Nemes Rush Group LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Nemes Rush Group LLC reported 722 stock positions worth $808.9 million. Its top holding was Broadcom (AVGO) at 6.9% of the portfolio, followed by Apple (AAPL, 6.4%) and Microsoft (MSFT, 4.1%). Compared with Q3 2024, it opened 195 new positions, sold out of 75, added to 261 and reduced 116. The biggest buy was Broadcom (AVGO, shares +860%) and the biggest sale an exit from Lam Research (LRCX).
- Most Recent 13F
- Q2 2026
- Location
- NOVI, MI
- CIK
- 0001982273
- Portfolio Value
- $808.9M (Q4 2024)
- SEC Filing
- 0001982273-25-000001 ↗ filed Feb 12, 2025
Holdings Value
Holdings 722 stocks · $808.9M
| AVGO Broadcom Inc. | 6.94% | 242,261 | $56.2M | Add +859.7% |
| AAPL Apple Inc. | 6.38% | 205,967 | $51.6M | Add +2.5% |
| MSFT Microsoft Corp. | 4.09% | 78,561 | $33.1M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 3.74% | 126,045 | $30.2M | Add +2.3% |
| ETN Eaton Corp. PLC | 3.18% | 77,626 | $25.8M | Reduce -0.1% |
| MSI Motorola Solutions Inc. | 2.95% | 51,613 | $23.9M | Add +1.8% |
| WMT Walmart Inc. | 2.89% | 258,369 | $23.3M | Add +3.4% |
| NVDA Nvidia Corp. | 2.68% | 161,255 | $21.7M | Add +856.4% |
| AMZN Amazon.com Inc. | 2.54% | 93,636 | $20.5M | Add +10.1% |
| HD Home Depot Inc. | 2.36% | 49,081 | $19.1M | Add +6.3% |
| META Meta Platforms Inc. Class A | 2.11% | 29,126 | $17.1M | Add +4.8% |
| CB Chubb Ltd. | 1.98% | 57,919 | $16.0M | Add +5.8% |
| CME Cme Group Inc. | 1.88% | 65,382 | $15.2M | Add +7.6% |
| QCOM Qualcomm Inc. | 1.82% | 95,929 | $14.7M | Add +5.4% |
| CSCO Cisco Systems Inc. | 1.78% | 243,781 | $14.4M | Add +6.4% |
| GOOGL Alphabet Inc. Class A | 1.63% | 69,806 | $13.2M | Add +8.8% |
| TT Trane Technologies PLC | 1.58% | 34,524 | $12.8M | Add +3.0% |
| MRK Merck & Co. Inc. | 1.55% | 125,839 | $12.5M | Reduce -3.9% |
| JCI Johnson Controls Internation | 1.52% | 155,428 | $12.3M | Add +11.8% |
| TRGP Targa Resources Corp. | 1.51% | 68,514 | $12.2M | New |
| CRM Salesforce Inc. | 1.50% | 36,411 | $12.2M | Add +7.3% |
| UNP Union Pacific Corp. | 1.50% | 53,265 | $12.1M | Add +9.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.42% | 33,474 | $11.5M | Add +399.8% |
| V Visa Inc. Class A | 1.39% | 35,606 | $11.3M | Add +9.0% |
| ALL Allstate Corp. | 1.37% | 57,317 | $11.1M | Add +7.8% |
| LLY Eli Lilly & Co. | 1.35% | 14,141 | $10.9M | Add +6.3% |
| RJF Raymond James Financial Inc. | 1.30% | 67,487 | $10.5M | Add +4.4% |
| BBY Best Buy Co. Inc. | 1.26% | 118,392 | $10.2M | Add +13.3% |
| ECL Ecolab Inc. | 1.17% | 40,248 | $9.4M | New |
| F Ford Motor Co. filed as FORD MTR CO | 1.12% | 915,572 | $9.1M | Reduce -0.9% |
| ICE Intercontinental Exchange Inc. | 1.01% | 55,025 | $8.2M | Add +8.9% |
| JNJ Johnson & Johnson | 1.00% | 55,954 | $8.1M | Add +14.6% |
| UNH Unitedhealth Group Inc. | 0.98% | 15,694 | $7.9M | Add +10.1% |
| SPGI S&P Global Inc. | 0.98% | 15,923 | $7.9M | Add +10.4% |
| XOM Exxon Mobil Corp. | 0.96% | 72,559 | $7.8M | Add +211.1% |
| FISV Fiserv Inc. | 0.91% | 35,777 | $7.3M | Add +17.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.88% | 83,165 | $7.2M | Reduce -10.9% |
| LHX L3HARRIS Technologies Inc. | 0.84% | 32,392 | $6.8M | Add +13.2% |
| NXPI NXP Semiconductors NV | 0.84% | 32,730 | $6.8M | Add +9.0% |
| TSLA Tesla Inc. | 0.81% | 16,131 | $6.5M | Add +41.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 9,365 | $5.5M | Add +86.6% |
| CAVA Cava Group Inc. | 0.66% | 47,454 | $5.4M | New |
| IVV iShares Core S&P 500 ETF | 0.65% | 8,974 | $5.3M | Add +6.8% |
| AMD Advanced Micro Devices | 0.63% | 42,248 | $5.1M | Add +16.2% |
| AXP American Express Co. | 0.60% | 16,412 | $4.9M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 37,768 | $4.6M | Add +18.7% |
| MPC Marathon Petroleum Corp. | 0.55% | 31,916 | $4.5M | Reduce -12.2% |
| NFLX Netflix Inc. | 0.53% | 4,837 | $4.3M | Add +4.0% |
| IWB iShares Russell 1000 ETF | 0.49% | 12,367 | $4.0M | New |
