Nemes Rush Group LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Nemes Rush Group LLC reported 941 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Broadcom (AVGO, 4.8%) and Lam Research (LRCX, 4.4%). Compared with Q1 2026, it opened 46 new positions, sold out of 39, added to 297 and reduced 114. The biggest buy was CrowdStrike Class A (CRWD, shares +2%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- NOVI, MI
- CIK
- 0001982273
- Portfolio Value
- $1.2B (Q2 2026)
- SEC Filing
- 0001982273-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 941 stocks · $1.2B
| AAPL Apple Inc. | 4.88% | 204,066 | $59.0M | Add +1.0% |
| AVGO Broadcom Inc. | 4.83% | 154,662 | $58.4M | Add +0.1% |
| LRCX Lam Research Corp. | 4.43% | 123,512 | $53.5M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 3.41% | 115,350 | $41.2M | Add +1.3% |
| NVDA Nvidia Corp. | 3.22% | 194,629 | $38.9M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 3.09% | 114,157 | $37.4M | Add +2.3% |
| MSFT Microsoft Corp. | 2.86% | 92,778 | $34.6M | Add +3.0% |
| CSCO Cisco Systems Inc. | 2.57% | 264,245 | $31.0M | Add +1.1% |
| META Meta Platforms Inc. Class A | 2.16% | 46,284 | $26.1M | Add +4.5% |
| QCOM Qualcomm Inc. | 2.10% | 137,145 | $25.3M | Add +2.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.06% | 32,613 | $24.9M | Add +1.9% |
| WMT Walmart Inc. | 2.01% | 214,717 | $24.3M | Add +1.8% |
| JNJ Johnson & Johnson | 1.92% | 91,397 | $23.2M | Add +2.4% |
| HD Home Depot Inc. | 1.87% | 64,285 | $22.7M | Add +4.0% |
| MRK Merck & Co. Inc. | 1.87% | 175,548 | $22.6M | Add +2.7% |
| ETN Eaton Corp. PLC | 1.80% | 51,063 | $21.8M | Add +2.4% |
| MSI Motorola Solutions Inc. | 1.79% | 52,047 | $21.6M | Add +2.9% |
| CB Chubb Ltd. | 1.75% | 62,199 | $21.2M | Add +2.8% |
| DHI D.R. Horton Inc. | 1.70% | 126,408 | $20.6M | Add +3.9% |
| AMZN Amazon.com Inc. | 1.67% | 84,585 | $20.2M | Add +1.1% |
| XFIV Bondbloxx BBG 5 YR US Treas | 1.66% | 413,143 | $20.1M | Add +17.4% |
| LLY Eli Lilly & Co. | 1.54% | 15,575 | $18.7M | Add +2.5% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 1.39% | 343,532 | $16.8M | Add +14.4% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 1.36% | 336,640 | $16.5M | Add +13.2% |
| CME Cme Group Inc. | 1.33% | 72,940 | $16.1M | Add +3.4% |
| JCI Johnson Controls Internation | 1.32% | 109,073 | $15.9M | Add +0.7% |
| TSLA Tesla Inc. | 1.25% | 35,917 | $15.1M | Reduce -3.5% |
| COST Costco Wholesale Corp. | 1.19% | 15,448 | $14.5M | Add +5.0% |
| XONE Bondbloxx BBG 1 Dur US Treas | 1.15% | 281,252 | $13.9M | Add +13.2% |
| VNOM Viper Energy Inc. Class A | 1.14% | 323,876 | $13.7M | Add +2.6% |
| NXPI NXP Semiconductors NV | 1.08% | 46,680 | $13.1M | Add +3.5% |
| TT Trane Technologies PLC | 1.07% | 26,424 | $13.0M | Add +2.2% |
| F Ford Motor Co. filed as FORD MTR CO | 1.05% | 914,081 | $12.7M | Add +2.0% |
| UNP Union Pacific Corp. | 1.03% | 45,672 | $12.4M | Add +2.4% |
| ALL Allstate Corp. | 0.98% | 49,591 | $11.8M | Add +1.8% |
