Nemes Rush Group LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Nemes Rush Group LLC reported 605 stock positions worth $688.8 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Broadcom (AVGO, 4.9%) and Microsoft (MSFT, 4.7%). Compared with Q2 2024, it opened 40 new positions, sold out of 37, added to 99 and reduced 154. The biggest buy was a new position in Pioneer Natural Resources (PXD) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NOVI, MI
- CIK
- 0001982273
- Portfolio Value
- $688.8M (Q3 2024)
- SEC Filing
- 0001982273-24-000006 ↗ filed Nov 13, 2024
Holdings Value
Holdings 605 stocks · $688.8M
| AAPL Apple Inc. | 5.00% | 200,953 | $34.5M | Reduce -0.7% |
| AVGO Broadcom Inc. | 4.86% | 25,243 | $33.5M | Reduce -90.0% |
| MSFT Microsoft Corp. | 4.66% | 76,219 | $32.1M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 3.58% | 123,206 | $24.7M | Reduce -1.8% |
| ETN Eaton Corp. PLC | 3.53% | 77,727 | $24.3M | Reduce -1.1% |
| MSI Motorola Solutions Inc. | 2.61% | 50,712 | $18.0M | Reduce -2.4% |
| HD Home Depot Inc. | 2.57% | 46,162 | $17.7M | Reduce -2.7% |
| MRK Merck & Co. Inc. | 2.51% | 130,991 | $17.3M | Reduce -4.7% |
| QCOM Qualcomm Inc. | 2.24% | 91,052 | $15.4M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 2.23% | 85,064 | $15.3M | Reduce -1.5% |
| NVDA Nvidia Corp. | 2.21% | 16,860 | $15.2M | Reduce -89.5% |
| WMT Walmart Inc. | 2.18% | 249,773 | $15.0M | Reduce -3.3% |
| CB Chubb Ltd. | 2.06% | 54,729 | $14.2M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 1.96% | 27,778 | $13.5M | Reduce -1.4% |
| CME Cme Group Inc. | 1.90% | 60,773 | $13.1M | Reduce -4.4% |
| LRCX Lam Research Corp. | 1.90% | 13,462 | $13.1M | Reduce -0.6% |
| F Ford Motor Co. filed as FORD MTR CO | 1.78% | 923,703 | $12.3M | Add +0.3% |
| UNP Union Pacific Corp. | 1.74% | 48,823 | $12.0M | Reduce -5.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.74% | 93,363 | $12.0M | Reduce -6.9% |
| CSCO Cisco Systems Inc. | 1.66% | 229,155 | $11.4M | Reduce -3.0% |
| DVN Devon Energy Corp. | 1.65% | 227,131 | $11.4M | Reduce -6.7% |
| APD Air Products & Chemicals Inc. | 1.61% | 45,913 | $11.1M | Reduce -4.1% |
| LLY Eli Lilly & Co. | 1.50% | 13,306 | $10.4M | Reduce -2.9% |
| CRM Salesforce Inc. | 1.48% | 33,933 | $10.2M | Reduce -2.5% |
| TT Trane Technologies PLC | 1.46% | 33,520 | $10.1M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 1.41% | 64,167 | $9.7M | Reduce -1.9% |
| ALL Allstate Corp. | 1.34% | 53,162 | $9.2M | Reduce -2.5% |
| V Visa Inc. Class A | 1.32% | 32,664 | $9.1M | Reduce -2.8% |
| JCI Johnson Controls Internation | 1.32% | 139,008 | $9.1M | Reduce -6.8% |
| BBY Best Buy Co. Inc. | 1.24% | 104,513 | $8.6M | Reduce -6.5% |
| RJF Raymond James Financial Inc. | 1.21% | 64,648 | $8.3M | Reduce -0.3% |
| JNJ Johnson & Johnson | 1.12% | 48,840 | $7.7M | Reduce -4.7% |
| NXPI NXP Semiconductors NV | 1.08% | 30,036 | $7.4M | Reduce -2.6% |
| MPC Marathon Petroleum Corp. | 1.06% | 36,359 | $7.3M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 1.02% | 14,256 | $7.1M | Reduce -3.5% |
| ICE Intercontinental Exchange Inc. | 1.01% | 50,535 | $6.9M | Reduce -3.1% |
| AMD Advanced Micro Devices | 0.95% | 36,346 | $6.6M | Reduce -7.5% |
| IQV Iqvia Holdings Inc. | 0.91% | 24,664 | $6.2M | Reduce -4.9% |
| SPGI S&P Global Inc. | 0.89% | 14,421 | $6.1M | Reduce -4.3% |
| LHX L3HARRIS Technologies Inc. | 0.89% | 28,607 | $6.1M | Reduce -7.8% |
| STE Steris PLC | 0.80% | 24,604 | $5.5M | Reduce -3.6% |
| HAL Halliburton Co. | 0.74% | 130,146 | $5.1M | Reduce -6.1% |
| PXD Pioneer Natural Resources Co. | 0.74% | 19,308 | $5.1M | New |
| FISV Fiserv Inc. | 0.71% | 30,430 | $4.9M | Reduce -4.4% |
| IVV iShares Core S&P 500 ETF | 0.64% | 8,404 | $4.4M | Add +17.7% |
| AXP American Express Co. | 0.55% | 16,520 | $3.8M | Reduce -0.6% |
| RTX RTX Corp. | 0.49% | 34,838 | $3.4M | Reduce -1.2% |
