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Nemes Rush Group LLC Top Holdings and 13F Report (2026)

About Nemes Rush Group LLC

Investment Activity

  • Nemes Rush Group LLC has $1.21 billion in total holdings as of June 30, 2026.
  • Nemes Rush Group LLC owns shares of 954 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
  • Approximately 9.94% of the portfolio was purchased this quarter.
  • About 1.03% of the portfolio was sold this quarter.
  • This quarter, Nemes Rush Group LLC has purchased 945 new stocks and bought additional shares in 303 stocks.
  • Nemes Rush Group LLC sold shares of 114 stocks and completely divested from 44 stocks this quarter.

Largest Holdings

Apple
$59,048,419
Broadcom
$58,423,624
LAM RESEARCH CORPORATION COM NEW
$53,521,390
Alphabet
$41,222,604
NVIDIA
$38,943,367

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK
$427,321 Holding
438516205 - HONEYWELL INTERNATIONAL INC
$178,955 Holding
43849R105 - HONEYWELL AEROSPACE INC
$175,596 Holding
921909768 - Vanguard Total International Stock ETF
$111,630 Holding
18539C204 - Clearway Energy
$102,540 Holding

Largest Purchases this Quarter

Apple
203,766 shares (about $58.96M)
Amazon.com
84,085 shares (about $20.04M)
Carvana
53,156 shares (about $3.50M)

Largest Sales this Quarter

Viking Therapeutics
4,868 shares (about $4.38M)
iShares Core S&P 500 ETF
2,587 shares (about $1.94M)
Tesla
1,318 shares (about $554.35K)
Raymond James Financial
2,146 shares (about $326.26K)
Chevron
1,767 shares (about $292.88K)