| RTX RTX Corp. | 0.49% | 34,299 | $4.0M | Reduce -1.6% |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.47% | 80,079 | $3.8M | New |
| ORCL Oracle Corp. | 0.42% | 20,357 | $3.4M | Add +11.8% |
| PFE Pfizer Inc. | 0.42% | 126,861 | $3.4M | Add +8.7% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.41% | 67,404 | $3.3M | New |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.40% | 66,312 | $3.3M | New |
| GOOG Alphabet Inc. Class C | 0.34% | 14,281 | $2.7M | Add +12.4% |
| ULTA Ulta Beauty Inc. | 0.33% | 6,100 | $2.7M | Add +7.0% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.31% | 50,817 | $2.5M | New |
| CAT Caterpillar Inc. | 0.30% | 6,745 | $2.4M | Add +1.9% |
| BKNG Booking Holdings Inc. | 0.29% | 466 | $2.3M | Reduce -0.8% |
| CMG Chipotle Mexican Grill Inc. | 0.28% | 37,826 | $2.3M | Add +96889.7% |
| GPK Graphic Packaging Holding Co. | 0.28% | 83,548 | $2.3M | Add +7.6% |
| AIG American International Group | 0.26% | 28,997 | $2.1M | Reduce -1.3% |
| SBUX Starbucks Corp. | 0.26% | 22,998 | $2.1M | Add +9.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.24% | 4,858 | $2.0M | Add +3.0% |
| APD Air Products & Chemicals Inc. | 0.23% | 6,399 | $1.9M | Reduce -86.1% |
| STLD Steel Dynamics Inc. | 0.20% | 14,083 | $1.6M | Add +1.6% |
| XPO Xpo Inc. | 0.20% | 12,104 | $1.6M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.20% | 9,437 | $1.6M | Add +15.9% |
| BMY Bristol-Myers Squibb Co. | 0.19% | 27,027 | $1.5M | Add +0.8% |
| VLO Valero Energy Corp. | 0.19% | 12,462 | $1.5M | Reduce -3.6% |
| MCHP Microchip Technology Inc. | 0.18% | 25,483 | $1.5M | Reduce -10.0% |
| UBER Uber Technologies Inc. | 0.18% | 23,659 | $1.4M | Add +24.5% |
| TSCO Tractor Supply Company | 0.17% | 25,149 | $1.3M | Add +25.8% |
| EXPE Expedia Group Inc. | 0.16% | 7,007 | $1.3M | New |
| XLK SS Technology Select Sector | 0.16% | 5,613 | $1.3M | Add +11.6% |
| CSL Carlisle Cos Inc. | 0.15% | 3,200 | $1.2M | No change |
| ADBE Adobe Inc. | 0.14% | 2,463 | $1.1M | Add +7.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 3,886 | $1.1M | Add +11.0% |
| CI The Cigna Group | 0.13% | 3,883 | $1.1M | Add +19.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.13% | 27,514 | $1.1M | Reduce -4.1% |
| LULU Lululemon Athletica Inc. | 0.13% | 2,705 | $1.0M | Add +3.2% |
| FANG Diamondback Energy Inc. | 0.13% | 6,170 | $1.0M | Add +8.7% |
| MDY State Street SPDR S&P Midcap | 0.12% | 1,770 | $1.0M | Add +5.5% |
| ITOT iShares Core S&P Total U.S. | 0.12% | 7,814 | $1.0M | Add +76.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.12% | 3,958 | $1.0M | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.12% | 8,502 | $999K | Add +173.3% |
| GD General Dynamics Corp. | 0.12% | 3,723 | $981K | New |
| MCD McDonald's Corp. | 0.12% | 3,349 | $971K | Reduce -12.8% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 15,482 | $965K | Add +9.4% |
| ABNB Airbnb Inc. Class A | 0.12% | 7,338 | $964K | Add +1.7% |
| PRU Prudential Financial Inc. | 0.11% | 7,607 | $902K | Add +7.5% |
| CVX Chevron Corp. | 0.11% | 6,214 | $900K | Reduce -17.5% |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 10,164 | $899K | Add +14.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,922 | $871K | Add +35.1% |
| EES Wisdomtree US Smallcap Fund | 0.11% | 15,904 | $858K | Add +8.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 4,294 | $851K | Add +0.4% |
| IBB iShares Biotechnology ETF | 0.11% | 6,430 | $850K | Add +1464.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 6,765 | $845K | No change |
| DWAS Invesco Dorsey Wright Smallc | 0.10% | 9,104 | $831K | Add +9.0% |
Options reported separately and not counted above: JD calls ($202K), BABA calls ($12K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 50 | $1K | No change |
Lines left out (3) · $39 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| PHM Pultegroup Inc. | COM | 0 | $20 |
| KBH KB Home | COM | 0 | $13 |
| LVS Las Vegas Sands Corp. | COM | 0 | $6 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $808.9M.
