Nemes Rush Group LLC

13F filer · CIK 0001982273

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$1.21BU.S. long equity reported on 13F

Positions74238 new · 30 closed

Net flow last quarter+$21.7MBuys minus sells

Top 10 positions weight33.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026742 positions
AAPLApple Inc.	$59M	4.87%	0.00%	+1.0%	Q2 2023
AVGOBroadcom Inc.	$58.4M	4.82%	0.00%	+0.1%	Q2 2023
LRCXLam Research Corp	$53.5M	4.42%	0.01%	0.0%	Q2 2023
GOOGLAlphabet Inc.	$41.2M	3.40%	0.00%	+1.3%	Q2 2023
NVDANvidia Corp	$38.9M	3.21%	0.00%	+1.1%	Q2 2023
JPMJPMorgan Chase & Co	$37.4M	3.08%	0.00%	+2.3%	Q2 2023
MSFTMicrosoft Corp	$34.6M	2.86%	0.00%	+3.0%	Q2 2023
CSCOCisco Systems, Inc.	$31M	2.56%	0.01%	+1.1%	Q2 2023
METAMeta Platforms, Inc.	$26.1M	2.15%	Not reported	+4.5%	Q2 2023
QCOMQualcomm Inc	$25.3M	2.09%	0.01%	+2.8%	Q2 2023
CRWDCrowdStrike Holdings, Inc.	$24.9M	2.05%	0.01%	+1.9%	Q2 2023
WMTWalmart Inc.	$24.3M	2.01%	0.00%	+1.8%	Q2 2023
JNJJohnson & Johnson	$23.2M	1.92%	0.00%	+2.4%	Q2 2023
HDHome Depot, Inc.	$22.7M	1.87%	0.01%	+4.0%	Q2 2023
MRKMerck & Co., Inc.	$22.6M	1.86%	0.01%	+2.7%	Q2 2023
ETNEaton Corp plc	$21.8M	1.80%	0.01%	+2.4%	Q2 2023
MSIMotorola Solutions, Inc.	$21.6M	1.78%	0.03%	+2.9%	Q2 2023
CBChubb Ltd	$21.2M	1.75%	0.02%	+2.8%	Q2 2023
DHIHorton D R Inc	$20.6M	1.70%	0.05%	+3.9%	Q2 2023
AMZNAmazon Com Inc	$20.2M	1.66%	0.00%	+1.1%	Q2 2023
LLYELI LILLY & Co	$18.7M	1.54%	0.00%	+2.5%	Q2 2023
CMECme Group Inc.	$16.1M	1.33%	0.02%	+3.4%	Q2 2023
JCIJohnson Controls International plc	$15.9M	1.32%	0.02%	+0.7%	Q2 2023
