Nemes Rush Group LLC

CIK

1982273

Location

NOVI, MI

Portfolio Value

Mid $1,102,653,561

Diversification

Diversified

Filing Date

Global Rank

#1,843 / 8,700 ▲ 351

Top Industry

Semiconductors 13.5%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

13 quarters · since Jun 2023

Portfolio Concentration

732 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.4%

+0.4 pts

Top 5

23.5%

+2.2 pts

Top 10

37.5%

+2.5 pts

HHI

228

Diversified+24

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.1%	$408,665,644	112
Financial Services	12.6%	$139,179,119	114
Consumer Cyclical	10.5%	$115,787,904	83
Industrials	9.2%	$101,432,446	96
Communication Services	7.9%	$86,921,453	32
Healthcare	7.4%	$81,591,072	83
Consumer Defensive	3.9%	$43,286,370	41
Unclassified	3.8%	$41,676,257	32
Energy	3.3%	$36,651,546	45
Utilities	1.7%	$18,570,646	33
Basic Materials	1.6%	$17,109,143	37
Real Estate	1.1%	$11,781,961	24

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HTZ	Hertz Global Holdings, Inc	+83,946	304,135	$688,865
CVNA	Carvana Co.	+53,156	66,407	$4,370,908
—		+32,690	281,252	$13,885,411
VICI	Vici Properties Inc.	+19,961	409,794	$10,880,030
F	Ford Motor Co	+18,118	914,081	$12,705,725
GPK	Graphic Packaging Holding Co	+16,474	43,285	$457,522
BKNG	Booking Holdings Inc.	+10,779	11,228	$2,001,278
VNOM	Viper Energy, Inc.	+8,193	323,876	$13,732,342
EVSD	Eaton Vance Short Duration Income ETF	+7,462	226,338	$11,510,418
DHI	Horton D R Inc /De/	+4,772	126,408	$20,589,335
MRK	Merck & Co., Inc.	+4,584	175,548	$22,557,918
BSX	Boston Scientific Corp	+4,394	22,269	$950,440
WMT	Walmart Inc.	+3,742	214,717	$24,318,847
QCOM	Qualcomm Inc/De	+3,695	137,145	$25,343,024
PFE	Pfizer Inc	+3,080	12,129	$292,066
CSCO	Cisco Systems, Inc.	+2,824	264,245	$31,038,217
MSFT	Microsoft Corp	+2,689	92,778	$34,608,049
TMUS	T-Mobile US, Inc.	+2,672	11,402	$1,912,457
JPM	Jpmorgan Chase & Co	+2,546	114,157	$37,367,010
HD	Home Depot, Inc.	+2,462	64,285	$22,672,033
CME	Cme Group Inc.	+2,416	72,940	$16,107,340
PG	PROCTER & GAMBLE Co	+2,246	7,849	$1,150,977
NVDA	Nvidia Corp	+2,181	194,629	$38,943,316
JNJ	Johnson & Johnson	+2,172	91,397	$23,212,096
AAPL	Apple Inc.	+2,008	204,366	$59,135,345
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−25,983	4,230	$387,637
PRHI	Presurance Holdings, Inc.	−22,448	3,741	$18,368
VB	Vanguard Morningstar Small-Cap ETF	−18,496	620	$187,934
IVZ	Invesco Ltd.	−6,586	11	$290
T	At&T Inc.	−5,548	2,209	$45,726
STT	State Street Corp	−3,611	163	$27,644
VZ	Verizon Communications Inc	−2,723	7,127	$301,757
TPHD	Timothy Plan High Dividend Stock ETF	−2,385	3,725	$157,493
RJF	Raymond James Financial Inc	−2,146	65,329	$9,931,967
SRE	Sempra	−2,000	21	$1,946
NEE	Nextera Energy Inc	−1,896	2,400	$210,648
CVX	Chevron Corp	−1,767	5,816	$964,060
FISV	Fiserv Inc	−1,343	1,978	$97,020
TSLA	Tesla, Inc.	−1,318	35,917	$15,106,690
CCL	Carnival Corp Ltd.	−996	842	$24,055
VEU	Vanguard FTSE All-World Ex-US ETF	−926	271	$22,696
HON	Honeywell International Inc	−898	799	$178,896
