Nemes Rush Group LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$1.0T

Holdings

676

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (676 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	AVGOBROADCOM INCORPORATED	168,060	$55.4B	5.49%
2	AAPLAPPLE INCORPORATED	204,751	$52.1B	5.16%
3	MSFTMICROSOFT CORPORATION	81,880	$42.4B	4.20%
4	NVDANVIDIA CORPORATION	200,534	$37.4B	3.71%
5	JPMJPMORGAN CHASE & COMPANY.	111,895	$35.3B	3.50%
6	GOOGLALPHABET INCORPORATED CAP STK CLASS A	134,335	$32.7B	3.24%
7	METAMETA PLATFORMS INCORPORATED CLASS A	41,886	$30.8B	3.05%
8	HDHOME DEPOT INCORPORATED	58,022	$23.5B	2.33%
9	MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW	49,589	$22.7B	2.25%
10	WMTWALMART INCORPORATED	220,025	$22.7B	2.25%
11	LRCXLAM RESEARCH CORPORATION COM NEW	156,690	$21.0B	2.08%
12	DHID R HORTON INCORPORATED	123,548	$20.9B	2.07%
13	QCOMQUALCOMM INCORPORATED	123,265	$20.5B	2.03%
14	ETNEATON CORPORATION PLC SHS (IRELAND)	51,212	$19.2B	1.90%
15	CSCOCISCO SYSTEMS INCORPORATED	270,185	$18.5B	1.83%
16	CMECME GROUP INCORPORATED	67,621	$18.3B	1.81%
17	JNJJOHNSON & JOHNSON	95,129	$17.6B	1.75%
18	AMZNAMAZON COM INCORPORATED	79,105	$17.4B	1.72%
19	CBCHUBB LIMITED (SWITZERLAND)	59,862	$16.9B	1.67%
20	MRKMERCK & COMPANY INCORPORATED	184,470	$15.5B	1.53%
21	TSLATESLA INCORPORATED	34,447	$15.3B	1.52%
22	CRWDCROWDSTRIKE HLDGS INCORPORATED CLASS A	29,980	$14.7B	1.46%
23	CEGCONSTELLATION ENERGY CORPORATION	42,156	$13.9B	1.37%
24	JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)	118,894	$13.1B	1.30%
25	COSTCOSTCO WHOLESALE CORPORATION NEW	13,739	$12.7B	1.26%
26	RJFRAYMOND JAMES FINL INCORPORATED	69,570	$12.0B	1.19%
27	LLYELI LILLY & COMPANY	15,267	$11.6B	1.15%
28	ORCLORACLE CORPORATION	40,430	$11.4B	1.13%
29	VICIVICI PPTYS INCORPORATED REIT	338,484	$11.0B	1.09%
30	UNPUNION PAC CORPORATION	45,823	$10.8B	1.07%
31	FFORD MTR COMPANY	897,282	$10.7B	1.06%
32	XFIVBONDBLOXX ETF TR 5 YR TARGET DURATION	216,579	$10.7B	1.06%
33	TTTRANE TECHNOLOGIES PLC SHS (IRELAND)	25,405	$10.7B	1.06%
34	NXPINXP SEMICONDUCTORS N V (NETHERLANDS)	45,922	$10.5B	1.04%
35	ALSALLSTATE CORPORATION	47,219	$10.1B	1.00%
36	VVISA INCORPORATED COM CLASS A	29,232	$10.0B	0.99%
37	LHXL3HARRIS TECHNOLOGIES INCORPORATED	31,893	$9.7B	0.96%
38	EVSDEATON VANCE SHORT DURATION INCOME ETF	189,323	$9.7B	0.96%
39	CRMSALESFORCE INCORPORATED	40,526	$9.6B	0.95%
40	XTREBONDBLOXX ETF TR 3 YR TARGET DURATION	185,925	$9.3B	0.92%
41	XTWOBONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY	183,979	$9.1B	0.90%
42	XOMEXXON MOBIL CORPORATION	78,584	$8.9B	0.88%
43	ECLECOLAB INCORPORATED	30,618	$8.4B	0.83%
44	XONEBONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY	155,105	$7.7B	0.76%
45	SPYSPDR S&P 500 ETF	10,783	$7.2B	0.71%
46	ICEINTERCONTINENTAL EXCHANGE INCORPORATED	42,119	$7.1B	0.70%
47	SPGIS&P GLOBAL INCORPORATED	13,323	$6.5B	0.64%
48	TJXTJX COMPANIES INCORPORATED NEW	42,529	$6.1B	0.61%
49	GOOGALPHABET INCORPORATED CAP STK CLASS C	23,100	$5.6B	0.56%
