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Nemes Rush Group LLC Top Holdings and 13F Report (2025)

About Nemes Rush Group LLC

Investment Activity

  • Nemes 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
$45,404,399
Broadcom
$39,795,561
Microsoft
$29,509,652
Motorola Solutions
$22,736,755

Largest New Holdings this Quarter

512807306 - LAM RESEARCH CORPORATION COM NEW
$10,567,282 Holding
040413205 - ARISTA NETWORKS INCORPORATED COM SHS
$411,496 Holding
G87052109 - TE CONNECTIVITY PLC ORD SHS (IRELAND)
$208,484 Holding
09290D101 - BLACKROCK INCORPORATED
$208,271 Holding
75734B100 - REDDIT INCORPORATED CLASS A
$97,033 Holding

Largest Purchases this Quarter

LAM RESEARCH CORPORATION COM NEW
145,355 shares (about $10.57M)

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 Time

Map of 500 Largest Holdings ofNemes Rush Group LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$45,404,399$346,966 -0.8%204,4055.7%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$39,795,561$766,159 -1.9%237,6855.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$30,655,939$262,962 -0.9%124,9733.9%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$29,509,652$18,769 0.1%78,6113.7%Computer and Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$22,736,755$140,099 0.6%51,9332.9%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$22,677,073$5,180 0.0%258,3102.9%Retail/Wholesale
Eaton Co. plc stock logo
ETN
Eaton
$21,157,345$56,269 0.3%77,8332.7%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$18,139,031$151,360 0.8%49,4942.3%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$17,881,396$66,210 0.4%93,9842.3%Retail/Wholesale
Chubb Limited stock logo
CB
Chubb
$17,819,698$328,865 1.9%59,0082.2%Finance
CME Group Inc. stock logo
CME
CME Group
$17,726,890$381,751 2.2%66,8212.2%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$17,260,180$216,652 -1.2%159,2562.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$16,654,622$132,564 -0.8%28,8962.1%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$15,218,748$483,103 3.3%99,0741.9%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$15,190,121$146,376 1.0%246,1531.9%Computer and Technology
Targa Resources Corp. stock logo
TRGP
Targa Resources
$14,158,099$423,189 3.1%70,6251.8%Energy
Union Pacific Co. stock logo
UNP
Union Pacific
$13,045,055$461,845 3.7%55,2201.6%Transportation
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$12,808,441$357,130 2.9%159,8861.6%Construction
Visa Inc. stock logo
V
Visa
$12,612,224$133,874 1.1%35,9881.6%Business Services
The Allstate Co. stock logo
ALL
Allstate
$12,074,573$206,033 1.7%58,3121.5%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$12,066,088$770,770 6.8%134,4261.5%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$11,848,021$168,491 1.4%14,3451.5%Medical
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$11,841,399$39,136 0.3%33,5851.5%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$11,802,312$170,482 1.5%35,0301.5%Construction
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,008,222$213,404 2.0%71,1861.4%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$10,875,582$672,071 6.6%42,8991.4%Basic Materials
LAM RESEARCH CORPORATION COM NEW
$10,567,282$10,567,282 New Holding145,3551.3%COM NEW
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,261,978$982,599 10.6%61,8791.3%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$9,934,833$163,698 1.7%37,0211.3%Computer and Technology
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$9,713,465$221,662 2.3%56,3101.2%Finance
Best Buy Co., Inc. stock logo
BBY
Best Buy
$9,575,502$860,650 9.9%130,0841.2%Retail/Wholesale
Raymond James stock logo
RJF
Raymond James
$9,468,681$94,042 1.0%68,1641.2%Finance
Ford Motor stock logo
F
Ford Motor
$9,058,060$125,124 -1.4%903,0971.1%Auto/Tires/Trucks
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$8,697,197$67,790 0.8%73,1291.1%Energy
Fiserv, Inc. stock logo
FI
Fiserv
$8,414,948$514,313 6.5%38,1061.1%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$8,360,260$140,368 1.7%15,9621.1%Medical
S&P Global Inc. stock logo
SPGI
S&P Global
$8,195,037$104,667 1.3%16,1291.0%Business Services
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$7,198,945$419,035 6.2%34,3940.9%Aerospace
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$6,743,727$968,756 16.8%97,1160.9%Medical
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$6,532,133$311,506 5.0%34,3690.8%Computer and Technology
XFIV
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
$5,497,991$1,567,713 39.9%112,0210.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,036,863$5,619 -0.1%8,9640.6%ETF
XTRE
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
$4,858,596$1,520,076 45.5%98,0940.6%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$4,836,999$496,440 11.4%47,0800.6%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,795,926$195,735 4.3%39,3750.6%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$4,688,204$507,694 12.1%18,0900.6%Auto/Tires/Trucks
