Nemes Rush Group LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Nemes Rush Group LLC reported 715 stock positions worth $917.4 million. Its top holding was Broadcom (AVGO) at 5.2% of the portfolio, followed by Apple (AAPL, 4.6%) and Microsoft (MSFT, 4.5%). Compared with Q1 2025, it opened 77 new positions, sold out of 63, added to 214 and reduced 176. The biggest buy was D.R. Horton (DHI, shares +60024%) and the biggest sale Targa Resources (TRGP, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- NOVI, MI
- CIK
- 0001982273
- Portfolio Value
- $917.4M (Q2 2025)
- SEC Filing
- 0001982273-25-000003 ↗ filed Aug 12, 2025
Holdings Value
Holdings 715 stocks · $917.4M
| AVGO Broadcom Inc. | 5.23% | 173,956 | $48.0M | Reduce -26.8% |
| AAPL Apple Inc. | 4.59% | 205,135 | $42.1M | Add +0.4% |
| MSFT Microsoft Corp. | 4.45% | 82,131 | $40.9M | Add +4.5% |
| JPM JPMorgan Chase & Co. | 3.54% | 111,909 | $32.4M | Reduce -10.4% |
| NVDA Nvidia Corp. | 3.50% | 203,343 | $32.1M | Add +27.7% |
| META Meta Platforms Inc. Class A | 3.28% | 40,809 | $30.1M | Add +41.2% |
| GOOGL Alphabet Inc. Class A | 2.48% | 129,044 | $22.7M | Add +81.3% |
| WMT Walmart Inc. | 2.31% | 216,674 | $21.2M | Reduce -16.1% |
| HD Home Depot Inc. | 2.30% | 57,583 | $21.1M | Add +16.3% |
| MSI Motorola Solutions Inc. | 2.28% | 49,640 | $20.9M | Reduce -4.4% |
| QCOM Qualcomm Inc. | 2.13% | 122,715 | $19.5M | Add +23.9% |
| CSCO Cisco Systems Inc. | 2.03% | 268,522 | $18.6M | Add +9.1% |
| CME Cme Group Inc. | 2.02% | 67,123 | $18.5M | Add +0.5% |
| ETN Eaton Corp. PLC | 2.01% | 51,747 | $18.5M | Reduce -33.5% |
| AMZN Amazon.com Inc. | 1.89% | 79,043 | $17.3M | Reduce -15.9% |
| CB Chubb Ltd. | 1.87% | 59,330 | $17.2M | Add +0.6% |
| LRCX Lam Research Corp. | 1.64% | 154,980 | $15.1M | Add +6.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.64% | 29,495 | $15.0M | Reduce -12.2% |
| DHI D.R. Horton Inc. | 1.62% | 115,439 | $14.9M | Add +60024.5% |
| MRK Merck & Co. Inc. | 1.58% | 182,798 | $14.5M | Add +36.0% |
| JNJ Johnson & Johnson | 1.56% | 93,730 | $14.3M | Add +51.5% |
| CEG Constellation Energy | 1.41% | 40,072 | $12.9M | Add +2273.9% |
| JCI Johnson Controls Internation | 1.38% | 120,052 | $12.7M | Reduce -24.9% |
| COST Costco Wholesale Corp. | 1.38% | 12,799 | $12.7M | Add +1796.2% |
| VNOM Viper Energy Inc. | 1.33% | 319,503 | $12.2M | New |
| LLY Eli Lilly & Co. | 1.27% | 14,898 | $11.6M | Add +3.9% |
| TT Trane Technologies PLC | 1.20% | 25,253 | $11.0M | Reduce -27.9% |
| RJF Raymond James Financial Inc. | 1.19% | 71,093 | $10.9M | Add +4.3% |
| CRM Salesforce Inc. | 1.19% | 39,884 | $10.9M | Add +7.7% |
| UNP Union Pacific Corp. | 1.18% | 46,897 | $10.8M | Reduce -15.1% |
| V Visa Inc. Class A | 1.12% | 28,873 | $10.3M | Reduce -19.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 1.11% | 311,309 | $10.1M | New |
| NXPI NXP Semiconductors NV | 1.07% | 45,074 | $9.8M | Add +31.1% |
| F Ford Motor Co. filed as FORD MTR CO | 1.07% | 901,775 | $9.8M | Reduce -0.1% |
| ALL Allstate Corp. | 1.03% | 46,975 | $9.5M | Reduce -19.4% |
| XOM Exxon Mobil Corp. | 0.91% | 77,788 | $8.4M | Add +6.4% |
| ECL Ecolab Inc. | 0.91% | 30,850 | $8.3M | Reduce -28.1% |
| LHX L3HARRIS Technologies Inc. | 0.87% | 31,801 | $8.0M | Reduce -7.5% |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.85% | 158,726 | $7.8M | Add +41.7% |
| ICE Intercontinental Exchange Inc. | 0.84% | 41,953 | $7.7M | Reduce -25.5% |
| SPGI S&P Global Inc. | 0.76% | 13,151 | $6.9M | Reduce -18.5% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.75% | 137,491 | $6.8M | Add +40.2% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.72% | 134,010 | $6.6M | Add +42.2% |
| TSLA Tesla Inc. | 0.72% | 20,895 | $6.6M | Add +15.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.70% | 10,357 | $6.4M | Add +53.8% |