50	NFLXNETFLIX INCORPORATED	4,556	$5.5B	0.54%
51	PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A	27,319	$5.0B	0.49%
52	RTXRTX CORPORATION	29,636	$5.0B	0.49%
53	CVNACARVANA COMPANY CLASS A	13,044	$4.9B	0.49%
54	AXPAMERICAN EXPRESS COMPANY	14,651	$4.9B	0.48%
55	ABBVABBVIE INCORPORATED	15,701	$3.6B	0.36%
56	IVVISHARES TR CORE S&P500 ETF	5,394	$3.6B	0.36%
57	GSGOLDMAN SACHS GROUP INCORPORATED	4,337	$3.5B	0.34%
58	CATCATERPILLAR INCORPORATED	6,893	$3.3B	0.33%
59	SHWSHERWIN WILLIAMS COMPANY	9,026	$3.1B	0.31%
60	VSTVISTRA CORPORATION	15,225	$3.0B	0.30%
61	GILDGILEAD SCIENCES INCORPORATED	26,508	$2.9B	0.29%
62	TKOTKO GROUP HOLDINGS INCORPORATED CLASS A	14,380	$2.9B	0.29%
63	MPCMARATHON PETE CORPORATION	14,073	$2.7B	0.27%
64	VLOVALERO ENERGY CORPORATION	15,738	$2.7B	0.27%
65	TMUST-MOBILE US INCORPORATED	10,951	$2.6B	0.26%
66	SBUXSTARBUCKS CORPORATION	30,315	$2.6B	0.25%
67	BKNGBOOKING HOLDINGS INCORPORATED	448	$2.4B	0.24%
68	NRANRG ENERGY INCORPORATED COM NEW	14,751	$2.4B	0.24%
69	AIGAMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW	29,638	$2.3B	0.23%
70	PANWPALO ALTO NETWORKS INCORPORATED	11,326	$2.3B	0.23%
71	VRTXVERTEX PHARMACEUTICALS INCORPORATED	5,750	$2.3B	0.22%
72	EXPEEXPEDIA GROUP INCORPORATED COM NEW	10,030	$2.1B	0.21%
73	HWMHOWMET AEROSPACE INCORPORATED	10,710	$2.1B	0.21%
74	SPOTSPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG)	2,951	$2.1B	0.20%
75	UBERUBER TECHNOLOGIES INCORPORATED	20,848	$2.0B	0.20%
76	IWBISHARES TR RUS 1000 ETF	5,410	$2.0B	0.20%
77	BSXBOSTON SCIENTIFIC CORPORATION	20,103	$2.0B	0.19%
78	BABAALIBABA GROUP HLDG LTD JAN 100 EXP 01/16/26 100 BABA 95.00	200	$1.6B	0.16%	Call
79	ITOTISHARES TR CORE S&P TTL STK	10,863	$1.6B	0.16%
80	STLDSTEEL DYNAMICS INCORPORATED	11,133	$1.6B	0.15%
81	ABNBAIRBNB INCORPORATED COM CLASS A	12,596	$1.5B	0.15%
82	HTZHERTZ GLOBAL HLDGS INCORPORATED COM NEW	220,189	$1.5B	0.15%
83	XLKSPDR TECHNOLOGY SELECT SECTOR FUND	5,198	$1.5B	0.15%
84	SPYMSPDR PORTFOLIO S&P 500 ETF	18,447	$1.4B	0.14%
85	FISVFISERV INCORPORATED	10,737	$1.4B	0.14%
86	NDQINVESCO QQQ TR	2,259	$1.4B	0.13%
87	DOCSDOXIMITY INCORPORATED CLASS A	18,055	$1.3B	0.13%
88	CITHE CIGNA GROUP	4,213	$1.2B	0.12%
89	BMYBRISTOL-MYERS SQUIBB COMPANY	26,809	$1.2B	0.12%
90	STRLSTERLING INFRASTRUCTURE INCORPORATED	3,500	$1.2B	0.12%
91	DFUSDIMENSIONAL U.S. EQUTIY MARKET ETF	15,093	$1.1B	0.11%
92	AMDADVANCED MICRO DEVICES INCORPORATED	6,661	$1.1B	0.11%
93	CSLCARLISLE COMPANIES INCORPORATED	3,200	$1.1B	0.10%
94	PGPROCTER AND GAMBLE COMPANY	6,700	$1.0B	0.10%
95	XPOXPO INCORPORATED	7,922	$1.0B	0.10%
96	CAVACAVA GROUP INCORPORATED	16,865	$1.0B	0.10%
97	RDDTREDDIT INCORPORATED CLASS A	4,387	$1.0B	0.10%
98	EVSMEATON VANCE SHORT DURATION MUNICIPAL INCOME ETF	19,972	$1.0B	0.10%
99	MCDMCDONALDS CORPORATION	3,244	$985.8M	0.10%
100	BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	1,929	$969.8M	0.10%

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