TSLATesla, Inc.	$15.1M	1.25%	0.00%	-3.5%	Q2 2023
COSTCostco Wholesale Corp	$14.5M	1.19%	0.00%	+5.0%	Q2 2023
XONEExOne Co	$13.9M	1.15%	1.26%	+13.2%	Q4 2024
VNOMViper Energy, Inc.	$13.7M	1.13%	Not reported	+2.6%	Q4 2025
NXPINXP Semiconductors N.V.	$13.1M	1.08%	0.02%	+3.5%	Q2 2023
TTTrane Technologies plc	$13M	1.07%	0.01%	+2.2%	Q2 2023
FFord Motor Co	$12.7M	1.05%	0.02%	+2.0%	Q2 2023
UNPUnion Pacific Corp	$12.4M	1.03%	0.01%	+2.4%	Q2 2023
ALLAllstate Corp	$11.8M	0.97%	0.02%	+1.8%	Q2 2023
CEGConstellation Energy Corp	$11.1M	0.92%	0.01%	+4.3%	Q2 2023
VVisa Inc.	$11M	0.91%	0.00%	+2.0%	Q2 2023
VICIVici Properties Inc.	$10.9M	0.90%	0.04%	+5.1%	Q2 2023
XOMExxonMobil Holdings Corp	$10.5M	0.87%	0.00%	+1.9%	Q2 2023
RJFRaymond James Financial Inc	$9.93M	0.82%	0.03%	-3.2%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$9.62M	0.79%	Not reported	+1.3%	Q2 2023
ECLEcolab Inc.	$8.71M	0.72%	0.01%	+2.7%	Q2 2023
LHXL3harris Technologies, Inc.	$8.6M	0.71%	0.02%	+2.8%	Q2 2023
ORCLOracle Corp	$8.13M	0.67%	0.00%	+2.1%	Q2 2023
CRMSalesforce, Inc.	$8.04M	0.66%	0.01%	+3.0%	Q2 2023
GOOGAlphabet Inc.	$7.99M	0.66%	Not reported	+0.2%	Q2 2023
CATCaterpillar Inc	$6.99M	0.58%	0.00%	-0.4%	Q2 2023
TJXTJX Companies Inc	$6.68M	0.55%	0.00%	+3.0%	Q2 2023
SPGIS&P Global Inc.	$6.36M	0.52%	0.01%	+0.3%	Q2 2023
ICEIntercontinental Exchange, Inc.	$5.88M	0.49%	0.01%	+3.2%	Q2 2023
RTXRTX Corp	$5.59M	0.46%	0.00%	-0.2%	Q2 2023
AXPAmerican Express Co	$5.08M	0.42%	0.00%	-0.5%	Q2 2023
GSGoldman Sachs Group Inc	$4.75M	0.39%	0.00%	+0.2%	Q2 2023

