12,933,657$12,388,837 ▲2,273.9%40,0721.4%EnergyJCIJohnson Controls International$12,679,861$4,207,257 ▼-24.9%120,0521.4%ConstructionCOSTCostco Wholesale$12,670,027$12,001,829 ▲1,796.1%12,7991.4%Retail/WholesaleVIPER ENERGY INCORPORATED CLASS A$12,182,649$12,182,649 ▲New Holding319,5031.3%CL ALLYEli Lilly and Company$11,613,040$431,065 ▲3.9%14,8981.3%MedicalTTTrane Technologies$11,045,915$4,276,558 ▼-27.9%25,2531.2%ConstructionRJFRaymond James Financial$10,903,515$449,220 ▲4.3%71,0931.2%FinanceCRMSalesforce$10,875,872$780,705 ▲7.7%39,8841.2%Computer and TechnologyUNPUnion Pacific$10,790,045$1,914,953 ▼-15.1%46,8971.2%TransportationVVisa$10,251,326$2,526,173 ▼-19.8%28,8731.1%Business ServicesVICIVICI Properties$10,148,673$10,148,673 ▲New Holding311,3091.1%FinanceNXPINXP Semiconductors$9,848,301$2,338,955 ▲31.1%45,0741.1%Computer and TechnologyFFord Motor$9,784,261$14,344 ▼-0.1%901,7751.1%Auto/Tires/TrucksALLAllstate$9,456,607$2,282,268 ▼-19.4%46,9751.0%FinanceXOMExxon Mobil$8,385,502$502,238 ▲6.4%77,7880.9%EnergyECLEcolab$8,312,117$3,246,441 ▼-28.1%30,8500.9%Basic MaterialsLHXL3Harris Technologies$7,977,006$650,432 ▼-7.5%31,8010.9%AerospaceXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$7,833,128$2,304,892 ▲41.7%158,7260.9%ETFICEIntercontinental Exchange$7,697,167$2,634,096 ▼-25.5%41,9530.8%FinanceSPGIS&P Global$6,934,488$1,570,292 ▼-18.5%13,1510.8%FinanceXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$6,844,302$1,961,183 ▲40.2%137,4910.7%ETFXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF$6,639,487$1,969,105 ▲42.2%134,0100.7%ETFTSLATesla$6,637,506$6,613,681 ▲27,760.0%20,8950.7%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$6,398,985$2,237,204 ▲53.8%10,3570.7%FinanceNFLXNetflix$6,094,381$68,296 ▼-1.1%4,5510.7%Consumer DiscretionaryUNHUnitedHealth Group$5,954,858$975,214 ▲19.6%19,0880.6%MedicalXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$5,608,370$1,909,260 ▲51.6%113,0040.6%ETFCAVACAVA Group$5,470,065$1,035,439 ▲23.3%64,9420.6%Retail/WholesaleTJXTJX Companies$5,168,229$305,764 ▲6.3%41,8510.6%Retail/WholesaleAXPAmerican Express$4,944,186$223,605 ▼-4.3%15,5000.5%FinanceRTXRTX$4,544,377$408,559 ▼-8.2%31,1220.5%AerospaceORCLOracle$4,340,860$107,565 ▼-2.4%19,8550.5%Computer and TechnologyCVNACarvana$4,229,185$4,195,489 ▲12,451.0%12,5510.5%Retail/WholesaleGOOGAlphabet$4,180,855$1,726,339 ▲70.3%23,5690.5%Computer and TechnologyPALANTIR TECHNOLOGIES INCORPORATED CLASS A$3,700,679$2,125,365 ▲134.9%27,1470.4%CL AIVViShares Core S&P 500 ETF$3,346,171$2,219,811 ▼-39.9%5,3890.4%ETFGSThe Goldman Sachs Group$3,043,853$2,520,857 ▲482.0%4,3010.3%FinanceVSTVistra$2,953,876$1,689,452 ▲133.6%15,2410.3%UtilitiesSHWSherwin-Williams$2,861,506$2,850,862 ▲26,783.9%8,3340.3%Basic