| NFLX Netflix Inc. | 0.66% | 4,551 | $6.1M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.65% | 19,088 | $6.0M | Add +19.6% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.61% | 113,004 | $5.6M | Add +51.6% |
| CAVA Cava Group Inc. | 0.60% | 64,942 | $5.5M | Add +23.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 41,851 | $5.2M | Add +6.3% |
| AXP American Express Co. | 0.54% | 15,500 | $4.9M | Reduce -4.3% |
| RTX RTX Corp. | 0.50% | 31,122 | $4.5M | Reduce -8.3% |
| ORCL Oracle Corp. | 0.47% | 19,855 | $4.3M | Reduce -2.4% |
| CVNA Carvana Co. | 0.46% | 12,551 | $4.2M | Add +12451.0% |
| GOOG Alphabet Inc. Class C | 0.46% | 23,569 | $4.2M | Add +70.3% |
| PLTR Palantir Technologies Inc. Class A | 0.40% | 27,147 | $3.7M | Add +134.9% |
| IVV iShares Core S&P 500 ETF | 0.36% | 5,389 | $3.3M | Reduce -39.9% |
| GS Goldman Sachs Group Inc. | 0.33% | 4,301 | $3.0M | Add +482.0% |
| VST Vistra Corp. | 0.32% | 15,241 | $3.0M | Add +133.6% |
| SHW The Sherwin-Williams Co. | 0.31% | 8,334 | $2.9M | Add +26783.9% |
| SBUX Starbucks Corp. | 0.31% | 30,619 | $2.8M | Add +34.5% |
| ABBV Abbvie Inc. | 0.30% | 14,780 | $2.7M | Add +342.5% |
| CAT Caterpillar Inc. | 0.29% | 6,923 | $2.7M | Add +4.6% |
| BKNG Booking Holdings Inc. | 0.28% | 448 | $2.6M | Reduce -3.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.28% | 5,723 | $2.5M | Add +20.6% |
| GILD Gilead Sciences Inc. | 0.27% | 22,350 | $2.5M | Add +2928.5% |
| AIG American International Group | 0.27% | 28,760 | $2.5M | Add +0.8% |
| TMUS T-Mobile US Inc. | 0.26% | 10,167 | $2.4M | Add +692.4% |
| TKO Tko Group Holdings Inc. | 0.26% | 13,312 | $2.4M | New |
| MPC Marathon Petroleum Corp. | 0.26% | 14,130 | $2.3M | Reduce -50.6% |
| PANW Palo Alto Networks Inc. | 0.25% | 11,386 | $2.3M | Add +327.4% |
| FISV Fiserv Inc. | 0.25% | 13,273 | $2.3M | Reduce -65.2% |
| SPOT Spotify Technology SA | 0.25% | 2,964 | $2.3M | Add +214.7% |
| NRG NRG Energy Inc. | 0.24% | 13,905 | $2.2M | Add +23467.8% |
| BSX Boston Scientific Corp. | 0.23% | 20,026 | $2.2M | Add +3053.7% |
| HWM Howmet Aerospace Inc. | 0.22% | 10,711 | $2.0M | Add +3268.2% |
| VLO Valero Energy Corp. | 0.22% | 14,687 | $2.0M | Add +19.4% |
| GPK Graphic Packaging Holding Co. | 0.21% | 90,563 | $1.9M | Add +8.4% |
| UBER Uber Technologies Inc. | 0.21% | 20,344 | $1.9M | Reduce -16.9% |
| EXPE Expedia Group Inc. | 0.18% | 10,052 | $1.7M | Add +45.2% |
| ABNB Airbnb Inc. Class A | 0.18% | 12,564 | $1.7M | Add +72.9% |
| AMD Advanced Micro Devices | 0.18% | 11,443 | $1.6M | Reduce -75.7% |
| HTZ Hertz Global Hldgs Inc. | 0.16% | 220,189 | $1.5M | No change |
| BBY Best Buy Co. Inc. | 0.16% | 22,211 | $1.5M | Reduce -82.9% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 10,922 | $1.5M | Add +17.7% |
| STLD Steel Dynamics Inc. | 0.16% | 11,122 | $1.4M | Reduce -19.3% |
| CI The Cigna Group | 0.15% | 4,106 | $1.4M | Add +8.8% |
| PG The Procter & Gamble Co. | 0.14% | 8,300 | $1.3M | Reduce -4.4% |
| XLK SS Technology Select Sector | 0.14% | 5,106 | $1.3M | Reduce -0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.14% | 18,124 | $1.3M | Reduce -81.3% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 26,733 | $1.2M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 2,240 | $1.2M | Add +99.8% |
| CSL Carlisle Cos Inc. | 0.13% | 3,200 | $1.2M | No change |
| DOCS Doximity Inc. Class A | 0.12% | 18,106 | $1.1M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.11% | 13,954 | $1.0M | Add +127.2% |
| XPO Xpo Inc. | 0.11% | 7,942 | $1.0M | Reduce -33.4% |
| MCD McDonald's Corp. | 0.10% | 3,293 | $962K | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,880 | $913K | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 3,088 | $910K | Add +5.9% |
| FANG Diamondback Energy Inc. | 0.10% | 6,589 | $905K | Add +12.4% |
Options reported separately and not counted above: BABA calls ($411K), TSLA calls ($327K), AMZN calls ($299K), JD calls ($57K), CRNC calls ($42K).
