Nemes Rush Group LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Nemes Rush Group LLC reported 701 stock positions worth $790.8 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by Broadcom (AVGO, 5.0%) and JPMorgan Chase (JPM, 3.9%). Compared with Q4 2024, it opened 44 new positions, sold out of 67, added to 171 and reduced 170. The biggest buy was a new position in Lam Research (LRCX) and the biggest sale Broadcom (AVGO, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NOVI, MI
- CIK
- 0001982273
- Portfolio Value
- $790.8M (Q1 2025)
- SEC Filing
- 0001982273-25-000002 ↗ filed May 7, 2025
Holdings Value
Holdings 701 stocks · $790.8M
| AAPL Apple Inc. | 5.74% | 204,405 | $45.4M | Reduce -0.8% |
| AVGO Broadcom Inc. | 5.03% | 237,685 | $39.8M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 3.88% | 124,973 | $30.7M | Reduce -0.8% |
| MSFT Microsoft Corp. | 3.73% | 78,611 | $29.5M | Add +0.1% |
| MSI Motorola Solutions Inc. | 2.88% | 51,933 | $22.7M | Add +0.6% |
| WMT Walmart Inc. | 2.87% | 258,310 | $22.7M | Reduce -0.0% |
| ETN Eaton Corp. PLC | 2.68% | 77,833 | $21.2M | Add +0.3% |
| HD Home Depot Inc. | 2.29% | 49,494 | $18.1M | Add +0.8% |
| AMZN Amazon.com Inc. | 2.26% | 93,984 | $17.9M | Add +0.4% |
| CB Chubb Ltd. | 2.25% | 59,008 | $17.8M | Add +1.9% |
| CME Cme Group Inc. | 2.24% | 66,821 | $17.7M | Add +2.2% |
| NVDA Nvidia Corp. | 2.18% | 159,256 | $17.3M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 2.11% | 28,896 | $16.7M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 1.92% | 99,074 | $15.2M | Add +3.3% |
| CSCO Cisco Systems Inc. | 1.92% | 246,153 | $15.2M | Add +1.0% |
| TRGP Targa Resources Corp. | 1.79% | 70,625 | $14.2M | Add +3.1% |
| UNP Union Pacific Corp. | 1.65% | 55,220 | $13.0M | Add +3.7% |
| JCI Johnson Controls Internation | 1.62% | 159,886 | $12.8M | Add +2.9% |
| V Visa Inc. Class A | 1.59% | 35,988 | $12.6M | Add +1.1% |
| ALL Allstate Corp. | 1.53% | 58,312 | $12.1M | Add +1.7% |
| MRK Merck & Co. Inc. | 1.53% | 134,426 | $12.1M | Add +6.8% |
| LLY Eli Lilly & Co. | 1.50% | 14,345 | $11.8M | Add +1.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.50% | 33,585 | $11.8M | Add +0.3% |
| TT Trane Technologies PLC | 1.49% | 35,030 | $11.8M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 1.39% | 71,186 | $11.0M | Add +2.0% |
| ECL Ecolab Inc. | 1.38% | 42,899 | $10.9M | Add +6.6% |
| LRCX Lam Research Corp. | 1.34% | 145,355 | $10.6M | New |
| JNJ Johnson & Johnson | 1.30% | 61,879 | $10.3M | Add +10.6% |
| CRM Salesforce Inc. | 1.26% | 37,021 | $9.9M | Add +1.7% |
| ICE Intercontinental Exchange Inc. | 1.23% | 56,310 | $9.7M | Add +2.3% |
| BBY Best Buy Co. Inc. | 1.21% | 130,084 | $9.6M | Add +9.9% |
| RJF Raymond James Financial Inc. | 1.20% | 68,164 | $9.5M | Add +1.0% |
| F Ford Motor Co. filed as FORD MTR CO | 1.15% | 903,097 | $9.1M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 1.10% | 73,129 | $8.7M | Add +0.8% |
| FISV Fiserv Inc. | 1.06% | 38,106 | $8.4M | Add +6.5% |
| UNH Unitedhealth Group Inc. | 1.06% | 15,962 | $8.4M | Add +1.7% |
| SPGI S&P Global Inc. | 1.04% | 16,129 | $8.2M | Add +1.3% |
| LHX L3HARRIS Technologies Inc. | 0.91% | 34,394 | $7.2M | Add +6.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.85% | 97,116 | $6.7M | Add +16.8% |
| NXPI NXP Semiconductors NV | 0.83% | 34,369 | $6.5M | Add +5.0% |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.70% | 112,021 | $5.5M | Add +39.9% |
| IVV iShares Core S&P 500 ETF | 0.64% | 8,964 | $5.0M | Reduce -0.1% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.61% | 98,094 | $4.9M | Add +45.5% |
| AMD Advanced Micro Devices | 0.61% | 47,080 | $4.8M | Add +11.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.61% | 39,375 | $4.8M | Add +4.3% |
| TSLA Tesla Inc. | 0.59% | 18,090 | $4.7M | Add +12.1% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.59% | 94,266 | $4.7M | Add +42.2% |
