Nemes Rush Group LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Nemes Rush Group LLC reported 663 stock positions worth $697.1 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Broadcom (AVGO, 4.8%) and Microsoft (MSFT, 4.6%). Compared with Q4 2023, it opened 50 new positions, sold out of 45, added to 151 and reduced 133. The biggest buy was Novo-Nordisk A/S-Spons ADR (NVO, shares +20550%) and the biggest sale Medtronic (MDT, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- NOVI, MI
- CIK
- 0001982273
- Portfolio Value
- $697.1M (Q1 2024)
- SEC Filing
- 0001982273-24-000002 ↗ filed May 15, 2024
Holdings Value
Holdings 663 stocks · $697.1M
| AAPL Apple Inc. | 5.00% | 203,431 | $34.9M | Add +0.8% |
| AVGO Broadcom Inc. | 4.85% | 25,502 | $33.8M | Reduce -1.6% |
| MSFT Microsoft Corp. | 4.63% | 76,797 | $32.3M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 3.57% | 124,287 | $24.9M | Add +1.0% |
| ETN Eaton Corp. PLC | 3.53% | 78,667 | $24.6M | Add +0.9% |
| MSI Motorola Solutions Inc. | 2.61% | 51,342 | $18.2M | Add +1.8% |
| HD Home Depot Inc. | 2.56% | 46,489 | $17.8M | Add +2.2% |
| MRK Merck & Co. Inc. | 2.51% | 132,436 | $17.5M | Add +10.7% |
| QCOM Qualcomm Inc. | 2.23% | 91,743 | $15.5M | Add +2.8% |
| AMZN Amazon.com Inc. | 2.22% | 85,793 | $15.5M | Add +1.8% |
| NVDA Nvidia Corp. | 2.20% | 16,948 | $15.3M | Reduce -14.8% |
| WMT Walmart Inc. | 2.18% | 252,161 | $15.2M | Add +3.4% |
| CB Chubb Ltd. | 2.06% | 55,494 | $14.4M | Add +2.7% |
| META Meta Platforms Inc. Class A | 1.95% | 27,991 | $13.6M | Reduce -0.5% |
| LRCX Lam Research Corp. | 1.90% | 13,625 | $13.2M | Reduce -0.4% |
| CME Cme Group Inc. | 1.90% | 61,408 | $13.2M | Add +4.8% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 1.76% | 923,703 | $12.3M | Add +0.3% |
| UNP Union Pacific Corp. | 1.75% | 49,603 | $12.2M | Add +54.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.73% | 94,164 | $12.1M | Add +20550.0% |
| CSCO Cisco Systems Inc. | 1.66% | 231,569 | $11.6M | Add +4.3% |
| DVN Devon Energy Corp. | 1.66% | 230,097 | $11.5M | Add +6.4% |
| APD Air Products & Chemicals Inc. | 1.61% | 46,227 | $11.2M | Add +4.4% |
| LLY Eli Lilly & Co. | 1.49% | 13,372 | $10.4M | Add +355.0% |
| CRM Salesforce Inc. | 1.48% | 34,347 | $10.3M | Add +0.6% |
| TT Trane Technologies PLC | 1.46% | 33,879 | $10.2M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.41% | 64,921 | $9.8M | Add +1.3% |
| ALL Allstate Corp. | 1.33% | 53,766 | $9.3M | Add +1.3% |
| V Visa Inc. Class A | 1.33% | 33,316 | $9.3M | Add +1.4% |
| JCI Johnson Controls Internation | 1.31% | 139,551 | $9.1M | Add +9.2% |
| BBY Best Buy Co. Inc. | 1.24% | 105,022 | $8.6M | Add +21.4% |
| RJF Raymond James Financial Inc. | 1.19% | 64,648 | $8.3M | Add +2.6% |
| JNJ Johnson & Johnson | 1.11% | 49,098 | $7.8M | Reduce -9.3% |
| MPC Marathon Petroleum Corp. | 1.09% | 37,714 | $7.6M | Add +1.6% |
| NXPI NXP Semiconductors NV | 1.08% | 30,368 | $7.5M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 1.02% | 14,437 | $7.1M | Add +3.1% |
| ICE Intercontinental Exchange Inc. | 1.01% | 51,170 | $7.0M | Add +1.4% |
| AMD Advanced Micro Devices | 0.95% | 36,549 | $6.6M | Add +2.4% |
| IQV Iqvia Holdings Inc. | 0.90% | 24,941 | $6.3M | Add +2.2% |
| SPGI S&P Global Inc. | 0.89% | 14,523 | $6.2M | Add +1.6% |
| LHX L3HARRIS Technologies Inc. | 0.89% | 28,979 | $6.2M | Add +24.3% |
| STE Steris PLC | 0.80% | 24,755 | $5.6M | Add +2.3% |
| HAL Halliburton Co. | 0.75% | 131,996 | $5.2M | Add +3.6% |
| PXD Pioneer Natural Resources Co. | 0.74% | 19,574 | $5.1M | Add +2.3% |
| FISV Fiserv Inc. | 0.70% | 30,496 | $4.9M | Add +24.1% |
| IVV iShares Core S&P 500 ETF | 0.63% | 8,404 | $4.4M | Reduce -49.0% |
| AXP American Express Co. | 0.54% | 16,520 | $3.8M | Reduce -0.9% |
| RTX RTX Corp. | 0.49% | 35,063 | $3.4M | Reduce -0.1% |