| PFE Pfizer Inc. | 0.47% | 116,672 | $3.2M | Reduce -17.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 31,828 | $3.2M | Reduce -8.5% |
| ULTA Ulta Beauty Inc. | 0.43% | 5,703 | $3.0M | Reduce -2.9% |
| NFLX Netflix Inc. | 0.41% | 4,649 | $2.8M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.39% | 23,320 | $2.7M | Reduce -66.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 5,018 | $2.6M | Reduce -2.3% |
| MCHP Microchip Technology Inc. | 0.37% | 28,314 | $2.5M | Reduce -0.7% |
| HTZ Hertz Global Hldgs Inc. | 0.36% | 320,189 | $2.5M | No change |
| CAT Caterpillar Inc. | 0.35% | 6,622 | $2.4M | Reduce -0.3% |
| AIG American International Group | 0.33% | 29,390 | $2.3M | Add +0.0% |
| ORCL Oracle Corp. | 0.33% | 18,217 | $2.3M | Reduce -11.6% |
| GPK Graphic Packaging Holding Co. | 0.33% | 77,663 | $2.3M | Reduce -7.0% |
| VLO Valero Energy Corp. | 0.32% | 12,932 | $2.2M | Reduce -1.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 6,697 | $2.1M | Reduce -3.6% |
| STLD Steel Dynamics Inc. | 0.30% | 13,863 | $2.1M | Reduce -0.2% |
| TSLA Tesla Inc. | 0.29% | 11,408 | $2.0M | Reduce -2.6% |
| DG Dollar General Corp. | 0.29% | 12,686 | $2.0M | Reduce -18.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.29% | 4,716 | $2.0M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.28% | 12,710 | $1.9M | Reduce -2.2% |
| SBUX Starbucks Corp. | 0.28% | 21,063 | $1.9M | Reduce -6.0% |
| BKNG Booking Holdings Inc. | 0.25% | 470 | $1.7M | No change |
| UPS United Parcel Service Class B | 0.24% | 11,293 | $1.7M | Reduce -0.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.23% | 28,690 | $1.6M | Reduce -7.5% |
| XPO Xpo Inc. | 0.22% | 12,180 | $1.5M | Reduce -0.2% |
| UBER Uber Technologies Inc. | 0.21% | 19,007 | $1.5M | Reduce -7.0% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 26,806 | $1.5M | Reduce -0.1% |
| NKE Nike Inc. Class B | 0.20% | 14,485 | $1.4M | Reduce -2.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 10,968 | $1.3M | Reduce -7.3% |
| PG The Procter & Gamble Co. | 0.19% | 8,143 | $1.3M | Add +3.6% |
| CSL Carlisle Cos Inc. | 0.18% | 3,200 | $1.3M | No change |
| ABNB Airbnb Inc. Class A | 0.17% | 7,217 | $1.2M | Reduce -4.5% |
| CVX Chevron Corp. | 0.17% | 7,529 | $1.2M | Add +6.2% |
| CI The Cigna Group | 0.17% | 3,246 | $1.2M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.17% | 2,286 | $1.2M | Reduce -0.2% |
| FANG Diamondback Energy Inc. | 0.16% | 5,674 | $1.1M | Reduce -4.2% |
| MCD McDonald's Corp. | 0.16% | 3,841 | $1.1M | Add +8.1% |
| MDT Medtronic PLC | 0.16% | 12,378 | $1.1M | Add +32.3% |
| XLK SS Technology Select Sector | 0.15% | 5,030 | $1.0M | Add +0.8% |
| TSCO Tractor Supply Company | 0.15% | 3,999 | $1.0M | Reduce -21.5% |
| LULU Lululemon Athletica Inc. | 0.15% | 2,620 | $1.0M | Reduce -6.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 3,958 | $933K | No change |
| MDY State Street SPDR S&P Midcap | 0.14% | 1,677 | $933K | Reduce -0.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 3,501 | $913K | No change |
| EW Edwards Lifesciences Corp. | 0.13% | 9,199 | $879K | Reduce -16.1% |
| NUE Nucor Corp. | 0.13% | 4,437 | $878K | Reduce -7.6% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 14,155 | $860K | Add +2.0% |
| TGT Target Corp. | 0.12% | 4,692 | $831K | Add +4.5% |
| PRU Prudential Financial Inc. | 0.12% | 7,074 | $830K | Reduce -7.1% |
| MRNA Moderna Inc. | 0.12% | 7,745 | $825K | Reduce -15.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 4,278 | $821K | Add +1.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.12% | 6,765 | $800K | No change |
| DWAS Invesco Dorsey Wright Smallc | 0.11% | 8,354 | $759K | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.11% | 4,135 | $753K | Add +6.3% |
Options reported separately and not counted above: BABA calls ($50K).
