Nemes Rush Group LLC reported 695 positions worth $1.06B for the quarter ended Jun 30, 2026, up 15.7% on the prior quarter. It opened 36 new positions, added to 214, trimmed 88 and exited 26. Its largest holding is Apple Inc. at 5.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | +1,975 | +4.5% | $1.11M | 2.45% |
| MSFT Microsoft Corp | +2,689 | +3.0% | $1.00M | 3.26% |
| HD Home Depot, Inc. | +2,462 | +4.0% | $868.30K | 2.13% |
| JPM Jpmorgan Chase & Co | +2,546 | +2.3% | $833.38K | 3.52% |
| DHI Horton D R Inc | +4,772 | +3.9% | $777.27K | 1.94% |
| COST Costco Wholesale Corp | +737 | +5.0% | $689.44K | 1.36% |
| QCOM Qualcomm Inc | +3,695 | +2.8% | $682.80K | 2.38% |
| MSI Motorola Solutions, Inc. | +1,476 | +2.9% | $612.96K | 2.03% |
| MRK Merck & Co., Inc. | +4,584 | +2.7% | $589.04K | 2.12% |
| AAPL Apple Inc. | +2,008 | +1.0% | $581.03K | 5.56% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSLA Tesla, Inc. | -1,318 | -3.5% | $554.35K | 1.42% |
| RJF Raymond James Financial Inc | -2,146 | -3.2% | $326.26K | 0.935% |
| CVX Chevron Corp | -1,767 | -23.3% | $292.88K | 0.091% |
| SRE Sempra | -2,000 | -99.0% | $185.43K | <0.01% |
| NEE Nextera Energy Inc | -1,896 | -44.1% | $166.40K | 0.02% |
| VZ Verizon Communications Inc | -2,723 | -27.6% | $115.30K | 0.028% |
| T At&T Inc. | -5,548 | -71.5% | $114.85K | <0.01% |
| MCD Mcdonalds Corp | -336 | -10.3% | $90.82K | 0.074% |
| ABT Abbott Laboratories | -796 | -28.6% | $72.22K | 0.017% |
| FISV Fiserv Inc | -1,343 | -40.4% | $65.87K | <0.01% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +2,501 | $427.32K | 0.04% |
| HONA Honeywell Aerospace Inc. | +794 | $175.60K | 0.017% |
| CWEN Clearway Energy, Inc. | +3,000 | $102.54K | <0.01% |
| FIX Comfort Systems Usa Inc | +24 | $47.57K | <0.01% |
| AAOI Applied Optoelectronics, Inc. | +250 | $37.04K | <0.01% |
| EME EMCOR Group, Inc. | +44 | $36.52K | <0.01% |
| AZN Astrazeneca Plc | +135 | $25.52K | <0.01% |
| KMTS Kestra Medical Technologies, Ltd. | +900 | $22.90K | <0.01% |
| PR Permian Resources Corp | +1,210 | $22.28K | <0.01% |
| IREN IREN Ltd | +471 | $21.54K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| POR Portland General Electric Co | -1,000 | $52.77K | <0.01% |
| RBA Rb Global Inc. | -521 | $49.94K | <0.01% |
| RBLX Roblox Corp | -175 | $9.90K | <0.01% |
| ONON On Holding AG | -100 | $3.40K | <0.01% |
| EVGO EVgo Inc. | -1,500 | $2.58K | <0.01% |
| IP International Paper Co | -72 | $2.57K | <0.01% |
| PLNT Planet Fitness, Inc. | -30 | $2.23K | <0.01% |
| MMS Maximus, Inc. | -27 | $1.73K | <0.01% |
| VRSK Verisk Analytics, Inc. | -4 | $759.00 | <0.01% |
| HDB Hdfc Bank Ltd | -30 | $746.00 | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 204.1K | $59.05M | 5.56% | +2,008 | +1.0% | Added | 0% |
| 2 | AVGO Broadcom Inc. | Technology | 154.7K | $58.42M | 5.5% | +188 | +0.1% | Added | 0% |
| 3 | LRCX Lam Research Corp | Technology | 123.5K | $53.52M | 5.04% | -45 | 0.0% | Reduced | 0.01% |
| 4 | GOOGL Alphabet Inc. | Technology | 115.4K | $41.22M | 3.88% | +1,425 | +1.3% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 194.6K | $38.94M | 3.66% | +2,181 | +1.1% | Added | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 114.2K | $37.37M | 3.52% | +2,546 | +2.3% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 92.8K | $34.61M | 3.26% | +2,689 | +3.0% | Added | 0% |
| 8 | CSCO Cisco Systems, Inc. | Technology | 264.2K | $31.04M | 2.92% | +2,824 | +1.1% | Added | 0.01% |
| 9 | META Meta Platforms, Inc. | Technology | 46.3K | $26.07M | 2.45% | +1,975 | +4.5% | Added | 0% |
| 10 | QCOM Qualcomm Inc | Technology | 137.1K | $25.34M | 2.38% | +3,695 | +2.8% | Added | 0.01% |
| 11 | CRWD CrowdStrike Holdings, Inc. | Technology | 130.5K | $24.89M | 2.34% | +2,364 | +1.8% | Added | 0.01% |
| 12 | WMT Walmart Inc. | Consumer Staples | 214.7K | $24.32M | 2.29% | +3,742 | +1.8% | Added | 0% |
| 13 | JNJ Johnson & Johnson | Healthcare | 91.4K | $23.21M | 2.18% | +2,172 | +2.4% | Added | 0% |
| 14 | HD Home Depot, Inc. | Consumer Discretionary | 64.3K | $22.67M | 2.13% | +2,462 | +4.0% | Added | 0.01% |
| 15 | MRK Merck & Co., Inc. | Healthcare | 175.5K | $22.56M | 2.12% | +4,584 | +2.7% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Nemes Rush.
As of its Q2 2026 13F filing, Nemes Rush Group LLC’s five largest positions were Apple Inc. (AAPL) at 5.6%, Broadcom Inc. (AVGO) at 5.5%, Lam Research Corp (LRCX) at 5.0%, Alphabet Inc. (GOOGL) at 3.9%, Nvidia Corp (NVDA) at 3.7% of the reported portfolio.
Nemes Rush Group LLC reported a 13F portfolio worth $1.06B across 695 positions for Q2 2026. That is up 15.7% from the previous quarter.
Its largest purchases by value were Meta Platforms, Inc. ($1.11M), Microsoft Corp ($1.00M), Home Depot, Inc. ($868.30K). It opened 36 new positions.
Its largest sales by value were Tesla, Inc. ($554.35K), Raymond James Financial Inc ($326.26K), Chevron Corp ($292.88K). It exited 26 positions entirely.
From the Form 13F-HR reports Nemes Rush Group LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.