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
$59,048,419$58,961,611 â–²67,922.0%204,0664.9%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$58,423,624$71,017 â–²0.1%154,6624.8%Technology
LAM RESEARCH CORPORATION COM NEW
$53,521,390$19,500 â–¼0.0%123,5124.4%COM NEW
Alphabet Inc. stock logo
GOOGL
Alphabet
$41,222,604$509,252 â–²1.3%115,3503.4%Communication Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$38,943,367$436,397 â–²1.1%194,6293.2%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$37,367,034$833,383 â–²2.3%114,1573.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$34,608,096$1,003,052 â–²3.0%92,7782.9%Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$31,038,194$331,707 â–²1.1%264,2452.6%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$26,071,422$1,112,502 â–²4.5%46,2842.2%Communication Services
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$25,342,933$682,797 â–²2.8%137,1452.1%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$24,888,285$451,016 â–²1.8%32,6132.1%Technology
WALMART INC
$24,318,827$423,819 â–²1.8%214,7172.0%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$23,212,153$551,624 â–²2.4%91,3971.9%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$22,672,077$868,300 â–²4.0%64,2851.9%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$22,557,948$589,045 â–²2.7%175,5481.9%Healthcare
Eaton Corporation, PLC stock logo
ETN
Eaton
$21,758,998$519,015 â–²2.4%51,0631.8%Industrials
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$21,614,439$612,964 â–²2.9%52,0471.8%Technology
Chubb Limited stock logo
CB
Chubb
$21,193,835$576,195 â–²2.8%62,1991.7%Finance
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$20,589,392$777,266 â–²3.9%126,4081.7%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$20,159,989$20,040,819 â–²16,817.0%84,5851.7%Consumer Discretionary
XFIV
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
$20,111,801$2,973,131 â–²17.3%413,1431.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$18,681,698$453,399 â–²2.5%15,5751.5%Healthcare
XTRE
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
$16,843,374$2,126,235 â–²14.4%343,5321.4%ETF
XTWO
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
$16,478,538$1,926,722 â–²13.2%336,6401.4%ETF
CME Group Inc. stock logo
CME
CME Group
$16,107,309$533,524 â–²3.4%72,9401.3%Finance
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$15,936,674$111,336 â–²0.7%109,0731.3%Industrials
Tesla, Inc. stock logo
TSLA
Tesla
$15,106,690$554,351 â–¼-3.5%35,9171.2%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$14,451,007$689,435 â–²5.0%15,4481.2%Consumer Staples
BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock logo
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
$13,885,391$1,613,903 â–²13.2%281,2521.1%ETF
VIPER ENERGY INCORPORATED CLASS A
$13,732,328$347,383 â–²2.6%323,8761.1%CL A
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$13,118,422$442,058 â–²3.5%46,6801.1%Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$12,978,185$274,062 â–²2.2%26,4241.1%Industrials
Ford Motor Company stock logo
F
Ford Motor
$12,705,720$251,840 â–²2.0%914,0811.0%Consumer Discretionary
Union Pacific Corporation stock logo
UNP
Union Pacific
$12,422,721$284,783 â–²2.3%45,6721.0%Industrials
The Allstate Corporation stock logo
ALL
Allstate
$11,799,723$205,105 â–²1.8%49,5911.0%Finance
EATON VANCE SHORT DURATION INCOME ETF
$11,510,395$379,479 â–²3.4%226,3381.0%EATO VA DURA ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$11,095,885$454,267 â–²4.3%44,6750.9%Utilities
Visa Inc. stock logo
V
Visa
$11,013,444$211,342 â–²2.0%32,1010.9%Finance
VICI Properties Inc. stock logo
VICI
VICI Properties
$10,880,035$529,965 â–²5.1%409,7940.9%Real Estate
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$10,545,912$198,928 â–²1.9%77,1350.9%Energy
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$9,931,960$326,256 â–¼-3.2%65,3290.8%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$9,621,707$120,234 â–²1.3%12,8840.8%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$8,712,469$229,855 â–²2.7%31,2710.7%Materials
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$8,604,179$231,894 â–²2.8%29,6090.7%Industrials
Oracle Corporation stock logo
ORCL
Oracle
$8,131,308$164,722 â–²2.1%55,4850.7%Technology
Salesforce Inc. stock logo
CRM
Salesforce
$8,041,815$237,340 â–²3.0%51,3330.7%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$7,993,467$19,433 â–²0.2%22,6230.7%Communication Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$6,990,119$28,753 â–¼-0.4%6,5640.6%Industrials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$6,680,900$196,952 â–²3.0%44,0980.6%Consumer Discretionary
S&P Global Inc. stock logo
SPGI
S&P Global
$6,359,340$17,105 â–²0.3%15,6150.5%Finance
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$5,880,353$179,987 â–²3.2%47,7650.5%Finance
RTX Corporation stock logo
RTX
RTX
$5,592,335$12,143 â–¼-0.2%29,4750.5%Industrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,086,507$1,110 â–²0.0%13,7460.4%ETF
American Express Company stock logo
AXP
American Express
$5,084,515$26,045 â–¼-0.5%15,0320.4%Finance
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$4,813,576$359,226 â–²8.1%58,7450.4%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,747,190$11,125 â–²0.2%4,6940.4%Finance
Carvana Co. stock logo
CVNA
Carvana
$4,370,909$3,498,728 â–²401.1%66,4070.4%Consumer Discretionary
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$4,070,756$140,500 â–²3.6%11,9370.3%Technology
Valero Energy Corporation stock logo
VLO
Valero Energy
$4,046,498$27,346 â–¼-0.7%15,5370.3%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$4,006,669$22,396 â–¼-0.6%15,9220.3%Healthcare
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,612,927$1,937,529 â–¼-34.9%4,8240.3%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$3,560,223$3,579 â–¼-0.1%13,9250.3%Energy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,524,962$7,552 â–²0.2%6,0680.3%Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$3,425,993$139,794 â–²4.3%9,9500.3%Materials
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$3,393,974$9,602 â–¼-0.3%26,8640.3%Healthcare
PALANTIR TECHNOLOGIES INC
$3,289,161$106,520 â–²3.3%28,1920.3%CL A
Netflix, Inc. stock logo
NFLX
Netflix
$3,234,848$2,856 â–²0.1%45,3060.3%Communication Services
Starbucks Corporation stock logo
SBUX
Starbucks
$3,121,922$16,044 â–²0.5%30,5500.3%Consumer Discretionary
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$2,937,7600.0%3,5000.2%Industrials
TKO GROUP HOLDINGS INCORPORATED CLASS A
$2,869,363$21,943 â–¼-0.8%14,2530.2%CL A
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$2,771,257$12,915 â–¼-0.5%5,5790.2%Healthcare
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$2,765,534$6,453 â–¼-0.2%10,2860.2%Industrials
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$2,739,712$15,865 â–¼-0.6%10,7070.2%Consumer Discretionary
Corning Incorporated stock logo
GLW
Corning
$2,576,751$27,842 â–²1.1%10,0880.2%Technology
Vistra Corp. stock logo
VST
Vistra
$2,560,330$154,032 â–²6.4%16,1400.2%Utilities
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,499,600$347,921 â–²16.2%28,4430.2%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$2,482,4560.0%49,3040.2%ETF
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$2,456,469$14,227 â–¼-0.6%10,7050.2%Materials
American International Group, Inc. stock logo
AIG
American International Group
$2,221,578$14,086 â–¼-0.6%29,8080.2%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2,204,108$410 â–²0.0%5,3820.2%ETF
NRG Energy, Inc. stock logo
NRG
NRG Energy
$2,136,556$17,673 â–¼-0.8%14,6280.2%Utilities
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$2,009,5570.0%15,7230.2%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$2,001,216$1,921,189 â–²2,400.7%11,2280.2%Consumer Discretionary
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,975,521$62,110 â–¼-3.0%10,3690.2%ETF
EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
$1,968,994$245,615 â–¼-11.1%39,1370.2%EATON VANCE SHRT
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,940,9430.0%2,6360.2%ETF
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1,912,387$448,158 â–²30.6%11,4020.2%Communication Services
XSVN
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
$1,794,369$409,547 â–²29.6%37,9600.1%ETF
Airbnb, Inc. stock logo
ABNB
Airbnb
$1,777,874$16,027 â–²0.9%12,4240.1%Consumer Discretionary
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,635,867$41,925 â–²2.6%22,6700.1%Industrials
BONDBLOXX IRPLSM TAX-AWARE SHORT DURATION ETF
$1,618,403$42,419 â–²2.7%31,8960.1%IR M TAXAWARE
XPO, Inc. stock logo
XPO
XPO
$1,608,242$1,642 â–¼-0.1%7,8340.1%Industrials
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,587,313$106,597 â–²7.2%27,5480.1%Healthcare
Plexus Corp. stock logo
PLXS
Plexus
$1,555,6670.0%5,1740.1%Technology
XTEN
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
$1,541,242$160,943 â–²11.7%33,8140.1%ETF
Spotify Technology stock logo
SPOT
Spotify Technology
$1,475,644$42,699 â–²3.0%3,2140.1%Communication Services
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$1,447,556$10,615 â–²0.7%1,5000.1%Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$1,374,501$23,297 â–²1.7%3,1860.1%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,339,1970.0%1,8520.1%Technology
Cigna Group stock logo
CI
Cigna Group
$1,248,511$21,227 â–²1.7%4,5290.1%Healthcare

Showing largest 100 holdings. View all holdings.
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