XTWO
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
$4,663,508$1,382,934 42.2%94,2660.6%ETF
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$4,549,400$448,900 10.9%52,6490.6%Retail/Wholesale
RTX Co. stock logo
RTX
RTX
$4,493,090$50,203 -1.1%33,9200.6%Aerospace
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$4,457,648$664,107 17.5%14,5320.6%ETF
American Express stock logo
AXP
American Express
$4,358,991$56,771 -1.3%16,2010.6%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$4,291,503$219,145 -4.9%4,6020.5%Consumer Discretionary
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$4,164,852$485,003 -10.4%28,5870.5%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,768,103$1,470,657 -28.1%6,7360.5%Finance
BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock logo
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
$3,705,828$1,179,208 46.7%74,5340.5%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$2,904,219$310,441 -9.7%114,6100.4%Medical
Oracle Co. stock logo
ORCL
Oracle
$2,844,700$1,398 0.0%20,3470.4%Computer and Technology
American International Group, Inc. stock logo
AIG
American International Group
$2,479,775$41,209 -1.6%28,5230.3%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$2,300,956$54,300 -2.3%4,7460.3%Medical
Starbucks Co. stock logo
SBUX
Starbucks
$2,233,136$22,757 -1.0%22,7660.3%Retail/Wholesale
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$2,206,204$29,690 -1.3%6,0190.3%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,182,794$41,552 -1.9%6,6190.3%Industrials
Graphic Packaging Holding stock logo
GPK
Graphic Packaging
$2,168,9060.0%83,5480.3%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$2,161,780$69,367 -3.1%13,8370.3%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$2,146,9810.0%4660.3%Retail/Wholesale
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,854,146$33,031 -1.8%6,2870.2%Basic Materials
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,783,249$59,454 3.4%24,4750.2%Computer and Technology
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$1,723,544$37,898 -2.2%13,7800.2%Basic Materials
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$1,714,370$184,873 -9.7%34,1440.2%Retail/Wholesale
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,648,3910.0%27,0270.2%Medical
Valero Energy Co. stock logo
VLO
Valero Energy
$1,623,893$21,923 -1.3%12,2960.2%Energy
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,479,073$129,178 -8.0%8,6790.2%Consumer Staples
Tractor Supply stock logo
TSCO
Tractor Supply
$1,360,428$25,291 -1.8%24,6900.2%Retail/Wholesale
XPO, Inc. stock logo
XPO
XPO
$1,282,031$20,117 -1.5%11,9170.2%Transportation
The Cigna Group stock logo
CI
The Cigna Group
$1,241,513$35,857 -2.8%3,7740.2%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$1,227,480$77,412 6.7%29,3660.2%Energy
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$1,219,247$14,378 -1.2%25,1860.2%Computer and Technology
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$1,163,360$14,456 -1.2%6,9210.1%Retail/Wholesale
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,132,371$178,988 18.8%9,2810.1%ETF
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$1,089,6000.0%3,2000.1%Multi-Sector Conglomerates
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,055,369$103,658 -8.9%5,1110.1%ETF
McDonald's Co. stock logo
MCD
McDonald's
$1,034,895$11,245 -1.1%3,3130.1%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,014,032$9,586 -0.9%1,9040.1%Finance
General Dynamics Co. stock logo
GD
General Dynamics
$985,628$29,165 -2.9%3,6160.1%Aerospace
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
$975,326$78,661 8.8%11,5560.1%CL A
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$968,2850.0%3,9580.1%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$963,099$15,359 -1.6%3,8250.1%ETF
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$937,275$49,246 -5.0%5,8620.1%Energy
Chevron Co. stock logo
CVX
Chevron
$933,852$105,732 -10.2%5,5820.1%Energy
Adobe Inc. stock logo
ADBE
Adobe
$928,910$15,725 -1.7%2,4220.1%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$891,255$52,803 -5.6%1,6710.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$874,509$28,884 -3.2%14,9870.1%ETF
Airbnb, Inc. stock logo
ABNB
Airbnb
$867,877$8,721 -1.0%7,2650.1%Consumer Discretionary
Hertz Global Holdings, Inc stock logo
HTZ
Hertz Global
$867,5450.0%220,1890.1%Transportation
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$865,007$340 0.0%10,1680.1%ETF
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$836,463$13,066 -1.5%7,4900.1%Finance
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$816,182$6,268 -0.8%6,3810.1%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$809,9730.0%6,7650.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$785,026$14,903 -1.9%4,2140.1%ETF
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$779,000$584,250 300.0%2000.1%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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