Portfolio Sells Q3 2024 → Q4 2024
| LRCX Lam Research Corp. | Sold out | 0.00% | −1.90 |
| DVN Devon Energy Corp. | Reduce -99.9% | 0.00% | −1.65 |
| APD Air Products & Chemicals Inc. | Reduce -86.1% | 0.23% | −1.39 |
| MRK Merck & Co. Inc. | Reduce -3.9% | 1.55% | −0.96 |
| IQV Iqvia Holdings Inc. | Reduce -97.8% | 0.01% | −0.89 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -10.9% | 0.88% | −0.86 |
| STE Steris PLC | Reduce -99.7% | 0.00% | −0.80 |
| HAL Halliburton Co. | Reduce -99.9% | 0.00% | −0.74 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.74 |
| F Ford Motor Co. | Reduce -0.9% | 1.12% | −0.66 |
| MPC Marathon Petroleum Corp. | Reduce -12.2% | 0.55% | −0.51 |
| ETN Eaton Corp. PLC | Reduce -0.1% | 3.18% | −0.34 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.29 |
| HTZ Hertz Global Hldgs Inc. | Reduce -31.2% | 0.10% | −0.26 |
| UPS United Parcel Service Class B | Reduce -84.3% | 0.03% | −0.22 |
| NKE Nike Inc. Class B | Reduce -96.7% | 0.00% | −0.19 |
| MCHP Microchip Technology Inc. | Reduce -10.0% | 0.18% | −0.19 |
| DIS The Walt Disney Co. | Reduce -67.6% | 0.05% | −0.15 |
| VLO Valero Energy Corp. | Reduce -3.6% | 0.19% | −0.13 |
| EW Edwards Lifesciences Corp. | Reduce -97.0% | 0.00% | −0.13 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.12 |
| SLB SLB Ltd. | Reduce -4.1% | 0.13% | −0.10 |
| MDT Medtronic PLC | Reduce -41.9% | 0.07% | −0.09 |
| AIG American International Group | Reduce -1.3% | 0.26% | −0.07 |
| NUE Nucor Corp. | Reduce -5.7% | 0.06% | −0.07 |
| HPQ HP Inc. | Reduce -78.2% | 0.02% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -88.8% | 0.01% | −0.06 |
| CVX Chevron Corp. | Reduce -17.5% | 0.11% | −0.06 |
| TGT Target Corp. | Reduce -8.7% | 0.07% | −0.05 |
| TEL Te Connectivity Ltd. | Sold out | 0.00% | −0.05 |
| ROK Rockwell Automation Inc. | Reduce -46.7% | 0.04% | −0.04 |
| TTC Toro Co. | Reduce -80.3% | 0.01% | −0.04 |
| MCD McDonald's Corp. | Reduce -12.8% | 0.12% | −0.04 |
| PEP Pepsico Inc. | Reduce -8.3% | 0.07% | −0.03 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.03 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -25.0% | 0.05% | −0.03 |
| PLD Prologis Inc. | Reduce -17.6% | 0.04% | −0.03 |
| ABBV Abbvie Inc. | Reduce -10.1% | 0.08% | −0.03 |
| AMGN Amgen Inc. | Reduce -45.3% | 0.02% | −0.03 |
| GLDM SPDR Gold Minishares Trust | Reduce -99.4% | 0.00% | −0.03 |
| KO The Coca-Cola Co. | Reduce -10.9% | 0.08% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -20.1% | 0.06% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -42.9% | 0.02% | −0.02 |
| CCI Crown Castle Inc. | Reduce -53.6% | 0.01% | −0.02 |
| XPO Xpo Inc. | Reduce -0.6% | 0.20% | −0.02 |
| BA The Boeing Co. | Reduce -16.5% | 0.04% | −0.02 |
| ADP Automatic Data Processing | Reduce -19.4% | 0.08% | −0.02 |
| ZTS Zoetis Inc. | Reduce -78.8% | 0.00% | −0.02 |
| PNC PNC Financial Services Group | Reduce -21.5% | 0.06% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AVGO Broadcom Inc. | Add +859.7% | 6.94% | +2.09 |
| TRGP Targa Resources Corp. | New | 1.51% | +1.51 |
| AAPL Apple Inc. | Add +2.5% | 6.38% | +1.37 |
