Nemes Rush Group LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), Nemes Rush Group LLC reported 602 stock positions worth $728.1 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Broadcom (AVGO, 5.5%) and Microsoft (MSFT, 4.7%). Compared with Q1 2024, it opened 33 new positions, sold out of 96, added to 142 and reduced 154. The biggest buy was Exxon Mobil (XOM, shares +196%) and the biggest sale an exit from Pioneer Natural Resources (PXD).
- Most Recent 13F
- Q2 2026
- Location
- NOVI, MI
- CIK
- 0001982273
- Portfolio Value
- $728.1M (Q2 2024)
- SEC Filing
- 0001982273-24-000004 ↗ filed Aug 15, 2024
Holdings Value
Holdings 602 stocks · $728.1M
| AAPL Apple Inc. | 5.85% | 202,370 | $42.6M | Reduce -0.5% |
| AVGO Broadcom Inc. | 5.54% | 25,133 | $40.4M | Reduce -1.4% |
| MSFT Microsoft Corp. | 4.73% | 77,028 | $34.4M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 3.48% | 125,400 | $25.4M | Add +0.9% |
| ETN Eaton Corp. PLC | 3.38% | 78,563 | $24.6M | Reduce -0.1% |
| MSI Motorola Solutions Inc. | 2.75% | 51,930 | $20.0M | Add +1.1% |
| NVDA Nvidia Corp. | 2.73% | 160,870 | $19.9M | Reduce -5.1% |
| QCOM Qualcomm Inc. | 2.56% | 93,597 | $18.6M | Add +2.0% |
| WMT Walmart Inc. | 2.40% | 258,242 | $17.5M | Add +2.4% |
| MRK Merck & Co. Inc. | 2.34% | 137,396 | $17.0M | Add +3.8% |
| AMZN Amazon.com Inc. | 2.29% | 86,393 | $16.7M | Add +0.7% |
| HD Home Depot Inc. | 2.24% | 47,461 | $16.3M | Add +2.1% |
| CB Chubb Ltd. | 1.99% | 56,799 | $14.5M | Add +2.4% |
| LRCX Lam Research Corp. | 1.98% | 13,547 | $14.4M | Reduce -0.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.97% | 100,278 | $14.3M | Add +6.5% |
| META Meta Platforms Inc. Class A | 1.95% | 28,161 | $14.2M | Add +0.6% |
| CME Cme Group Inc. | 1.72% | 63,575 | $12.5M | Add +3.5% |
| LLY Eli Lilly & Co. | 1.70% | 13,698 | $12.4M | Add +2.4% |
| APD Air Products & Chemicals Inc. | 1.70% | 47,889 | $12.4M | Add +3.6% |
| GOOGL Alphabet Inc. Class A | 1.64% | 65,423 | $11.9M | Add +0.8% |
| UNP Union Pacific Corp. | 1.60% | 51,563 | $11.7M | Add +4.0% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 1.59% | 920,956 | $11.5M | Reduce -0.3% |
| DVN Devon Energy Corp. | 1.58% | 243,432 | $11.5M | Add +5.8% |
| CSCO Cisco Systems Inc. | 1.54% | 236,225 | $11.2M | Add +2.0% |
| TT Trane Technologies PLC | 1.52% | 33,757 | $11.1M | Reduce -0.4% |
| JCI Johnson Controls Internation | 1.36% | 149,160 | $9.9M | Add +6.9% |
| BBY Best Buy Co. Inc. | 1.29% | 111,785 | $9.4M | Add +6.4% |
| CRM Salesforce Inc. | 1.23% | 34,815 | $9.0M | Add +1.4% |
| V Visa Inc. Class A | 1.21% | 33,613 | $8.8M | Add +0.9% |
| ALL Allstate Corp. | 1.20% | 54,553 | $8.7M | Add +1.5% |
| NXPI NXP Semiconductors NV | 1.14% | 30,835 | $8.3M | Add +1.5% |
| RJF Raymond James Financial Inc. | 1.10% | 64,820 | $8.0M | Add +0.3% |
| XOM Exxon Mobil Corp. | 1.09% | 69,259 | $8.0M | Add +195.7% |
| UNH Unitedhealth Group Inc. | 1.03% | 14,770 | $7.5M | Add +2.3% |
| JNJ Johnson & Johnson | 1.03% | 51,269 | $7.5M | Add +4.4% |
| ICE Intercontinental Exchange Inc. | 0.98% | 52,155 | $7.1M | Add +1.9% |
| LHX L3HARRIS Technologies Inc. | 0.96% | 31,015 | $7.0M | Add +7.0% |
| SPGI S&P Global Inc. | 0.92% | 15,068 | $6.7M | Add +3.8% |
| AMD Advanced Micro Devices | 0.88% | 39,310 | $6.4M | Add +7.5% |
| MPC Marathon Petroleum Corp. | 0.87% | 36,580 | $6.3M | Reduce -3.0% |
| STE Steris PLC | 0.77% | 25,524 | $5.6M | Add +3.1% |
| IQV Iqvia Holdings Inc. | 0.75% | 25,933 | $5.5M | Add +4.0% |
| FISV Fiserv Inc. | 0.65% | 31,831 | $4.7M | Add +4.4% |
