Nemes Rush Group LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$1.1T

Holdings

989

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (989 positions)

#StockSharesValue% PortfolioType
1
AVGOBROADCOM INCORPORATED
162,136$56.0B5.27%
2
AAPLAPPLE INCORPORATED
202,383$55.0B5.17%
3
GOOGLALPHABET INCORPORATED CAP STK CLASS A
129,750$40.0B3.76%
4
MSFTMICROSOFT CORPORATION
81,707$39.0B3.67%
5
NVDANVIDIA CORPORATION
199,347$37.0B3.48%
6
JPMJPMORGAN CHASE & COMPANY.
110,099$35.0B3.29%
7
LRCXLAM RESEARCH CORPORATION COM NEW
152,162$26.0B2.45%
8
METAMETA PLATFORMS INCORPORATED CLASS A
40,854$26.0B2.45%
9
WMTWALMART INCORPORATED
218,372$24.0B2.26%
10
QCOMQUALCOMM INCORPORATED
119,962$20.0B1.88%
11
CSCOCISCO SYSTEMS INCORPORATED
263,619$20.0B1.88%
12
MRKMERCK & COMPANY INCORPORATED
182,075$19.0B1.79%
13
JNJJOHNSON & JOHNSON
96,456$19.0B1.79%
14
HDHOME DEPOT INCORPORATED
57,232$19.0B1.79%
15
CBCHUBB LIMITED (SWITZERLAND)
58,586$18.0B1.69%
16
AMZNAMAZON COM INCORPORATED
81,424$18.0B1.69%
17
MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW
48,322$18.0B1.69%
18
CMECME GROUP INCORPORATED
67,261$18.0B1.69%
19
DHID R HORTON INCORPORATED
121,153$17.0B1.60%
20
LLYELI LILLY & COMPANY
15,361$16.0B1.51%
21
ETNEATON CORPORATION PLC SHS (IRELAND)
50,488$16.0B1.51%
22
TSLATESLA INCORPORATED
35,839$16.0B1.51%
23
CEGCONSTELLATION ENERGY CORPORATION
40,893$14.0B1.32%
24
XFIVBONDBLOXX ETF TR 5 YR TARGET DURATION
282,328$13.0B1.22%
25
CRWDCROWDSTRIKE HLDGS INCORPORATED CLASS A
29,805$13.0B1.22%
26
JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)
115,912$13.0B1.22%
27
SPYSPDR S&P 500 ETF
18,233$12.0B1.13%
28
VNOMVIPER ENERGY INCORPORATED CLASS A
304,836$11.0B1.03%
29
RJFRAYMOND JAMES FINL INCORPORATED
68,666$11.0B1.03%
30
XTWOBONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY
236,718$11.0B1.03%
31
XTREBONDBLOXX ETF TR 3 YR TARGET DURATION
239,159$11.0B1.03%
32
FFORD MTR COMPANY
896,997$11.0B1.03%
33
COSTCOSTCO WHOLESALE CORPORATION NEW
12,389$10.0B0.94%
34
EVSDEATON VANCE SHORT DURATION INCOME ETF
196,156$10.0B0.94%
35
CRMSALESFORCE INCORPORATED
40,302$10.0B0.94%
36
VVISA INCORPORATED COM CLASS A
29,560$10.0B0.94%
37
UNPUNION PAC CORPORATION
43,173$9.0B0.85%
38
NXPINXP SEMICONDUCTORS N V (NETHERLANDS)
45,559$9.0B0.85%
39
XONEBONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY
199,054$9.0B0.85%
40
TTTRANE TECHNOLOGIES PLC SHS (IRELAND)
25,612$9.0B0.85%
41
LHXL3HARRIS TECHNOLOGIES INCORPORATED
31,566$9.0B0.85%
42
ALSALLSTATE CORPORATION
47,209$9.0B0.85%
43
XOMEXXON MOBIL CORPORATION
79,146$9.0B0.85%
44
VICIVICI PPTYS INCORPORATED REIT
311,386$8.0B0.75%
45
ORCLORACLE CORPORATION
40,056$7.0B0.66%
46
GOOGALPHABET INCORPORATED CAP STK CLASS C
23,311$7.0B0.66%
47
ECLECOLAB INCORPORATED
29,993$7.0B0.66%
48
ICEINTERCONTINENTAL EXCHANGE INCORPORATED
41,536$6.0B0.56%
49
TJXTJX COMPANIES INCORPORATED NEW
42,758$6.0B0.56%
50
