Nemes Rush Group LLC — 13F Holdings & Portfolio

CIK 1982273 · latest 13F-HR filed 2026-08-14

Nemes Rush Group LLC manages $1.21B in 13F-reported U.S. long-equity assets across 954 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (4.87%), AVGO (4.82%), LRCX (4.42%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 52 new positions and exited 43; 514 existing positions rose in reported value and 191 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$1.21B

Long-equity book

Holdings

954

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+52 / −43 / ↑514 / ↓191

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

AAPL4.9% · +1%AVGO4.8% · +0%LRCX4.4% · -0%GOOGL3.4% · +1%NVDA3.2% · +1%JPM3.1% · +2%MSFT2.9% · +3%CSCO2.6% · +1%META2.2% · +4%QCOM2.1% · +3%CRWD2.1% · +2%WMT2.0% · +2%JNJ1.9% · +2%HD1.9% · +4%MRK1.9% · +3%ETN1.8% · +2%MSI1.8% · +3%CB1.8% · +3%DHI1.7% · +4%AMZN1.7% · +1%XFIV1.7% · +17%LLY1.5% · +2%XTRE1.4% · +14%XTWO1.4% · +13%CME1.3% · +3%JCI1.3% · +1%TSLA1.2% · -4%COST1.2% · +5%XONE1.1% · +13%VNOM1.1% · +3%NXPI1.1% · +4%TT1.1% · +2%F1.1% · +2%UNP1.0% · +2%ALL1.0% · +2%EVSD1.0% · +3%CEG0.9% · +4%V0.9% · +2%VICI0.9% · +5%XOM0.9% · +2%RJF0.8% · -3%SPY0.8% · +1%ECL0.7% · +3%LHX0.7% · +3%ORCL0.7% · +2%CRM0.7% · +3%GOOG0.7% · +0%CAT0.6% · -0%TJX0.6% · +3%SPGI0.5% · +0%ICE0.5% · +3%RTX0.5% · -0%VTI0.4% · 0%AXP0.4% · -0%DFUS0.4% · +8%GS0.4% · +0%CVNA0.4% · +401%PANW0.3% · +4%VLO0.3% · -1%ABBV0.3% · -1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Assets Under Management

$1.62B

Discretionary

$1.59B

Employees

Accounts

3,041

Address

39500 HIGH POINTE BLVD
SUITE 190
NOVI, MI 48375

Phone

(248) 449-5436

Website

www.linkedin.com/company/nemesrush
www.nemesrush.com
www.youtube.com/@NemesRush

Name	Title / Status	Ownership	Type
NEMES, BRIAN, LOUIS Control	MEMBER	10–25%	Individual
NEMES, CHARLES, LOUIS Control	MANAGING MEMBER	25–50%	Individual
Nemes, Christopher, Charles Control	CHIEF FINANCIAL OFFICER/MEMBER	10–25%	Individual
RUSH, TIMOTHY, PATRICK Control	CHIEF INVESTMENT OFFICER/MEMBER	25–50%	Individual
MILLAR, DAVID, RUSSELL	CHIEF COMPLIANCE OFFICER	Less than 5%	Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

LAM RESEARCH CORPORATION COM NEW$27.1M +102.7%
CROWDSTRIKE HLDGS INCORPORATED CLASS A$12.4M +99.1%
CISCO SYSTEMS INCORPORATED$10.8M +53.0%
BROADCOM INCORPORATED$10.6M +22.2%
ALPHABET INCORPORATED CAP STK CLASS A$8.5M +25.8%

Show all 514 →

Top Trims

CME GROUP INCORPORATED-$4.7M -22.7%
EXXON MOBIL CORPORATION-$2.3M -17.9%
WALMART INC-$1.9M -7.3%
INTERCONTINENTAL EXCHANGE INCORPORATED-$1.4M -19.3%
L3HARRIS TECHNOLOGIES INCORPORATED-$1.3M -13.5%

Show all 191 →

New Positions

SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK$427.3K
HONEYWELL INTERNATIONAL INC$179.0K
HONEYWELL AEROSPACE INC$175.6K
VANGUARD TOTAL INTERNATIONAL STOCK ETF$111.6K
CLEARWAY ENERGY INCORPORATED CLASS C$102.5K

Show all 52 →

Exited Positions

HONEYWELL INTERNATIONAL INCORPORATED$383.7K
ISHARES TR NEW YORK MUN ETF$315.1K
AVANTIS CORE MUNICIPAL FIXED INCOME ETF$158.6K
DIMENSIONAL U.S. TARGETED VALUE ETF$61.1K
PORTLAND GENERAL ELEC COMPANY COM NEW$52.8K

Show all 43 →

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#	Issuer	Symbol	CUSIP	Value	Δ

