Nemes Rush Group LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$918.5B

Holdings

717

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (717 positions)

#	Stock	Shares	Value	% Portfolio
1	AVGOBROADCOM INCORPORATED	173,956	$48.0B	5.22%
2	AAPLAPPLE INCORPORATED	205,135	$42.1B	4.58%
3	MSFTMICROSOFT CORPORATION	82,131	$40.9B	4.45%
4	JPMJPMORGAN CHASE & COMPANY.	111,909	$32.4B	3.53%
5	NVDANVIDIA CORPORATION	203,343	$32.1B	3.50%
6	METAMETA PLATFORMS INCORPORATED CLASS A	40,809	$30.1B	3.28%
7	GOOGLALPHABET INCORPORATED CAP STK CLASS A	129,044	$22.7B	2.48%
8	WMTWALMART INCORPORATED	216,674	$21.2B	2.31%
9	HDHOME DEPOT INCORPORATED	57,583	$21.1B	2.30%
10	MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW	49,640	$20.9B	2.27%
11	QCOMQUALCOMM INCORPORATED	122,715	$19.5B	2.13%
12	CSCOCISCO SYSTEMS INCORPORATED	268,522	$18.6B	2.03%
13	CMECME GROUP INCORPORATED	67,123	$18.5B	2.01%
14	ETNEATON CORPORATION PLC SHS (IRELAND)	51,747	$18.5B	2.01%
15	AMZNAMAZON COM INCORPORATED	79,043	$17.3B	1.89%
16	CBCHUBB LIMITED (SWITZERLAND)	59,330	$17.2B	1.87%
17	LRCXLAM RESEARCH CORPORATION COM NEW	154,980	$15.1B	1.64%
18	CRWDCROWDSTRIKE HLDGS INCORPORATED CLASS A	29,495	$15.0B	1.64%
19	DHID R HORTON INCORPORATED	115,439	$14.9B	1.62%
20	MRKMERCK & COMPANY INCORPORATED	182,798	$14.5B	1.58%
21	JNJJOHNSON & JOHNSON	93,730	$14.3B	1.56%
22	CEGCONSTELLATION ENERGY CORPORATION	40,072	$12.9B	1.41%
23	JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)	120,052	$12.7B	1.38%
24	COSTCOSTCO WHOLESALE CORPORATION NEW	12,799	$12.7B	1.38%
25	VNOMUSDVIPER ENERGY INCORPORATED CLASS A	319,503	$12.2B	1.33%
26	LLYELI LILLY & COMPANY	14,898	$11.6B	1.26%
27	TTTRANE TECHNOLOGIES PLC SHS (IRELAND)	25,253	$11.0B	1.20%
28	RJFRAYMOND JAMES FINL INCORPORATED	71,093	$10.9B	1.19%
29	CRMSALESFORCE INCORPORATED	39,884	$10.9B	1.18%
30	UNPUNION PAC CORPORATION	46,897	$10.8B	1.17%
31	VVISA INCORPORATED COM CLASS A	28,873	$10.3B	1.12%
32	VICIVICI PPTYS INCORPORATED REIT	311,309	$10.1B	1.10%
33	NXPINXP SEMICONDUCTORS N V (NETHERLANDS)	45,074	$9.8B	1.07%
34	FFORD MTR COMPANY	901,775	$9.8B	1.07%
35	ALSALLSTATE CORPORATION	46,975	$9.5B	1.03%
36	XOMEXXON MOBIL CORPORATION	77,788	$8.4B	0.91%
37	ECLECOLAB INCORPORATED	30,850	$8.3B	0.90%
38	LHXL3HARRIS TECHNOLOGIES INCORPORATED	31,801	$8.0B	0.87%
39	XFIVBONDBLOXX ETF TR 5 YR TARGET DURATION	158,726	$7.8B	0.85%
40	ICEINTERCONTINENTAL EXCHANGE INCORPORATED	41,953	$7.7B	0.84%
41	SPGIS&P GLOBAL INCORPORATED	13,151	$6.9B	0.75%
42	XTREBONDBLOXX ETF TR 3 YR TARGET DURATION	137,491	$6.8B	0.75%
43	XTWOBONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY	134,010	$6.6B	0.72%
44	TSLATESLA INCORPORATED	20,895	$6.6B	0.72%
45	SPYSPDR S&P 500 ETF	10,357	$6.4B	0.70%
46	NFLXNETFLIX INCORPORATED	4,551	$6.1B	0.66%
47	UNHUNITEDHEALTH GROUP INCORPORATED	19,088	$6.0B	0.65%
48	XONEBONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY	113,004	$5.6B	0.61%
