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Nemes Rush Group LLC — 13F Holdings & Portfolio

CIK 1982273 · latest 13F-HR filed 2026-04-21

Backtest portfolio

Nemes Rush Group LLC manages $1.05B in 13F-reported U.S. long-equity assets across 944 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (4.87%), AVGO (4.54%), NVDA (3.19%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 48 new positions, exited 100, added to 322, and trimmed 332.

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.

Loading holdings…
AUM

$1.05B

Long-equity book

Holdings

944

Distinct positions

Period

2026-03-31

Filed 2026-04-21

Q/Q Activity

+48 / −100 / ↑322 / ↓332

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • COSTCO WHOLESALE CORPORATION$4.0M +37.2%
  • MOTOROLA SOLUTIONS INCORPORATED COM NEW$3.4M +18.5%
  • BONDBLOXX ETF TR 5 YR TARGET DURATION$3.3M +23.9%
  • EXXON MOBIL CORPORATION$3.3M +34.8%
  • VIPER ENERGY INCORPORATED CLASS A$3.1M +26.0%
Show all 322 →

Top Trims

  • BROADCOM INCORPORATED-$8.3M -14.8%
  • ALPHABET INCORPORATED CAP STK CLASS A-$7.9M -19.3%
  • MICROSOFT CORPORATION-$6.2M -15.6%
  • STATE STREET SPDR S&P 500 ETF TRUST-$4.2M -33.5%
  • APPLE INCORPORATED-$3.7M -6.8%
Show all 332 →

New Positions

  • NEOS S&P 500 HIGH INCOME ETF$95.6K
  • FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS$75.1K
  • ROUNDHILL MAGNIFICENT SEVEN ETF$72.4K
  • REAVES UTIL INCOME FD COM SH BEN INT$58.9K
  • RJ EAGLE GCM DIVIDEND SELECT INCOME ETF$48.8K
Show all 48 →

