Nemes Rush Group LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Nemes Rush Group LLC reported 984 stock positions worth $1.1 billion. Its top holding was Broadcom (AVGO) at 5.3% of the portfolio, followed by Apple (AAPL, 5.2%) and Alphabet Class A (GOOGL, 3.8%). Compared with Q3 2025, it opened 324 new positions, sold out of 16, added to 309 and reduced 151. The biggest buy was a new position in Viper Energy Class A (VNOM) and the biggest sale Meta Platforms Class A (META, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NOVI, MI
- CIK
- 0001982273
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0001982273-26-000001 ↗ filed Feb 11, 2026
Holdings Value
Holdings 984 stocks · $1.1B
| AVGO Broadcom Inc. | 5.28% | 162,136 | $56.1M | Reduce -3.5% |
| AAPL Apple Inc. | 5.18% | 202,383 | $55.0M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 3.82% | 129,750 | $40.6M | Reduce -3.4% |
| MSFT Microsoft Corp. | 3.72% | 81,707 | $39.5M | Reduce -0.2% |
| NVDA Nvidia Corp. | 3.50% | 199,347 | $37.2M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 3.34% | 110,099 | $35.5M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 2.54% | 40,854 | $27.0M | Reduce -2.5% |
| LRCX Lam Research Corp. | 2.45% | 152,162 | $26.0M | Reduce -2.9% |
| WMT Walmart Inc. | 2.29% | 218,372 | $24.3M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 1.93% | 119,962 | $20.5M | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 1.91% | 263,619 | $20.3M | Reduce -2.4% |
| JNJ Johnson & Johnson | 1.88% | 96,456 | $20.0M | Add +1.4% |
| HD Home Depot Inc. | 1.85% | 57,232 | $19.7M | Reduce -1.4% |
| MRK Merck & Co. Inc. | 1.80% | 182,075 | $19.2M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 1.77% | 81,424 | $18.8M | Add +2.9% |
| MSI Motorola Solutions Inc. | 1.74% | 48,322 | $18.5M | Reduce -2.6% |
| CME Cme Group Inc. | 1.73% | 67,261 | $18.4M | Reduce -0.5% |
| CB Chubb Ltd. | 1.72% | 58,586 | $18.3M | Reduce -2.1% |
| DHI D.R. Horton Inc. | 1.64% | 121,153 | $17.4M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 1.55% | 15,361 | $16.5M | Add +0.6% |
| TSLA Tesla Inc. | 1.52% | 35,839 | $16.1M | Add +4.0% |
| ETN Eaton Corp. PLC | 1.51% | 50,488 | $16.1M | Reduce -1.4% |
| CEG Constellation Energy | 1.36% | 40,893 | $14.4M | Reduce -3.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.32% | 29,805 | $14.0M | Reduce -0.6% |
| XFIV Bondbloxx BBG 5 YR US Treas | 1.32% | 282,328 | $14.0M | Add +30.4% |
| JCI Johnson Controls Internation | 1.31% | 115,912 | $13.9M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.17% | 18,233 | $12.4M | Add +69.1% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 1.12% | 239,159 | $11.9M | Add +28.6% |
| VNOM Viper Energy Inc. Class A | 1.11% | 304,836 | $11.8M | New |
| F Ford Motor Co. filed as FORD MTR CO | 1.11% | 896,997 | $11.8M | Reduce -0.0% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 1.10% | 236,718 | $11.7M | Add +28.7% |
| RJF Raymond James Financial Inc. | 1.04% | 68,666 | $11.0M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 1.01% | 12,389 | $10.7M | Reduce -9.8% |
| CRM Salesforce Inc. | 1.01% | 40,302 | $10.7M | Reduce -0.6% |
| V Visa Inc. Class A | 0.98% | 29,560 | $10.4M | Add +1.1% |
| EVSD Eaton Vance SHRT Dur Inc. | 0.95% | 196,156 | $10.1M | Add +3.6% |
| UNP Union Pacific Corp. | 0.94% | 43,173 | $10.0M | Reduce -5.8% |
| TT Trane Technologies PLC | 0.94% | 25,612 | $10.0M | Add +0.8% |
| NXPI NXP Semiconductors NV | 0.93% | 45,559 | $9.9M | Reduce -0.8% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.93% | 199,054 | $9.9M | Add +28.3% |
| ALL Allstate Corp. | 0.93% | 47,209 | $9.8M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 0.90% | 79,146 | $9.5M | Add +0.7% |
| LHX L3HARRIS Technologies Inc. | 0.87% | 31,566 | $9.3M | Reduce -1.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.82% | 311,386 | $8.8M | Reduce -8.0% |
| ECL Ecolab Inc. | 0.74% | 29,993 | $7.9M | Reduce -2.0% |