Q1 2026Reported Apr 21, 2026732 positions
AAPLApple Inc.	$51.3M	4.87%	0.00%	-0.2%	Q2 2023
AVGOBroadcom Inc.	$47.8M	4.54%	0.00%	-4.7%	Q2 2023
NVDANvidia Corp	$33.6M	3.19%	0.00%	-3.5%	Q2 2023
MSFTMicrosoft Corp	$33.3M	3.17%	0.00%	+10.3%	Q2 2023
JPMJPMorgan Chase & Co	$32.8M	3.12%	0.00%	+1.4%	Q2 2023
GOOGLAlphabet Inc.	$32.8M	3.11%	0.00%	-12.2%	Q2 2023
LRCXLam Research Corp	$26.4M	2.51%	0.01%	-18.8%	Q2 2023
WMTWalmart Inc.	$26.2M	2.49%	0.00%	-3.4%	Q2 2023
METAMeta Platforms, Inc.	$25.4M	2.41%	Not reported	+8.5%	Q2 2023
MSIMotorola Solutions, Inc.	$21.9M	2.09%	0.03%	+4.7%	Q2 2023
JNJJohnson & Johnson	$21.8M	2.07%	0.00%	-7.5%	Q2 2023
CMECme Group Inc.	$20.8M	1.98%	0.02%	+4.9%	Q2 2023
MRKMerck & Co., Inc.	$20.6M	1.95%	0.01%	-6.1%	Q2 2023
HDHome Depot, Inc.	$20.3M	1.93%	0.01%	+8.0%	Q2 2023
CSCOCisco Systems, Inc.	$20.3M	1.93%	0.01%	-0.8%	Q2 2023
CBChubb Ltd	$19.7M	1.87%	0.02%	+3.3%	Q2 2023
ETNEaton Corp plc	$17.8M	1.69%	0.01%	-1.3%	Q2 2023
AMZNAmazon Com Inc	$17.4M	1.66%	0.00%	+2.8%	Q2 2023
QCOMQualcomm Inc	$17.2M	1.63%	0.01%	+11.2%	Q2 2023
DHIHorton D R Inc	$16.7M	1.59%	0.04%	+0.4%	Q2 2023
VNOMViper Energy, Inc.	$14.8M	1.41%	Not reported	+3.6%	Q4 2025
COSTCostco Wholesale Corp	$14.7M	1.39%	0.00%	+18.7%	Q2 2023
JCIJohnson Controls International plc	$14.2M	1.35%	0.02%	-6.6%	Q2 2023
LLYELI LILLY & Co	$14M	1.33%	0.00%	-1.1%	Q2 2023
TSLATesla, Inc.	$13.8M	1.32%	0.00%	+3.9%	Q2 2023
XOMExxonMobil Holdings Corp	$12.8M	1.22%	0.00%	-4.4%	Q2 2023
CRWDCrowdStrike Holdings, Inc.	$12.5M	1.19%	0.01%	+7.4%	Q2 2023
XONEExOne Co	$12.3M	1.17%	1.11%	+24.9%	Q4 2024
CEGConstellation Energy Corp	$12M	1.14%	0.01%	+4.8%	Q2 2023
UNPUnion Pacific Corp	$10.8M	1.03%	0.01%	+3.4%	Q2 2023
TTTrane Technologies plc	$10.8M	1.02%	0.01%	+1.0%	Q2 2023
VICIVici Properties Inc.	$10.7M	1.01%	0.04%	+25.2%	Q2 2023
FFord Motor Co	$10.3M	0.98%	0.02%	-0.1%	Q2 2023
ALLAllstate Corp	$10.1M	0.96%	0.02%	+3.2%	Q2 2023
LHXL3harris Technologies, Inc.	$9.94M	0.94%	0.02%	-8.7%	Q2 2023
RJFRaymond James Financial Inc	$9.77M	0.93%	0.03%	-1.7%	Q2 2023
VVisa Inc.	$9.52M	0.90%	0.00%	+6.5%	Q2 2023
CRMSalesforce, Inc.	$9.3M	0.88%	0.01%	+23.6%	Q2 2023
NXPINXP Semiconductors N.V.	$8.88M	0.84%	0.02%	-1.0%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$8.27M	0.79%	Not reported	-30.2%	Q2 2023
ECLEcolab Inc.	$8.1M	0.77%	0.01%	+1.5%	Q2 2023
ORCLOracle Corp	$8M	0.76%	0.00%	+35.7%	Q2 2023
ICEIntercontinental Exchange, Inc.	$7.28M	0.69%	0.01%	+11.5%	Q2 2023
TJXTJX Companies Inc	$6.83M	0.65%	0.00%	+0.1%	Q2 2023
SPGIS&P Global Inc.	$6.62M	0.63%	0.01%	+18.1%	Q2 2023
GOOGAlphabet Inc.	$6.47M	0.62%	Not reported	-3.2%	Q2 2023
RTXRTX Corp	$5.7M	0.54%	0.00%	+0.3%	Q2 2023
CATCaterpillar Inc	$4.67M	0.44%	0.00%	-4.2%	Q2 2023
AXPAmerican Express Co	$4.57M	0.43%	0.00%	-0.6%	Q2 2023
NFLXNetflix Inc	$4.35M	0.41%	0.00%	-1.9%	Q2 2023