| PFE Pfizer Inc. | 0.47% | 117,749 | $3.3M | Add +67.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 32,127 | $3.3M | Add +2.9% |
| ULTA Ulta Beauty Inc. | 0.43% | 5,703 | $3.0M | Reduce -0.0% |
| NFLX Netflix Inc. | 0.41% | 4,649 | $2.8M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.39% | 23,420 | $2.7M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 5,058 | $2.6M | Reduce -11.9% |
| MCHP Microchip Technology Inc. | 0.36% | 28,314 | $2.5M | Reduce -1.1% |
| HTZ Hertz Global Hldgs Inc. | 0.36% | 320,189 | $2.5M | No change |
| CAT Caterpillar Inc. | 0.35% | 6,697 | $2.5M | Add +0.1% |
| AIG American International Group | 0.33% | 29,390 | $2.3M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.33% | 18,227 | $2.3M | Add +148.5% |
| GPK Graphic Packaging Holding Co. | 0.33% | 77,663 | $2.3M | Reduce -0.3% |
| VLO Valero Energy Corp. | 0.32% | 12,932 | $2.2M | Reduce -1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 6,726 | $2.2M | Add +1.3% |
| STLD Steel Dynamics Inc. | 0.29% | 13,863 | $2.1M | Add +0.0% |
| DG Dollar General Corp. | 0.29% | 12,987 | $2.0M | Add +9.0% |
| TSLA Tesla Inc. | 0.29% | 11,408 | $2.0M | Reduce -1.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.28% | 4,716 | $2.0M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.28% | 12,710 | $1.9M | Reduce -0.6% |
| SBUX Starbucks Corp. | 0.28% | 21,063 | $1.9M | Add +1.0% |
| BKNG Booking Holdings Inc. | 0.25% | 478 | $1.7M | Reduce -0.8% |
| UPS United Parcel Service Class B | 0.24% | 11,293 | $1.7M | Reduce -0.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.23% | 28,690 | $1.6M | Add +6.0% |
| XPO Xpo Inc. | 0.21% | 12,180 | $1.5M | Reduce -1.1% |
| UBER Uber Technologies Inc. | 0.21% | 19,007 | $1.5M | Add +2.4% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 26,806 | $1.5M | Add +0.1% |
| NKE Nike Inc. Class B | 0.20% | 14,485 | $1.4M | Add +16.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 11,090 | $1.4M | Add +4.2% |
| PG The Procter & Gamble Co. | 0.19% | 8,293 | $1.3M | Reduce -1.3% |
| CSL Carlisle Cos Inc. | 0.18% | 3,200 | $1.3M | No change |
| CVX Chevron Corp. | 0.18% | 7,897 | $1.2M | Reduce -2.9% |
| ABNB Airbnb Inc. Class A | 0.17% | 7,217 | $1.2M | Reduce -1.3% |
| CI The Cigna Group | 0.17% | 3,246 | $1.2M | Reduce -1.2% |
| ADBE Adobe Inc. | 0.17% | 2,286 | $1.2M | Add +3.1% |
| MDT Medtronic PLC | 0.16% | 13,139 | $1.1M | Reduce -89.9% |
| FANG Diamondback Energy Inc. | 0.16% | 5,674 | $1.1M | Reduce -1.1% |
| MCD McDonald's Corp. | 0.16% | 3,969 | $1.1M | Reduce -1.7% |
| TSCO Tractor Supply Company | 0.15% | 4,005 | $1.0M | Add +16.9% |
| XLK SS Technology Select Sector | 0.15% | 5,030 | $1.0M | Add +2.9% |
| LULU Lululemon Athletica Inc. | 0.15% | 2,620 | $1.0M | Reduce -0.9% |
| TGT Target Corp. | 0.14% | 5,523 | $979K | Reduce -8.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.13% | 3,958 | $933K | No change |
| MDY State Street SPDR S&P Midcap | 0.13% | 1,677 | $933K | Add +1.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 3,501 | $913K | No change |
| EW Edwards Lifesciences Corp. | 0.13% | 9,318 | $890K | Reduce -83.1% |
| NUE Nucor Corp. | 0.13% | 4,437 | $878K | Reduce -1.8% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 14,155 | $860K | Add +6.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 4,342 | $833K | Add +1.5% |
| PRU Prudential Financial Inc. | 0.12% | 7,074 | $830K | Add +0.5% |
| MRNA Moderna Inc. | 0.12% | 7,745 | $825K | Add +42.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.11% | 6,765 | $800K | No change |
| PEP Pepsico Inc. | 0.11% | 4,443 | $778K | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.11% | 4,186 | $762K | Reduce -2.2% |
Options reported separately and not counted above: BABA calls ($724K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $687K (not counted above)
Total filed on the 13F, all lines: $697.8M.
