Nemes Rush Group LLC 13F holdings
Nemes Rush Group LLC reported 931 positions with a total reported value of $1.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: AAPL APPLE INCORPORATED (4.9%), AVGO BROADCOM INCORPORATED (4.8%), LRCX LAM RESEARCH CORPORATION COM NEW (4.4%), GOOGL ALPHABET INCORPORATED CAP STK CLASS A (4.1%), NVDA NVIDIA CORPORATION (3.2%). Against 2026-03-31 it opened 56 new positions and exited 46. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 931 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AAPL APPLE INCORPORATED | 204,066 | $59.0M | 4.9% |
| AVGO BROADCOM INCORPORATED | 154,662 | $58.4M | 4.8% |
| LRCX LAM RESEARCH CORPORATION COM NEW | 123,512 | $53.5M | 4.4% |
| GOOGL ALPHABET INCORPORATED CAP STK CLASS A | 137,973 | $49.2M | 4.1% |
| NVDA NVIDIA CORPORATION | 194,629 | $38.9M | 3.2% |
| JPM JPMORGAN CHASE & COMPANY | 114,157 | $37.4M | 3.1% |
| MSFT MICROSOFT CORPORATION | 92,778 | $34.6M | 2.9% |
| CSCO CISCO SYSTEMS INCORPORATED | 264,245 | $31.0M | 2.6% |
| META META PLATFORMS INCORPORATED CLASS A | 46,284 | $26.1M | 2.2% |
| QCOM QUALCOMM INCORPORATED | 137,145 | $25.3M | 2.1% |
| CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A | 32,613 | $24.9M | 2.1% |
| WMT WALMART INC | 214,717 | $24.3M | 2.0% |
| JNJ JOHNSON & JOHNSON | 91,397 | $23.2M | 1.9% |
| HD HOME DEPOT INCORPORATED | 64,285 | $22.7M | 1.9% |
| MRK MERCK & COMPANY INCORPORATED | 175,548 | $22.6M | 1.9% |
| ETN EATON CORPORATION PLC SHS (IRELAND) | 51,063 | $21.8M | 1.8% |
| MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW | 52,047 | $21.6M | 1.8% |
| CB CHUBB LIMITED (SWITZERLAND) | 62,199 | $21.2M | 1.8% |
| D R HORTON INCORPORATED | 126,408 | $20.6M | 1.7% |
| AMZN AMAZON COM INCORPORATED | 84,585 | $20.2M | 1.7% |
| BONDBLOXX ETF TR 5 YR TARGET DURATION | 413,143 | $20.1M | 1.7% |
| LLY ELI LILLY & COMPANY | 15,575 | $18.7M | 1.5% |
| BONDBLOXX ETF TR 3 YR TARGET DURATION | 343,532 | $16.8M | 1.4% |
| BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY | 336,640 | $16.5M | 1.4% |
| CME CME GROUP INCORPORATED | 72,940 | $16.1M | 1.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 56 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BONDBLOXX IRPLSM TAX-AWARE SHORT DURATION ETF | 31,896 | $1.6M | 0.1% |
| SPCX SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | 2,501 | $427.3K | <0.1% |
| HONEYWELL INTERNATIONAL INC | 799 | $179.0K | <0.1% |
| HONA HONEYWELL AEROSPACE INC | 794 | $175.6K | <0.1% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1,306 | $111.6K | <0.1% |
| CWEN CLEARWAY ENERGY INCORPORATED CLASS C | 3,000 | $102.5K | <0.1% |
| FIDELITY MSCI ENERGY INDEX ETF | 3,147 | $93.0K | <0.1% |
| FIX COMFORT SYSTEMS USA INCORPORATED | 24 | $47.6K | <0.1% |
| BLACKROCK UTILS INFRASTRUCTURE | 1,500 | $43.5K | <0.1% |
| ISHARES TR FUTU AI TECH ETF | 533 | $40.6K | <0.1% |
| AAOI APPLIED OPTOELECTRONICS INCORPORATED | 250 | $37.0K | <0.1% |
| EME EMCOR GROUP INCORPORATED | 44 | $36.5K | <0.1% |
| VANGUARD INTERMEDIATE-TERM BOND ETF | 355 | $27.2K | <0.1% |
| AZN ASTRAZENECA PLC ORD (UNITED KINGDOM) | 135 | $25.5K | <0.1% |
| KMTS KESTRA MED TECHNOLOGIES LIMITED SHS (BERMUDA) | 900 | $22.9K | <0.1% |
| PR PERMIAN RESOURCES CORPORATION CLASS A COM | 1,210 | $22.3K | <0.1% |
| DIMENSIONAL U.S. SMALL CAP ETF | 268 | $22.1K | <0.1% |
| IREN IREN LIMITED ORDINARY SHARES (AUSTRALIA) | 471 | $21.5K | <0.1% |
| ISHARES TR MSCI USA MIN ETF | 221 | $21.3K | <0.1% |
| FEDEX FGHT HLDG COMPANY INCORPORATED COMMON STOCK | 139 | $21.0K | <0.1% |
| HRB BLOCK H & R INCORPORATED | 500 | $19.0K | <0.1% |
| NTRA NATERA INCORPORATED | 51 | $13.8K | <0.1% |
| ACLS AXCELIS TECHNOLOGIES INCORPORATED COM NEW | 61 | $11.6K | <0.1% |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 215 | $10.8K | <0.1% |
| ISHARES TR CORE 80 20 ETF | 108 | $10.6K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 46 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | 31,060 | $1.6M | 0.1% |
| HONEYWELL INTERNATIONAL INCORPORATED | 1,697 | $383.7K | <0.1% |
| ISHARES TR NEW YORK MUN ETF | 5,932 | $315.1K | <0.1% |
| AVANTIS CORE MUNICIPAL FIXED INCOME ETF | 3,463 | $158.6K | <0.1% |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 978 | $61.1K | <0.1% |
| PORTLAND GENERAL ELEC COMPANY COM NEW | 1,000 | $52.8K | <0.1% |
| RBA RB GLOBAL INCORPORATED (CANADA) | 521 | $49.9K | <0.1% |
| INVESCO SOLAR ETF | 650 | $36.2K | <0.1% |
| ISHARES TR FUTURE AI & TECH | 533 | $24.8K | <0.1% |
| ISHARES TR MSCI USA MIN VOL | 221 | $20.5K | <0.1% |
| AVANTIS CORE FIXED INCOME ETF | 341 | $14.2K | <0.1% |
| RBLX ROBLOX CORPORATION CLASS A | 175 | $9.9K | <0.1% |
| AIR LEASE CORPORATION CLASS A | 149 | $9.7K | <0.1% |
| ISHARES TR CORE 80/20 AGGRE | 108 | $9.5K | <0.1% |
| GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | 1,210 | $6.0K | <0.1% |
| ONON ON HLDG AG NAMEN AKT A (SWITZERLAND) | 100 | $3.4K | <0.1% |
| MARRIOTT INTERNATIONAL INCORPORATED | 10 | $3.3K | <0.1% |
| EVGO EVGO INCORPORATED CLASS A COM | 1,500 | $2.6K | <0.1% |
| UNITED AIRLS HLDGS INCORPORATED | 28 | $2.6K | <0.1% |
| IP INTERNATIONAL PAPER COMPANY | 72 | $2.6K | <0.1% |
| PLNT PLANET FITNESS MASTER ISSUER L CLASS A | 30 | $2.2K | <0.1% |
| MMS MAXIMUS INCORPORATED | 27 | $1.7K | <0.1% |
| HOLOGIC INCORPORATED | 17 | $1.3K | <0.1% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 20 | $1.0K | <0.1% |
| CRH PLC ORD (IRELAND) | 9 | $946 | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CVNA CARVANA COMPANY CLASS A | 13,251 | 66,407 | +401.1% | $4.4M |
| BONDBLOXX ETF TR 5 YR TARGET DURATION | 352,068 | 413,143 | +17.3% | $20.1M |
| BONDBLOXX ETF TR 3 YR TARGET DURATION | 300,166 | 343,532 | +14.4% | $16.8M |
| BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY | 297,279 | 336,640 | +13.2% | $16.5M |
| BKNG BOOKING HOLDINGS INCORPORATED | 449 | 11,228 | +2,400.7% | $2.0M |
| BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY | 248,562 | 281,252 | +13.2% | $13.9M |
| META META PLATFORMS INCORPORATED CLASS A | 44,309 | 46,284 | +4.5% | $26.1M |
| MSFT MICROSOFT CORPORATION | 90,089 | 92,778 | +3.0% | $34.6M |
| HD HOME DEPOT INCORPORATED | 61,823 | 64,285 | +4.0% | $22.7M |
| JPM JPMORGAN CHASE & COMPANY | 111,611 | 114,157 | +2.3% | $37.4M |
| D R HORTON INCORPORATED | 121,636 | 126,408 | +3.9% | $20.6M |
| COST COSTCO WHOLESALE CORPORATION | 14,711 | 15,448 | +5.0% | $14.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | 7,411 | 4,824 | -34.9% | $3.6M |
| TSLA TESLA INCORPORATED | 37,235 | 35,917 | -3.5% | $15.1M |
| RJF RAYMOND JAMES FINL INCORPORATED | 67,475 | 65,329 | -3.2% | $9.9M |
| CVX CHEVRON CORPORATION | 7,583 | 5,816 | -23.3% | $964.0K |
| STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 9,565 | 6,755 | -29.4% | $671.3K |
| FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | 3,410 | 360 | -89.4% | $32.3K |
| EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | 44,019 | 39,137 | -11.1% | $2.0M |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 6,875 | 4,230 | -38.5% | $387.6K |
| SRE SEMPRA | 2,021 | 21 | -99.0% | $1.9K |
| VANGUARD ESG U.S. STOCK ETF | 3,176 | 1,908 | -39.9% | $252.3K |
| NEE NEXTERA ENERGY INCORPORATED | 4,296 | 2,400 | -44.1% | $210.6K |
| ISHARES TR ESG AWR MSCI USA | 2,492 | 1,496 | -40.0% | $244.8K |
CIK 1982273 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
