Q2 2026 13F · SEC CIK 1982273

Nemes Rush Group LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 944
Top holdings a year, 3 yrs: +25.0%
Assets under management: $1.6B

Nemes Rush Group LLC is a wealth manager that reported 944 positions worth $1.2B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Apple Inc (AAPL, 4.9%), Broadcom Inc (AVGO, 4.8%), Lam Research Corp (LRCX, 4.4%). A portfolio copying its top holdings returned 25.0% a year over the last 3 years, against 22.3% for the S&P 500.

Nemes Rush Group LLC holdings largest 50 of 944 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Nemes Rush Group LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.9%	4.9%	204,066	+1.0%	$59.0M
AVGOBroadcom Inc	4.8%	4.6%	154,662	+0.1%	$58.4M
LRCXLam Research Corp	4.4%	2.5%	123,512	-0.0%	$53.5M
GOOGLAlphabet Inc	3.4%	3.1%	115,350	+1.3%	$41.2M
NVDANvidia Corporation	3.2%	3.2%	194,629	+1.1%	$38.9M
JPMJpmorgan Chase & Co	3.1%	3.1%	114,157	+2.3%	$37.4M
MSFTMicrosoft Corp	2.9%	3.2%	92,778	+3.0%	$34.6M
CSCOCisco Sys Inc	2.6%	1.9%	264,245	+1.1%	$31.0M
METAMeta Platforms Inc	2.2%	2.4%	46,284	+4.5%	$26.1M
QCOMQualcomm Inc	2.1%	1.6%	137,145	+2.8%	$25.3M
CRWDCrowdstrike Hldgs Inc	2.1%	1.2%	32,613	+1.8%	$24.9M
WMTWalmart Inc	2.0%	2.5%	214,717	+1.8%	$24.3M
JNJJohnson & Johnson	1.9%	2.1%	91,397	+2.4%	$23.2M
HDHome Depot Inc	1.9%	1.9%	64,285	+4.0%	$22.7M
MRKMerck & Co Inc	1.9%	2.0%	175,548	+2.7%	$22.6M
ETNEaton Corp PLC	1.8%	1.7%	51,063	+2.4%	$21.8M
MSIMotorola Solutions Inc	1.8%	2.1%	52,047	+2.9%	$21.6M
CBChubb Limited	1.8%	1.9%	62,199	+2.8%	$21.2M
DHID R Horton Inc	1.7%	1.6%	126,408	+3.9%	$20.6M
AMZNAmazon Com Inc	1.7%	1.7%	84,585	+1.1%	$20.2M
XFIVBondbloxx ETF Trust	1.7%	1.6%	413,143	+17.3%	$20.1M
LLYEli Lilly & Co	1.5%	1.3%	15,575	+2.5%	$18.7M
XTREBondbloxx Bloomberg Three Year Target du	1.4%	1.4%	343,532	+14.4%	$16.8M
XTWOBondbloxx ETF Trust	1.4%	1.4%	336,640	+13.2%	$16.5M
CMECme Group Inc	1.3%	2.0%	72,940	+3.4%	$16.1M
JCIJohnson Controls Internation	1.3%	1.4%	109,073	+0.7%	$15.9M
TSLATesla Inc	1.2%	1.3%	35,917	-3.5%	$15.1M
COSTCostco Wholesale Corporation	1.2%	1.4%	15,448	+5.0%	$14.5M
XONEBondbloxx ETF Trust	1.1%	1.2%	281,252	+13.2%	$13.9M
VNOMViper Energy Inc	1.1%	1.4%	323,876	+2.6%	$13.7M
NXPINxp Semiconductors N V	1.1%	0.8%	46,680	+3.5%	$13.1M
TTTrane Technologies PLC	1.1%	1.0%	26,424	+2.2%	$13.0M
FFord Mtr Co	1.1%	1.0%	914,081	+2.0%	$12.7M
UNPUnion Pac Corp	1.0%	1.0%	45,672	+2.3%	$12.4M
ALLAllstate Corp	1.0%	1.0%	49,591	+1.8%	$11.8M
EVSDMorgan Stanley ETF Trust	1.0%	1.1%	226,338	+3.4%	$11.5M
CEGConstellation Energy Corp	0.9%	1.1%	44,675	+4.3%	$11.1M
VVisa Inc	0.9%	0.9%	32,101	+2.0%	$11.0M
VICIVici Pptys Inc	0.9%	1.0%	409,794	+5.1%	$10.9M
XOMExxon Mobil Corp	0.9%	1.2%	77,135	+1.9%	$10.5M
RJFRaymond James Finl Inc	0.8%	0.9%	65,329	-3.2%	$9.9M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.8%	12,884	+1.3%	$9.6M
ECLEcolab Inc	0.7%	0.8%	31,271	+2.7%	$8.7M
LHXL3harris Technologies Inc	0.7%	0.9%	29,609	+2.8%	$8.6M
ORCLOracle Corp	0.7%	0.8%	55,485	+2.1%	$8.1M
CRMSalesforce Inc	0.7%	0.9%	51,333	+3.0%	$8.0M
GOOGAlphabet Inc	0.7%	0.6%	22,623	+0.2%	$8.0M
CATCaterpillar Inc	0.6%	—	6,564	—	$7.0M
TJXTjx Cos Inc New	0.6%	0.7%	44,098	+3.0%	$6.7M
SPGIS&p Global Inc	0.5%	0.6%	15,615	+0.3%	$6.4M

