Nemes Rush Group LLC
CIK: 0001982273Latest portfolio: $1.1B · Q4 2025
Holdings
989
Total Value
$1.1B
New Positions
327
Closed Positions
16
Top Holdings
View All 989 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INCORPORATED | 162,136 | $56.0M | 5.27% | -5,924 | |
| 2 | AAPLAPPLE INCORPORATED | 202,383 | $55.0M | 5.17% | -2,368 | |
| 3 | GOOGLALPHABET INCORPORATED CAP STK CLASS A | 129,750 | $40.0M | 3.76% | -4,585 | |
| 4 | MSFTMICROSOFT CORPORATION | 81,707 | $39.0M | 3.67% | -173 | |
| 5 | NVDANVIDIA CORPORATION | 199,347 | $37.0M | 3.48% | -1,187 | |
| 6 | JPMJPMORGAN CHASE & COMPANY. | 110,099 | $35.0M | 3.29% | -1,796 | |
| 7 | LRCXLAM RESEARCH CORPORATION COM NEW | 152,162 | $26.0M | 2.45% | -4,528 | |
| 8 | METAMETA PLATFORMS INCORPORATED CLASS A | 40,854 | $26.0M | 2.45% | -1,032 | |
| 9 | WMTWALMART INCORPORATED | 218,372 | $24.0M | 2.26% | -1,653 | |
| 10 | QCOMQUALCOMM INCORPORATED | 119,962 | $20.0M | 1.88% | -3,303 | |
| 11 | CSCOCISCO SYSTEMS INCORPORATED | 263,619 | $20.0M | 1.88% | -6,566 | |
| 12 | MRKMERCK & COMPANY INCORPORATED | 182,075 | $19.0M | 1.79% | -2,395 | |
| 13 | JNJJOHNSON & JOHNSON | 96,456 | $19.0M | 1.79% | +1K | |
| 14 | HDHOME DEPOT INCORPORATED | 57,232 | $19.0M | 1.79% | -790 | |
| 15 | MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW | 48,322 | $18.0M | 1.69% | -1,267 | |
| 16 | CMECME GROUP INCORPORATED | 67,261 | $18.0M | 1.69% | -360 | |
| 17 | CBCHUBB LIMITED (SWITZERLAND) | 58,586 | $18.0M | 1.69% | -1,276 | |
| 18 | AMZNAMAZON COM INCORPORATED | 81,424 | $18.0M | 1.69% | +2K | |
| 19 | DHID R HORTON INCORPORATED | 121,153 | $17.0M | 1.60% | -2,395 | |
| 20 | TSLATESLA INCORPORATED | 35,839 | $16.0M | 1.51% | +1K | |
| 21 | ETNEATON CORPORATION PLC SHS (IRELAND) | 50,488 | $16.0M | 1.51% | -724 | |
| 22 | LLYELI LILLY & COMPANY | 15,361 | $16.0M | 1.51% | +94 | |
| 23 | CEGCONSTELLATION ENERGY CORPORATION | 40,893 | $14.0M | 1.32% | -1,263 | |
| 24 | JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) | 115,912 | $13.0M | 1.22% | -2,982 | |
| 25 | CRWDCROWDSTRIKE HLDGS INCORPORATED CLASS A | 29,805 | $13.0M | 1.22% | -175 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($5.600055000390003e+177T)
Industrials0.0% ($1.60001300090009e+131T)
Consumer Cyclical0.0% ($1.900018000170002e+116T)
Healthcare0.0% ($1.9000190001600028e+111T)
Unknown0.0% ($9.000200010001001e+60T)
Energy0.0% ($1.1000900020002001e+50T)
Communication Services0.0% ($4.00002600070004e+49T)
Consumer Defensive0.0% ($2.4000100000000002e+36T)
Basic Materials0.0% ($7.00020001e+32T)
Utilities0.0% ($1.40002e+28T)
Real Estate0.0% ($8000000000000000000.0T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 11, 2026 | $1.1B | 995 |
| Q3 2025 | Nov 13, 2025 | $1.0T | 680 |
| Q2 2025 | Aug 12, 2025 | $918.5B | 721 |
| Q1 2025 | May 7, 2025 | $792.1B | 706 |
| Q4 2024 | Feb 12, 2025 | $809.1B | 729 |
| Q3 2024 | Nov 13, 2024 | $688.9B | 608 |
| Q2 2024 | Aug 15, 2024 | $728.2B | 605 |
| Q1 2024 | May 15, 2024 | $698.5B | 666 |
| Q4 2023 | Feb 9, 2024 | $620.3B | 660 |
| Q3 2023 | Nov 9, 2023 | $551.8B | 658 |
| Q2 2023 | Aug 2, 2023 | $567.2B | 677 |
Fund Information
Nemes Rush Group LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 989 holdings. The largest position is BROADCOM INCORPORATED (AVGO), representing 5.3% of the portfolio. Compared to the previous quarter, the fund opened 331 new positions and closed 16 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.