Nemes Rush Group LLC
Registered adviserFiling Date
Global Rank
#2,214
/ 8,818
▼ 7
Top Industry
Semiconductors
13.5%
Period ended 4 months ago
Filed Aug 14, 2026 · 2mo
13 quarters · since Jun 2023
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$1,619,839,587
Main clients
Individuals and high net worth
(89% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $1,619,839,587 | Individuals and high net worth (89%) |
| Apr 2025 to Mar 2026 | $1,375,509,745 | Individuals and high net worth (88%) |
| Apr 2024 to Mar 2025 | $1,073,220,367 | Individuals and high net worth (91%) |
| May 2023 to Mar 2024 | $913,673,312 | Individuals and high net worth (87%) |
| Apr 2023 | $913,673,312 | Individuals and high net worth (87%) |
| Apr 2022 to Mar 2023 | $1,001,615,658 | Individuals and high net worth (84%) |
2 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 37.0%, 46.5 effective positions, active share 54.9% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
8.1% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 11.7 quarters (4 to under 12)
Closest benchmark: the S&P 500 as of 2026-06-30, active share 54.9%; sector active share 7.1% against the combined 13F book's sector weights.
Over time 13 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
944 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
4.9%
−0.0 pts
Top 5
23.1%
+1.8 pts
Top 10
37.0%
+1.9 pts
HHI
215
Diversified+11
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.8% | $408,624,738 |
| Unclassified | 12.2% | $147,848,294 |
| Financial Services | 11.6% | $139,957,659 |
| Consumer Cyclical | 9.6% | $115,787,904 |
| Industrials | 8.4% | $101,432,446 |
| Communication Services | 7.2% | $86,921,453 |
| Healthcare | 6.7% | $81,591,072 |
| Consumer Defensive | 3.6% | $43,286,370 |
| Energy | 3.0% | $36,651,547 |
| Utilities | 1.5% | $18,570,646 |
| Basic Materials | 1.4% | $17,109,143 |
| Real Estate | 1.0% | $11,781,961 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HTZ | Hertz Global Holdings, Inc | +83,946 | 304,135 | $688,865 | |
| XFIV | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF | +61,075 | 413,143 | $20,111,801 | |
| CVNA | Carvana Co. | +53,156 | 66,407 | $4,370,908 | |
| XTRE | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF | +43,366 | 343,532 | $16,843,373 | |
| XTWO | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | +39,361 | 336,640 | $16,478,528 | |
| — | +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 | |
| RJDI | RJ Eagle GCM Dividend Select Income ETF | +8,894 | 10,720 | $314,310 | |
| XSVN | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF | +8,664 | 37,960 | $1,794,369 | |
| 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 | |
| VUG | VANGUARD GROWTH INDEX FUND | +5,243 | 6,291 | $541,906 | |
| DHI | Horton D R Inc | +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 | |
| DFUS | Dimensional U.S. Equity Market ETF | +4,384 | 58,745 | $4,813,565 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +3,959 | 28,443 | $2,499,570 | |
| WMT | Walmart Inc. | +3,742 | 214,717 | $24,318,847 | |
| QCOM | Qualcomm Inc | +3,695 | 137,145 | $25,343,024 | |
| XTEN | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF | +3,531 | 33,814 | $1,541,242 | |
| PFE | Pfizer Inc | +3,080 | 12,129 | $292,066 | |
| CSCO | Cisco Systems, Inc. | +2,824 | 264,245 | $31,038,217 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PRHI | Presurance Holdings, Inc. | −22,448 | 3,741 | $18,368 | |
| T | At&T Inc. | −5,548 | 2,209 | $45,726 | |
| EVSM | Eaton Vance Short Duration Municipal Income ETF | −4,882 | 39,137 | $1,968,982 | |
| — | −3,050 | 360 | $32,346 | ||
| — | −2,810 | 6,755 | $671,311 | ||
| VZ | Verizon Communications Inc | −2,723 | 7,127 | $301,757 | |
| — | −2,645 | 4,230 | $387,637 | ||
| IVV | iShares Core S&P 500 ETF | −2,587 | 4,824 | $3,612,645 | |
| 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 | |
| — | −1,500 | 12,270 | $355,952 | ||
| DFAX | Dimensional World ex. U.S. Core Equity 2 ETF | −1,370 | 1,459 | $53,749 | |
| FISV | Fiserv Inc | −1,343 | 1,978 | $97,020 | |
| TSLA | Tesla, Inc. | −1,318 | 35,917 | $15,106,690 | |
| ESGV | VANGUARD ESG U.S. STOCK ETF | −1,268 | 1,908 | $252,313 | |
| CCL | Carnival Corp Ltd. | −996 | 842 | $24,055 | |
| ESGU | iShares ESG Aware MSCI USA ETF | −996 | 1,496 | $244,850 | |
| HON | Honeywell International Inc | −898 | 799 | $178,896 | |
| ABT | Abbott Laboratories | −796 | 1,984 | $180,028 | |
| XJH | iShares ESG Select Screened S&P Mid-Cap ETF | −758 | 1,189 | $62,006 | |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | −752 | 1,124 | $62,865 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | −658 | 4,274 | $702,089 | |
| LIT | Global X Lithium and Battery Tech ETF | −650 | 50 | $3,914 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| FENY | Fidelity MSCI Energy Index ETF | 3,147 | $93,025 | |
| 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 | |
| BIV | Vanguard Bond Index Funds | 355 | $27,228 | |
| AZN | Astrazeneca PLC | 135 | $25,598 | |
| KMTS | Kestra Medical Technologies, Ltd. | 900 | $22,896 | |
| PR | Permian Resources Corp | 1,210 | $22,276 | |
| DFAS | Dimensional U.S. Small Cap ETF | 268 | $22,067 | |
| 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 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | 215 | $10,833 | |
| SHLD | Global X Defense Tech ETF | 163 | $9,732 | |
| MP | MP Materials Corp. | 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 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NYF | iShares New York Muni Bond ETF | 5,932 | $315,107 | |