| ORCL Oracle Corp. | 0.73% | 40,056 | $7.8M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.69% | 23,311 | $7.3M | Add +0.9% |
| SPGI S&P Global Inc. | 0.65% | 13,190 | $6.9M | Reduce -1.0% |
| ICE Intercontinental Exchange Inc. | 0.63% | 41,536 | $6.7M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.62% | 42,758 | $6.6M | Add +0.5% |
| AXP American Express Co. | 0.53% | 15,192 | $5.6M | Add +3.7% |
| CVNA Carvana Co. | 0.53% | 13,268 | $5.6M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 0.51% | 7,935 | $5.4M | Add +47.1% |
| RTX RTX Corp. | 0.51% | 29,456 | $5.4M | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.46% | 27,680 | $4.9M | Add +1.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 13,855 | $4.6M | Add +1059.4% |
| NFLX Netflix Inc. | 0.41% | 46,123 | $4.3M | Add +1.2% |
| USFR Wisdomtree Floating Rate Tre | 0.39% | 83,134 | $4.2M | New |
| GS Goldman Sachs Group Inc. | 0.39% | 4,717 | $4.1M | Add +8.8% |
| CAT Caterpillar Inc. | 0.37% | 6,877 | $3.9M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.34% | 15,858 | $3.6M | Add +1.0% |
| GILD Gilead Sciences Inc. | 0.31% | 26,772 | $3.3M | Add +1.0% |
| EXPE Expedia Group Inc. | 0.30% | 11,185 | $3.2M | Add +11.5% |
| TKO Tko Group Holdings Inc. | 0.28% | 14,225 | $3.0M | Reduce -1.1% |
| SHW The Sherwin-Williams Co. | 0.25% | 8,263 | $2.7M | Reduce -8.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.24% | 5,737 | $2.6M | Reduce -0.2% |
| VLO Valero Energy Corp. | 0.24% | 15,558 | $2.5M | Reduce -1.1% |
| AIG American International Group | 0.24% | 29,490 | $2.5M | Reduce -0.5% |
| SBUX Starbucks Corp. | 0.24% | 29,910 | $2.5M | Reduce -1.3% |
| VST Vistra Corp. | 0.23% | 15,204 | $2.5M | Reduce -0.1% |
| BKNG Booking Holdings Inc. | 0.23% | 449 | $2.4M | Add +0.2% |
| NRG NRG Energy Inc. | 0.22% | 14,716 | $2.3M | Reduce -0.2% |
| MPC Marathon Petroleum Corp. | 0.21% | 13,960 | $2.3M | Reduce -0.8% |
| HWM Howmet Aerospace Inc. | 0.21% | 10,632 | $2.2M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 0.20% | 11,286 | $2.1M | Reduce -0.3% |
| IWB iShares Russell 1000 ETF | 0.19% | 5,478 | $2.0M | Add +1.3% |
| VONG Vanguard Russell 1000 Growth | 0.18% | 15,723 | $1.9M | Add +104720.0% |
| STLD Steel Dynamics Inc. | 0.18% | 11,078 | $1.9M | Reduce -0.5% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 12,452 | $1.9M | Add +14.6% |
| SPOT Spotify Technology SA | 0.17% | 3,139 | $1.8M | Add +6.4% |
| UBER Uber Technologies Inc. | 0.17% | 21,585 | $1.8M | Add +3.5% |
| TMUS T-Mobile US Inc. | 0.16% | 8,521 | $1.7M | Reduce -22.2% |
| ABNB Airbnb Inc. Class A | 0.16% | 12,364 | $1.7M | Reduce -1.8% |
| BSX Boston Scientific Corp. | 0.15% | 17,262 | $1.6M | Reduce -14.1% |
| EVSM Eaton Vance SHRT Dur Muni | 0.15% | 32,233 | $1.6M | Add +61.4% |
| XLK SS Technology Select Sector | 0.14% | 10,683 | $1.5M | Add +2.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.14% | 18,290 | $1.5M | Reduce -0.8% |
| DFUS Dimensional US Eq MKT ETF | 0.13% | 19,058 | $1.4M | Add +26.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 2,259 | $1.4M | No change |
| BMY Bristol-Myers Squibb Co. | 0.13% | 25,568 | $1.4M | Reduce -4.6% |
| AMD Advanced Micro Devices | 0.12% | 6,020 | $1.3M | Reduce -9.6% |
| CI The Cigna Group | 0.12% | 4,462 | $1.2M | Add +5.9% |
| RDDT Reddit Inc. Class A | 0.11% | 5,187 | $1.2M | Add +18.2% |
| HTZ Hertz Global Hldgs Inc. | 0.11% | 220,189 | $1.1M | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,758 | $1.1M | Add +36.2% |
| XPO Xpo Inc. | 0.10% | 7,888 | $1.1M | Reduce -0.4% |
| STRL Sterling Infrastructure Inc. | 0.10% | 3,500 | $1.1M | No change |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.10% | 21,802 | $1.0M | Add +18.8% |
| IXUS iShares Core Intl Stock ETF | 0.10% | 12,328 | $1.0M | Add +1407.1% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.10% | 22,523 | $1.0M | Add +18.7% |
Options reported separately and not counted above: GLD calls ($614K), VKTX calls ($315K), DIS calls ($269K), BABA calls ($250K), AMZN calls ($128K), CRNC calls ($0), JD calls ($0).