Portfolio Sells Q4 2023 → Q1 2024
| MDT Medtronic PLC | Reduce -89.9% | 0.16% | −1.56 |
| IVV iShares Core S&P 500 ETF | Reduce -49.0% | 0.63% | −0.64 |
| IYT iShares US Transportation Et | Reduce -99.9% | 0.00% | −0.61 |
| EW Edwards Lifesciences Corp. | Reduce -83.1% | 0.13% | −0.55 |
| GILD Gilead Sciences Inc. | Reduce -77.8% | 0.07% | −0.32 |
| JNJ Johnson & Johnson | Reduce -9.3% | 1.11% | −0.26 |
| HPQ HP Inc. | Reduce -71.2% | 0.08% | −0.22 |
| ROK Rockwell Automation Inc. | Reduce -64.5% | 0.08% | −0.19 |
| TSLA Tesla Inc. | Reduce -1.6% | 0.29% | −0.18 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.15 |
| CMA Comerica Inc. | Reduce -92.6% | 0.01% | −0.15 |
| AMGN Amgen Inc. | Reduce -69.5% | 0.05% | −0.13 |
| WHR Whirlpool Corp. | Reduce -97.4% | 0.00% | −0.11 |
| ZTS Zoetis Inc. | Reduce -79.3% | 0.02% | −0.10 |
| LULU Lululemon Athletica Inc. | Reduce -0.9% | 0.15% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.9% | 0.38% | −0.06 |
| MCHP Microchip Technology Inc. | Reduce -1.1% | 0.36% | −0.05 |
| UPS United Parcel Service Class B | Reduce -0.5% | 0.24% | −0.05 |
| IBB iShares Biotechnology ETF | Reduce -82.6% | 0.01% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.16% | −0.03 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.4% | 0.28% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -0.8% | 0.25% | −0.03 |
| KEYS Keysight Technologies Inc. | Reduce -93.0% | 0.00% | −0.03 |
| ULTA Ulta Beauty Inc. | Reduce -0.0% | 0.43% | −0.02 |
| SNOW Snowflake Inc. | Reduce -1.0% | 0.05% | −0.02 |
| CVX Chevron Corp. | Reduce -2.9% | 0.18% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -19.6% | 0.06% | −0.02 |
| PEP Pepsico Inc. | Reduce -3.4% | 0.11% | −0.01 |
| SECT Main Sector Rotation ETF | Reduce -38.0% | 0.02% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.28% | −0.01 |
| KO The Coca-Cola Co. | Reduce -3.2% | 0.11% | −0.01 |
| PLD Prologis Inc. | Reduce -2.9% | 0.07% | −0.01 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.07% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -3.0% | 0.09% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -40.0% | 0.01% | −0.01 |
| GGG Graco Inc. | Reduce -27.7% | 0.02% | −0.01 |
| INTC Intel Corp. | Reduce -6.9% | 0.03% | −0.01 |
| ROKU Roku Inc. | Reduce -1.7% | 0.02% | −0.01 |
| ADP Automatic Data Processing | Reduce -4.0% | 0.09% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -6.6% | 0.04% | −0.01 |
| CCI Crown Castle Inc. | Reduce -2.9% | 0.03% | −0.01 |
| PNC PNC Financial Services Group | Reduce -2.6% | 0.08% | −0.01 |
| IYC iShares US Consumer Discreti | Sold out | 0.00% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -6.8% | 0.03% | −0.01 |
| MMM 3M Co. | Reduce -12.5% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Reduce -4.5% | 0.04% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -83.4% | 0.00% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -5.3% | 0.05% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.19% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| NVO Novo-Nordisk A/S-Spons ADR | Add +20550.0% | 1.73% | +1.73 |