ABT	Abbott Laboratories	−796	1,984	$180,028
BAI	iShares A.I. Innovation and Tech Active ETF	−710	1,099	$57,939
PPL	PPL Corp	−600	60	$2,181
CMCSA	Comcast Corp	−581	1,524	$37,414
PEP	Pepsico Inc	−427	1,746	$236,408
DUK	Duke Energy CORP	−427	1,352	$171,136
ACN	Accenture plc	−381	22	$2,737
TFC	Truist Financial Corp	−336	1,509	$75,178
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	2,501	$427,320
HONA	Honeywell Aerospace Inc.	794	$175,537
VXUS	Vanguard Total International Stock ETF	1,306	$111,649
CWEN	Clearway Energy, Inc.	3,000	$102,540
FIX	Comfort Systems USA Inc	24	$47,566
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	1,500	$43,515
AAOI	Applied Optoelectronics, Inc.	250	$37,040
EME	EMCOR Group, Inc.	44	$36,514
AZN	Astrazeneca PLC	135	$25,598
KMTS	Kestra Medical Technologies, Ltd.	900	$22,896
PR	Permian Resources Corp	1,210	$22,276
IREN	IREN Ltd	471	$21,538
FDXF	FedEx Freight Holding Company, Inc.	139	$20,989
HRB	H&R Block Inc	500	$19,040
NTRA	Natera, Inc.	51	$13,843
ACLS	Axcelis Technologies Inc	61	$11,556
MP	MP Materials Corp. / DE	151	$8,457
STWD	Starwood Property Trust, Inc.	506	$8,288
KTB	Kontoor Brands, Inc.	87	$7,250
USAR	USA Rare Earth, Inc.	300	$6,474
OPP	RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.	800	$6,176
CRDO	Credo Technology Group Holding Ltd	22	$5,982
HR	Healthcare Realty Trust Inc	270	$5,445
PNW	Pinnacle West Capital Corp	45	$4,815
USAS	Americas Gold & Silver Corp	1,000	$4,720
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	1,049,822	$51,596,533
AAXJ	iShares MSCI All Country Asia ex Japan ETF	79,799	$12,676,276
DCOR	Dimensional US Core Equity 1 ETF	80,991	$5,361,206
ACSG	American Century Small Cap Growth Insights ETF	43,532	$3,573,803
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	57,047	$2,931,444
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	32,036	$2,294,112
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	44,019	$2,209,313
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	16,304	$1,933,204
BNDW	Vanguard Total World Bond ETF	17,270	$1,818,425
EDV	Vanguard World Funds Extended Duration ETF	6,911	$900,145
—		3,526	$226,423
ACES	ALPS Clean Energy ETF	4,035	$224,628
—		2,633	$159,006
FNDA	Schwab Fundamental U.S. Small Company ETF	4,797	$131,704
RJCA	RJ ClariVest Capital Appreciation ETF	3,826	$99,033
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	1,936	$95,580
AGNG	Global X Funds Global X Aging Population ETF	1,647	$92,959
AFK	VanEck Africa Index ETF	385	$75,841
AIRR	First Trust RBA American Industrial Renaissance ETF	1,100	$75,108
BCDF	Horizon Kinetics Blockchain Development ETF	1,250	$72,425
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	1,230	$62,856
ABI	VictoryShares Pioneer Asset-Based Income ETF	830	$57,571
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	1,201	$56,558
POR	Portland General Electric Co /Or/	1,000	$52,770
RBA	Rb Global Inc.	521	$49,937
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

