Nemes Rush Group LLC Top Holdings and 13F Report (2024)

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About Nemes Rush Group LLC

Investment Activity

Nemes Rush Group LLC has $698.51 million in total holdings as of March 31, 2024.
Nemes Rush Group LLC owns shares of 666 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 8.11% of the portfolio was purchased this quarter.
About 4.97% of the portfolio was sold this quarter.
This quarter, Nemes Rush Group LLC has purchased 661 new stocks and bought additional shares in 154 stocks.
Nemes Rush Group LLC sold shares of 133 stocks and completely divested from 46 stocks this quarter.

Largest Holdings

Apple: $34,884,383
Broadcom: $33,801,156
Microsoft: $32,310,079
JPMorgan Chase & Co.: $24,894,738
Eaton: $24,597,683

Largest New Holdings this Quarter

RB Global: $99,631 Holding
ISHARES BITCOIN TR: $73,332 Holding
Materials Select Sector SPDR Fund: $54,248 Holding
Vertiv: $50,146 Holding
First Solar: $42,538 Holding

Largest Purchases this Quarter

Novo Nordisk A/S: 93,708 shares (about $12.03M)
Walmart: 170,843 shares (about $10.28M)
Eli Lilly and Company: 10,433 shares (about $8.12M)
Union Pacific: 17,466 shares (about $4.30M)
Merck & Co., Inc.: 12,742 shares (about $1.68M)

