Holders — by stockHoldings — by fund
Nemes Rush Group LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1982273
$1.21B
disclosed book value
946
positions
4.9%
largest position share
Positions, as of 2026-06-30
top 100 of 946 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INCORPORATED | 204,066 | $59.0M | 4.9% |
| 2 | AVGOBROADCOM INCORPORATED | 154,662 | $58.4M | 4.8% |
| 3 | LRCXLAM RESEARCH CORPORATION COM NEW | 123,512 | $53.5M | 4.4% |
| 4 | GOOGLALPHABET INCORPORATED CAP STK CLASS A | 115,350 | $41.2M | 3.4% |
| 5 | NVDANVIDIA CORPORATION | 194,629 | $38.9M | 3.2% |
| 6 | JPMJPMORGAN CHASE & COMPANY | 114,157 | $37.4M | 3.1% |
| 7 | MSFTMICROSOFT CORPORATION | 92,778 | $34.6M | 2.9% |
| 8 | CSCOCISCO SYSTEMS INCORPORATED | 264,245 | $31.0M | 2.6% |
| 9 | METAMETA PLATFORMS INCORPORATED CLASS A | 46,284 | $26.1M | 2.2% |
| 10 | QCOMQUALCOMM INCORPORATED | 137,145 | $25.3M | 2.1% |
| 11 | CRWDCROWDSTRIKE HLDGS INCORPORATED CLASS A | 32,613 | $24.9M | 2.1% |
| 12 | WMTWALMART INC | 214,717 | $24.3M | 2% |
| 13 | JNJJOHNSON & JOHNSON | 91,397 | $23.2M | 1.9% |
| 14 | HDHOME DEPOT INCORPORATED | 64,285 | $22.7M | 1.9% |
| 15 | MRKMERCK & COMPANY INCORPORATED | 175,548 | $22.6M | 1.9% |
| 16 | EATON CORPORATION PLC SHS (IRELAND) | 51,063 | $21.8M | 1.8% |
| 17 | MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW | 52,047 | $21.6M | 1.8% |
| 18 | CHUBB LIMITED (SWITZERLAND) | 62,199 | $21.2M | 1.7% |
| 19 | DHID R HORTON INCORPORATED | 126,408 | $20.6M | 1.7% |
| 20 | AMZNAMAZON COM INCORPORATED | 84,585 | $20.2M | 1.7% |
| 21 | BONDBLOXX ETF TR 5 YR TARGET DURATION | 413,143 | $20.1M | 1.7% |
| 22 | LLYELI LILLY & COMPANY | 15,575 | $18.7M | 1.5% |
| 23 | BONDBLOXX ETF TR 3 YR TARGET DURATION | 343,532 | $16.8M | 1.4% |
| 24 | BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY | 336,640 | $16.5M | 1.4% |
| 25 | CMECME GROUP INCORPORATED | 72,940 | $16.1M | 1.3% |
| 26 | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | 109,073 | $15.9M | 1.3% |
| 27 | TSLATESLA INCORPORATED | 35,917 | $15.1M | 1.2% |
| 28 | COSTCOSTCO WHOLESALE CORPORATION | 15,448 | $14.5M | 1.2% |
| 29 | BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY | 281,252 | $13.9M | 1.1% |
| 30 | VNOMVIPER ENERGY INCORPORATED CLASS A | 323,876 | $13.7M | 1.1% |
| 31 | NXP SEMICONDUCTORS N V (NETHERLANDS) | 46,680 | $13.1M | 1.1% |
| 32 | TRANE TECHNOLOGIES PLC SHS (IRELAND) | 26,424 | $13.0M | 1.1% |
| 33 | FFORD MTR COMPANY | 914,081 | $12.7M | 1% |
| 34 | UNPUNION PAC CORPORATION | 45,672 | $12.4M | 1% |
| 35 | ALLALLSTATE CORPORATION | 49,591 | $11.8M | 1% |
| 36 | EVSDEATON VANCE SHORT DURATION INCOME ETF | 226,338 | $11.5M | 1% |
| 37 | CEGCONSTELLATION ENERGY CORPORATION | 44,675 | $11.1M | 0.9% |
| 38 | VVISA INCORPORATED COM CLASS A | 32,101 | $11.0M | 0.9% |
| 39 | VICIVICI PPTYS INCORPORATED REIT | 409,794 | $10.9M | 0.9% |
| 40 | EXMOCEXXON MOBIL CORPORATION | 77,135 | $10.5M | 0.9% |
| 41 | RJFRAYMOND JAMES FINL INCORPORATED | 65,329 | $9.9M | 0.8% |
| 42 | SPYSTATE STREET SPDR S&P 500 ETF TRUST | 12,884 | $9.6M | 0.8% |
| 43 | ECLECOLAB INCORPORATED | 31,271 | $8.7M | 0.7% |
| 44 | LHXL3HARRIS TECHNOLOGIES INCORPORATED | 29,609 | $8.6M | 0.7% |
| 45 | ORCLORACLE CORPORATION | 55,485 | $8.1M | 0.7% |
| 46 | CRMSALESFORCE INCORPORATED | 51,333 | $8.0M | 0.7% |
| 47 | GOOGALPHABET INCORPORATED CAP STK CLASS C | 22,623 | $8.0M | 0.7% |
| 48 | CATCATERPILLAR INCORPORATED | 6,564 | $7.0M | 0.6% |
| 49 | TJXTJX COMPANIES INCORPORATED NEW | 44,098 | $6.7M | 0.6% |
