2026 Q2 Portfolio Activity
In 2026 Q2, Nemes Rush Group LLC maintained a portfolio of 997 distinct positions. The most significant new addition was VANGUARD TOTAL INTERNATIONAL S, now representing 0.01% of the total fund value. They heavily accumulated shares in APPLE INCORPORATED, increasing the position by 67922.0%. Conversely, Nemes Rush Group LLC completely exited their position in APPLE INCORPORATED.
Position History
hover any row below to update
Loading…
Total Positions
997
Quarter
2026 Q2
Top Holding
AAPL (4.9%)
Top 10 Concentration
33.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 997
Nemes Rush Group LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INCORPORA...
|
Technology | 4.87% | 4.87% |
#1
Prev: #1
|
4.4 |
—
|
2,008 | 1.0% |
P
S
|
204,066 | $59,048,419 |
$244.00
+26.6%
|
2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AVGO
BROADCOM INCORP...
|
Technology | 4.82% | 4.54% |
#2
Prev: #2
|
3.9 |
—
|
188 | 0.1% |
P
S
|
154,662 | $58,423,624 |
$213.05
+72.9%
|
2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LRCX
LAM RESEARCH CO...
|
Technology | 4.42% | 2.51% |
#3
4
Prev: #7
|
3.3 |
—
|
-45 | -0.0% |
P
S
|
123,512 | $53,521,390 |
$73.49
+318.0%
|
2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GOOGL
ALPHABET INCORP...
|
Communication Services | 3.40% | 3.11% |
#4
2
Prev: #6
|
2.4 |
—
|
1,425 | 1.3% |
P
S
|
115,350 | $41,222,604 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.21% | 3.19% |
#5
2
Prev: #3
|
2.3 |
—
|
2,181 | 1.1% |
P
S
|
194,629 | $38,943,367 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 3.08% | 3.12% |
#6
1
Prev: #5
|
1.7 |
—
|
2,546 | 2.3% |
P
S
|
114,157 | $37,367,034 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORPO...
|
Technology | 2.86% | 3.17% |
#7
3
Prev: #4
|
1.6 |
—
|
2,689 | 3.0% |
P
S
|
92,778 | $34,608,096 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CSCO
CISCO SYSTEMS I...
|
Technology | 2.56% | 1.93% |
#8
7
Prev: #15
|
1.5 |
—
|
2,824 | 1.1% |
P
S
|
264,245 | $31,038,194 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.15% | 2.41% |
#9
Prev: #9
|
1.4 |
—
|
1,975 | 4.5% |
P
S
|
46,284 | $26,071,422 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QCOM
QUALCOMM INCORP...
|
Technology | 2.09% | 1.63% |
#10
10
Prev: #20
|
1.3 |
—
|
3,695 | 2.8% |
P
S
|
137,145 | $25,342,933 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.05% | 1.19% |
#11
19
Prev: #30
|
1.3 |
—
|
591 | 1.8% |
P
S
|
32,613 | $24,888,285 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.01% | 2.49% |
#12
4
Prev: #8
|
1.3 |
—
|
3,742 | 1.8% |
P
S
|
214,717 | $24,318,827 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.92% | 2.07% |
#13
2
Prev: #11
|
1.3 |
—
|
2,172 | 2.4% |
P
S
|
91,397 | $23,212,153 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HD
HOME DEPOT INCO...
|
Consumer Cyclical | 1.87% | 1.93% |
#14
Prev: #14
|
1.2 |
—
|
2,462 | 4.0% |
P
S
|
64,285 | $22,672,077 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MRK
MERCK & COMPANY...
|
Healthcare | 1.86% | 1.95% |
#15
2
Prev: #13
|
1.2 |
—
|
4,584 | 2.7% |
P
S
|
175,548 | $22,557,948 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ETN
EATON CORPORATI...
|
Industrials | 1.80% | 1.69% |
#16
1
Prev: #17
|
1.2 |
—
|
1,218 | 2.4% |
P
S
|
51,063 | $21,758,998 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 1.78% | 2.09% |
#17
7
Prev: #10
|
1.2 |
—
|
1,476 | 2.9% |
P
S
|
52,047 | $21,614,439 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CB
CHUBB LIMITED (...
|
Financial Services | 1.75% | 1.87% |
#18
2
Prev: #16
|
1.2 |
—
|
1,691 | 2.8% |
P
S
|
62,199 | $21,193,835 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DHI
D R HORTON INCO...
|
Consumer Cyclical | 1.70% | 1.59% |
#19
2
Prev: #21
|
1.2 |
—
|
4,772 | 3.9% |
P
S
|
126,408 | $20,589,392 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INCO...
|
Consumer Cyclical | 1.66% | 1.66% |
#20
2
Prev: #18
|
1.2 |
—
|
903 | 1.1% |
P
S
|
84,585 | $20,159,989 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XFIV
BONDBLOXX ETF T...
|
ETF | 1.66% | 1.64% |
#21
2
Prev: #19
|
2.7 |
—
|
61,075 | 17.3% |
P
S
|
413,143 | $20,111,801 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLY
ELI LILLY & COM...
|
Healthcare | 1.54% | 1.33% |
#22
5
Prev: #27
|
1.1 |
—
|
378 | 2.5% |
P
S
|
15,575 | $18,681,698 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XTRE
BONDBLOXX ETF T...
|
ETF | 1.39% | 1.41% |
#23
1
Prev: #22
|
2.6 |
—
|
43,366 | 14.4% |
P
S
|
343,532 | $16,843,374 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XTWO
BONDBLOXX BLOOM...