Largest Sales this Quarter

Medtronic: 116,862 shares (about $10.18M)
Edwards Lifesciences: 45,919 shares (about $4.39M)
iShares Core S&P 500 ETF: 8,058 shares (about $4.24M)
NVIDIA: 2,952 shares (about $2.67M)
Gilead Sciences: 23,220 shares (about $1.70M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$34,884,383	$284,143 ▲	0.8%	203,431	5.0%	Computer and Technology
AVGO Broadcom	$33,801,156	$554,030 ▼	-1.6%	25,502	4.8%	Computer and Technology
MSFT Microsoft	$32,310,079	$207,415 ▲	0.6%	76,797	4.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$24,894,738	$254,582 ▲	1.0%	124,287	3.6%	Finance
ETN Eaton	$24,597,683	$221,066 ▲	0.9%	78,667	3.5%	Industrial Products
MSI Motorola Solutions	$18,225,459	$313,094 ▲	1.7%	51,342	2.6%	Computer and Technology
HD Home Depot	$17,833,242	$380,149 ▲	2.2%	46,489	2.6%	Retail/Wholesale
MRK Merck & Co., Inc.	$17,474,983	$1,681,312 ▲	10.6%	132,436	2.5%	Medical
QCOM QUALCOMM	$15,532,150	$425,791 ▲	2.8%	91,743	2.2%	Computer and Technology
AMZN Amazon.com	$15,475,342	$270,570 ▲	1.8%	85,793	2.2%	Retail/Wholesale
NVDA NVIDIA	$15,313,719	$2,667,341 ▼	-14.8%	16,948	2.2%	Computer and Technology
WMT Walmart	$15,172,554	$10,279,641 ▲	210.1%	252,161	2.2%	Retail/Wholesale
CB Chubb	$14,380,069	$378,068 ▲	2.7%	55,494	2.1%	Finance
META Meta Platforms	$13,592,036	$65,069 ▼	-0.5%	27,991	1.9%	Computer and Technology
LRCX Lam Research	$13,238,115	$58,296 ▼	-0.4%	13,625	1.9%	Computer and Technology
CME CME Group	$13,220,578	$606,044 ▲	4.8%	61,408	1.9%	Finance
F Ford Motor	$12,266,773	$40,145 ▲	0.3%	923,703	1.8%	Auto/Tires/Trucks
UNP Union Pacific	$12,198,764	$4,295,378 ▲	54.3%	49,603	1.7%	Transportation
NVO Novo Nordisk A/S	$12,090,658	$12,032,108 ▲	20,550.0%	94,164	1.7%	Medical
CSCO Cisco Systems	$11,557,585	$475,092 ▲	4.3%	231,569	1.7%	Computer and Technology
DVN Devon Energy	$11,546,275	$690,226 ▲	6.4%	230,097	1.7%	Oils/Energy
APD Air Products and Chemicals	$11,199,382	$467,580 ▲	4.4%	46,227	1.6%	Basic Materials
LLY Eli Lilly and Company	$10,403,175	$8,116,686 ▲	355.0%	13,372	1.5%	Medical
CRM Salesforce	$10,344,630	$58,128 ▲	0.6%	34,347	1.5%	Computer and Technology
TT Trane Technologies	$10,170,523	$9,606 ▼	-0.1%	33,879	1.5%	Business Services
GOOGL Alphabet	$9,798,527	$129,498 ▲	1.3%	64,921	1.4%	Computer and Technology
ALL Allstate	$9,302,055	$121,799 ▲	1.3%	53,766	1.3%	Finance
V Visa	$9,297,873	$124,749 ▲	1.4%	33,316	1.3%	Business Services
JCI Johnson Controls International	$9,115,460	$767,182 ▲	9.2%	139,551	1.3%	Industrial Products
BBY Best Buy	$8,614,969	$1,517,475 ▲	21.4%	105,022	1.2%	Retail/Wholesale
RJF Raymond James	$8,302,073	$214,076 ▲	2.6%	64,648	1.2%	Finance
JNJ Johnson & Johnson	$7,766,854	$797,756 ▼	-9.3%	49,098	1.1%	Medical
MPC Marathon Petroleum	$7,599,296	$122,108 ▲	1.6%	37,714	1.1%	Oils/Energy
NXPI NXP Semiconductors	$7,524,366	$83,747 ▲	1.1%	30,368	1.1%	Computer and Technology
UNH UnitedHealth Group	$7,142,210	$215,696 ▲	3.1%	14,437	1.0%	Medical
ICE Intercontinental Exchange	$7,032,266	$99,499 ▲	1.4%	51,170	1.0%	Finance
AMD Advanced Micro Devices	$6,596,730	$153,417 ▲	2.4%	36,549	0.9%	Computer and Technology
IQV IQVIA	$6,307,330	$135,802 ▲	2.2%	24,941	0.9%	Medical
SPGI S&P Global	$6,178,885	$100,407 ▲	1.7%	14,523	0.9%	Business Services
LHX L3Harris Technologies	$6,175,439	$1,208,280 ▲	24.3%	28,979	0.9%	Aerospace
STE STERIS	$5,565,400	$124,100 ▲	2.3%	24,755	0.8%	Medical
HAL Halliburton	$5,203,276	$178,769 ▲	3.6%	131,996	0.7%	Oils/Energy
PXD Pioneer Natural Resources	$5,138,116	$116,549 ▲	2.3%	19,574	0.7%	Oils/Energy
FI Fiserv	$4,873,871	$947,413 ▲	24.1%	30,496	0.7%	Business Services
IVV iShares Core S&P 500 ETF	$4,418,193	$4,236,292 ▼	-48.9%	8,404	0.6%	ETF
AXP American Express	$3,761,488	$32,788 ▼	-0.9%	16,520	0.5%	Finance
RTX RTX	$3,419,727	$4,974 ▼	-0.1%	35,063	0.5%	Aerospace