Other holdings (4): bonds, preferreds, convertibles and warrants · $1K (not counted above)
Total filed on the 13F, all lines: $1.1B.
Portfolio Sells Q3 2025 → Q4 2025
| META Meta Platforms Inc. Class A | Reduce -2.5% | 2.54% | −0.52 |
| MSI Motorola Solutions Inc. | Reduce -2.6% | 1.74% | −0.51 |
| MSFT Microsoft Corp. | Reduce -0.2% | 3.72% | −0.49 |
| HD Home Depot Inc. | Reduce -1.4% | 1.85% | −0.48 |
| DHI D.R. Horton Inc. | Reduce -1.9% | 1.64% | −0.44 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.73% | −0.39 |
| ETN Eaton Corp. PLC | Reduce -1.4% | 1.51% | −0.39 |
| VICI Vici Properties Inc. | Reduce -8.0% | 0.82% | −0.27 |
| COST Costco Wholesale Corp. | Reduce -9.8% | 1.01% | −0.26 |
| AVGO Broadcom Inc. | Reduce -3.5% | 5.28% | −0.22 |
| NVDA Nvidia Corp. | Reduce -0.6% | 3.50% | −0.21 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 3.34% | −0.16 |
| RJF Raymond James Financial Inc. | Reduce -1.3% | 1.04% | −0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.6% | 1.32% | −0.14 |
| UNP Union Pacific Corp. | Reduce -5.8% | 0.94% | −0.14 |
| FISV Fiserv Inc. | Reduce -72.5% | 0.02% | −0.12 |
| NXPI NXP Semiconductors NV | Reduce -0.8% | 0.93% | −0.11 |
| QCOM Qualcomm Inc. | Reduce -2.7% | 1.93% | −0.10 |
| TMUS T-Mobile US Inc. | Reduce -22.2% | 0.16% | −0.10 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.0% | 0.87% | −0.09 |
| CAVA Cava Group Inc. | Reduce -91.3% | 0.01% | −0.09 |
| ECL Ecolab Inc. | Reduce -2.0% | 0.74% | −0.09 |
| CME Cme Group Inc. | Reduce -0.5% | 1.73% | −0.08 |
| ALL Allstate Corp. | Reduce -0.0% | 0.93% | −0.08 |
| ICE Intercontinental Exchange Inc. | Reduce -1.4% | 0.63% | −0.07 |
| DOCS Doximity Inc. Class A | Reduce -13.0% | 0.07% | −0.07 |
| VST Vistra Corp. | Reduce -0.1% | 0.23% | −0.07 |
| SHW The Sherwin-Williams Co. | Reduce -8.4% | 0.25% | −0.06 |
| MPC Marathon Petroleum Corp. | Reduce -0.8% | 0.21% | −0.06 |
| BSX Boston Scientific Corp. | Reduce -14.1% | 0.15% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -0.3% | 0.20% | −0.03 |
| VLO Valero Energy Corp. | Reduce -1.1% | 0.24% | −0.03 |
| PGR Progressive Corp. | Reduce -96.0% | 0.00% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -89.5% | 0.00% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -51.1% | 0.02% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -10.6% | 0.08% | −0.02 |
| IBKR Interactive Brokers Gro Class A | Reduce -33.9% | 0.03% | −0.02 |
| ANET Arista Networks Inc. | Reduce -12.0% | 0.06% | −0.02 |
| UUUU Energy Fuels Inc. | Reduce -88.7% | 0.00% | −0.02 |
| OKTA Okta Inc. | Reduce -26.4% | 0.04% | −0.02 |
| SLB SLB Ltd. | Reduce -97.2% | 0.00% | −0.02 |
| SBUX Starbucks Corp. | Reduce -1.3% | 0.24% | −0.02 |
| CEG Constellation Energy | Reduce -3.0% | 1.36% | −0.02 |
| NRG NRG Energy Inc. | Reduce -0.2% | 0.22% | −0.02 |
| VRT Vertiv Holdings Co. Class A | Reduce -22.7% | 0.05% | −0.01 |
| PFE Pfizer Inc. | Reduce -29.0% | 0.02% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -71.1% | 0.00% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -81.3% | 0.00% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -49.9% | 0.01% | −0.01 |
| HON Honeywell International Inc. | Reduce -13.1% | 0.03% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VNOM Viper Energy Inc. Class A | New | 1.11% | +1.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +69.1% | 1.17% | +0.46 |
| VTI VG Morningstar TS MKT ETF-US | Add +1059.4% | 0.44% | +0.40 |