| HAL Halliburton Co. | 0.64% | 138,556 | $4.7M | Add +5.0% |
| PFE Pfizer Inc. | 0.54% | 141,030 | $3.9M | Add +19.8% |
| IVV iShares Core S&P 500 ETF | 0.54% | 7,140 | $3.9M | Reduce -15.0% |
| AXP American Express Co. | 0.53% | 16,620 | $3.8M | Add +0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.53% | 34,774 | $3.8M | Add +8.2% |
| RTX RTX Corp. | 0.49% | 35,277 | $3.5M | Add +0.6% |
| NFLX Netflix Inc. | 0.43% | 4,664 | $3.1M | Add +0.3% |
| ORCL Oracle Corp. | 0.40% | 20,597 | $2.9M | Add +13.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 5,138 | $2.8M | Add +1.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.37% | 6,950 | $2.7M | Add +3.3% |
| MCHP Microchip Technology Inc. | 0.36% | 28,511 | $2.6M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.33% | 12,999 | $2.4M | Add +2.3% |
| TSLA Tesla Inc. | 0.32% | 11,715 | $2.3M | Add +2.7% |
| ULTA Ulta Beauty Inc. | 0.31% | 5,876 | $2.3M | Add +3.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.30% | 4,725 | $2.2M | Add +0.2% |
| CAT Caterpillar Inc. | 0.30% | 6,639 | $2.2M | Reduce -0.9% |
| GPK Graphic Packaging Holding Co. | 0.30% | 83,548 | $2.2M | Add +7.6% |
| AIG American International Group | 0.30% | 29,384 | $2.2M | Reduce -0.0% |
| VLO Valero Energy Corp. | 0.28% | 13,185 | $2.1M | Add +2.0% |
| DG Dollar General Corp. | 0.28% | 15,597 | $2.1M | Add +20.1% |
| BKNG Booking Holdings Inc. | 0.26% | 470 | $1.9M | Reduce -1.7% |
| STLD Steel Dynamics Inc. | 0.25% | 13,889 | $1.8M | Add +0.2% |
| SBUX Starbucks Corp. | 0.24% | 22,408 | $1.7M | Add +6.4% |
| UPS United Parcel Service Class B | 0.21% | 11,309 | $1.5M | Add +0.1% |
| UBER Uber Technologies Inc. | 0.20% | 20,441 | $1.5M | Add +7.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.20% | 31,032 | $1.5M | Add +8.2% |
| TSCO Tractor Supply Company | 0.19% | 5,092 | $1.4M | Add +27.1% |
| CSL Carlisle Cos Inc. | 0.18% | 3,200 | $1.3M | No change |
| PG The Procter & Gamble Co. | 0.18% | 7,857 | $1.3M | Reduce -5.3% |
| XPO Xpo Inc. | 0.18% | 12,202 | $1.3M | Add +0.2% |
| ADBE Adobe Inc. | 0.17% | 2,291 | $1.3M | Add +0.2% |
| FANG Diamondback Energy Inc. | 0.16% | 5,922 | $1.2M | Add +4.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 11,828 | $1.2M | Add +6.7% |
| ABNB Airbnb Inc. Class A | 0.16% | 7,556 | $1.1M | Add +4.7% |
| HTZ Hertz Global Hldgs Inc. | 0.16% | 320,189 | $1.1M | No change |
| XLK SS Technology Select Sector | 0.15% | 4,989 | $1.1M | Reduce -0.8% |
| NKE Nike Inc. Class B | 0.15% | 14,795 | $1.1M | Add +2.1% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 26,824 | $1.1M | Add +0.1% |
| CVX Chevron Corp. | 0.15% | 7,093 | $1.1M | Reduce -10.2% |
| MRNA Moderna Inc. | 0.15% | 9,172 | $1.1M | Add +18.4% |
| CI The Cigna Group | 0.15% | 3,256 | $1.1M | Add +0.3% |
| EW Edwards Lifesciences Corp. | 0.14% | 10,969 | $1.0M | Add +17.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.12% | 3,958 | $909K | No change |
| MCD McDonald's Corp. | 0.12% | 3,555 | $906K | Reduce -10.4% |
| MDY State Street SPDR S&P Midcap | 0.12% | 1,682 | $900K | Add +0.3% |
| PRU Prudential Financial Inc. | 0.12% | 7,614 | $892K | Add +7.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 3,501 | $876K | No change |
| LULU Lululemon Athletica Inc. | 0.11% | 2,790 | $833K | Add +6.5% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 13,882 | $812K | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 0.11% | 1,594 | $797K | Add +105.4% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 6,704 | $796K | Add +34.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 4,214 | $769K | Reduce -3.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.11% | 6,765 | $768K | No change |
