Nemes Rush Group LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Nemes Rush Group LLC reported 932 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Broadcom (AVGO, 4.6%) and Nvidia (NVDA, 3.2%). Compared with Q4 2025, it opened 47 new positions, sold out of 100, added to 268 and reduced 178. The biggest buy was Costco Wholesale (COST, shares +19%) and the biggest sale Broadcom (AVGO, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- NOVI, MI
- CIK
- 0001982273
- Portfolio Value
- $1.1B (Q1 2026)
- SEC Filing
- 0001982273-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 932 stocks · $1.1B
| AAPL Apple Inc. | 4.88% | 202,058 | $51.3M | Reduce -0.2% |
| AVGO Broadcom Inc. | 4.55% | 154,474 | $47.8M | Reduce -4.7% |
| NVDA Nvidia Corp. | 3.19% | 192,448 | $33.6M | Reduce -3.5% |
| MSFT Microsoft Corp. | 3.17% | 90,089 | $33.3M | Add +10.3% |
| JPM JPMorgan Chase & Co. | 3.13% | 111,611 | $32.8M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 3.12% | 113,925 | $32.8M | Reduce -12.2% |
| LRCX Lam Research Corp. | 2.51% | 123,557 | $26.4M | Reduce -18.8% |
| WMT Walmart Inc. | 2.50% | 210,975 | $26.2M | Reduce -3.4% |
| META Meta Platforms Inc. Class A | 2.41% | 44,309 | $25.4M | Add +8.5% |
| MSI Motorola Solutions Inc. | 2.09% | 50,571 | $21.9M | Add +4.7% |
| JNJ Johnson & Johnson | 2.08% | 89,225 | $21.8M | Reduce -7.5% |
| CME Cme Group Inc. | 1.98% | 70,524 | $20.8M | Add +4.8% |
| MRK Merck & Co. Inc. | 1.96% | 170,964 | $20.6M | Reduce -6.1% |
| HD Home Depot Inc. | 1.94% | 61,823 | $20.3M | Add +8.0% |
| CSCO Cisco Systems Inc. | 1.93% | 261,421 | $20.3M | Reduce -0.8% |
| CB Chubb Ltd. | 1.88% | 60,508 | $19.7M | Add +3.3% |
| ETN Eaton Corp. PLC | 1.70% | 49,845 | $17.8M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 1.66% | 83,682 | $17.4M | Add +2.8% |
| XFIV Bondbloxx BBG 5 YR US Treas | 1.65% | 352,068 | $17.3M | Add +24.7% |
| QCOM Qualcomm Inc. | 1.64% | 133,450 | $17.2M | Add +11.2% |
| DHI D.R. Horton Inc. | 1.59% | 121,636 | $16.7M | Add +0.4% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 1.41% | 300,166 | $14.9M | Add +25.5% |
| VNOM Viper Energy Inc. Class A | 1.41% | 315,683 | $14.8M | Add +3.6% |
| COST Costco Wholesale Corp. | 1.40% | 14,711 | $14.7M | Add +18.7% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 1.40% | 297,279 | $14.7M | Add +25.6% |
| JCI Johnson Controls Internation | 1.35% | 108,311 | $14.2M | Reduce -6.6% |
| LLY Eli Lilly & Co. | 1.33% | 15,197 | $14.0M | Reduce -1.1% |
| TSLA Tesla Inc. | 1.32% | 37,235 | $13.8M | Add +3.9% |
| XOM Exxon Mobil Corp. | 1.22% | 75,680 | $12.8M | Reduce -4.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.19% | 32,022 | $12.5M | Add +7.4% |
| XONE Bondbloxx BBG 1 Dur US Treas | 1.17% | 248,562 | $12.3M | Add +24.9% |
| CEG Constellation Energy | 1.14% | 42,846 | $12.0M | Add +4.8% |
| EVSD Eaton Vance SHRT Dur Inc. | 1.06% | 218,876 | $11.1M | Add +11.6% |
| UNP Union Pacific Corp. | 1.03% | 44,625 | $10.8M | Add +3.4% |
| TT Trane Technologies PLC | 1.03% | 25,866 | $10.8M | Add +1.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 1.01% | 389,833 | $10.7M | Add +25.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.98% | 895,963 | $10.3M | Reduce -0.1% |
| ALL Allstate Corp. | 0.96% | 48,729 | $10.1M | Add +3.2% |
| LHX L3HARRIS Technologies Inc. | 0.95% | 28,811 | $9.9M | Reduce -8.7% |
| RJF Raymond James Financial Inc. | 0.93% | 67,475 | $9.8M | Reduce -1.7% |
