Nemes Rush Group LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Nemes Rush Group LLC reported 674 stock positions worth $1.0 billion. Its top holding was Broadcom (AVGO) at 5.5% of the portfolio, followed by Apple (AAPL, 5.2%) and Microsoft (MSFT, 4.2%). Compared with Q2 2025, it opened 31 new positions, sold out of 72, added to 219 and reduced 155. The biggest buy was a new position in Eaton Vance SHRT Dur (EVSD) and the biggest sale an exit from Viper Energy (VNOM).
- Most Recent 13F
- Q2 2026
- Location
- NOVI, MI
- CIK
- 0001982273
- Portfolio Value
- $1.0B (Q3 2025)
- SEC Filing
- 0001982273-25-000006 ↗ filed Nov 13, 2025
Holdings Value
Holdings 674 stocks · $1.0B
| AVGO Broadcom Inc. | 5.50% | 168,060 | $55.4M | Reduce -3.4% |
| AAPL Apple Inc. | 5.18% | 204,751 | $52.1M | Reduce -0.2% |
| MSFT Microsoft Corp. | 4.21% | 81,880 | $42.4M | Reduce -0.3% |
| NVDA Nvidia Corp. | 3.71% | 200,534 | $37.4M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 3.50% | 111,895 | $35.3M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 3.24% | 134,335 | $32.7M | Add +4.1% |
| META Meta Platforms Inc. Class A | 3.05% | 41,886 | $30.8M | Add +2.6% |
| HD Home Depot Inc. | 2.33% | 58,022 | $23.5M | Add +0.8% |
| MSI Motorola Solutions Inc. | 2.25% | 49,589 | $22.7M | Reduce -0.1% |
| WMT Walmart Inc. | 2.25% | 220,025 | $22.7M | Add +1.6% |
| LRCX Lam Research Corp. | 2.08% | 156,690 | $21.0M | Add +1.1% |
| DHI D.R. Horton Inc. | 2.08% | 123,548 | $20.9M | Add +7.0% |
| QCOM Qualcomm Inc. | 2.04% | 123,265 | $20.5M | Add +0.5% |
| ETN Eaton Corp. PLC | 1.90% | 51,212 | $19.2M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 1.84% | 270,185 | $18.5M | Add +0.6% |
| CME Cme Group Inc. | 1.81% | 67,621 | $18.3M | Add +0.7% |
| JNJ Johnson & Johnson | 1.75% | 95,129 | $17.6M | Add +1.5% |
| AMZN Amazon.com Inc. | 1.72% | 79,105 | $17.4M | Add +0.1% |
| CB Chubb Ltd. | 1.68% | 59,862 | $16.9M | Add +0.9% |
| MRK Merck & Co. Inc. | 1.54% | 184,470 | $15.5M | Add +0.9% |
| TSLA Tesla Inc. | 1.52% | 34,447 | $15.3M | Add +64.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.46% | 29,980 | $14.7M | Add +1.6% |
| CEG Constellation Energy | 1.38% | 42,156 | $13.9M | Add +5.2% |
| JCI Johnson Controls Internation | 1.30% | 118,894 | $13.1M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 1.26% | 13,739 | $12.7M | Add +7.3% |
| RJF Raymond James Financial Inc. | 1.19% | 69,570 | $12.0M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 1.16% | 15,267 | $11.6M | Add +2.5% |
| ORCL Oracle Corp. | 1.13% | 40,430 | $11.4M | Add +103.6% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 1.10% | 338,484 | $11.0M | Add +8.7% |
| UNP Union Pacific Corp. | 1.08% | 45,823 | $10.8M | Reduce -2.3% |
| F Ford Motor Co. filed as FORD MTR CO | 1.07% | 897,282 | $10.7M | Reduce -0.5% |
| XFIV Bondbloxx BBG 5 YR US Treas | 1.06% | 216,579 | $10.7M | Add +36.5% |
| TT Trane Technologies PLC | 1.06% | 25,405 | $10.7M | Add +0.6% |
| NXPI NXP Semiconductors NV | 1.04% | 45,922 | $10.5M | Add +1.9% |
| ALL Allstate Corp. | 1.01% | 47,219 | $10.1M | Add +0.5% |
| V Visa Inc. Class A | 0.99% | 29,232 | $10.0M | Add +1.2% |
| LHX L3HARRIS Technologies Inc. | 0.97% | 31,893 | $9.7M | Add +0.3% |
| EVSD Eaton Vance SHRT Dur Inc. | 0.97% | 189,323 | $9.7M | New |
| CRM Salesforce Inc. | 0.95% | 40,526 | $9.6M | Add +1.6% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.92% | 185,925 | $9.3M | Add +35.2% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.91% | 183,979 | $9.1M | Add +37.3% |
| XOM Exxon Mobil Corp. | 0.88% | 78,584 | $8.9M | Add +1.0% |
| ECL Ecolab Inc. | 0.83% | 30,618 | $8.4M | Reduce -0.8% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.76% | 155,105 | $7.7M | Add +37.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.71% | 10,783 | $7.2M | Add +4.1% |
| ICE Intercontinental Exchange Inc. | 0.70% | 42,119 | $7.1M | Add +0.4% |