| CAVA Cava Group Inc. | 0.58% | 52,649 | $4.5M | Add +10.9% |
| RTX RTX Corp. | 0.57% | 33,920 | $4.5M | Reduce -1.1% |
| IWB iShares Russell 1000 ETF | 0.56% | 14,532 | $4.5M | Add +17.5% |
| AXP American Express Co. | 0.55% | 16,201 | $4.4M | Reduce -1.3% |
| NFLX Netflix Inc. | 0.54% | 4,602 | $4.3M | Reduce -4.9% |
| MPC Marathon Petroleum Corp. | 0.53% | 28,587 | $4.2M | Reduce -10.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 6,736 | $3.8M | Reduce -28.1% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.47% | 74,534 | $3.7M | Add +46.7% |
| PFE Pfizer Inc. | 0.37% | 114,610 | $2.9M | Reduce -9.7% |
| ORCL Oracle Corp. | 0.36% | 20,347 | $2.8M | Reduce -0.1% |
| AIG American International Group | 0.31% | 28,523 | $2.5M | Reduce -1.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.29% | 4,746 | $2.3M | Reduce -2.3% |
| SBUX Starbucks Corp. | 0.28% | 22,766 | $2.2M | Reduce -1.0% |
| ULTA Ulta Beauty Inc. | 0.28% | 6,019 | $2.2M | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.28% | 6,619 | $2.2M | Reduce -1.9% |
| GPK Graphic Packaging Holding Co. | 0.27% | 83,548 | $2.2M | No change |
| GOOG Alphabet Inc. Class C | 0.27% | 13,837 | $2.2M | Reduce -3.1% |
| BKNG Booking Holdings Inc. | 0.27% | 466 | $2.1M | No change |
| APD Air Products & Chemicals Inc. | 0.23% | 6,287 | $1.9M | Reduce -1.8% |
| UBER Uber Technologies Inc. | 0.23% | 24,475 | $1.8M | Add +3.5% |
| STLD Steel Dynamics Inc. | 0.22% | 13,780 | $1.7M | Reduce -2.1% |
| CMG Chipotle Mexican Grill Inc. | 0.22% | 34,144 | $1.7M | Reduce -9.7% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 27,027 | $1.6M | No change |
| VLO Valero Energy Corp. | 0.21% | 12,296 | $1.6M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.19% | 8,679 | $1.5M | Reduce -8.0% |
| TSCO Tractor Supply Company | 0.17% | 24,690 | $1.4M | Reduce -1.8% |
| XPO Xpo Inc. | 0.16% | 11,917 | $1.3M | Reduce -1.5% |
| CI The Cigna Group | 0.16% | 3,774 | $1.2M | Reduce -2.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.16% | 29,366 | $1.2M | Add +6.7% |
| MCHP Microchip Technology Inc. | 0.15% | 25,186 | $1.2M | Reduce -1.2% |
| EXPE Expedia Group Inc. | 0.15% | 6,921 | $1.2M | Reduce -1.2% |
| ITOT iShares Core S&P Total U.S. | 0.14% | 9,281 | $1.1M | Add +18.8% |
| CSL Carlisle Cos Inc. | 0.14% | 3,200 | $1.1M | No change |
| XLK SS Technology Select Sector | 0.13% | 5,111 | $1.1M | Reduce -8.9% |
| MCD McDonald's Corp. | 0.13% | 3,313 | $1.0M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,904 | $1.0M | Reduce -0.9% |
| GD General Dynamics Corp. | 0.12% | 3,616 | $986K | Reduce -2.9% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 11,556 | $975K | Add +8.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.12% | 3,958 | $968K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 3,825 | $963K | Reduce -1.6% |
| FANG Diamondback Energy Inc. | 0.12% | 5,862 | $937K | Reduce -5.0% |
| CVX Chevron Corp. | 0.12% | 5,582 | $934K | Reduce -10.2% |
| ADBE Adobe Inc. | 0.12% | 2,422 | $929K | Reduce -1.7% |
| MDY State Street SPDR S&P Midcap | 0.11% | 1,671 | $891K | Reduce -5.6% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 14,987 | $875K | Reduce -3.2% |
| ABNB Airbnb Inc. Class A | 0.11% | 7,265 | $868K | Reduce -1.0% |
| HTZ Hertz Global Hldgs Inc. | 0.11% | 220,189 | $868K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 10,168 | $865K | Add +0.0% |
| PRU Prudential Financial Inc. | 0.11% | 7,490 | $836K | Reduce -1.5% |
| IBB iShares Biotechnology ETF | 0.10% | 6,381 | $816K | Reduce -0.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 6,765 | $810K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 4,214 | $785K | Reduce -1.9% |
| VST Vistra Corp. | 0.10% | 6,524 | $766K | Add +8.4% |
Options reported separately and not counted above: BABA calls ($779K), TSLA calls ($252K), JD calls ($221K), CRNC calls ($38K).