Q4 2025Reported Feb 11, 2026784 positions
AVGOBroadcom Inc.	$56.1M	5.28%	0.00%	-3.5%	Q2 2023
AAPLApple Inc.	$55M	5.17%	0.00%	-1.2%	Q2 2023
GOOGLAlphabet Inc.	$40.6M	3.82%	0.00%	-3.4%	Q2 2023
MSFTMicrosoft Corp	$39.5M	3.71%	0.00%	-0.2%	Q2 2023
NVDANvidia Corp	$37.2M	3.49%	0.00%	-0.6%	Q2 2023
JPMJPMorgan Chase & Co	$35.5M	3.33%	0.00%	-1.6%	Q2 2023
METAMeta Platforms, Inc.	$27M	2.54%	Not reported	-2.5%	Q2 2023
LRCXLam Research Corp	$26M	2.45%	0.01%	-2.9%	Q2 2023
WMTWalmart Inc.	$24.3M	2.29%	0.00%	-0.8%	Q2 2023
QCOMQualcomm Inc	$20.5M	1.93%	0.01%	-2.7%	Q2 2023
CSCOCisco Systems, Inc.	$20.3M	1.91%	0.01%	-2.4%	Q2 2023
JNJJohnson & Johnson	$20M	1.88%	0.00%	+1.4%	Q2 2023
HDHome Depot, Inc.	$19.7M	1.85%	0.01%	-1.4%	Q2 2023
MRKMerck & Co., Inc.	$19.2M	1.80%	0.01%	-1.3%	Q2 2023
AMZNAmazon Com Inc	$18.8M	1.77%	0.00%	+2.9%	Q2 2023
MSIMotorola Solutions, Inc.	$18.5M	1.74%	0.03%	-2.6%	Q2 2023
CMECme Group Inc.	$18.4M	1.73%	0.02%	-0.5%	Q2 2023
CBChubb Ltd	$18.3M	1.72%	0.02%	-2.1%	Q2 2023
DHIHorton D R Inc	$17.4M	1.64%	0.04%	-1.9%	Q2 2023
LLYELI LILLY & Co	$16.5M	1.55%	0.00%	+0.6%	Q2 2023
TSLATesla, Inc.	$16.1M	1.52%	0.00%	+4.0%	Q2 2023
ETNEaton Corp plc	$16.1M	1.51%	0.01%	-1.4%	Q2 2023
CEGConstellation Energy Corp	$14.4M	1.36%	0.01%	-3.0%	Q2 2023
CRWDCrowdStrike Holdings, Inc.	$14M	1.31%	0.01%	-0.6%	Q2 2023
JCIJohnson Controls International plc	$13.9M	1.30%	0.02%	-2.5%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$12.4M	1.17%	Not reported	+69.1%	Q2 2023
VNOMViper Energy, Inc.	$11.8M	1.11%	Not reported	New	Q4 2025
FFord Motor Co	$11.8M	1.11%	0.02%	0.0%	Q2 2023
RJFRaymond James Financial Inc	$11M	1.04%	0.03%	-1.3%	Q2 2023
COSTCostco Wholesale Corp	$10.7M	1.00%	0.00%	-9.8%	Q2 2023
CRMSalesforce, Inc.	$10.7M	1.00%	0.00%	-0.6%	Q2 2023
VVisa Inc.	$10.4M	0.97%	0.00%	+1.1%	Q2 2023
UNPUnion Pacific Corp	$9.99M	0.94%	0.01%	-5.8%	Q2 2023
TTTrane Technologies plc	$9.97M	0.94%	0.01%	+0.8%	Q2 2023
NXPINXP Semiconductors N.V.	$9.89M	0.93%	0.02%	-0.8%	Q2 2023
XONEExOne Co	$9.86M	0.93%	0.89%	+28.3%	Q4 2024
ALLAllstate Corp	$9.83M	0.92%	0.02%	0.0%	Q2 2023
XOMExxonMobil Holdings Corp	$9.52M	0.90%	0.00%	+0.7%	Q2 2023
LHXL3harris Technologies, Inc.	$9.27M	0.87%	0.02%	-1.0%	Q2 2023
VICIVici Properties Inc.	$8.76M	0.82%	0.03%	-8.0%	Q2 2023
ECLEcolab Inc.	$7.87M	0.74%	0.01%	-2.0%	Q2 2023
ORCLOracle Corp	$7.81M	0.73%	0.00%	-0.9%	Q2 2023
GOOGAlphabet Inc.	$7.32M	0.69%	Not reported	+0.9%	Q2 2023
SPGIS&P Global Inc.	$6.89M	0.65%	0.00%	-1.0%	Q2 2023
ICEIntercontinental Exchange, Inc.	$6.73M	0.63%	0.01%	-1.4%	Q2 2023
TJXTJX Companies Inc	$6.57M	0.62%	0.00%	+0.5%	Q2 2023
AXPAmerican Express Co	$5.62M	0.53%	0.00%	+3.7%	Q2 2023
CVNACarvana Co.	$5.6M	0.53%	Not reported	+1.7%	Q2 2023
RTXRTX Corp	$5.4M	0.51%	0.00%	-0.6%	Q2 2023
PLTRPalantir Technologies Inc.	$4.92M	0.46%	0.00%	+1.3%	Q2 2023