| ECL Ecolab Inc. | New | 1.17% | +1.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +399.8% | 1.42% | +1.10 |
| WMT Walmart Inc. | Add +3.4% | 2.89% | +0.70 |
| CAVA Cava Group Inc. | New | 0.66% | +0.66 |
| XOM Exxon Mobil Corp. | Add +211.1% | 0.96% | +0.57 |
| TSLA Tesla Inc. | Add +41.4% | 0.81% | +0.51 |
| IWB iShares Russell 1000 ETF | New | 0.49% | +0.49 |
| XFIV Bondbloxx BBG 5 YR US Treas | New | 0.47% | +0.47 |
| NVDA Nvidia Corp. | Add +856.4% | 2.68% | +0.47 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | New | 0.41% | +0.41 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | New | 0.40% | +0.40 |
| MSI Motorola Solutions Inc. | Add +1.8% | 2.95% | +0.34 |
| AMZN Amazon.com Inc. | Add +10.1% | 2.54% | +0.31 |
| XONE Bondbloxx BBG 1 Dur US Treas | New | 0.31% | +0.31 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +86.6% | 0.68% | +0.30 |
| CMG Chipotle Mexican Grill Inc. | Add +96889.7% | 0.28% | +0.27 |
| GOOGL Alphabet Inc. Class A | Add +8.8% | 1.63% | +0.23 |
| FISV Fiserv Inc. | Add +17.6% | 0.91% | +0.20 |
| JCI Johnson Controls Internation | Add +11.8% | 1.52% | +0.20 |
| EXPE Expedia Group Inc. | New | 0.16% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 3.74% | +0.15 |
| META Meta Platforms Inc. Class A | Add +4.8% | 2.11% | +0.15 |
| CSCO Cisco Systems Inc. | Add +6.4% | 1.78% | +0.12 |
| NFLX Netflix Inc. | Add +4.0% | 0.53% | +0.12 |
| GD General Dynamics Corp. | New | 0.12% | +0.12 |
| TT Trane Technologies PLC | Add +3.0% | 1.58% | +0.12 |
| VST Vistra Corp. | New | 0.10% | +0.10 |
| IBB iShares Biotechnology ETF | Add +1464.5% | 0.11% | +0.10 |
| TJX TJX Companies Inc. | Add +18.7% | 0.56% | +0.10 |
| RJF Raymond James Financial Inc. | Add +4.4% | 1.30% | +0.09 |
| SPGI S&P Global Inc. | Add +10.4% | 0.98% | +0.09 |
| ORCL Oracle Corp. | Add +11.8% | 0.42% | +0.09 |
| TTD Trade Desk Inc./the Class A | Add +173.3% | 0.12% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +33.7% | 0.10% | +0.07 |
| V Visa Inc. Class A | Add +9.0% | 1.39% | +0.07 |
| IBTA Ibotta Inc. Class A | New | 0.06% | +0.06 |
| URI United Rentals Inc. | Add +2848.0% | 0.06% | +0.06 |
| IYH iShares U.S. Healthcare ETF | Add +417.1% | 0.08% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1312.6% | 0.06% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +12.4% | 0.34% | +0.06 |
| ITOT iShares Core S&P Total U.S. | Add +76.4% | 0.12% | +0.05 |
| HIG Hartford Insurance Group Inc. | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +82.6% | 0.09% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +945.2% | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +151.9% | 0.06% | +0.04 |
| VONE Vanguard Russell 1000 | New | 0.04% | +0.04 |
| OKTA Okta Inc. | Add +757.3% | 0.04% | +0.03 |
Options Activity Q3 2024 → Q4 2024
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| PHM Pultegroup Inc. | COM | Reduce -100.0% | 0 | $20 |
| KBH KB Home | COM | Reduce -100.0% | 0 | $13 |
| LVS Las Vegas Sands Corp. | COM | Reduce -100.0% | 0 | $6 |
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 |