Nemes Rush Group LLC Holdings (2026-06-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	APPLE INCORPORATED	AAPL	037833100	$59.0M	4.87%	204,066	SH
2	BROADCOM INCORPORATED	AVGO	11135F101	$58.4M	4.82%	154,662	SH
3	LAM RESEARCH CORPORATION COM NEW	LRCX	512807306	$53.5M	4.42%	123,512	SH
4	ALPHABET INCORPORATED CAP STK CLASS A	GOOGL	02079K305	$41.2M	3.40%	115,350	SH
5	NVIDIA CORPORATION	NVDA	67066G104	$38.9M	3.21%	194,629	SH
6	JPMORGAN CHASE & COMPANY	JPM	46625H100	$37.4M	3.08%	114,157	SH
7	MICROSOFT CORPORATION	MSFT	594918104	$34.6M	2.86%	92,778	SH
8	CISCO SYSTEMS INCORPORATED	CSCO	17275R102	$31.0M	2.56%	264,245	SH
9	META PLATFORMS INCORPORATED CLASS A	META	30303M102	$26.1M	2.15%	46,284	SH
10	QUALCOMM INCORPORATED	QCOM	747525103	$25.3M	2.09%	137,145	SH
11	CROWDSTRIKE HLDGS INCORPORATED CLASS A	CRWD	22788C105	$24.9M	2.05%	32,613	SH
12	WALMART INC	WMT	931142103	$24.3M	2.01%	214,717	SH
13	JOHNSON & JOHNSON	JNJ	478160104	$23.2M	1.92%	91,397	SH
14	HOME DEPOT INCORPORATED	HD	437076102	$22.7M	1.87%	64,285	SH
15	MERCK & COMPANY INCORPORATED	MRK	58933Y105	$22.6M	1.86%	175,548	SH
16	EATON CORPORATION PLC SHS (IRELAND)	ETN	G29183103	$21.8M	1.80%	51,063	SH
17	MOTOROLA SOLUTIONS INCORPORATED COM NEW	MSI	620076307	$21.6M	1.78%	52,047	SH
18	CHUBB LIMITED (SWITZERLAND)	CB	H1467J104	$21.2M	1.75%	62,199	SH
19	D R HORTON INCORPORATED	DHI	23331A109	$20.6M	1.70%	126,408	SH
20	AMAZON COM INCORPORATED	AMZN	023135106	$20.2M	1.66%	84,585	SH
21	BONDBLOXX ETF TR 5 YR TARGET DURATION	XFIV	09789C838	$20.1M	1.66%	413,143	SH
22	ELI LILLY & COMPANY	LLY	532457108	$18.7M	1.54%	15,575	SH
23	BONDBLOXX ETF TR 3 YR TARGET DURATION	XTRE	09789C846	$16.8M	1.39%	343,532	SH
24	BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY	XTWO	09789C853	$16.5M	1.36%	336,640	SH
25	CME GROUP INCORPORATED	CME	12572Q105	$16.1M	1.33%	72,940	SH
26	JOHNSON CONTROLS INTERNATION SHS (IRELAND)	JCI	G51502105	$15.9M	1.32%	109,073	SH
27	TESLA INCORPORATED	TSLA	88160R101	$15.1M	1.25%	35,917	SH
28	COSTCO WHOLESALE CORPORATION	COST	22160K105	$14.5M	1.19%	15,448	SH
29	BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY	XONE	09789C861	$13.9M	1.15%	281,252	SH
30	VIPER ENERGY INCORPORATED CLASS A	VNOM	64361Q101	$13.7M	1.13%	323,876	SH
31	NXP SEMICONDUCTORS N V (NETHERLANDS)	NXPI	N6596X109	$13.1M	1.08%	46,680	SH
32	TRANE TECHNOLOGIES PLC SHS (IRELAND)	TT	G8994E103	$13.0M	1.07%	26,424	SH
33	FORD MTR COMPANY	F	345370860	$12.7M	1.05%	914,081	SH
34	UNION PAC CORPORATION	UNP	907818108	$12.4M	1.03%	45,672	SH
35	ALLSTATE CORPORATION	ALL	020002101	$11.8M	0.97%	49,591	SH
36	EATON VANCE SHORT DURATION INCOME ETF	EVSD	61774R825	$11.5M	0.95%	226,338	SH
37	CONSTELLATION ENERGY CORPORATION	CEG	21037T109	$11.1M	0.92%	44,675	SH
38	VISA INCORPORATED COM CLASS A	V	92826C839	$11.0M	0.91%	32,101	SH
39	VICI PPTYS INCORPORATED REIT	VICI	925652109	$10.9M	0.90%	409,794	SH
40	EXXON MOBIL CORPORATION	XOM	30231G102	$10.5M	0.87%	77,135	SH
41	RAYMOND JAMES FINL INCORPORATED	RJF	754730109	$9.9M	0.82%	65,329	SH
42	STATE STREET SPDR S&P 500 ETF TRUST	SPY	78462F103	$9.6M	0.79%	12,884	SH
43	ECOLAB INCORPORATED	ECL	278865100	$8.7M	0.72%	31,271	SH
44	L3HARRIS TECHNOLOGIES INCORPORATED	LHX	502431109	$8.6M	0.71%	29,609	SH
45	ORACLE CORPORATION	ORCL	68389X105	$8.1M	0.67%	55,485	SH
46	SALESFORCE INCORPORATED	CRM	79466L302	$8.0M	0.66%	51,333	SH
47	ALPHABET INCORPORATED CAP STK CLASS C	GOOG	02079K107	$8.0M	0.66%	22,623	SH
48	CATERPILLAR INCORPORATED	CAT	149123101	$7.0M	0.58%	6,564	SH
49	TJX COMPANIES INCORPORATED NEW	TJX	872540109	$6.7M	0.55%	44,098	SH
50	S&P GLOBAL INCORPORATED	SPGI	78409V104	$6.4M	0.52%	15,615	SH