| EVSD Eaton Vance SHRT Dur Inc. | 0.95% | 226,338 | $11.5M | Add +3.4% |
| CEG Constellation Energy | 0.92% | 44,675 | $11.1M | Add +4.3% |
| V Visa Inc. Class A | 0.91% | 32,101 | $11.0M | Add +2.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.90% | 409,794 | $10.9M | Add +5.1% |
| XOM Exxon Mobil Corp. | 0.87% | 77,135 | $10.5M | Add +1.9% |
| RJF Raymond James Financial Inc. | 0.82% | 65,329 | $9.9M | Reduce -3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 12,884 | $9.6M | Add +1.3% |
| ECL Ecolab Inc. | 0.72% | 31,271 | $8.7M | Add +2.7% |
| LHX L3HARRIS Technologies Inc. | 0.71% | 29,609 | $8.6M | Add +2.8% |
| ORCL Oracle Corp. | 0.67% | 55,485 | $8.1M | Add +2.1% |
| CRM Salesforce Inc. | 0.66% | 51,333 | $8.0M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 0.66% | 22,623 | $8.0M | Add +0.2% |
| CAT Caterpillar Inc. | 0.58% | 6,564 | $7.0M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.55% | 44,098 | $6.7M | Add +3.0% |
| SPGI S&P Global Inc. | 0.53% | 15,615 | $6.4M | Add +0.3% |
| ICE Intercontinental Exchange Inc. | 0.49% | 47,765 | $5.9M | Add +3.2% |
| RTX RTX Corp. | 0.46% | 29,475 | $5.6M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 13,746 | $5.1M | Add +0.0% |
| AXP American Express Co. | 0.42% | 15,032 | $5.1M | Reduce -0.5% |
| DFUS Dimensional US Eq MKT ETF | 0.40% | 58,745 | $4.8M | Add +8.1% |
| GS Goldman Sachs Group Inc. | 0.39% | 4,694 | $4.7M | Add +0.2% |
| CVNA Carvana Co. | 0.36% | 66,407 | $4.4M | Add +0.2% |
| PANW Palo Alto Networks Inc. | 0.34% | 11,937 | $4.1M | Add +3.6% |
| VLO Valero Energy Corp. | 0.33% | 15,537 | $4.0M | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.33% | 15,922 | $4.0M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 0.30% | 4,824 | $3.6M | Reduce -34.9% |
| MPC Marathon Petroleum Corp. | 0.29% | 13,925 | $3.6M | Reduce -0.1% |
| AMD Advanced Micro Devices | 0.29% | 6,068 | $3.5M | Add +0.2% |
| SHW The Sherwin-Williams Co. | 0.28% | 9,950 | $3.4M | Add +4.3% |
| GILD Gilead Sciences Inc. | 0.28% | 26,864 | $3.4M | Reduce -0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 28,192 | $3.3M | Add +3.4% |
| NFLX Netflix Inc. | 0.27% | 45,306 | $3.2M | Add +0.1% |
| SBUX Starbucks Corp. | 0.26% | 30,550 | $3.1M | Add +0.5% |
| STRL Sterling Infrastructure Inc. | 0.24% | 3,500 | $2.9M | No change |
| TKO Tko Group Holdings Inc. | 0.24% | 14,253 | $2.9M | Reduce -0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 5,579 | $2.8M | Reduce -0.5% |
| HWM Howmet Aerospace Inc. | 0.23% | 10,286 | $2.8M | Reduce -0.2% |
| EXPE Expedia Group Inc. | 0.23% | 10,707 | $2.7M | Reduce -0.6% |
| GLW Corning Inc. | 0.21% | 10,088 | $2.6M | Add +1.1% |
| VST Vistra Corp. | 0.21% | 16,140 | $2.6M | Add +6.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.21% | 28,443 | $2.5M | Add +16.2% |
| USFR Wisdomtree Floating Rate Tre | 0.21% | 49,304 | $2.5M | No change |
| STLD Steel Dynamics Inc. | 0.20% | 10,705 | $2.5M | Reduce -0.6% |