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: $688.8M.
Portfolio Sells Q2 2024 → Q3 2024
| AAPL Apple Inc. | Reduce -0.7% | 5.00% | −0.85 |
| XOM Exxon Mobil Corp. | Reduce -66.3% | 0.39% | −0.70 |
| AVGO Broadcom Inc. | Reduce -90.0% | 4.86% | −0.68 |
| NVDA Nvidia Corp. | Reduce -89.5% | 2.21% | −0.52 |
| QCOM Qualcomm Inc. | Reduce -2.7% | 2.24% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 1.41% | −0.23 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -6.9% | 1.74% | −0.23 |
| WMT Walmart Inc. | Reduce -3.3% | 2.18% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -2.9% | 1.50% | −0.20 |
| MSI Motorola Solutions Inc. | Reduce -2.4% | 2.61% | −0.14 |
| APD Air Products & Chemicals Inc. | Reduce -4.1% | 1.61% | −0.08 |
| LRCX Lam Research Corp. | Reduce -0.6% | 1.90% | −0.08 |
| MSFT Microsoft Corp. | Reduce -1.1% | 4.66% | −0.07 |
| PFE Pfizer Inc. | Reduce -17.3% | 0.47% | −0.07 |
| LHX L3HARRIS Technologies Inc. | Reduce -7.8% | 0.89% | −0.07 |
| ORCL Oracle Corp. | Reduce -11.6% | 0.33% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 2.23% | −0.07 |
| TT Trane Technologies PLC | Reduce -0.7% | 1.46% | −0.06 |
| NXPI NXP Semiconductors NV | Reduce -2.6% | 1.08% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -53.4% | 0.05% | −0.06 |
| TJX TJX Companies Inc. | Reduce -8.5% | 0.47% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.6% | 0.31% | −0.05 |
| BBY Best Buy Co. Inc. | Reduce -6.5% | 1.24% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 0.28% | −0.05 |
| JCI Johnson Controls Internation | Reduce -6.8% | 1.32% | −0.04 |
| TSCO Tractor Supply Company | Reduce -21.5% | 0.15% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -33.9% | 0.07% | −0.04 |
| SPGI S&P Global Inc. | Reduce -4.3% | 0.89% | −0.03 |
| MRNA Moderna Inc. | Reduce -15.6% | 0.12% | −0.03 |
| TSLA Tesla Inc. | Reduce -2.6% | 0.29% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -91.2% | 0.00% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Reduce -98.4% | 0.00% | −0.02 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −0.02 |
| NFLX Netflix Inc. | Reduce -0.3% | 0.41% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.2% | 0.29% | −0.02 |
| ANET Arista Networks Inc. | Reduce -25.2% | 0.03% | −0.02 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.02 |
| USFD US Foods Holding Corp. | Sold out | 0.00% | −0.02 |
| FSLR First Solar Inc. | Reduce -61.4% | 0.01% | −0.01 |
| VRT Vertiv Holdings Co. Class A | Reduce -63.1% | 0.01% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -68.1% | 0.01% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -16.1% | 0.13% | −0.01 |
| IBKR Interactive Brokers Gro Class A | Reduce -64.5% | 0.01% | −0.01 |
| NOW ServiceNow Inc. | Reduce -39.7% | 0.02% | −0.01 |
| PGR Progressive Corp. | Reduce -66.4% | 0.01% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -98.8% | 0.02% | −0.01 |
| ARES Ares Management Corp. Class A | Reduce -65.7% | 0.01% | −0.01 |
| VMC Vulcan Materials Co. | Reduce -67.7% | 0.01% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -3.5% | 1.02% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -22.1% | 0.03% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| PXD Pioneer Natural Resources Co. | New | 0.74% | +0.74 |