What Nemes Rush Group LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

XFIV Bondbloxx ETF Trust+17.3% shares
XTRE Bondbloxx Bloomberg Three Year Target du+14.4% shares
XTWO Bondbloxx ETF Trust+13.2% shares
XONE Bondbloxx ETF Trust+13.2% shares
VICI Vici Pptys Inc+5.1% shares
COST Costco Wholesale Corporation+5.0% shares

Reduced

No position shrank by more than 5%.

Left the top 50

ICE Intercontinental Exchange Incwas 0.7%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.0% /yr; S&P 500 +11.7%
3 years: +25.0% /yr; S&P 500 +22.3%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	944
Q1 2026	$1.1B	935
Q4 2025	$1.1B	987
Q3 2025	$1.0B	675
Q2 2025	$917.4M	715
Q1 2025	$790.8M	702
Q4 2024	$808.9M	726
Q3 2024	$688.8M	606
Q2 2024	$728.1M	603
Q1 2024	$697.1M	664
Q4 2023	$619.5M	659
Q3 2023	$551.8M	658

Questions about Nemes Rush Group LLC's portfolio

What stocks does Nemes Rush Group LLC own?

Nemes Rush Group LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 944 positions worth $1.2B. The largest are Apple Inc (AAPL) at 4.9%, Broadcom Inc (AVGO) at 4.8%, Lam Research Corp (LRCX) at 4.4%, Alphabet Inc (GOOGL) at 3.4% and Nvidia Corporation (NVDA) at 3.2%.

What did Nemes Rush Group LLC buy last quarter?

In Q2 2026, Nemes Rush Group LLC added Bondbloxx ETF Trust (XFIV) (+17.3% shares), Bondbloxx Bloomberg Three Year Target du (XTRE) (+14.4% shares) and Bondbloxx ETF Trust (XTWO) (+13.2% shares), compared with its Q1 2026 filing.

What did Nemes Rush Group LLC sell last quarter?

In Q2 2026, Nemes Rush Group LLC cut from its top 50 Intercontinental Exchange Inc (ICE), compared with its Q1 2026 filing.

How has Nemes Rush Group LLC's portfolio performed?

A portfolio copying Nemes Rush Group LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.0% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +12.0% against +11.7%.

When is Nemes Rush Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Nemes Rush Group LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Nemes Rush Group LLC manage?

Nemes Rush Group LLC reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.