| SPGI S&P Global Inc. | 0.64% | 13,323 | $6.5M | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.61% | 42,529 | $6.1M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 0.56% | 23,100 | $5.6M | Reduce -2.0% |
| NFLX Netflix Inc. | 0.54% | 4,556 | $5.5M | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.49% | 27,319 | $5.0M | Add +0.6% |
| RTX RTX Corp. | 0.49% | 29,636 | $5.0M | Reduce -4.8% |
| CVNA Carvana Co. | 0.49% | 13,044 | $4.9M | Add +3.9% |
| AXP American Express Co. | 0.48% | 14,651 | $4.9M | Reduce -5.5% |
| ABBV Abbvie Inc. | 0.36% | 15,701 | $3.6M | Add +6.2% |
| IVV iShares Core S&P 500 ETF | 0.36% | 5,394 | $3.6M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.34% | 4,337 | $3.5M | Add +0.8% |
| CAT Caterpillar Inc. | 0.33% | 6,893 | $3.3M | Reduce -0.4% |
| SHW The Sherwin-Williams Co. | 0.31% | 9,026 | $3.1M | Add +8.3% |
| VST Vistra Corp. | 0.30% | 15,225 | $3.0M | Reduce -0.1% |
| GILD Gilead Sciences Inc. | 0.29% | 26,508 | $2.9M | Add +18.6% |
| TKO Tko Group Holdings Inc. | 0.29% | 14,380 | $2.9M | Add +8.0% |
| MPC Marathon Petroleum Corp. | 0.27% | 14,073 | $2.7M | Reduce -0.4% |
| VLO Valero Energy Corp. | 0.27% | 15,738 | $2.7M | Add +7.2% |
| TMUS T-Mobile US Inc. | 0.26% | 10,951 | $2.6M | Add +7.7% |
| SBUX Starbucks Corp. | 0.25% | 30,315 | $2.6M | Reduce -1.0% |
| BKNG Booking Holdings Inc. | 0.24% | 448 | $2.4M | No change |
| NRG NRG Energy Inc. | 0.24% | 14,751 | $2.4M | Add +6.1% |
| AIG American International Group | 0.23% | 29,638 | $2.3M | Add +3.0% |
| PANW Palo Alto Networks Inc. | 0.23% | 11,326 | $2.3M | Reduce -0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.22% | 5,750 | $2.3M | Add +0.5% |
| EXPE Expedia Group Inc. | 0.21% | 10,030 | $2.1M | Reduce -0.2% |
| HWM Howmet Aerospace Inc. | 0.21% | 10,710 | $2.1M | Reduce -0.0% |
| SPOT Spotify Technology SA | 0.20% | 2,951 | $2.1M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 0.20% | 20,848 | $2.0M | Add +2.5% |
| IWB iShares Russell 1000 ETF | 0.20% | 5,410 | $2.0M | Add +226.3% |
| BSX Boston Scientific Corp. | 0.19% | 20,103 | $2.0M | Add +0.4% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 10,863 | $1.6M | Reduce -0.5% |
| STLD Steel Dynamics Inc. | 0.15% | 11,133 | $1.6M | Add +0.1% |
| ABNB Airbnb Inc. Class A | 0.15% | 12,596 | $1.5M | Add +0.3% |
| HTZ Hertz Global Hldgs Inc. | 0.15% | 220,189 | $1.5M | No change |
| XLK SS Technology Select Sector | 0.15% | 5,198 | $1.5M | Add +1.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.14% | 18,447 | $1.4M | Add +32.2% |
| FISV Fiserv Inc. | 0.14% | 10,737 | $1.4M | Reduce -19.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 2,259 | $1.4M | Add +0.8% |
| DOCS Doximity Inc. Class A | 0.13% | 18,055 | $1.3M | Reduce -0.3% |
| CI The Cigna Group | 0.12% | 4,213 | $1.2M | Add +2.6% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 26,809 | $1.2M | Add +0.3% |
| STRL Sterling Infrastructure Inc. | 0.12% | 3,500 | $1.2M | No change |
| DFUS Dimensional US Eq MKT ETF | 0.11% | 15,093 | $1.1M | Add +1482.1% |
| AMD Advanced Micro Devices | 0.11% | 6,661 | $1.1M | Reduce -41.8% |
| CSL Carlisle Cos Inc. | 0.10% | 3,200 | $1.1M | No change |
| PG The Procter & Gamble Co. | 0.10% | 6,700 | $1.0M | Reduce -19.3% |
| XPO Xpo Inc. | 0.10% | 7,922 | $1.0M | Reduce -0.3% |
| CAVA Cava Group Inc. | 0.10% | 16,865 | $1.0M | Reduce -74.0% |
| RDDT Reddit Inc. Class A | 0.10% | 4,387 | $1.0M | No change |
| EVSM Eaton Vance SHRT Dur Muni | 0.10% | 19,972 | $1.0M | New |
| MCD McDonald's Corp. | 0.10% | 3,244 | $986K | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,929 | $970K | Add +2.6% |
| FANG Diamondback Energy Inc. | 0.09% | 6,507 | $931K | Reduce -1.2% |
Options reported separately and not counted above: BABA calls ($1.6M), VKTX calls ($216K), AMZN calls ($210K), JD calls ($70K), CRNC calls ($50K).