| AIG American International Group | 0.18% | 29,808 | $2.2M | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 0.18% | 5,382 | $2.2M | Add +0.0% |
| NRG NRG Energy Inc. | 0.18% | 14,628 | $2.1M | Reduce -0.8% |
| VONG Vanguard Russell 1000 Growth | 0.17% | 15,723 | $2.0M | No change |
| BKNG Booking Holdings Inc. | 0.17% | 11,228 | $2.0M | No change |
| XLK SS Technology Select Sector | 0.16% | 10,369 | $2.0M | Reduce -3.0% |
| EVSM Eaton Vance SHRT Dur Muni | 0.16% | 39,137 | $2.0M | Reduce -11.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 2,636 | $1.9M | No change |
| TMUS T-Mobile US Inc. | 0.16% | 11,402 | $1.9M | Add +30.6% |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.15% | 37,960 | $1.8M | Add +29.6% |
| ABNB Airbnb Inc. Class A | 0.15% | 12,424 | $1.8M | Add +0.9% |
| UBER Uber Technologies Inc. | 0.14% | 22,670 | $1.6M | Add +2.6% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.13% | 31,896 | $1.6M | Add +2.7% |
| XPO Xpo Inc. | 0.13% | 7,834 | $1.6M | Reduce -0.1% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 27,548 | $1.6M | Add +7.2% |
| PLXS Plexus Corp. | 0.13% | 5,174 | $1.6M | No change |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.13% | 33,814 | $1.5M | Add +11.7% |
| SPOT Spotify Technology SA | 0.12% | 3,214 | $1.5M | Add +3.0% |
| STX Seagate Technology Holdings | 0.12% | 1,500 | $1.4M | Add +0.7% |
| DELL Dell Technologies -C | 0.11% | 3,186 | $1.4M | Add +1.7% |
| AMAT Applied Materials Inc. | 0.11% | 1,852 | $1.3M | No change |
| CI The Cigna Group | 0.10% | 4,529 | $1.2M | Add +1.7% |
Options reported separately and not counted above: AAPL calls ($605K), AMZN calls ($428K), IGV calls ($288K), VKTX calls ($270K), RDW calls ($141K), DIS calls ($54K), BABA calls ($40K), MU puts ($24K), ALB calls ($400).
Other holdings (4): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 56 | $1K | No change |
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 83 | $41 | No change |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 83 | $23 | No change |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 83 | $20 | No change |
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Reduce -34.9% | 0.30% | −0.16 |
| RJF Raymond James Financial Inc. | Reduce -3.2% | 0.82% | −0.11 |
| RTX RTX Corp. | Reduce -0.2% | 0.46% | −0.08 |
| GILD Gilead Sciences Inc. | Reduce -0.3% | 0.28% | −0.08 |
| CVX Chevron Corp. | Reduce -23.3% | 0.08% | −0.07 |
| TSLA Tesla Inc. | Reduce -3.5% | 1.25% | −0.07 |
| EVSM Eaton Vance SHRT Dur Muni | Reduce -11.1% | 0.16% | −0.05 |
| TKO Tko Group Holdings Inc. | Reduce -0.8% | 0.24% | −0.04 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -29.4% | 0.06% | −0.04 |
| VLO Valero Energy Corp. | Reduce -0.7% | 0.33% | −0.03 |
| AIG American International Group | Reduce -0.6% | 0.18% | −0.03 |
| MCD McDonald's Corp. | Reduce -10.3% | 0.07% | −0.03 |
| NYF iShares New York Muni Bond E | Sold out | 0.00% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -0.1% | 0.29% | −0.03 |
