Top Institutional Investors

Nemes Rush Group LLC — 13F Holdings & Portfolio

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

Backtest portfolio

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, exited 43, added to 514, and trimmed 191.

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.

Filer Information
Address
39500 HIGH POINTE BLVD., SUITE 190
NOVI, MI 48375
Phone
(248) 449-5436
Filing Manager
Nemes Rush Group LLC
NOVI, MI
Signatory
DAVID MILLAR
CCO
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

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 →
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 $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
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.21B 954 0001982273-26-000003
2026-03-31 2026-04-21 $1.05B 944 0001982273-26-000002
2025-12-31 2026-02-11 $1.06B 995 0001982273-26-000001