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 |
Total filed on the 13F, all lines: $790.8M.
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -1.9% | 5.03% | −1.91 |
| AAPL Apple Inc. | Reduce -0.8% | 5.74% | −0.64 |
| NVDA Nvidia Corp. | Reduce -1.2% | 2.18% | −0.49 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -28.1% | 0.48% | −0.20 |
| TTD Trade Desk Inc./the Class A | Reduce -1.0% | 0.06% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Reduce -9.7% | 0.22% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -3.1% | 0.27% | −0.06 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.36% | −0.06 |
| AXP American Express Co. | Reduce -1.3% | 0.55% | −0.05 |
| ULTA Ulta Beauty Inc. | Reduce -1.3% | 0.28% | −0.05 |
| PFE Pfizer Inc. | Reduce -9.7% | 0.37% | −0.05 |
| XPO Xpo Inc. | Reduce -1.5% | 0.16% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -1.3% | 0.10% | −0.03 |
| TGT Target Corp. | Reduce -28.9% | 0.04% | −0.03 |
| XLK SS Technology Select Sector | Reduce -8.9% | 0.13% | −0.03 |
| CAT Caterpillar Inc. | Reduce -1.9% | 0.28% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -1.2% | 0.15% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -10.4% | 0.53% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -49.6% | 0.02% | −0.02 |
| DWAS Invesco Dorsey Wright Smallc | Reduce -7.0% | 0.08% | −0.02 |
| T AT&T Inc. | Reduce -82.2% | 0.01% | −0.02 |
| WMT Walmart Inc. | Reduce -0.0% | 2.87% | −0.02 |
| ADBE Adobe Inc. | Reduce -1.7% | 0.12% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.64% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -18.0% | 0.05% | −0.02 |
| EES Wisdomtree US Smallcap Fund | Reduce -7.0% | 0.09% | −0.01 |
| AVLV Avantis US Large Cap Value | Reduce -67.9% | 0.01% | −0.01 |
| EXPE Expedia Group Inc. | Reduce -1.2% | 0.15% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.6% | 0.12% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -5.6% | 0.11% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -30.4% | 0.03% | −0.01 |
| PEP Pepsico Inc. | Reduce -15.0% | 0.06% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -20.8% | 0.03% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -1.0% | 0.11% | −0.01 |
| DIS The Walt Disney Co. | Reduce -11.2% | 0.04% | −0.01 |
| HON Honeywell International Inc. | Reduce -10.0% | 0.06% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.2% | 0.11% | −0.01 |
| KKR KKR & Co. Inc. | Reduce -9.6% | 0.02% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -18.6% | 0.03% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -8.0% | 0.19% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -7.2% | 0.08% | −0.01 |
| PNC PNC Financial Services Group | Reduce -6.4% | 0.05% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -20.6% | 0.03% | −0.01 |
| IYH iShares U.S. Healthcare ETF | Reduce -14.6% | 0.07% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -5.0% | 0.12% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.9% | 0.10% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -35.0% | 0.01% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -1.5% | 0.11% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -6.8% | 0.06% | −0.01 |
| TFC Truist Financial Corp. | Reduce -24.6% | 0.01% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| LRCX Lam Research Corp. | New | 1.34% | +1.34 |
| CME Cme Group Inc. | Add +2.2% | 2.24% | +0.36 |