PFE Pfizer	$3,267,523	$1,321,506 ▲	67.9%	117,749	0.5%	Medical
TJX TJX Companies	$3,258,348	$91,380 ▲	2.9%	32,127	0.5%	Retail/Wholesale
ULTA Ulta Beauty	$2,981,985	$1,046 ▼	0.0%	5,703	0.4%	Retail/Wholesale
NFLX Netflix	$2,823,478	$40,084 ▼	-1.4%	4,649	0.4%	Consumer Discretionary
XOM Exxon Mobil	$2,722,311	$15,692 ▼	-0.6%	23,420	0.4%	Oils/Energy
SPY SPDR S&P 500 ETF Trust	$2,645,846	$358,847 ▼	-11.9%	5,058	0.4%	Finance
MCHP Microchip Technology	$2,540,030	$28,707 ▼	-1.1%	28,314	0.4%	Computer and Technology
HTZ Hertz Global	$2,507,080		0.0%	320,189	0.4%	Transportation
CAT Caterpillar	$2,454,105	$3,298 ▲	0.1%	6,697	0.4%	Industrial Products
AIG American International Group	$2,297,397	$14,461 ▼	-0.6%	29,390	0.3%	Finance
ORCL Oracle	$2,289,510	$1,368,280 ▲	148.5%	18,227	0.3%	Computer and Technology
GPK Graphic Packaging	$2,266,207	$5,661 ▼	-0.2%	77,663	0.3%	Industrial Products
VLO Valero Energy	$2,207,309	$23,896 ▼	-1.1%	12,932	0.3%	Oils/Energy
CRWD CrowdStrike	$2,156,289	$28,212 ▲	1.3%	6,726	0.3%	Computer and Technology
STLD Steel Dynamics	$2,054,867	$741 ▲	0.0%	13,863	0.3%	Basic Materials
DG Dollar General	$2,026,684	$167,759 ▲	9.0%	12,987	0.3%	Retail/Wholesale
TSLA Tesla	$2,005,413	$31,642 ▼	-1.6%	11,408	0.3%	Auto/Tires/Trucks
VRTX Vertex Pharmaceuticals	$1,971,336	$7,524 ▼	-0.4%	4,716	0.3%	Medical
GOOG Alphabet	$1,935,225	$10,963 ▼	-0.6%	12,710	0.3%	Computer and Technology
SBUX Starbucks	$1,924,929	$19,649 ▲	1.0%	21,063	0.3%	Retail/Wholesale
BKNG Booking	$1,734,127	$14,512 ▼	-0.8%	478	0.2%	Retail/Wholesale
UPS United Parcel Service	$1,678,525	$7,580 ▼	-0.4%	11,293	0.2%	Transportation
SLB Schlumberger	$1,572,479	$89,558 ▲	6.0%	28,690	0.2%	Oils/Energy
XPO XPO	$1,486,326	$16,474 ▼	-1.1%	12,180	0.2%	Transportation
UBER Uber Technologies	$1,463,349	$34,415 ▲	2.4%	19,007	0.2%	Computer and Technology
BMY Bristol-Myers Squibb	$1,453,690	$1,681 ▲	0.1%	26,806	0.2%	Medical
NKE NIKE	$1,361,282	$195,758 ▲	16.8%	14,485	0.2%	Consumer Discretionary
DIS Walt Disney	$1,356,995	$54,696 ▲	4.2%	11,090	0.2%	Consumer Discretionary
PG Procter & Gamble	$1,345,461	$18,009 ▼	-1.3%	8,293	0.2%	Consumer Staples
CSL Carlisle Companies	$1,253,920		0.0%	3,200	0.2%	Multi-Sector Conglomerates
CVX Chevron	$1,245,678	$36,754 ▼	-2.9%	7,897	0.2%	Oils/Energy
ABNB Airbnb	$1,190,517	$16,001 ▼	-1.3%	7,217	0.2%	Computer and Technology
CI The Cigna Group	$1,178,915	$14,528 ▼	-1.2%	3,246	0.2%	Medical
ADBE Adobe	$1,153,516	$34,313 ▲	3.1%	2,286	0.2%	Computer and Technology
MDT Medtronic	$1,145,077	$10,184,640 ▼	-89.9%	13,139	0.2%	Medical
FANG Diamondback Energy	$1,124,417	$12,881 ▼	-1.1%	5,674	0.2%	Oils/Energy
MCD McDonald's	$1,119,040	$19,736 ▼	-1.7%	3,969	0.2%	Retail/Wholesale
TSCO Tractor Supply	$1,048,101	$151,523 ▲	16.9%	4,005	0.2%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$1,047,567	$29,782 ▲	2.9%	5,030	0.1%	ETF
LULU Lululemon Athletica	$1,023,503	$9,766 ▼	-0.9%	2,620	0.1%	Consumer Discretionary
TGT Target	$978,721	$84,528 ▼	-8.0%	5,523	0.1%	Retail/Wholesale
VOT Vanguard Mid-Cap Growth ETF	$933,257		0.0%	3,958	0.1%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$932,961	$15,577 ▲	1.7%	1,677	0.1%	ETF
VBK Vanguard Small-Cap Growth ETF	$912,781		0.0%	3,501	0.1%	ETF
EW Edwards Lifesciences	$890,429	$4,388,024 ▼	-83.1%	9,318	0.1%	Medical
NUE Nucor	$878,115	$16,228 ▼	-1.8%	4,437	0.1%	Basic Materials
IJH iShares Core S&P Mid-Cap ETF	$859,775	$698,510 ▲	433.1%	14,155	0.1%	ETF
VBR Vanguard Small-Cap Value ETF	$833,143	$12,088 ▲	1.5%	4,342	0.1%	ETF
PRU Prudential Financial	$830,492	$4,109 ▲	0.5%	7,074	0.1%	Finance
MRNA Moderna	$825,308	$245,941 ▲	42.4%	7,745	0.1%	Medical
IJJ iShares S&P Mid-Cap 400 Value ETF	$800,232		0.0%	6,765	0.1%	ETF
PEP PepsiCo	$777,587	$27,477 ▼	-3.4%	4,443	0.1%	Consumer Staples
ABBV AbbVie	$762,229	$17,481 ▼	-2.2%	4,186	0.1%	Medical