| NUE Nucor Corp. | 0.10% | 4,801 | $759K | Add +8.2% |
| MDT Medtronic PLC | 0.10% | 9,359 | $737K | Reduce -28.8% |
| DWAS Invesco Dorsey Wright Smallc | 0.10% | 8,508 | $724K | Add +1.8% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 8,863 | $719K | No change |
Options reported separately and not counted above: JD calls ($48K), BABA calls ($32K).
Other holdings (1): 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 | 50 | $2K | No change |
Total filed on the 13F, all lines: $728.1M.
Portfolio Sells Q1 2024 → Q2 2024
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.74 |
| MPC Marathon Petroleum Corp. | Reduce -3.0% | 0.87% | −0.22 |
| F Ford Motor Co. | Reduce -0.3% | 1.59% | −0.17 |
| ETN Eaton Corp. PLC | Reduce -0.1% | 3.38% | −0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -15.0% | 0.54% | −0.10 |
| MDT Medtronic PLC | Reduce -28.8% | 0.10% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -86.7% | 0.01% | −0.06 |
| HPQ HP Inc. | Reduce -79.7% | 0.02% | −0.06 |
| TGT Target Corp. | Reduce -18.7% | 0.09% | −0.05 |
| CAT Caterpillar Inc. | Reduce -0.9% | 0.30% | −0.05 |
| ROK Rockwell Automation Inc. | Reduce -40.0% | 0.04% | −0.04 |
| MCD McDonald's Corp. | Reduce -10.4% | 0.12% | −0.04 |
| AIG American International Group | Reduce -0.0% | 0.30% | −0.03 |
| CVX Chevron Corp. | Reduce -10.2% | 0.15% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -41.0% | 0.03% | −0.03 |
| PEP Pepsico Inc. | Reduce -9.9% | 0.09% | −0.02 |
| AMGN Amgen Inc. | Reduce -44.9% | 0.03% | −0.02 |
| ABBV Abbvie Inc. | Reduce -7.0% | 0.09% | −0.02 |
| PLD Prologis Inc. | Reduce -10.8% | 0.05% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -5.3% | 0.18% | −0.01 |
| ADP Automatic Data Processing | Reduce -7.9% | 0.08% | −0.01 |
| ZTS Zoetis Inc. | Reduce -75.8% | 0.00% | −0.01 |
| RBA RB Global Inc. | Sold out | 0.00% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.0% | 0.11% | −0.01 |
| PNC PNC Financial Services Group | Reduce -10.9% | 0.06% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -91.5% | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -3.5% | 0.07% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -7.7% | 0.04% | −0.01 |
| PSX Phillips 66 | Reduce -13.8% | 0.03% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 0.11% | −0.01 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.01 |
| KFY Korn Ferry | Sold out | 0.00% | −0.01 |
| SYNA Synaptics Inc. | Reduce -92.9% | 0.00% | −0.01 |
| BLK BlackRock Finance Inc. | Reduce -23.1% | 0.02% | −0.01 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -12.1% | 0.03% | −0.01 |
| ACN Accenture PLC Class A | Reduce -25.6% | 0.01% | −0.01 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -9.0% | 0.06% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -5.8% | 0.07% | −0.01 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -65.5% | 0.00% | −0.01 |
| KO The Coca-Cola Co. | Reduce -7.1% | 0.10% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -87.7% | 0.00% | −0.01 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.01 |
| CVS CVS Health Corp. | Reduce -8.3% | 0.01% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -97.5% | 0.00% | −0.01 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.01 |
| CMA Comerica Inc. | Reduce -67.5% | 0.00% | −0.01 |
| EQIX Equinix Inc. | Reduce -44.7% | 0.01% | −0.01 |