MaterialsSBUXStarbucks$2,805,586$719,562 ▲34.5%30,6190.3%Retail/WholesaleABBVAbbVie$2,743,451$2,123,483 ▲342.5%14,7800.3%MedicalCATCaterpillar$2,687,616$118,018 ▲4.6%6,9230.3%IndustrialsBKNGBooking$2,593,851$104,217 ▼-3.9%4480.3%Retail/WholesaleVRTXVertex Pharmaceuticals$2,547,880$434,960 ▲20.6%5,7230.3%MedicalGILDGilead Sciences$2,477,901$2,396,080 ▲2,928.5%22,3500.3%MedicalAIGAmerican International Group$2,461,581$20,285 ▲0.8%28,7600.3%FinanceTMUST-Mobile US$2,422,368$2,116,683 ▲692.4%10,1670.3%Computer and TechnologyTKO GROUP HOLDINGS INCORPORATED CLASS A$2,422,099$2,422,099 ▲New Holding13,3120.3%CL AMPCMarathon Petroleum$2,347,131$2,401,449 ▼-50.6%14,1300.3%EnergyPANWPalo Alto Networks$2,330,031$1,784,870 ▲327.4%11,3860.3%Computer and TechnologyFIFiserv$2,288,398$4,281,458 ▼-65.2%13,2730.2%Business ServicesSPOTSpotify Technology$2,274,396$1,551,562 ▲214.6%2,9640.2%Computer and TechnologyNRGNRG Energy$2,232,797$2,223,323 ▲23,467.8%13,9050.2%UtilitiesBSXBoston Scientific$2,150,993$2,082,788 ▲3,053.7%20,0260.2%MedicalHWMHowmet Aerospace$1,993,572$1,934,385 ▲3,268.2%10,7110.2%AerospaceVLOValero Energy$1,974,245$321,401 ▲19.4%14,6870.2%EnergyGPKGraphic Packaging$1,908,162$147,806 ▲8.4%90,5630.2%IndustrialsUBERUber Technologies$1,898,095$385,422 ▼-16.9%20,3440.2%Computer and TechnologyEXPEExpedia Group$1,695,646$528,160 ▲45.2%10,0520.2%Retail/WholesaleABNBAirbnb$1,662,720$701,270 ▲72.9%12,5640.2%Consumer DiscretionaryAMDAdvanced Micro Devices$1,623,762$5,056,891 ▼-75.7%11,4430.2%Computer and TechnologyHTZHertz Global$1,503,8910.0%220,1890.2%TransportationBBYBest Buy$1,490,994$7,241,367 ▼-82.9%22,2110.2%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$1,474,941$221,606 ▲17.7%10,9220.2%ETFSTLDSteel Dynamics$1,423,700$340,244 ▼-19.3%11,1220.2%Basic MaterialsCICigna Group$1,357,300$109,748 ▲8.8%4,1060.1%MedicalPGProcter & Gamble$1,322,416$60,385 ▼-4.4%8,3000.1%Consumer StaplesXLKTechnology Select Sector SPDR Fund$1,292,869$1,266 ▼-0.1%5,1060.1%ETFNVONovo Nordisk A/S$1,250,914$5,452,008 ▼-81.3%18,1240.1%MedicalBMYBristol Myers Squibb$1,237,488$13,609 ▼-1.1%26,7330.1%MedicalQQQInvesco QQQ$1,235,542$617,219 ▲99.8%2,2400.1%FinanceCSLCarlisle Companies$1,194,8800.0%3,2000.1%Multi-Sector ConglomeratesDOCSDoximity$1,110,622$1,110,622 ▲New Holding18,1060.1%MedicalSPLGSPDR Portfolio S&P 500 ETF$1,014,324$567,931 ▲127.2%13,9540.1%ETFXPOXPO$1,002,995$502,003 ▼-33.4%7,9420.1%TransportationMCDMcDonald's$961,984$5,843 ▼-0.6%3,2930.1%Retail/WholesaleBRK.BBerkshire Hathaway$913,248$11,658 ▼-1.3%1,8800.1%FinanceIBMInternational Business Machines$910,292$50,408 ▲5.9%3,0880.1%Computer and TechnologyFANGDiamondback Energy$905,394$99,897 ▲12.4%6,5890.1%EnergyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access