49	CAVACAVA GROUP INCORPORATED	64,942	$5.5B	0.60%
50	TJXTJX COMPANIES INCORPORATED NEW	41,851	$5.2B	0.56%
51	AXPAMERICAN EXPRESS COMPANY	15,500	$4.9B	0.54%
52	RTXRTX CORPORATION	31,122	$4.5B	0.49%
53	ORCLORACLE CORPORATION	19,855	$4.3B	0.47%
54	CVNACARVANA COMPANY CLASS A	12,551	$4.2B	0.46%
55	GOOGALPHABET INCORPORATED CAP STK CLASS C	23,569	$4.2B	0.46%
56	PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A	27,147	$3.7B	0.40%
57	IVVISHARES TR CORE S&P500 ETF	5,389	$3.3B	0.36%
58	GSGOLDMAN SACHS GROUP INCORPORATED	4,301	$3.0B	0.33%
59	VSTVISTRA CORPORATION	15,241	$3.0B	0.32%
60	SHWSHERWIN WILLIAMS COMPANY	8,334	$2.9B	0.31%
61	SBUXSTARBUCKS CORPORATION	30,619	$2.8B	0.31%
62	ABBVABBVIE INCORPORATED	14,780	$2.7B	0.30%
63	CATCATERPILLAR INCORPORATED	6,923	$2.7B	0.29%
64	BKNGBOOKING HOLDINGS INCORPORATED	448	$2.6B	0.28%
65	VRTXVERTEX PHARMACEUTICALS INCORPORATED	5,723	$2.5B	0.28%
66	GILDGILEAD SCIENCES INCORPORATED	22,350	$2.5B	0.27%
67	AIGAMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW	28,760	$2.5B	0.27%
68	TMUST-MOBILE US INCORPORATED	10,167	$2.4B	0.26%
69	TKOTKO GROUP HOLDINGS INCORPORATED CLASS A	13,312	$2.4B	0.26%
70	MPCMARATHON PETE CORPORATION	14,130	$2.3B	0.26%
71	PANWPALO ALTO NETWORKS INCORPORATED	11,386	$2.3B	0.25%
72	FISVFISERV INCORPORATED	13,273	$2.3B	0.25%
73	SPOTSPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG)	2,964	$2.3B	0.25%
74	NRANRG ENERGY INCORPORATED COM NEW	13,905	$2.2B	0.24%
75	BSXBOSTON SCIENTIFIC CORPORATION	20,026	$2.2B	0.23%
76	HWMHOWMET AEROSPACE INCORPORATED	10,711	$2.0B	0.22%
77	VLOVALERO ENERGY CORPORATION	14,687	$2.0B	0.21%
78	GPKGRAPHIC PACKAGING HLDG COMPANY	90,563	$1.9B	0.21%
79	UBERUBER TECHNOLOGIES INCORPORATED	20,344	$1.9B	0.21%
80	EXPEEXPEDIA GROUP INCORPORATED COM NEW	10,052	$1.7B	0.18%
81	ABNBAIRBNB INCORPORATED COM CLASS A	12,564	$1.7B	0.18%
82	AMDADVANCED MICRO DEVICES INCORPORATED	11,443	$1.6B	0.18%
83	HTZHERTZ GLOBAL HLDGS INCORPORATED COM NEW	220,189	$1.5B	0.16%
84	BBYBEST BUY INCORPORATED	22,211	$1.5B	0.16%
85	ITOTISHARES TR CORE S&P TTL STK	10,922	$1.5B	0.16%
86	STLDSTEEL DYNAMICS INCORPORATED	11,122	$1.4B	0.16%
87	CITHE CIGNA GROUP	4,106	$1.4B	0.15%
88	PGPROCTER AND GAMBLE COMPANY	8,300	$1.3B	0.14%
89	XLKSPDR TECHNOLOGY SELECT SECTOR FUND	5,106	$1.3B	0.14%
90	NVONOVO-NORDISK A S ADR (DENMARK)	18,124	$1.3B	0.14%
91	BMYBRISTOL-MYERS SQUIBB COMPANY	26,733	$1.2B	0.13%
92	NDQINVESCO QQQ TR	2,240	$1.2B	0.13%
93	CSLCARLISLE COMPANIES INCORPORATED	3,200	$1.2B	0.13%
94	DOCSDOXIMITY INCORPORATED CLASS A	18,106	$1.1B	0.12%
95	SPYMSPDR PORTFOLIO S&P 500 ETF	13,954	$1.0B	0.11%
96	XPOXPO INCORPORATED	7,942	$1.0B	0.11%
97	MCDMCDONALDS CORPORATION	3,293	$962.0M	0.10%
98	BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	1,880	$913.2M	0.10%
99	IBMINTERNATIONAL BUSINESS MACHINES	3,088	$910.3M	0.10%
100	FANGDIAMONDBACK ENERGY INCORPORATED	6,589	$905.4M	0.10%

Page 1 of 8Next