| LLY Eli Lilly & Co. | Add +355.0% | 1.49% | +1.22 |
| ETN Eaton Corp. PLC | Add +0.9% | 3.53% | +0.50 |
| UNP Union Pacific Corp. | Add +54.4% | 1.75% | +0.48 |
| MRK Merck & Co. Inc. | Add +10.7% | 2.51% | +0.40 |
| ORCL Oracle Corp. | Add +148.5% | 0.33% | +0.20 |
| MPC Marathon Petroleum Corp. | Add +1.6% | 1.09% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 3.57% | +0.19 |
| FISV Fiserv Inc. | Add +24.1% | 0.70% | +0.17 |
| AMZN Amazon.com Inc. | Add +1.8% | 2.22% | +0.15 |
| QCOM Qualcomm Inc. | Add +2.8% | 2.23% | +0.15 |
| PFE Pfizer Inc. | Add +67.9% | 0.47% | +0.14 |
| BBY Best Buy Co. Inc. | Add +21.4% | 1.24% | +0.14 |
| ALL Allstate Corp. | Add +1.3% | 1.33% | +0.14 |
| JCI Johnson Controls Internation | Add +9.2% | 1.31% | +0.12 |
| WMT Walmart Inc. | Add +3.4% | 2.18% | +0.11 |
| AMD Advanced Micro Devices | Add +2.4% | 0.95% | +0.10 |
| LHX L3HARRIS Technologies Inc. | Add +24.3% | 0.89% | +0.09 |
| CB Chubb Ltd. | Add +2.7% | 2.06% | +0.09 |
| DVN Devon Energy Corp. | Add +6.4% | 1.66% | +0.07 |
| MSI Motorola Solutions Inc. | Add +1.8% | 2.61% | +0.06 |
| ITOT iShares Core S&P Total U.S. | Add +290.6% | 0.08% | +0.06 |
| RJF Raymond James Financial Inc. | Add +2.6% | 1.19% | +0.06 |
| PXD Pioneer Natural Resources Co. | Add +2.3% | 0.74% | +0.04 |
| DIS The Walt Disney Co. | Add +4.2% | 0.19% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.3% | 0.31% | +0.04 |
| CRM Salesforce Inc. | Add +0.6% | 1.48% | +0.03 |
| CAT Caterpillar Inc. | Add +0.1% | 0.35% | +0.03 |
| TSCO Tractor Supply Company | Add +16.9% | 0.15% | +0.03 |
| MRNA Moderna Inc. | Add +42.5% | 0.12% | +0.03 |
| STLD Steel Dynamics Inc. | Add +0.0% | 0.29% | +0.03 |
| DG Dollar General Corp. | Add +9.0% | 0.29% | +0.03 |
| UBER Uber Technologies Inc. | Add +2.4% | 0.21% | +0.03 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +47.8% | 0.06% | +0.02 |
| RBA RB Global Inc. | New | 0.01% | +0.01 |
| HD Home Depot Inc. | Add +2.2% | 2.56% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | Add +524.6% | 0.02% | +0.01 |
| NYF iShares New York Muni Bond E | Add +101.8% | 0.02% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| AVLV Avantis US Large Cap Value | Add +1232.1% | 0.01% | +0.01 |
| DJT Trump Media & Technology Gro | Add +1000.0% | 0.01% | +0.01 |
| AVUV Avantis US Small Cap Value | Add +1230.4% | 0.01% | +0.01 |
| AVEM Avantis Emerging Markets Eq | Add +1336.5% | 0.01% | +0.01 |
| ANET Arista Networks Inc. | Add +21.9% | 0.03% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +138.5% | 0.01% | +0.01 |
| XLB SS Materials Select Sector | New | 0.01% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +5.3% | 0.03% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +118.2% | 0.01% | +0.01 |
| VRT Vertiv Holdings Co. Class A | New | 0.01% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +12.0% | 0.03% | +0.01 |
Notes & Other Activity Q4 2023 → Q1 2024
| JD Jd.com Inc.-ADR | SPON ADS CL A · principal | New | 25,000 | $685K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |