# Nemes Rush Group LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1982273. Source: https://holderbook.com/funds/1982273-nemes-rush-group-llc/

- Reported value: $1.2B
- Positions: 946
- Weight of the ten largest: 33.5%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $59.7M | 204,066 | 4.9% | 13 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $58.4M | 154,662 | 4.8% | 13 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $53.5M | 123,512 | 4.4% | 6 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $41.2M | 115,350 | 3.4% | 13 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $38.9M | 194,629 | 3.2% | 13 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $37.4M | 114,157 | 3.1% | 13 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $34.6M | 92,778 | 2.9% | 13 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $31.0M | 264,245 | 2.6% | 13 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $26.1M | 46,284 | 2.2% | 13 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $25.3M | 137,145 | 2.1% | 13 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $24.9M | 32,613 | 2.1% | 13 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $24.3M | 214,717 | 2.0% | 13 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $23.2M | 91,397 | 1.9% | 13 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $22.7M | 64,285 | 1.9% | 13 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $22.6M | 175,548 | 1.9% | 13 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $21.8M | 51,063 | 1.8% | 13 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $21.6M | 52,047 | 1.8% | 13 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $21.2M | 62,199 | 1.7% | 13 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $20.6M | 126,408 | 1.7% | 13 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $20.6M | 84,585 | 1.7% | 13 |
| BONDBLOXX ETF TRUST | [XFIV](https://holderbook.com/stocks/XFIV/) | $20.1M | 413,143 | 1.7% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $18.7M | 15,575 | 1.5% | 13 |
| BONDBLOXX ETF TRUST | [XTRE](https://holderbook.com/stocks/XTRE/) | $16.8M | 343,532 | 1.4% | 7 |
| BONDBLOXX ETF TRUST | [XTWO](https://holderbook.com/stocks/XTWO/) | $16.5M | 336,640 | 1.4% | 7 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $16.1M | 72,940 | 1.3% | 13 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $15.9M | 109,073 | 1.3% | 13 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $15.1M | 35,917 | 1.2% | 13 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $14.5M | 15,448 | 1.2% | 13 |
| BONDBLOXX ETF TRUST | [XONE](https://holderbook.com/stocks/XONE/) | $13.9M | 281,252 | 1.1% | 7 |
| VIPER ENERGY INC | [VNOM](https://holderbook.com/stocks/VNOM/) | $13.7M | 323,876 | 1.1% | 3 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $13.1M | 46,680 | 1.1% | 13 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $13.0M | 26,424 | 1.1% | 13 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $12.7M | 914,081 | 1.0% | 13 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $12.4M | 45,672 | 1.0% | 13 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $11.8M | 49,591 | 1.0% | 13 |
| MORGAN STANLEY ETF TRUST | [EVSD](https://holderbook.com/stocks/EVSD/) | $11.5M | 226,338 | 1.0% | 4 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $11.1M | 44,675 | 0.9% | 13 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $11.0M | 32,101 | 0.9% | 13 |
| VICI PPTYS INC | [VICI](https://holderbook.com/stocks/VICI/) | $10.9M | 409,794 | 0.9% | 5 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $10.5M | 77,135 | 0.9% | 13 |
| RAYMOND JAMES FINL INC | [RJF](https://holderbook.com/stocks/RJF/) | $9.9M | 65,329 | 0.8% | 13 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $9.6M | 12,884 | 0.8% | 13 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $8.7M | 31,271 | 0.7% | 7 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $8.6M | 29,609 | 0.7% | 13 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $8.1M | 55,485 | 0.7% | 13 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $8.0M | 51,333 | 0.7% | 13 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $8.0M | 22,623 | 0.7% | 13 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $7.0M | 6,564 | 0.6% | 13 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $6.7M | 44,098 | 0.6% | 13 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $6.4M | 15,615 | 0.5% | 13 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $5.9M | 47,765 | 0.5% | 13 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $5.6M | 29,475 | 0.5% | 13 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $5.1M | 13,746 | 0.4% | 13 