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: $1.0B.
Portfolio Sells Q2 2025 → Q3 2025
| VNOM Viper Energy Inc. | Sold out | 0.00% | −1.33 |
| UNH Unitedhealth Group Inc. | Reduce -99.4% | 0.00% | −0.65 |
| CAVA Cava Group Inc. | Reduce -74.0% | 0.10% | −0.50 |
| MSFT Microsoft Corp. | Reduce -0.3% | 4.21% | −0.24 |
| GPK Graphic Packaging Holding Co. | Reduce -70.4% | 0.05% | −0.16 |
| BBY Best Buy Co. Inc. | Reduce -94.4% | 0.01% | −0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -99.1% | 0.00% | −0.14 |
| FISV Fiserv Inc. | Reduce -19.1% | 0.14% | −0.11 |
| ETN Eaton Corp. PLC | Reduce -1.0% | 1.90% | −0.11 |
| UNP Union Pacific Corp. | Reduce -2.3% | 1.08% | −0.10 |
| JCI Johnson Controls Internation | Reduce -1.0% | 1.30% | −0.08 |
| ECL Ecolab Inc. | Reduce -0.8% | 0.83% | −0.07 |
| AMD Advanced Micro Devices | Reduce -41.8% | 0.11% | −0.07 |
| AXP American Express Co. | Reduce -5.5% | 0.48% | −0.06 |
| DFAU Dimensional US Core Equity M | Reduce -79.4% | 0.01% | −0.05 |
| SBUX Starbucks Corp. | Reduce -1.0% | 0.25% | −0.05 |
| SPOT Spotify Technology SA | Reduce -0.4% | 0.20% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -19.3% | 0.10% | −0.04 |
| PFE Pfizer Inc. | Reduce -52.2% | 0.03% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.0% | 3.50% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -83.3% | 0.01% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.3% | 0.04% | −0.03 |
| NTAP Netapp Inc. | Reduce -65.6% | 0.02% | −0.03 |
| DD Dupont DE Nemours Inc. | Reduce -88.0% | 0.00% | −0.03 |
| TRGP Targa Resources Corp. | Reduce -98.4% | 0.00% | −0.03 |
| VST Vistra Corp. | Reduce -0.1% | 0.30% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -0.5% | 0.23% | −0.03 |
| SKX Skechers USA Inc. Class A | Sold out | 0.00% | −0.02 |
| MSI Motorola Solutions Inc. | Reduce -0.1% | 2.25% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -67.5% | 0.01% | −0.02 |
| ULTA Ulta Beauty Inc. | Reduce -59.9% | 0.01% | −0.02 |
| KO The Coca-Cola Co. | Reduce -7.1% | 0.07% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -3.1% | 0.04% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -53.9% | 0.01% | −0.01 |
| HES Hess Corp. | Sold out | 0.00% | −0.01 |
| HON Honeywell International Inc. | Reduce -5.9% | 0.04% | −0.01 |
| PM Philip Morris International | Reduce -0.7% | 0.04% | −0.01 |
| ADP Automatic Data Processing | Reduce -2.4% | 0.05% | −0.01 |
| HWM Howmet Aerospace Inc. | Reduce -0.0% | 0.21% | −0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -3.1% | 0.01% | −0.01 |
| XPO Xpo Inc. | Reduce -0.3% | 0.10% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.5% | 0.10% | −0.01 |
| HOUS Anywhere Real Estate Inc. | Sold out | 0.00% | −0.01 |
| AVMU Avantis Core Municipal Fixed | Reduce -36.1% | 0.01% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -1.2% | 0.09% | −0.01 |
| TSCO Tractor Supply Company | Reduce -98.1% | 0.00% | −0.01 |
| O Realty Income Corp. | Reduce -98.3% | 0.00% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -1.4% | 0.02% | −0.01 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -73.4% | 0.00% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| EVSD Eaton Vance SHRT Dur Inc. | New | 0.97% | +0.97 |