SPGIS&P GLOBAL INCORPORATED
13,190$6.0B0.56%
51
AXPAMERICAN EXPRESS COMPANY
15,192$5.0B0.47%
52
CVNACARVANA COMPANY CLASS A
13,268$5.0B0.47%
53
IVVISHARES TR CORE S&P500 ETF
7,935$5.0B0.47%
54
RTXRTX CORPORATION
29,456$5.0B0.47%
55
USFRTHE WISDOMTREE TRUST FLTG RATE TREASURY FUND
83,134$4.0B0.38%
56
PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A
27,680$4.0B0.38%
57
NFLXNETFLIX INCORPORATED
46,123$4.0B0.38%
58
GSGOLDMAN SACHS GROUP INCORPORATED
4,717$4.0B0.38%
59
VTIVANGUARD TOTAL STOCK MARKET ETF
13,855$4.0B0.38%
60
GILDGILEAD SCIENCES INCORPORATED
26,772$3.0B0.28%
61
ABBVABBVIE INCORPORATED
15,858$3.0B0.28%
62
CATCATERPILLAR INCORPORATED
6,877$3.0B0.28%
63
EXPEEXPEDIA GROUP INCORPORATED COM NEW
11,185$3.0B0.28%
64
TKOTKO GROUP HOLDINGS INCORPORATED CLASS A
14,225$2.0B0.19%
65
VSTVISTRA CORPORATION
15,204$2.0B0.19%
66
MPCMARATHON PETE CORPORATION
13,960$2.0B0.19%
67
NRANRG ENERGY INCORPORATED COM NEW
14,716$2.0B0.19%
68
AIGAMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW
29,490$2.0B0.19%
69
VLOVALERO ENERGY CORPORATION
15,558$2.0B0.19%
70
HWMHOWMET AEROSPACE INCORPORATED
10,632$2.0B0.19%
71
VRTXVERTEX PHARMACEUTICALS INCORPORATED
5,737$2.0B0.19%
72
BKNGBOOKING HOLDINGS INCORPORATED
449$2.0B0.19%
73
SBUXSTARBUCKS CORPORATION
29,910$2.0B0.19%
74
SHWSHERWIN WILLIAMS COMPANY
8,263$2.0B0.19%
75
IWBISHARES TR RUS 1000 ETF
5,478$2.0B0.19%
76
PANWPALO ALTO NETWORKS INCORPORATED
11,286$2.0B0.19%
77
AMDADVANCED MICRO DEVICES INCORPORATED
6,020$1.0B0.09%
78
XTENBONDBLOXX ETF TR BLOOMBERG 10 YR TARGET
22,523$1.0B0.09%
79
VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
1,758$1.0B0.09%
80
XSVNBONDBLOXX ETF TR 7 YR TARGET DURATION
21,802$1.0B0.09%
81
CSLCARLISLE COMPANIES INCORPORATED
3,202$1.0B0.09%
82
EVSMEATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
32,233$1.0B0.09%
83
RDDTREDDIT INCORPORATED CLASS A
5,187$1.0B0.09%
84
SPOTSPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG)
3,139$1.0B0.09%
85
DFUSDIMENSIONAL U.S. EQUTIY MARKET ETF
19,058$1.0B0.09%
86
HTZHERTZ GLOBAL HLDGS INCORPORATED COM NEW
220,189$1.0B0.09%
87
VONGVANGUARD RUSSELL 1000 GROWTH ETF
15,723$1.0B0.09%
88
XPOXPO INCORPORATED
7,888$1.0B0.09%
89
STRLSTERLING INFRASTRUCTURE INCORPORATED
3,500$1.0B0.09%
90
NDQINVESCO QQQ TR
2,259$1.0B0.09%
91
BSXBOSTON SCIENTIFIC CORPORATION
17,262$1.0B0.09%
92
IXUSISHARES TR CORE MSCI TOTAL
12,328$1.0B0.09%
93
SPYMSTATE STREET SPDR PORTFOLIO S&P ETF
18,290$1.0B0.09%
94
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
10,683$1.0B0.09%
95
BMYBRISTOL-MYERS SQUIBB COMPANY
25,568$1.0B0.09%
96
ITOTISHARES TR CORE S&P TTL STK
12,452$1.0B0.09%
97
ABNBAIRBNB INCORPORATED COM CLASS A
12,364$1.0B0.09%
98
UBERUBER TECHNOLOGIES INCORPORATED
21,585$1.0B0.09%
99
STLDSTEEL DYNAMICS INCORPORATED
11,078$1.0B0.09%
100
TMUST-MOBILE US INCORPORATED
8,521$1.0B0.09%
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