Exited Positions

  • BONDBLOXX BBB RATED 1-5 YEAR CORPORATE BOND ETF$130.9K
  • STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF$51.3K
  • ISHARES TR US BR DEL SE ETF$46.3K
  • COMERICA INCORPORATED$36.2K
  • INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF$27.4K
Show all 100 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INCORPORATED AAPL 037833100 $51.3M 4.87% 202,058 SH
2 BROADCOM INCORPORATED AVGO 11135F101 $47.8M 4.54% 154,474 SH
3 NVIDIA CORPORATION NVDA 67066G104 $33.6M 3.19% 192,448 SH
4 MICROSOFT CORPORATION MSFT 594918104 $33.3M 3.17% 90,089 SH
5 JPMORGAN CHASE & COMPANY JPM 46625H100 $32.8M 3.12% 111,611 SH
6 ALPHABET INCORPORATED CAP STK CLASS A GOOGL 02079K305 $32.8M 3.11% 113,925 SH
7 LAM RESEARCH CORPORATION COM NEW LRCX 512807306 $26.4M 2.51% 123,557 SH
8 WALMART INCORPORATED WMT 931142103 $26.2M 2.49% 210,975 SH
9 META PLATFORMS INCORPORATED CLASS A META 30303M102 $25.4M 2.41% 44,309 SH
10 MOTOROLA SOLUTIONS INCORPORATED COM NEW MSI 620076307 $21.9M 2.09% 50,571 SH
11 JOHNSON & JOHNSON JNJ 478160104 $21.8M 2.07% 89,225 SH
12 CME GROUP INCORPORATED CME 12572Q105 $20.8M 1.98% 70,524 SH
13 MERCK & COMPANY INCORPORATED MRK 58933Y105 $20.6M 1.95% 170,964 SH
14 HOME DEPOT INCORPORATED HD 437076102 $20.3M 1.93% 61,823 SH
15 CISCO SYSTEMS INCORPORATED CSCO 17275R102 $20.3M 1.93% 261,421 SH
16 CHUBB LIMITED SWITZ (SWITZERLAND) CB H1467J104 $19.7M 1.87% 60,508 SH
17 EATON CORPORATION PLC SHS (IRELAND) ETN G29183103 $17.8M 1.69% 49,845 SH
18 AMAZON COM INCORPORATED AMZN 023135106 $17.4M 1.66% 83,682 SH
19 BONDBLOXX ETF TR 5 YR TARGET DURATION XFIV 09789C838 $17.3M 1.64% 352,068 SH
20 QUALCOMM INCORPORATED QCOM 747525103 $17.2M 1.63% 133,450 SH
21 D R HORTON INCORPORATED DHI 23331A109 $16.7M 1.59% 121,636 SH
22 BONDBLOXX ETF TR 3 YR TARGET DURATION XTRE 09789C846 $14.9M 1.41% 300,166 SH
23 VIPER ENERGY INCORPORATED CLASS A VNOM 64361Q101 $14.8M 1.41% 315,683 SH
24 COSTCO WHOLESALE CORPORATION COST 22160K105 $14.7M 1.39% 14,711 SH
25 BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY XTWO 09789C853 $14.7M 1.39% 297,279 SH
26 JOHNSON CONTROLS INTERNATION SHS (IRELAND) JCI G51502105 $14.2M 1.35% 108,311 SH
27 ELI LILLY & COMPANY LLY 532457108 $14.0M 1.33% 15,197 SH
28 TESLA INCORPORATED TSLA 88160R101 $13.8M 1.32% 37,235 SH
29 EXXON MOBIL CORPORATION XOM 30231G102 $12.8M 1.22% 75,680 SH
30 CROWDSTRIKE HLDGS INCORPORATED CLASS A CRWD 22788C105 $12.5M 1.19% 32,022 SH
31 BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY XONE 09789C861 $12.3M 1.17% 248,562 SH
32 CONSTELLATION ENERGY CORPORATION CEG 21037T109 $12.0M 1.14% 42,846 SH
33 EATON VANCE SHORT DURATION INCOME ETF EVSD 61774R825 $11.1M 1.06% 218,876 SH
34 UNION PAC CORPORATION UNP 907818108 $10.8M 1.03% 44,625 SH
35 TRANE TECHNOLOGIES PLC SHS (IRELAND) TT G8994E103 $10.8M 1.02% 25,866 SH
36 VICI PPTYS INCORPORATED REIT VICI 925652109 $10.7M 1.01% 389,833 SH
37 FORD MTR COMPANY F 345370860 $10.3M 0.98% 895,963 SH
38 ALLSTATE CORPORATION ALL 020002101 $10.1M 0.96% 48,729 SH
39 L3HARRIS TECHNOLOGIES INCORPORATED LHX 502431109 $9.9M 0.94% 28,811 SH
40 RAYMOND JAMES FINL INCORPORATED RJF 754730109 $9.8M 0.93% 67,475 SH
41 VISA INCORPORATED COM CLASS A V 92826C839 $9.5M 0.90% 31,485 SH
42 SALESFORCE INCORPORATED CRM 79466L302 $9.3M 0.88% 49,818 SH
43 NXP SEMICONDUCTORS N V (NETHERLANDS) NXPI N6596X109 $8.9M 0.84% 45,107 SH
44 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $8.3M 0.79% 12,723 SH
45 ECOLAB INCORPORATED ECL 278865100 $8.1M 0.77% 30,446 SH
46 ORACLE CORPORATION ORCL 68389X105 $8.0M 0.76% 54,361 SH
47 INTERCONTINENTAL EXCHANGE INCORPORATED ICE 45866F104 $7.3M 0.69% 46,303 SH
48 TJX COMPANIES INCORPORATED NEW TJX 872540109 $6.8M 0.65% 42,798 SH
49 S&P GLOBAL INCORPORATED SPGI 78409V104 $6.6M 0.63% 15,573 SH
50 ALPHABET INCORPORATED CAP STK CLASS C GOOG 02079K107 $6.5M 0.62% 22,568 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-21 $1.05B 944 0001982273-26-000002
2025-12-31 2026-02-11 $1.06B 995 0001982273-26-000001