| BP BP PLC-Spons ADR | Reduce -80.0% | 0.00% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| XOM Exxon Mobil Corp. | Add +195.7% | 1.09% | +0.70 |
| QCOM Qualcomm Inc. | Add +2.0% | 2.56% | +0.33 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +6.5% | 1.97% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 1.64% | +0.23 |
| WMT Walmart Inc. | Add +2.4% | 2.40% | +0.22 |
| LLY Eli Lilly & Co. | Add +2.4% | 1.70% | +0.21 |
| MSI Motorola Solutions Inc. | Add +1.1% | 2.75% | +0.14 |
| MSFT Microsoft Corp. | Add +0.3% | 4.73% | +0.09 |
| APD Air Products & Chemicals Inc. | Add +3.6% | 1.70% | +0.09 |
| PFE Pfizer Inc. | Add +19.8% | 0.54% | +0.07 |
| AMZN Amazon.com Inc. | Add +0.7% | 2.29% | +0.07 |
| ORCL Oracle Corp. | Add +13.0% | 0.40% | +0.07 |
| LHX L3HARRIS Technologies Inc. | Add +7.0% | 0.96% | +0.07 |
| NXPI NXP Semiconductors NV | Add +1.5% | 1.14% | +0.06 |
| TJX TJX Companies Inc. | Add +8.2% | 0.53% | +0.06 |
| BBY Best Buy Co. Inc. | Add +6.4% | 1.29% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.3% | 0.37% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +105.4% | 0.11% | +0.06 |
| JCI Johnson Controls Internation | Add +6.9% | 1.36% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +2.3% | 0.33% | +0.05 |
| TSCO Tractor Supply Company | Add +27.1% | 0.19% | +0.04 |
| SPGI S&P Global Inc. | Add +3.8% | 0.92% | +0.04 |
| MRNA Moderna Inc. | Add +18.4% | 0.15% | +0.03 |
| TSLA Tesla Inc. | Add +2.7% | 0.32% | +0.03 |
| NFLX Netflix Inc. | Add +0.3% | 0.43% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +34.8% | 0.11% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +1036.9% | 0.03% | +0.03 |
| NOBL Proshares S&P 500 Dividend A | Add +6183.3% | 0.02% | +0.02 |
| HDV iShares Core High Dividend E | New | 0.02% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.2% | 0.30% | +0.02 |
| ANET Arista Networks Inc. | Add +33.6% | 0.05% | +0.02 |
| MEDP Medpace Holdings Inc. | New | 0.02% | +0.02 |
| USFD US Foods Holding Corp. | New | 0.02% | +0.02 |
| FSLR First Solar Inc. | Add +158.7% | 0.02% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +170.8% | 0.02% | +0.01 |
| TMUS T-Mobile US Inc. | Add +201.7% | 0.02% | +0.01 |
| NOW ServiceNow Inc. | Add +65.9% | 0.03% | +0.01 |
| IBKR Interactive Brokers Gro Class A | Add +181.8% | 0.02% | +0.01 |
| EW Edwards Lifesciences Corp. | Add +17.7% | 0.14% | +0.01 |
| PGR Progressive Corp. | Add +197.5% | 0.02% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +61.5% | 0.03% | +0.01 |
| ARES Ares Management Corp. Class A | Add +191.6% | 0.02% | +0.01 |
| VMC Vulcan Materials Co. | Add +209.5% | 0.02% | +0.01 |
| ADBE Adobe Inc. | Add +0.2% | 0.17% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +28.3% | 0.04% | +0.01 |
| OKTA Okta Inc. | Add +155.4% | 0.02% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +2.3% | 1.03% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +0.7% | 0.06% | +0.01 |
| COST Costco Wholesale Corp. | Add +1.0% | 0.07% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +17.3% | 0.09% | +0.01 |
Options Activity Q1 2024 → Q2 2024
| BABA Alibaba Group Holding-SP ADR | call | Sold out | 10,000 | $724Kbefore exit |
| JD Jd.com Inc.-ADR | call | New | 250 | $48K |
| BABA Alibaba Group Holding-SP ADR | call | New | 100 | $32K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2024 → Q2 2024
| JD Jd.com Inc.-ADR | SPON ADS CL A · principal | Sold out | 25,000 | $685Kbefore exit |
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 |