| NRG NRG Energy Inc. | Reduce -0.8% | 0.18% | −0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -38.5% | 0.03% | −0.03 |
| FANG Diamondback Energy Inc. | Reduce -0.0% | 0.09% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -27.6% | 0.03% | −0.02 |
| HON Honeywell International Inc. | Reduce -5.8% | 0.01% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -44.1% | 0.02% | −0.02 |
| SRE Sempra | Reduce -99.0% | 0.00% | −0.02 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -89.4% | 0.00% | −0.02 |
| T AT&T Inc. | Reduce -71.5% | 0.00% | −0.02 |
| AVMU Avantis Core Municipal Fixed | Sold out | 0.00% | −0.02 |
| IAU iShares Gold Trust | Reduce -0.0% | 0.04% | −0.01 |
| AXP American Express Co. | Reduce -0.5% | 0.42% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -40.0% | 0.02% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -39.9% | 0.02% | −0.01 |
| PEP Pepsico Inc. | Reduce -19.6% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Reduce -28.6% | 0.01% | −0.01 |
| XPO Xpo Inc. | Reduce -0.1% | 0.13% | −0.01 |
| EXPE Expedia Group Inc. | Reduce -0.6% | 0.23% | −0.01 |
| FISV Fiserv Inc. | Reduce -40.4% | 0.01% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.5% | 0.23% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -13.3% | 0.06% | −0.01 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -10.9% | 0.03% | −0.01 |
| DUK Duke Energy Corp. | Reduce -24.0% | 0.01% | −0.01 |
| ACN Accenture PLC Class A | Reduce -94.5% | 0.00% | −0.01 |
| DFAT Dimensional US Target Value | Sold out | 0.00% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -26.5% | 0.01% | −0.01 |
| BLK BlackRock Inc. | Reduce -16.9% | 0.01% | −0.01 |
| ADP Automatic Data Processing | Reduce -10.1% | 0.03% | −0.01 |
| POR Portland General Electric Co. | Sold out | 0.00% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Reduce -6.8% | 0.01% | −0.00 |
| RBA RB Global Inc. | Sold out | 0.00% | −0.00 |
| DFAX Dimensional World Ex US Core | Reduce -48.4% | 0.00% | −0.00 |
| LIT Global X Lithium & Battery T | Reduce -92.9% | 0.00% | −0.00 |
| GAP The Gap Inc. | Reduce -0.2% | 0.01% | −0.00 |
| DIS The Walt Disney Co. | Reduce -5.5% | 0.02% | −0.00 |
| ICF iShares Select U.S. REIT ETF | Reduce -99.7% | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.9% | 2.06% | +0.87 |
| CSCO Cisco Systems Inc. | Add +1.1% | 2.57% | +0.64 |
| QCOM Qualcomm Inc. | Add +2.8% | 2.10% | +0.46 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 3.41% | +0.29 |
| AVGO Broadcom Inc. | Add +0.1% | 4.83% | +0.28 |
| NXPI NXP Semiconductors NV | Add +3.5% | 1.08% | +0.24 |
| LLY Eli Lilly & Co. | Add +2.5% | 1.54% | +0.21 |
| AMD Advanced Micro Devices | Add +0.2% | 0.29% | +0.17 |
| PANW Palo Alto Networks Inc. | Add +3.6% | 0.34% | +0.16 |
| DHI D.R. Horton Inc. | Add +3.9% | 1.70% | +0.11 |
| ETN Eaton Corp. PLC | Add +2.4% | 1.80% | +0.10 |
| GLW Corning Inc. | Add +1.1% | 0.21% | +0.08 |
| F Ford Motor Co. | Add +2.0% | 1.05% | +0.07 |
| DELL Dell Technologies -C | Add +1.7% | 0.11% | +0.06 |
| STX Seagate Technology Holdings | Add +0.7% | 0.12% | +0.06 |