Q3 2025Reported Nov 13, 2025507 positions
AVGOBroadcom Inc.	$55.4M	5.49%	0.00%	Not reported	Q2 2023
AAPLApple Inc.	$52.1M	5.16%	0.00%	Not reported	Q2 2023
MSFTMicrosoft Corp	$42.4M	4.20%	0.00%	Not reported	Q2 2023
NVDANvidia Corp	$37.4M	3.71%	0.00%	Not reported	Q2 2023
JPMJPMorgan Chase & Co	$35.3M	3.50%	0.00%	Not reported	Q2 2023
GOOGLAlphabet Inc.	$32.7M	3.24%	0.00%	Not reported	Q2 2023
METAMeta Platforms, Inc.	$30.8M	3.05%	Not reported	Not reported	Q2 2023
HDHome Depot, Inc.	$23.5M	2.33%	0.01%	Not reported	Q2 2023
MSIMotorola Solutions, Inc.	$22.7M	2.25%	0.03%	Not reported	Q2 2023
WMTWalmart Inc.	$22.7M	2.25%	0.00%	Not reported	Q2 2023
LRCXLam Research Corp	$21M	2.08%	0.01%	Not reported	Q2 2023
DHIHorton D R Inc	$20.9M	2.07%	0.04%	Not reported	Q2 2023
QCOMQualcomm Inc	$20.5M	2.03%	0.01%	Not reported	Q2 2023
ETNEaton Corp plc	$19.2M	1.90%	0.01%	Not reported	Q2 2023
CSCOCisco Systems, Inc.	$18.5M	1.83%	0.01%	Not reported	Q2 2023
CMECme Group Inc.	$18.3M	1.81%	0.02%	Not reported	Q2 2023
JNJJohnson & Johnson	$17.6M	1.75%	0.00%	Not reported	Q2 2023
AMZNAmazon Com Inc	$17.4M	1.72%	0.00%	Not reported	Q2 2023
CBChubb Ltd	$16.9M	1.67%	0.02%	Not reported	Q2 2023
MRKMerck & Co., Inc.	$15.5M	1.53%	0.01%	Not reported	Q2 2023
TSLATesla, Inc.	$15.3M	1.52%	0.00%	Not reported	Q2 2023
CRWDCrowdStrike Holdings, Inc.	$14.7M	1.46%	0.01%	Not reported	Q2 2023
CEGConstellation Energy Corp	$13.9M	1.37%	0.01%	Not reported	Q2 2023
JCIJohnson Controls International plc	$13.1M	1.30%	0.02%	Not reported	Q2 2023
COSTCostco Wholesale Corp	$12.7M	1.26%	0.00%	Not reported	Q2 2023
RJFRaymond James Financial Inc	$12M	1.19%	0.04%	Not reported	Q2 2023
LLYELI LILLY & Co	$11.6M	1.15%	0.00%	Not reported	Q2 2023
ORCLOracle Corp	$11.4M	1.13%	0.00%	Not reported	Q2 2023
VICIVici Properties Inc.	$11M	1.09%	0.03%	Not reported	Q2 2023
UNPUnion Pacific Corp	$10.8M	1.07%	0.01%	Not reported	Q2 2023
FFord Motor Co	$10.7M	1.06%	0.02%	Not reported	Q2 2023
TTTrane Technologies plc	$10.7M	1.06%	0.01%	Not reported	Q2 2023
NXPINXP Semiconductors N.V.	$10.5M	1.04%	0.02%	Not reported	Q2 2023
ALLAllstate Corp	$10.1M	1.00%	0.02%	Not reported	Q2 2023
VVisa Inc.	$9.98M	0.99%	0.00%	Not reported	Q2 2023
LHXL3harris Technologies, Inc.	$9.74M	0.96%	0.02%	Not reported	Q2 2023
CRMSalesforce, Inc.	$9.6M	0.95%	0.00%	Not reported	Q2 2023
XOMExxonMobil Holdings Corp	$8.86M	0.88%	0.00%	Not reported	Q2 2023
ECLEcolab Inc.	$8.39M	0.83%	0.01%	Not reported	Q2 2023
XONEExOne Co	$7.7M	0.76%	0.69%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$7.18M	0.71%	Not reported	Not reported	Q2 2023
ICEIntercontinental Exchange, Inc.	$7.1M	0.70%	0.01%	Not reported	Q2 2023
SPGIS&P Global Inc.	$6.48M	0.64%	0.00%	Not reported	Q2 2023
TJXTJX Companies Inc	$6.15M	0.61%	0.00%	Not reported	Q2 2023
GOOGAlphabet Inc.	$5.63M	0.56%	Not reported	Not reported	Q2 2023
NFLXNetflix Inc	$5.46M	0.54%	0.00%	Not reported	Q2 2023
PLTRPalantir Technologies Inc.	$4.98M	0.49%	0.00%	Not reported	Q2 2023
RTXRTX Corp	$4.96M	0.49%	0.00%	Not reported	Q2 2023
CVNACarvana Co.	$4.92M	0.49%	Not reported	Not reported	Q2 2023
AXPAmerican Express Co	$4.87M	0.48%	0.00%	Not reported	Q2 2023

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