Nemes Rush Group LLC

Nemes Rush Group LLC reported 954 holdings worth US$1.21B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Nemes Rush Group LLC reported 954 holdings worth US$1.21B as of Jun 30, 2026. Largest: Apple Inc, Broadcom Inc. and Lam Research Corporation. Filed Aug 14, 2026 (Form 13F).

Holdings
954
Value as reported
US$1.21B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc204KUS$59M4.9%
Broadcom Inc.155KUS$58.4M4.8%
Lam Research Corporation124KUS$53.5M4.4%
Alphabet Inc (google) Class C138KUS$49.2M4.1%
Nvidia Corporation195KUS$38.9M3.2%
Jp Morgan Chase & Co.114KUS$37.4M3.1%
Microsoft Corp.92,778US$34.6M2.9%
Cisco Systems, Inc.264KUS$31M2.6%
Meta Platforms, Inc.46,284US$26.1M2.2%
Qualcomm Incorporated137KUS$25.3M2.1%
Crowdstrike Holdings, Inc.32,613US$24.9M2.1%
Walmart Inc.215KUS$24.3M2.0%
Johnson & Johnson91,397US$23.2M1.9%
Home Depot, Inc. (the)64,285US$22.7M1.9%
Merck & Company, Inc.176KUS$22.6M1.9%
Motorola Solutions, Inc.52,047US$21.6M1.8%
D.r. Horton, Inc.126KUS$20.6M1.7%
Amazon.com, Inc.84,585US$20.2M1.7%
Eli Lilly And Company15,575US$18.7M1.5%
Cme Group Inc.72,940US$16.1M1.3%
Tesla, Inc.35,917US$15.1M1.2%
Costco Wholesale Corporation15,448US$14.5M1.2%
Viper Energy, Inc.324KUS$13.7M1.1%
Ford Mtr Co Del914KUS$12.7M1.0%
Union Pacific Corporation45,672US$12.4M1.0%
Allstate Corporation (the)49,591US$11.8M0.97%
Constellation Energy Corporation44,675US$11.1M0.92%
Visa Inc.32,101US$11M0.91%
Vici Properties Inc.410KUS$10.9M0.90%
Exxon Mobil Corporation77,135US$10.5M0.87%
Raymond James Financial, Inc.65,329US$9.93M0.82%
Ecolab Inc.31,271US$8.71M0.72%
L3harris Technologies, Inc.29,609US$8.6M0.71%
Oracle Corporation55,485US$8.13M0.67%
Salesforce, Inc.51,333US$8.04M0.66%
Caterpillar, Inc.6,564US$6.99M0.58%
Tjx Companies, Inc. (the)44,098US$6.68M0.55%
S&p Global Inc.15,615US$6.36M0.52%
Intercontinental Exchange Inc.47,765US$5.88M0.49%
Rtx Corporation29,475US$5.59M0.46%
American Express Company15,032US$5.08M0.42%
Goldman Sachs Group, Inc. (the)4,694US$4.75M0.39%
Carvana Co.66,407US$4.37M0.36%
Palo Alto Networks, Inc.11,937US$4.07M0.34%
Valero Energy Corporation15,537US$4.05M0.33%
Abbvie Inc.15,922US$4.01M0.33%
Marathon Petroleum Corporation13,925US$3.56M0.29%
Advanced Micro Devices Inc6,068US$3.52M0.29%
Sherwin-williams Company (the)9,950US$3.43M0.28%
Gilead Sciences, Inc.26,864US$3.39M0.28%
Palantir Technologies Inc.28,192US$3.29M0.27%
Netflix, Inc.45,306US$3.23M0.27%
Starbucks Corporation30,550US$3.12M0.26%
Sterling Infrastructure, Inc.3,500US$2.94M0.24%
Tko Group Holdings, Inc.14,253US$2.87M0.24%
Vertex Pharmaceuticals Incorporated5,579US$2.77M0.23%
Howmet Aerospace Inc.10,286US$2.77M0.23%
Expedia Group, Inc.10,707US$2.74M0.23%
Corning Incorporated10,088US$2.58M0.21%
Vistra Corp.16,140US$2.56M0.21%
Steel Dynamics, Inc.10,705US$2.46M0.20%
American International Group, Inc. New29,808US$2.22M0.18%
Nrg Energy, Inc.14,628US$2.14M0.18%
Booking Holdings Inc. Common Stock11,228US$2M0.17%
T-mobile Us, Inc.11,402US$1.91M0.16%
Airbnb, Inc.12,424US$1.78M0.15%
Uber Technologies, Inc.22,670US$1.64M0.14%
Xpo, Inc.7,834US$1.61M0.13%
Bristol-myers Squibb Company27,548US$1.59M0.13%
Plexus Corp.5,174US$1.56M0.13%
Dell Technologies Inc.3,186US$1.37M0.11%
Applied Materials, Inc.1,852US$1.34M0.11%
The Cigna Group4,529US$1.25M0.10%
Carlisle Companies Incorporated3,202US$1.16M0.10%
Procter & Gamble Company (the)7,849US$1.15M0.10%
Diamondback Energy, Inc.6,418US$1.13M0.09%
Berkshire Hathaway Inc.2,224US$1.11M0.09%
Vertiv Holdings, Llc3,171US$1.06M0.09%
United Rentals, Inc.904US$1.02M0.08%
Chevron Corporation5,816US$964K0.08%
Boston Scientific Corporation22,269US$950K0.08%
Snowflake Inc.3,482US$886K0.07%
International Business Machines Corporation3,130US$880K0.07%
Reddit, Inc.4,987US$866K0.07%
Arista Networks, Inc.5,034US$855K0.07%
Intel Corporation5,864US$819K0.07%
Mcdonald's Corporation2,913US$787K0.07%
Coca-cola Company (the)9,454US$768K0.06%
Dte Energy Company4,991US$760K0.06%
Analog Devices, Inc.1,913US$760K0.06%
Texas Instruments Incorporated2,452US$731K0.06%
Hertz Global Holdings, Inc304KUS$689K0.06%
Philip Morris International Inc3,752US$679K0.06%
Newmont Corporation7,182US$671K0.06%
Ge Aerospace1,788US$668K0.06%
Okta, Inc.4,611US$629K0.05%
Baker Hughes Company10,535US$585K0.05%
Pnc Financial Services Group, Inc. (the)2,301US$567K0.05%
Micron Technology, Inc.462US$533K0.04%
Altria Group, Inc.7,213US$519K0.04%

Every holding of Nemes Rush Group LLC

Source

View original at SEC

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