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: $917.4M.
Portfolio Sells Q1 2025 → Q2 2025
| TRGP Targa Resources Corp. | Reduce -97.9% | 0.03% | −1.76 |
| BBY Best Buy Co. Inc. | Reduce -82.9% | 0.16% | −1.05 |
| FISV Fiserv Inc. | Reduce -65.2% | 0.25% | −0.81 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -81.3% | 0.14% | −0.72 |
| ETN Eaton Corp. PLC | Reduce -33.5% | 2.01% | −0.66 |
| MSI Motorola Solutions Inc. | Reduce -4.4% | 2.28% | −0.60 |
| WMT Walmart Inc. | Reduce -16.1% | 2.31% | −0.56 |
| IWB iShares Russell 1000 ETF | Reduce -88.6% | 0.06% | −0.50 |
| ALL Allstate Corp. | Reduce -19.4% | 1.03% | −0.50 |
| V Visa Inc. Class A | Reduce -19.8% | 1.12% | −0.48 |
| UNP Union Pacific Corp. | Reduce -15.1% | 1.18% | −0.47 |
| ECL Ecolab Inc. | Reduce -28.1% | 0.91% | −0.47 |
| AMD Advanced Micro Devices | Reduce -75.7% | 0.18% | −0.43 |
| ICE Intercontinental Exchange Inc. | Reduce -25.5% | 0.84% | −0.39 |
| AMZN Amazon.com Inc. | Reduce -15.9% | 1.89% | −0.37 |
| JPM JPMorgan Chase & Co. | Reduce -10.4% | 3.54% | −0.34 |
| PFE Pfizer Inc. | Reduce -75.1% | 0.08% | −0.29 |
| TT Trane Technologies PLC | Reduce -27.9% | 1.20% | −0.29 |
| SPGI S&P Global Inc. | Reduce -18.5% | 0.76% | −0.28 |
| IVV iShares Core S&P 500 ETF | Reduce -39.9% | 0.36% | −0.27 |
| MPC Marathon Petroleum Corp. | Reduce -50.6% | 0.26% | −0.27 |
| ULTA Ulta Beauty Inc. | Reduce -89.2% | 0.03% | −0.25 |
| JCI Johnson Controls Internation | Reduce -24.9% | 1.38% | −0.24 |
| APD Air Products & Chemicals Inc. | Reduce -82.3% | 0.03% | −0.20 |
| TSCO Tractor Supply Company | Reduce -95.8% | 0.01% | −0.17 |
| CMG Chipotle Mexican Grill Inc. | Reduce -65.6% | 0.07% | −0.14 |
| SLB SLB Ltd. | Reduce -81.4% | 0.02% | −0.14 |
| MCHP Microchip Technology Inc. | Reduce -85.1% | 0.03% | −0.13 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.12 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -91.9% | 0.01% | −0.11 |
| ADBE Adobe Inc. | Reduce -94.9% | 0.01% | −0.11 |
| IBB iShares Biotechnology ETF | Reduce -100.0% | 0.00% | −0.10 |
| PRU Prudential Financial Inc. | Reduce -96.9% | 0.00% | −0.10 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -99.8% | 0.00% | −0.10 |
| IWR iShares Russell Mid-Cap ETF | Reduce -87.0% | 0.01% | −0.10 |
| LULU Lululemon Athletica Inc. | Reduce -91.2% | 0.01% | −0.09 |
| GD General Dynamics Corp. | Reduce -68.8% | 0.04% | −0.09 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.09 |
| F Ford Motor Co. | Reduce -0.1% | 1.07% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.1% | 0.13% | −0.07 |
| RTX RTX Corp. | Reduce -8.3% | 0.50% | −0.07 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −0.07 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.07 |
| STLD Steel Dynamics Inc. | Reduce -19.3% | 0.16% | −0.06 |
| XSMO Invesco S&P Smallcap Momentu | Sold out | 0.00% | −0.06 |
| NUE Nucor Corp. | Reduce -98.8% | 0.00% | −0.06 |
| XPO Xpo Inc. | Reduce -33.4% | 0.11% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -4.4% | 0.14% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -31.7% | 0.07% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| DHI D.R. Horton Inc. | Add +60024.5% | 1.62% | +1.62 |