| JNJ Johnson & Johnson | Add +10.6% | 1.30% | +0.30 |
| TRGP Targa Resources Corp. | Add +3.1% | 1.79% | +0.28 |
| CB Chubb Ltd. | Add +1.9% | 2.25% | +0.27 |
| XFIV Bondbloxx BBG 5 YR US Treas | Add +39.9% | 0.70% | +0.22 |
| ICE Intercontinental Exchange Inc. | Add +2.3% | 1.23% | +0.21 |
| ECL Ecolab Inc. | Add +6.6% | 1.38% | +0.21 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Add +45.5% | 0.61% | +0.21 |
| V Visa Inc. Class A | Add +1.1% | 1.59% | +0.20 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Add +42.2% | 0.59% | +0.19 |
| ALL Allstate Corp. | Add +1.7% | 1.53% | +0.16 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +46.7% | 0.47% | +0.16 |
| FISV Fiserv Inc. | Add +6.5% | 1.06% | +0.16 |
| LLY Eli Lilly & Co. | Add +1.4% | 1.50% | +0.15 |
| UNP Union Pacific Corp. | Add +3.7% | 1.65% | +0.15 |
| CSCO Cisco Systems Inc. | Add +1.0% | 1.92% | +0.14 |
| XOM Exxon Mobil Corp. | Add +0.8% | 1.10% | +0.13 |
| JCI Johnson Controls Internation | Add +2.9% | 1.62% | +0.10 |
| QCOM Qualcomm Inc. | Add +3.3% | 1.92% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.3% | 1.50% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +1.7% | 1.06% | +0.08 |
| IWB iShares Russell 1000 ETF | Add +17.5% | 0.56% | +0.07 |
| LHX L3HARRIS Technologies Inc. | Add +6.2% | 0.91% | +0.07 |
| SPGI S&P Global Inc. | Add +1.3% | 1.04% | +0.06 |
| DTE DTE Energy Company | Add +86.7% | 0.10% | +0.05 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3470.3% | 0.05% | +0.05 |
| UBER Uber Technologies Inc. | Add +3.5% | 0.23% | +0.05 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +558.5% | 0.05% | +0.04 |
| XSVN Bondbloxx BBG 7 YR US Treas | Add +559.0% | 0.05% | +0.04 |
| TJX TJX Companies Inc. | Add +4.3% | 0.61% | +0.04 |
| DFAU Dimensional US Core Equity M | Add +278.4% | 0.05% | +0.03 |
| AVGE Avantis All Eqty Mrkts ETF | Add +81.3% | 0.06% | +0.03 |
| DFAW Dimensional World Eqty ETF | Add +81.8% | 0.06% | +0.03 |
| TEL Te Connectivity PLC | New | 0.03% | +0.03 |
| BLK BlackRock Inc. | New | 0.03% | +0.03 |
| SLB SLB Ltd. | Add +6.7% | 0.16% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +8.8% | 0.12% | +0.02 |
| OKTA Okta Inc. | Add +10.3% | 0.06% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +18.8% | 0.14% | +0.02 |
| TMUS T-Mobile US Inc. | Add +32.3% | 0.04% | +0.02 |
| PGR Progressive Corp. | Add +37.5% | 0.04% | +0.02 |
| DTM DT Midstream Inc. | Add +79.2% | 0.03% | +0.01 |
| GNTX Gentex Corp. | Add +2308.4% | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.09% | +0.01 |
| RDDT Reddit Inc. Class A | New | 0.01% | +0.01 |
| MEDP Medpace Holdings Inc. | Add +123.9% | 0.02% | +0.01 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +13.8% | 0.07% | +0.01 |
| USFD US Foods Holding Corp. | Add +44.1% | 0.04% | +0.01 |
Options Activity Q4 2024 → Q1 2025
| BABA Alibaba Group Holding-SP ADR | call | New | 200 | $779K |
| TSLA Tesla Inc. | call | New | 75 | $252K |
| JD Jd.com Inc.-ADR | call | Reduce -29.4% | 300 | $221K |
| CRNC Cerence Inc. | call | New | 300 | $38K |
| BABA Alibaba Group Holding-SP ADR | call | Sold out | 50 | $12Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| PHM Pultegroup Inc. | COM | Sold out | 0 | $20before exit |
| KBH KB Home | COM | Sold out | 0 | $13before exit |
| LVS Las Vegas Sands Corp. | COM | Sold out | 0 | $6before 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 |