| 50 | SPGIS&P GLOBAL INCORPORATED | 15,615 | $6.4M | 0.5% |
| 51 | ICEINTERCONTINENTAL EXCHANGE INCORPORATED | 47,765 | $5.9M | 0.5% |
| 52 | RTXRTX CORPORATION | 29,475 | $5.6M | 0.5% |
| 53 | VTIVANGUARD TOTAL STOCK MARKET ETF | 13,746 | $5.1M | 0.4% |
| 54 | AXPAMERICAN EXPRESS COMPANY | 15,032 | $5.1M | 0.4% |
| 55 | DFUSDIMENSIONAL U.S. EQUTIY MARKET ETF | 58,745 | $4.8M | 0.4% |
| 56 | GSGOLDMAN SACHS GROUP INCORPORATED | 4,694 | $4.7M | 0.4% |
| 57 | CVNACARVANA COMPANY CLASS A | 66,407 | $4.4M | 0.4% |
| 58 | PANWPALO ALTO NETWORKS INC | 11,937 | $4.1M | 0.3% |
| 59 | VLOVALERO ENERGY CORPORATION | 15,537 | $4.0M | 0.3% |
| 60 | ABBVABBVIE INCORPORATED | 15,922 | $4.0M | 0.3% |
| 61 | IVVISHARES TR CORE S&P500 ETF | 4,824 | $3.6M | 0.3% |
| 62 | MPCMARATHON PETE CORPORATION | 13,925 | $3.6M | 0.3% |
| 63 | AMDADVANCED MICRO DEVICES INCORPORATED | 6,068 | $3.5M | 0.3% |
| 64 | SHWSHERWIN WILLIAMS COMPANY | 9,950 | $3.4M | 0.3% |
| 65 | GILDGILEAD SCIENCES INCORPORATED | 26,864 | $3.4M | 0.3% |
| 66 | PLTRPALANTIR TECHNOLOGIES INC | 28,192 | $3.3M | 0.3% |
| 67 | NFLXNETFLIX INCORPORATED. | 45,306 | $3.2M | 0.3% |
| 68 | SBUXSTARBUCKS CORPORATION | 30,550 | $3.1M | 0.3% |
| 69 | STRLSTERLING INFRASTRUCTURE INCORPORATED | 3,500 | $2.9M | 0.2% |
| 70 | TKOTKO GROUP HOLDINGS INCORPORATED CLASS A | 14,253 | $2.9M | 0.2% |
| 71 | VRTXVERTEX PHARMACEUTICALS INCORPORATED | 5,579 | $2.8M | 0.2% |
| 72 | HWMHOWMET AEROSPACE INCORPORATED | 10,286 | $2.8M | 0.2% |
| 73 | EXPEEXPEDIA GROUP INCORPORATED COM NEW | 10,707 | $2.7M | 0.2% |
| 74 | GLWCORNING INCORPORATED | 10,088 | $2.6M | 0.2% |
| 75 | VSTVISTRA CORPORATION | 16,140 | $2.6M | 0.2% |
| 76 | SPYMSTATE STREET SPDR PORTFOLIO S&P ETF | 28,443 | $2.5M | 0.2% |
| 77 | USFRTHE WISDOMTREE TRUST FLTG RATE TREASURY FUND | 49,304 | $2.5M | 0.2% |
| 78 | STLDSTEEL DYNAMICS INCORPORATED | 10,705 | $2.5M | 0.2% |
| 79 | AIGAMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW | 29,808 | $2.2M | 0.2% |
| 80 | IWBISHARES RUSSELL 1000 ETF | 5,382 | $2.2M | 0.2% |
| 81 | NRGNRG ENERGY INCORPORATED COM NEW | 14,628 | $2.1M | 0.2% |
| 82 | VONGVANGUARD RUSSELL 1000 GROWTH ETF | 15,723 | $2.0M | 0.2% |
| 83 | BKNGBOOKING HOLDINGS INCORPORATED | 11,228 | $2.0M | 0.2% |
| 84 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 10,369 | $2.0M | 0.2% |
| 85 | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | 39,137 | $2.0M | 0.2% |
| 86 | QQQINVESCO QQQ TRUST | 2,636 | $1.9M | 0.2% |
| 87 | TMUST-MOBILE US INCORPORATED | 11,402 | $1.9M | 0.2% |
| 88 | BONDBLOXX ETF TR 7 YR TARGET DURATION | 37,960 | $1.8M | 0.1% |
| 89 | ABNBAIRBNB INCORPORATED COM CLASS A | 12,424 | $1.8M | 0.1% |
| 90 | UBERUBER TECHNOLOGIES INCORPORATED | 22,670 | $1.6M | 0.1% |
| 91 | BONDBLOXX IRPLSM TAX-AWARE SHORT DURATION ETF | 31,896 | $1.6M | 0.1% |
| 92 | XPOXPO INCORPORATED | 7,834 | $1.6M | 0.1% |
| 93 | BMYBRISTOL-MYERS SQUIBB COMPANY | 27,548 | $1.6M | 0.1% |
| 94 | PLXSPLEXUS CORPORATION | 5,174 | $1.6M | 0.1% |
| 95 | XTENBONDBLOXX ETF TR BLOOMBERG 10 YR TARGET | 33,814 | $1.5M | 0.1% |
| 96 | SPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG) | 3,214 | $1.5M | 0.1% |
| 97 | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) | 1,500 | $1.4M | 0.1% |
| 98 | DELLDELL TECHNOLOGIES INCORPORATED CLASS C | 3,186 | $1.4M | 0.1% |
| 99 | AMATAPPLIED MATLS INCORPORATED | 1,852 | $1.3M | 0.1% |
| 100 | CITHE CIGNA GROUP | 4,529 | $1.2M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.