| CEG Constellation Energy | Add +2273.9% | 1.41% | +1.37 |
| VNOM Viper Energy Inc. | New | 1.33% | +1.33 |
| NVDA Nvidia Corp. | Add +27.7% | 3.50% | +1.32 |
| COST Costco Wholesale Corp. | Add +1796.2% | 1.38% | +1.30 |
| META Meta Platforms Inc. Class A | Add +41.2% | 3.28% | +1.18 |
| VICI Vici Properties Inc. | New | 1.11% | +1.11 |
| GOOGL Alphabet Inc. Class A | Add +81.3% | 2.48% | +1.09 |
| MSFT Microsoft Corp. | Add +4.5% | 4.45% | +0.72 |
| CVNA Carvana Co. | Add +12451.0% | 0.46% | +0.46 |
| SHW The Sherwin-Williams Co. | Add +26783.9% | 0.31% | +0.31 |
| LRCX Lam Research Corp. | Add +6.6% | 1.64% | +0.31 |
| GS Goldman Sachs Group Inc. | Add +482.0% | 0.33% | +0.28 |
| PLTR Palantir Technologies Inc. Class A | Add +134.9% | 0.40% | +0.28 |
| TKO Tko Group Holdings Inc. | New | 0.26% | +0.26 |
| JNJ Johnson & Johnson | Add +51.5% | 1.56% | +0.26 |
| GILD Gilead Sciences Inc. | Add +2928.5% | 0.27% | +0.26 |
| NXPI NXP Semiconductors NV | Add +31.1% | 1.07% | +0.25 |
| NRG NRG Energy Inc. | Add +23467.8% | 0.24% | +0.24 |
| BSX Boston Scientific Corp. | Add +3053.7% | 0.23% | +0.23 |
| VST Vistra Corp. | Add +133.6% | 0.32% | +0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +53.8% | 0.70% | +0.22 |
| TMUS T-Mobile US Inc. | Add +692.4% | 0.26% | +0.22 |
| HWM Howmet Aerospace Inc. | Add +3268.2% | 0.22% | +0.21 |
| ABBV Abbvie Inc. | Add +342.5% | 0.30% | +0.21 |
| QCOM Qualcomm Inc. | Add +23.9% | 2.13% | +0.21 |
| PANW Palo Alto Networks Inc. | Add +327.4% | 0.25% | +0.20 |
| GOOG Alphabet Inc. Class C | Add +70.3% | 0.46% | +0.18 |
| SPOT Spotify Technology SA | Add +214.7% | 0.25% | +0.18 |
| XFIV Bondbloxx BBG 5 YR US Treas | Add +41.7% | 0.85% | +0.16 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +51.6% | 0.61% | +0.14 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Add +42.2% | 0.72% | +0.13 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Add +40.2% | 0.75% | +0.13 |
| TSLA Tesla Inc. | Add +15.5% | 0.72% | +0.13 |
| DOCS Doximity Inc. Class A | New | 0.12% | +0.12 |
| CSCO Cisco Systems Inc. | Add +9.1% | 2.03% | +0.11 |
| ABNB Airbnb Inc. Class A | Add +72.9% | 0.18% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +99.8% | 0.13% | +0.07 |
| RDDT Reddit Inc. Class A | Add +374.3% | 0.07% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +127.2% | 0.11% | +0.06 |
| PM Philip Morris International | Add +3098.8% | 0.05% | +0.05 |
| MRK Merck & Co. Inc. | Add +36.0% | 1.58% | +0.05 |
| TAXX BBLX Irm Tax-Aware S Dur ETF | New | 0.05% | +0.05 |
| EXPE Expedia Group Inc. | Add +45.2% | 0.18% | +0.04 |
| SBUX Starbucks Corp. | Add +34.5% | 0.31% | +0.02 |
| DFAW Dimensional World Eqty ETF | Add +44.7% | 0.08% | +0.02 |
| DFAU Dimensional US Core Equity M | Add +53.3% | 0.07% | +0.02 |
| CAVA Cava Group Inc. | Add +23.4% | 0.60% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +1.0% | 0.05% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +17.7% | 0.16% | +0.02 |
Options Activity Q1 2025 → Q2 2025
| AMZN Amazon.com Inc. | call | New | 150 | $299K |
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 |