|
Unknown | 1.36% | 1.39% |
#24
1
Prev: #25
|
2.5 |
—
|
39,361 | 13.2% |
P
S
|
336,640 | $16,478,538 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CME
CME GROUP INCOR...
|
Financial Services | 1.33% | 1.98% |
#25
13
Prev: #12
|
1.0 |
—
|
2,416 | 3.4% |
P
S
|
72,940 | $16,107,309 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JCI
JOHNSON CONTROL...
|
Industrials | 1.32% | 1.35% |
#26
Prev: #26
|
1.0 |
—
|
762 | 0.7% |
P
S
|
109,073 | $15,936,674 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
TESLA INCORPORA...
|
Consumer Cyclical | 1.25% | 1.32% |
#27
1
Prev: #28
|
1.0 |
—
|
-1,318 | -3.5% |
P
S
|
35,917 | $15,106,690 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.19% | 1.39% |
#28
4
Prev: #24
|
2.5 |
—
|
737 | 5.0% |
P
S
|
15,448 | $14,451,007 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XONE
BONDBLOXX BLOOM...
|
Unknown | 1.15% | 1.17% |
#29
2
Prev: #31
|
2.5 |
—
|
32,690 | 13.2% |
P
S
|
281,252 | $13,885,391 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VNOM
VIPER ENERGY IN...
|
Energy | 1.13% | 1.41% |
#30
7
Prev: #23
|
1.0 |
—
|
8,193 | 2.6% |
P
S
|
323,876 | $13,732,328 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NXPI
NXP SEMICONDUCT...
|
Technology | 1.08% | 0.84% |
#31
12
Prev: #43
|
0.9 |
—
|
1,573 | 3.5% |
P
S
|
46,680 | $13,118,422 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 1.07% | 1.02% |
#32
3
Prev: #35
|
0.9 |
—
|
558 | 2.2% |
P
S
|
26,424 | $12,978,185 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
F
FORD MTR COMPAN...
|
Consumer Cyclical | 1.05% | 0.98% |
#33
4
Prev: #37
|
0.9 |
—
|
18,118 | 2.0% |
P
S
|
914,081 | $12,705,720 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UNP
UNION PAC CORPO...
|
Industrials | 1.03% | 1.03% |
#34
Prev: #34
|
0.9 |
—
|
1,047 | 2.3% |
P
S
|
45,672 | $12,422,721 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALL
ALLSTATE CORPOR...
|
Financial Services | 0.97% | 0.96% |
#35
3
Prev: #38
|
0.9 |
—
|
862 | 1.8% |
P
S
|
49,591 | $11,799,723 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EVSD
EATON VANCE SHO...
|
ETF | 0.95% | 1.06% |
#36
3
Prev: #33
|
0.9 |
—
|
7,462 | 3.4% |
P
S
|
226,338 | $11,510,395 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.92% | 1.14% |
#37
5
Prev: #32
|
0.9 |
—
|
1,829 | 4.3% |
P
S
|
44,675 | $11,095,885 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INCORPORAT...
|
Financial Services | 0.91% | 0.90% |
#38
3
Prev: #41
|
0.9 |
—
|
616 | 2.0% |
P
S
|
32,101 | $11,013,444 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VICI
VICI PPTYS INCO...
|
Real Estate | 0.90% | 1.01% |
#39
3
Prev: #36
|
2.4 |
—
|
19,961 | 5.1% |
P
S
|
409,794 | $10,880,035 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.87% | 1.22% |
#40
11
Prev: #29
|
0.8 |
—
|
1,455 | 1.9% |
P
S
|
77,135 | $10,545,912 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RJF
RAYMOND JAMES F...
|
Financial Services | 0.82% | 0.93% |
#41
1
Prev: #40
|
0.8 |
—
|
-2,146 | -3.2% |
P
S
|
65,329 | $9,931,960 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.79% | 0.79% |
#42
2
Prev: #44
|
0.8 |
—
|
161 | 1.3% |
P
S
|
12,884 | $9,621,707 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ECL
ECOLAB INCORPOR...
|
Basic Materials | 0.72% | 0.77% |
#43
2
Prev: #45
|
0.8 |
—
|
825 | 2.7% |
P
S
|
31,271 | $8,712,469 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 0.71% | 0.94% |
#44
5
Prev: #39
|
0.8 |
—
|
798 | 2.8% |
P
S
|
29,609 | $8,604,179 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORCL
ORACLE CORPORAT...
|
Technology | 0.67% | 0.76% |
#45
1
Prev: #46
|
0.8 |
—
|
1,124 | 2.1% |
P
S
|
55,485 | $8,131,308 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRM
SALESFORCE INCO...
|
Technology | 0.66% | 0.88% |
#46
4
Prev: #42
|
0.8 |
—
|
1,515 | 3.0% |
P
S
|
51,333 | $8,041,815 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INCORP...
|
Communication Services | 0.66% | 0.62% |
#47
3
Prev: #50
|
0.8 |
—
|
55 | 0.2% |
P
S
|
22,623 | $7,993,467 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.58% | 0.44% |
#48
5
Prev: #53
|
0.7 |
—
|
-27 | -0.4% |
P
S
|
6,564 | $6,990,119 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TJX
TJX COMPANIES I...
|
Consumer Cyclical | 0.55% | 0.65% |
#49
1
Prev: #48
|
0.7 |
—
|
1,300 | 3.0% |
P
S
|
44,098 | $6,680,900 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPGI
S&P GLOBAL INCO...
|
Financial Services | 0.52% | 0.63% |
#50
1
Prev: #49
|
0.7 |
—
|
42 | 0.3% |
P
S
|
15,615 | $6,359,340 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 997 holdings