Position in IOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$123,104
+$29,365 QoQ
Shares Held
3,796
+28.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#414
of 542 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Nemes Rush Group LLC holds $76,505,348 across 25 Software - Infrastructure names. IOT ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
92,778 | $34,608,049 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
130,452 | $24,888,284 | |
| 3 | ORCL |
Oracle Corp
|
55,485 | $8,131,326 | |
| 4 | PANW |
Palo Alto Networks Inc
|
11,937 | $4,070,755 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
28,192 | $3,289,160 | |
| 6 | OKTA |
Okta, Inc.
|
4,611 | $629,170 | |
| 7 | NTAP |
NetApp, Inc.
|
1,320 | $204,283 | |
| 8 | CRWV |
CoreWeave, Inc.
|
1,845 | $183,651 |
All Filings in IOT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,104 | 3,796 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $93,739 | 2,958 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $100,713 | 2,841 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $124,526 | 3,343 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $126,977 | 3,192 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $137,873 | 3,597 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $145,793 | 3,337 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $44,652 | 1,325 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||