732 tracked positions · $1,102,653,561 total · filing declares 954 positions · $1,211,328,722 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 732 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. CALL + SHARES Technology	Added	204,366	+2,008	$59,135,345	+15.1%	5.36%
AVGO	Broadcom Inc. Technology	Added	154,662	+188	$58,423,570	+22.2%	5.30%
LRCX	Lam Research Corp Technology	Reduced	123,512	-45	$53,521,454	+102.7%	4.85%
GOOGL	Alphabet Inc. Communication Services	Added	137,973	+1,480	$49,216,013	+25.4%	4.46%
NVDA	Nvidia Corp Technology	Added	194,629	+2,181	$38,943,316	+16.0%	3.53%
JPM	Jpmorgan Chase & Co Financial Services	Added	114,157	+2,546	$37,367,010	+13.8%	3.39%
MSFT	Microsoft Corp Technology	Added	92,778	+2,689	$34,608,049	+3.8%	3.14%
CSCO	Cisco Systems, Inc. Technology	Added	264,245	+2,824	$31,038,217	+53.0%	2.81%
META	Meta Platforms, Inc. Communication Services	Added	46,284	+1,975	$26,071,314	+2.8%	2.36%
QCOM	Qualcomm Inc/De Technology	Added	137,145	+3,695	$25,343,024	+47.5%	2.30%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	32,613	+591	$24,888,284	+99.1%	2.26%
WMT	Walmart Inc. Consumer Defensive	Added	214,717	+3,742	$24,318,847	−7.3%	2.21%
JNJ	Johnson & Johnson Healthcare	Added	91,397	+2,172	$23,212,096	+6.4%	2.11%
HD	Home Depot, Inc. Consumer Cyclical	Added	64,285	+2,462	$22,672,033	+11.5%	2.06%
MRK	Merck & Co., Inc. Healthcare	Added	175,548	+4,584	$22,557,918	+9.7%	2.05%
ETN	Eaton Corp plc Industrials	Added	51,063	+1,218	$21,758,965	+22.0%	1.97%
MSI	Motorola Solutions, Inc. Technology	Added	52,047	+1,476	$21,614,598	−1.5%	1.96%
CB	Chubb Ltd Financial Services	Added	62,199	+1,691	$21,193,687	+7.5%	1.92%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	126,408	+4,772	$20,589,335	+23.4%	1.87%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Added	85,035	+853	$20,267,241	+15.6%	1.84%
LLY	ELI LILLY & Co Healthcare	Added	15,575	+378	$18,681,123	+33.6%	1.69%
CME	Cme Group Inc. Financial Services	Added	72,940	+2,416	$16,107,340	−22.7%	1.46%
JCI	Johnson Controls International plc Industrials	Added	109,073	+762	$15,936,656	+12.4%	1.45%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	35,917	-1,318	$15,106,690	+9.1%	1.37%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	15,448	+737	$14,451,140	−1.4%	1.31%
		Added	281,252	+32,690	$13,885,411	+12.8%	1.26%
VNOM	Viper Energy, Inc. Energy	Added	323,876	+8,193	$13,732,342	−7.4%	1.25%
NXPI	NXP Semiconductors N.V. Technology	Added	46,680	+1,573	$13,118,480	+47.7%	1.19%
TT	Trane Technologies plc Industrials	Added	26,424	+558	$12,978,411	+20.4%	1.18%
F	Ford Motor Co Consumer Cyclical	Added	914,081	+18,118	$12,705,725	+22.9%	1.15%
UNP	Union Pacific Corp Industrials	Added	45,672	+1,047	$12,422,784	+14.7%	1.13%
ALL	Allstate Corp Financial Services	Added	49,591	+862	$11,799,682	+16.8%	1.07%
EVSD	Eaton Vance Short Duration Income ETF	Added	226,338	+7,462	$11,510,418	+3.2%	1.04%
CEG	Constellation Energy Corp Utilities	Added	44,675	+1,829	$11,095,929	−7.3%	1.01%
V	Visa Inc. Financial Services	Added	32,101	+616	$11,013,532	+15.7%	1.00%
VICI	Vici Properties Inc. Real Estate	Added	409,794	+19,961	$10,880,030	+2.2%	0.99%
XOM	ExxonMobil Holdings Corp Energy	Added	77,135	+1,455	$10,545,897	−17.9%	0.96%
RJF	Raymond James Financial Inc Financial Services	Reduced	65,329	-2,146	$9,931,967	+1.7%	0.90%
SPY	Spdr S&P 500 ETF Trust	Added	12,884	+161	$9,621,384	+16.3%	0.87%
ECL	Ecolab Inc. Basic Materials	Added	31,271	+825	$8,712,413	+7.6%	0.79%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	29,609	+798	$8,604,079	−13.5%	0.78%
ORCL	Oracle Corp Technology	Added	55,485	+1,124	$8,131,326	+1.7%	0.74%
CRM	Salesforce, Inc. Technology	Added	51,333	+1,515	$8,041,827	−13.5%	0.73%
CAT	Caterpillar Inc Industrials	Reduced	6,564	-27	$6,990,003	+49.7%	0.63%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	44,098	+1,300	$6,680,847	−2.3%	0.61%
SPGI	S&P Global Inc. Financial Services	Added	15,615	+42	$6,359,364	−4.0%	0.58%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	47,765	+1,462	$5,880,349	−19.3%	0.53%
RTX	RTX Corp Industrials	Reduced	29,475	-64	$5,592,291	−1.9%	0.51%
AXP	American Express Co Financial Services	Reduced	15,032	-77	$5,084,574	+11.3%	0.46%
GS	Goldman Sachs Group Inc Financial Services	Added	4,694	+11	$4,747,370	+19.8%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.