| AVMU | Avantis Core Municipal Fixed Income ETF | 3,463 | $158,595 | |
| DFAT | Dimensional U.S. Targeted Value ETF | 978 | $61,076 | |
| POR | Portland General Electric Co | 1,000 | $52,770 | |
| RBA | Rb Global Inc. | 521 | $49,937 | |
| TAN | Invesco Ltd. | 650 | $36,211 | |
| AVIG | Avantis Core Fixed Income ETF | 341 | $14,165 | |
| PGX | Invesco Ltd. | 1,252 | $13,621 | |
| RBLX | Roblox Corp | 175 | $9,898 | |
| — | 149 | $9,676 | ||
| GHI | Greystone Housing Impact Investors LP | 1,210 | $5,953 | |
| ONON | On Holding AG | 100 | $3,402 | |
| EVGO | EVgo Inc. | 1,500 | $2,580 | |
| IP | International Paper Co | 72 | $2,570 | |
| PLNT | Planet Fitness, Inc. | 30 | $2,231 | |
| MMS | Maximus, Inc. | 27 | $1,730 | |
| — | 17 | $1,285 | ||
| FDL | First Trust Morningstar Dividend Leaders Index Fund | 20 | $1,016 | |
| VRSK | Verisk Analytics, Inc. | 4 | $759 | |
| HDB | Hdfc Bank Ltd | 30 | $746 | |
| FND | Floor & Decor Holdings, Inc. | 13 | $660 | |
| G | Genpact LTD | 16 | $596 | |
| RVT | Royce Small-Cap Trust, Inc. | 26 | $431 | |
| XYL | Xylem Inc. | 3 | $358 | |
| UHS | Universal Health Services Inc | 2 | $357 | |
| No positions match the current search. | ||||
944 tracked positions ·
$1,209,563,233 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 944 positions by value
· page 1 of 19
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
CALL
+ SHARES
Technology
|
Added | 204,366 | $59,135,345 | 4.89% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 154,662 | $58,423,570 | 4.83% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 123,512 | $53,521,454 | 4.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 115,350 | $41,222,629 | 3.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 194,629 | $38,943,316 | 3.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 114,157 | $37,367,010 | 3.09% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 92,778 | $34,608,049 | 2.86% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 264,245 | $31,038,217 | 2.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 46,284 | $26,071,314 | 2.16% | |
| QCOM |
Qualcomm Inc
Technology
|
Added | 137,145 | $25,343,024 | 2.10% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 32,613 | $24,888,284 | 2.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 214,717 | $24,318,847 | 2.01% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 91,397 | $23,212,096 | 1.92% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 64,285 | $22,672,033 | 1.87% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 175,548 | $22,557,918 | 1.86% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 51,063 | $21,758,965 | 1.80% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 52,047 | $21,614,598 | 1.79% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 62,199 | $21,193,687 | 1.75% | |
| DHI |
Horton D R Inc
Consumer Cyclical
|
Added | 126,408 | $20,589,335 | 1.70% | |
| AMZN |
Amazon Com Inc
CALL
+ SHARES
Consumer Cyclical
|
Added | 85,035 | $20,267,241 | 1.68% | |
| XFIV |
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
|
Added | 413,143 | $20,111,801 | 1.66% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 15,575 | $18,681,123 | 1.54% | |
| XTRE |
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
|
Added | 343,532 | $16,843,373 | 1.39% | |
| XTWO |
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
|
Added | 336,640 | $16,478,528 | 1.36% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 72,940 | $16,107,340 | 1.33% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 109,073 | $15,936,656 | 1.32% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 35,917 | $15,106,690 | 1.25% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 15,448 | $14,451,140 | 1.19% | |
|
|
Added | 281,252 | $13,885,411 | 1.15% | ||
| VNOM |
Viper Energy, Inc.
Energy
|
Added | 323,876 | $13,732,342 | 1.14% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Added | 46,680 | $13,118,480 | 1.08% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 26,424 | $12,978,411 | 1.07% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 914,081 | $12,705,725 | 1.05% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 45,672 | $12,422,784 | 1.03% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 49,591 | $11,799,682 | 0.98% | |
| EVSD |
Eaton Vance Short Duration Income ETF
|
Added | 226,338 | $11,510,418 | 0.95% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 44,675 | $11,095,929 | 0.92% | |
| V |
Visa Inc.
Financial Services
|
Added | 32,101 | $11,013,532 | 0.91% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Added | 409,794 | $10,880,030 | 0.90% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 77,135 | $10,545,897 | 0.87% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
Reduced | 65,329 | $9,931,967 | 0.82% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 12,884 | $9,621,384 | 0.80% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 31,271 | $8,712,413 | 0.72% | |
| LHX |
L3harris Technologies, Inc.
Industrials
|
Added | 29,609 | $8,604,079 | 0.71% | |
| ORCL |
Oracle Corp
Technology
|
Added | 55,485 | $8,131,326 | 0.67% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 51,333 | $8,041,827 | 0.66% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 22,623 | $7,993,384 | 0.66% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 6,564 | $6,990,003 | 0.58% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 44,098 | $6,680,847 | 0.55% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 15,615 | $6,359,364 | 0.53% |
Showing the top 50 of 944 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.