| TSLA Tesla Inc. | Add +64.9% | 1.52% | +0.80 |
| GOOGL Alphabet Inc. Class A | Add +4.1% | 3.24% | +0.76 |
| ORCL Oracle Corp. | Add +103.6% | 1.13% | +0.66 |
| DHI D.R. Horton Inc. | Add +7.0% | 2.08% | +0.46 |
| LRCX Lam Research Corp. | Add +1.1% | 2.08% | +0.44 |
| XFIV Bondbloxx BBG 5 YR US Treas | Add +36.5% | 1.06% | +0.21 |
| JNJ Johnson & Johnson | Add +1.5% | 1.75% | +0.19 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Add +37.3% | 0.91% | +0.18 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Add +35.2% | 0.92% | +0.17 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +37.3% | 0.76% | +0.15 |
| IWB iShares Russell 1000 ETF | Add +226.3% | 0.20% | +0.13 |
| DFUS Dimensional US Eq MKT ETF | Add +1482.1% | 0.11% | +0.10 |
| EVSM Eaton Vance SHRT Dur Muni | New | 0.10% | +0.10 |
| LHX L3HARRIS Technologies Inc. | Add +0.3% | 0.97% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | Add +0.6% | 0.49% | +0.09 |
| ABBV Abbvie Inc. | Add +6.2% | 0.36% | +0.06 |
| VLO Valero Energy Corp. | Add +7.2% | 0.27% | +0.05 |
| TJX TJX Companies Inc. | Add +1.6% | 0.61% | +0.05 |
| NEM Newmont Corp. | Add +212.7% | 0.05% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +32.2% | 0.14% | +0.03 |
| HD Home Depot Inc. | Add +0.8% | 2.33% | +0.03 |
| DASH DoorDash Inc. Class A | Add +10772.7% | 0.03% | +0.03 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +60.3% | 0.09% | +0.03 |
| XSVN Bondbloxx BBG 7 YR US Treas | Add +59.6% | 0.09% | +0.03 |
| CVNA Carvana Co. | Add +3.9% | 0.49% | +0.03 |
| TKO Tko Group Holdings Inc. | Add +8.0% | 0.29% | +0.02 |
| GLW Corning Inc. | Add +5.6% | 0.07% | +0.02 |
| TAXX BBLX Irm Tax-Aware S Dur ETF | Add +60.6% | 0.07% | +0.02 |
| GILD Gilead Sciences Inc. | Add +18.6% | 0.29% | +0.02 |
| ANET Arista Networks Inc. | Add +2.3% | 0.08% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.1% | 0.71% | +0.02 |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | New | 0.01% | +0.01 |
| MEDP Medpace Holdings Inc. | Add +2.2% | 0.03% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.8% | 0.34% | +0.01 |
| ETHA iShares Ethereum Trust ETF | New | 0.01% | +0.01 |
| CVX Chevron Corp. | Add +14.1% | 0.09% | +0.01 |
| XB Bondbloxx-B Rated Usd HY CB | Add +191.8% | 0.02% | +0.01 |
| BKR Baker Hughes Co. | Add +9.3% | 0.04% | +0.01 |
| SHOP Shopify Inc. Class A | Add +2.2% | 0.04% | +0.01 |
| IBKR Interactive Brokers Gro Class A | Add +1.7% | 0.05% | +0.01 |
| GD General Dynamics Corp. | Add +9.4% | 0.04% | +0.01 |
| SOFI Sofi Technologies Inc. | Add +3.7% | 0.02% | +0.01 |
| COF Capital One Financial Corp. | Add +2800.0% | 0.01% | +0.01 |
| CCJ Cameco Corp. | New | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +15.6% | 0.04% | +0.00 |
| XLK SS Technology Select Sector | Add +1.8% | 0.15% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Add +1.3% | 0.06% | +0.00 |
| BROS Dutch Bros Inc. Class A | Add +409.4% | 0.01% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +29.9% | 0.02% | +0.00 |
Options Activity Q2 2025 → Q3 2025
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 |