| TT Trane Technologies PLC | Add +2.2% | 1.07% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.66% | +0.04 |
| INTC Intel Corp. | Add +2.1% | 0.07% | +0.04 |
| SPCX Space Exploration Techn Class A | New | 0.04% | +0.04 |
| SNOW Snowflake Inc. | Add +25.1% | 0.07% | +0.03 |
| DFUS Dimensional US Eq MKT ETF | Add +8.1% | 0.40% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +16.2% | 0.21% | +0.03 |
| NVDA Nvidia Corp. | Add +1.1% | 3.22% | +0.02 |
| RJDI RJ Eagle GCM Div S Inc. ETF | Add +487.1% | 0.03% | +0.02 |
| OKTA Okta Inc. | Add +3.3% | 0.05% | +0.02 |
| PG The Procter & Gamble Co. | Add +40.1% | 0.10% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +7.1% | 0.09% | +0.02 |
| MRVL Marvell Technology Inc. | Add +143.9% | 0.02% | +0.02 |
| TXN Texas Instruments Inc. | Add +0.7% | 0.06% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.39% | +0.02 |
| XSVN Bondbloxx BBG 7 YR US Treas | Add +29.6% | 0.15% | +0.02 |
| XFIV Bondbloxx BBG 5 YR US Treas | Add +17.4% | 1.66% | +0.02 |
| AVEM Avantis Emerging Markets Eq | Add +19.4% | 0.08% | +0.01 |
| ANET Arista Networks Inc. | Add +4.3% | 0.07% | +0.01 |
| ALL Allstate Corp. | Add +1.8% | 0.98% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Add +598.0% | 0.01% | +0.01 |
| GPK Graphic Packaging Holding Co. | Add +61.4% | 0.04% | +0.01 |
| ACMR Acm Research Inc. Class A | Add +50.0% | 0.02% | +0.01 |
| KLAC KLA Corp. | Add +41.7% | 0.02% | +0.01 |
| MMM 3M Co. | Add +57.6% | 0.03% | +0.01 |
| UPS United Parcel Service Class B | Add +1598.5% | 0.01% | +0.01 |
| VXUS Vanguard Total Intl Stock | New | 0.01% | +0.01 |
| VOOV Vanguard S&P 500 Value ETF | Add +1322.2% | 0.01% | +0.01 |
| CWEN Clearway Energy Inc. Class C | New | 0.01% | +0.01 |
| DAL Delta Air Lines Inc. | Add +1.8% | 0.04% | +0.01 |
| DTE DTE Energy Company | Add +26.4% | 0.06% | +0.01 |
| DFAU Dimensional US Core Equity M | Add +69.0% | 0.02% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 0.80% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.1% | 1.67% | +0.01 |
| FENY Fidelity MSCI Energy Index | New | 0.01% | +0.01 |
Options Activity Q1 2026 → Q2 2026
| SLV iShares Silver Trust | put | Sold out | 250 | $608Kbefore exit |
| AMZN Amazon.com Inc. | call | Reduce -10.0% | 450 | $428K |
| MU Micron Technology Inc. | put | New | 50 | $24K |
| ALB Albemarle Corp. | call | New | 200 | $400 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 941 | $1.2B | AAPL, AVGO, LRCX, GOOGL, NVDA |
| Q1 2026 | 932 | $1.1B | AAPL, AVGO, NVDA, MSFT, JPM |
| Q4 2025 | 984 | $1.1B | AVGO, AAPL, GOOGL, MSFT, NVDA |
| Q3 2025 | 674 | $1.0B | AVGO, AAPL, MSFT, NVDA, JPM |
| Q2 2025 | 715 | $917.4M | AVGO, AAPL, MSFT, JPM, NVDA |
| Q1 2025 | 701 | $790.8M | AAPL, AVGO, JPM, MSFT, MSI |
| Q4 2024 | 722 | $808.9M | AVGO, AAPL, MSFT, JPM, ETN |
| Q3 2024 | 605 | $688.8M | AAPL, AVGO, MSFT, JPM, ETN |
| Q2 2024 | 602 | $728.1M | AAPL, AVGO, MSFT, JPM, ETN |
| Q1 2024 | 663 | $697.1M | AAPL, AVGO, MSFT, JPM, ETN |