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $5.1M | 15,032 | 0.4% | 13 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $4.8M | 58,745 | 0.4% | 6 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $4.7M | 4,694 | 0.4% | 13 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $4.4M | 66,407 | 0.4% | 13 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $4.1M | 11,937 | 0.3% | 13 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $4.0M | 15,537 | 0.3% | 13 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $4.0M | 15,922 | 0.3% | 13 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $3.6M | 4,824 | 0.3% | 13 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $3.6M | 13,925 | 0.3% | 13 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.5M | 6,068 | 0.3% | 13 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $3.4M | 9,950 | 0.3% | 13 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $3.4M | 26,864 | 0.3% | 13 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $3.3M | 28,192 | 0.3% | 13 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $3.2M | 45,306 | 0.3% | 13 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $3.1M | 30,550 | 0.3% | 13 |
| STERLING INFRASTRUCTURE INC | [STRL](https://holderbook.com/stocks/STRL/) | $2.9M | 3,500 | 0.2% | 13 |
| TKO GROUP HOLDINGS INC | [TKO](https://holderbook.com/stocks/TKO/) | $2.9M | 14,253 | 0.2% | 5 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $2.8M | 5,579 | 0.2% | 13 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $2.8M | 10,286 | 0.2% | 13 |
| EXPEDIA GROUP INC | [EXPE](https://holderbook.com/stocks/EXPE/) | $2.7M | 10,707 | 0.2% | 7 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $2.6M | 10,088 | 0.2% | 13 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $2.6M | 16,140 | 0.2% | 7 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $2.5M | 28,443 | 0.2% | 13 |
| WISDOMTREE TR | [USFR](https://holderbook.com/stocks/USFR/) | $2.5M | 49,304 | 0.2% | 3 |
| STEEL DYNAMICS INC | [STLD](https://holderbook.com/stocks/STLD/) | $2.5M | 10,705 | 0.2% | 13 |
| AMERICAN INTL GROUP INC | [AIG](https://holderbook.com/stocks/AIG/) | $2.2M | 29,808 | 0.2% | 13 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $2.2M | 5,382 | 0.2% | 7 |
| NRG ENERGY INC | [NRG](https://holderbook.com/stocks/NRG/) | $2.1M | 14,628 | 0.2% | 13 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $2.0M | 15,723 | 0.2% | 7 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $2.0M | 11,228 | 0.2% | 13 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $2.0M | 10,369 | 0.2% | 13 |
| MORGAN STANLEY ETF TRUST | [EVSM](https://holderbook.com/stocks/EVSM/) | $2.0M | 39,137 | 0.2% | 4 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.9M | 2,636 | 0.2% | 13 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $1.9M | 11,402 | 0.2% | 11 |
| BONDBLOXX ETF TRUST | [XSVN](https://holderbook.com/stocks/XSVN/) | $1.8M | 37,960 | 0.1% | 7 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $1.8M | 12,424 | 0.1% | 13 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $1.6M | 22,670 | 0.1% | 13 |
| BONDBLOXX ETF TRUST | [TAXX](https://holderbook.com/stocks/TAXX/) | $1.6M | 31,896 | 0.1% | 5 |
| XPO INC | [XPO](https://holderbook.com/stocks/XPO/) | $1.6M | 7,834 | 0.1% | 13 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $1.6M | 27,548 | 0.1% | 13 |
| PLEXUS CORP | [PLXS](https://holderbook.com/stocks/PLXS/) | $1.6M | 5,174 | 0.1% | 13 |
| BONDBLOXX ETF TRUST | [XTEN](https://holderbook.com/stocks/XTEN/) | $1.5M | 33,814 | 0.1% | 7 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $1.5M | 3,214 | 0.1% | 13 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $1.4M | 1,500 | 0.1% | 13 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $1.4M | 3,186 | 0.1% | 7 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.3M | 1,852 | 0.1% | 13 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $1.2M | 4,529 | 0.1% | 13 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.5% | +14.8% | -2.3% | 100% |
| Q1 2026 | -2.9% | -4.6% | +1.8% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.4% | 100% |
| Q3 2025 | +8.2% | +7.8% | +0.4% | 100% |
| Q2 2025 | +11.9% | +10.5% | +1.4% | 100% |
| Q1 2025 | -5.4% | -4.6% | -0.9% | 100% |
| Q4 2024 | -0.0% | +2.1% | -2.2% | 99% |
| Q3 2024 | +4.3% | +5.4% | -1.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.2B | 946 |
| Q1 2026 | $1.1B | 936 |
| Q4 2025 | $1.1B | 987 |
| Q3 2025 | $1.0B | 676 |
| Q2 2025 | $918.5M | 716 |
| Q1 2025 | $792.1M | 703 |
| Q4 2024 | $809.1M | 726 |
| Q3 2024 | $688.9M | 606 |
| Q2 2024 | $728.2M | 603 |
| Q1 2024 | $698.5M | 664 |
| Q4 2023 | $620.3M | 659 |
| Q3 2023 | $551.8M | 658 |