| LLY Eli Lilly & Co. | Add +0.6% | 1.55% | +0.40 |
| USFR Wisdomtree Floating Rate Tre | New | 0.39% | +0.39 |
| XFIV Bondbloxx BBG 5 YR US Treas | Add +30.4% | 1.32% | +0.25 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Add +28.6% | 1.12% | +0.20 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Add +28.7% | 1.10% | +0.20 |
| VONG Vanguard Russell 1000 Growth | Add +104720.0% | 0.18% | +0.18 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +28.3% | 0.93% | +0.16 |
| IVV iShares Core S&P 500 ETF | Add +47.1% | 0.51% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +0.9% | 0.69% | +0.13 |
| JNJ Johnson & Johnson | Add +1.4% | 1.88% | +0.13 |
| IXUS iShares Core Intl Stock ETF | Add +1407.1% | 0.10% | +0.09 |
| EXPE Expedia Group Inc. | Add +11.5% | 0.30% | +0.09 |
| EVSM Eaton Vance SHRT Dur Muni | Add +61.4% | 0.15% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +8.8% | 0.39% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +584.5% | 0.06% | +0.05 |
| AXP American Express Co. | Add +3.7% | 0.53% | +0.05 |
| AMZN Amazon.com Inc. | Add +2.9% | 1.77% | +0.04 |
| CVNA Carvana Co. | Add +1.7% | 0.53% | +0.04 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +1157.0% | 0.04% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | New | 0.03% | +0.03 |
| AEM Agnico Eagle Mines Ltd. | Add +31400.0% | 0.03% | +0.03 |
| DELL Dell Technologies -C | Add +454.6% | 0.03% | +0.03 |
| EQT Eqt Corp. | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | Add +272.2% | 0.03% | +0.03 |
| APP AppLovin Corp. Class A | Add +2556.3% | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +36.2% | 0.10% | +0.03 |
| DFUS Dimensional US Eq MKT ETF | Add +26.3% | 0.13% | +0.02 |
| ES Eversource Energy | Add +440.2% | 0.03% | +0.02 |
| CRWV Coreweave Inc. Class A | New | 0.02% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +30.6% | 0.09% | +0.02 |
| GILD Gilead Sciences Inc. | Add +1.0% | 0.31% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +14.6% | 0.17% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.90% | +0.02 |
| FE Firstenergy Corp. | New | 0.02% | +0.02 |
| NEM Newmont Corp. | Add +15.2% | 0.07% | +0.01 |
| TAXX BBLX Irm Tax-Aware S Dur ETF | Add +23.9% | 0.08% | +0.01 |
| RDDT Reddit Inc. Class A | Add +18.2% | 0.11% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +86.8% | 0.03% | +0.01 |
| XSVN Bondbloxx BBG 7 YR US Treas | Add +18.8% | 0.10% | +0.01 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +18.7% | 0.10% | +0.01 |
| SPTS SS SPDR P St Term TSY ETF | Add +47.4% | 0.04% | +0.01 |
| AGG iShares Core U.S. Aggregate | New | 0.01% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.01% | +0.01 |
| GLW Corning Inc. | Add +11.5% | 0.08% | +0.01 |
| SO The Southern Co. | Add +940.2% | 0.01% | +0.01 |
| ADI Analog Devices Inc. | Add +16.6% | 0.05% | +0.01 |
| MA Mastercard Inc. Class A | Add +25.3% | 0.05% | +0.01 |
Options Activity Q3 2025 → Q4 2025
| GLD SPDR Gold Shares | call | New | 250 | $614K |
| DIS The Walt Disney Co. | call | New | 250 | $269K |
| BABA Alibaba Group Holding-SP ADR | call | Add +25.0% | 250 | $250K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2025 → Q4 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +12.0% | 56 | $1K |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | New | 83 | $43 |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | New | 83 | $33 |
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 |