| F Ford Motor Co. | Add +0.3% | 1.78% | +0.19 |
| IVV iShares Core S&P 500 ETF | Add +17.7% | 0.64% | +0.10 |
| GILD Gilead Sciences Inc. | Add +648.7% | 0.07% | +0.06 |
| HPQ HP Inc. | Add +391.7% | 0.08% | +0.06 |
| MDT Medtronic PLC | Add +32.3% | 0.16% | +0.06 |
| ROK Rockwell Automation Inc. | Add +66.8% | 0.08% | +0.04 |
| AIG American International Group | Add +0.0% | 0.33% | +0.03 |
| MCD McDonald's Corp. | Add +8.1% | 0.16% | +0.03 |
| TGT Target Corp. | Add +4.5% | 0.12% | +0.03 |
| XLV SS Health Care Select Sector | Add +69.5% | 0.06% | +0.03 |
| AMGN Amgen Inc. | Add +80.6% | 0.05% | +0.02 |
| CVX Chevron Corp. | Add +6.2% | 0.17% | +0.02 |
| PLD Prologis Inc. | Add +10.8% | 0.07% | +0.02 |
| ABBV Abbvie Inc. | Add +6.3% | 0.11% | +0.02 |
| PEP Pepsico Inc. | Add +5.7% | 0.11% | +0.02 |
| ADP Automatic Data Processing | Add +8.6% | 0.09% | +0.02 |
| ZTS Zoetis Inc. | Add +307.3% | 0.02% | +0.01 |
| RBA RB Global Inc. | New | 0.01% | +0.01 |
| PNC PNC Financial Services Group | Add +11.0% | 0.08% | +0.01 |
| PG The Procter & Gamble Co. | Add +3.6% | 0.19% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.5% | 0.12% | +0.01 |
| JD Jd.com Inc.-ADR | Add +31.3% | 0.02% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +2.0% | 0.12% | +0.01 |
| SHOP Shopify Inc. Class A | Add +4.6% | 0.05% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.08% | +0.01 |
| KFY Korn Ferry | New | 0.01% | +0.01 |
| SYNA Synaptics Inc. | Add +1313.0% | 0.01% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +13.7% | 0.04% | +0.01 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +9.9% | 0.07% | +0.01 |
| VZ Verizon Communications Inc. | Add +6.1% | 0.07% | +0.01 |
| BLK BlackRock Finance Inc. | Add +26.0% | 0.03% | +0.01 |
| KO The Coca-Cola Co. | Add +7.2% | 0.11% | +0.01 |
| IBB iShares Biotechnology ETF | New | 0.01% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +189.7% | 0.01% | +0.01 |
| XLB SS Materials Select Sector | New | 0.01% | +0.01 |
| PSX Phillips 66 | Add +1.4% | 0.04% | +0.01 |
| CMA Comerica Inc. | Add +207.2% | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +566.5% | 0.01% | +0.01 |
| BA The Boeing Co. | Add +2.3% | 0.05% | +0.01 |
| CCI Crown Castle Inc. | Add +11.1% | 0.03% | +0.01 |
| TTC Toro Co. | Add +12.7% | 0.05% | +0.01 |
| PPG PPG Industries Inc. | Add +19.9% | 0.02% | +0.01 |
| SITM Sitime Corp. | Add +1053.2% | 0.01% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +5.3% | 0.03% | +0.01 |
| SWAV Shockwave Medical Inc. | New | 0.01% | +0.01 |
| CVS CVS Health Corp. | Add +0.4% | 0.02% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +338.8% | 0.01% | +0.01 |
| PFGC Performance Food Group Co. | Add +2470.0% | 0.01% | +0.01 |
| EMN Eastman Chemical Co. | Add +19.7% | 0.02% | +0.01 |
Options Activity Q2 2024 → Q3 2024
| BABA Alibaba Group Holding-SP ADR | call | New | 100 | $50K |
| JD Jd.com Inc.-ADR | call | Sold out | 250 | $48Kbefore exit |
| BABA Alibaba Group Holding-SP ADR | call | Sold out | 100 | $32Kbefore exit |
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 |