| V Visa Inc. Class A | 0.91% | 31,485 | $9.5M | Add +6.5% |
| CRM Salesforce Inc. | 0.89% | 49,818 | $9.3M | Add +23.6% |
| NXPI NXP Semiconductors NV | 0.85% | 45,107 | $8.9M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 12,723 | $8.3M | Reduce -30.2% |
| ECL Ecolab Inc. | 0.77% | 30,446 | $8.1M | Add +1.5% |
| ORCL Oracle Corp. | 0.76% | 54,361 | $8.0M | Add +35.7% |
| ICE Intercontinental Exchange Inc. | 0.69% | 46,303 | $7.3M | Add +11.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 42,798 | $6.8M | Add +0.1% |
| SPGI S&P Global Inc. | 0.63% | 15,573 | $6.6M | Add +18.1% |
| GOOG Alphabet Inc. Class C | 0.62% | 22,568 | $6.5M | Reduce -3.2% |
| RTX RTX Corp. | 0.54% | 29,539 | $5.7M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.46% | 7,411 | $4.8M | Reduce -6.6% |
| CAT Caterpillar Inc. | 0.44% | 6,591 | $4.7M | Reduce -4.2% |
| AXP American Express Co. | 0.43% | 15,109 | $4.6M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 13,743 | $4.4M | Reduce -0.8% |
| NFLX Netflix Inc. | 0.41% | 45,266 | $4.4M | Reduce -1.9% |
| CVNA Carvana Co. | 0.40% | 13,251 | $4.2M | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 27,279 | $4.0M | Reduce -1.4% |
| GS Goldman Sachs Group Inc. | 0.38% | 4,683 | $4.0M | Reduce -0.7% |
| VLO Valero Energy Corp. | 0.37% | 15,642 | $3.9M | Add +0.5% |
| DFUS Dimensional US Eq MKT ETF | 0.37% | 54,361 | $3.9M | Add +185.2% |
| GILD Gilead Sciences Inc. | 0.36% | 26,940 | $3.8M | Add +0.6% |
| ABBV Abbvie Inc. | 0.33% | 16,011 | $3.5M | Add +1.0% |
| MPC Marathon Petroleum Corp. | 0.32% | 13,939 | $3.4M | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 0.29% | 9,544 | $3.1M | Add +15.5% |
| TKO Tko Group Holdings Inc. | 0.28% | 14,362 | $2.9M | Add +1.0% |
| SBUX Starbucks Corp. | 0.26% | 30,393 | $2.7M | Add +1.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.24% | 5,605 | $2.5M | Reduce -2.3% |
| EXPE Expedia Group Inc. | 0.24% | 10,769 | $2.5M | Reduce -3.7% |
| USFR Wisdomtree Floating Rate Tre | 0.24% | 49,304 | $2.5M | Reduce -40.7% |
| HWM Howmet Aerospace Inc. | 0.23% | 10,310 | $2.4M | Reduce -3.0% |
| VST Vistra Corp. | 0.22% | 15,169 | $2.3M | Reduce -0.2% |
| AIG American International Group | 0.21% | 29,997 | $2.3M | Add +1.7% |
| EVSM Eaton Vance SHRT Dur Muni | 0.21% | 44,019 | $2.2M | Add +36.6% |
| NRG NRG Energy Inc. | 0.21% | 14,749 | $2.2M | Add +0.2% |
| STLD Steel Dynamics Inc. | 0.18% | 10,767 | $1.9M | Reduce -2.8% |
| IWB iShares Russell 1000 ETF | 0.18% | 5,381 | $1.9M | Reduce -1.8% |
| BKNG Booking Holdings Inc. | 0.18% | 449 | $1.9M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.18% | 24,484 | $1.9M | Add +33.9% |
| PANW Palo Alto Networks Inc. | 0.18% | 11,525 | $1.8M | Add +2.1% |
| TMUS T-Mobile US Inc. | 0.17% | 8,730 | $1.8M | Add +2.5% |
| VONG Vanguard Russell 1000 Growth | 0.16% | 15,723 | $1.7M | No change |
| UBER Uber Technologies Inc. | 0.15% | 22,089 | $1.6M | Add +2.3% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.15% | 31,060 | $1.6M | Add +74.7% |
| CVX Chevron Corp. | 0.15% | 7,583 | $1.6M | Add +31.4% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 25,698 | $1.6M | Add +0.5% |
| ABNB Airbnb Inc. Class A | 0.15% | 12,312 | $1.6M | Reduce -0.4% |
| XPO Xpo Inc. | 0.15% | 7,842 | $1.5M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 2,636 | $1.5M | Add +16.7% |
| SPOT Spotify Technology SA | 0.14% | 3,121 | $1.5M | Reduce -0.6% |
| STRL Sterling Infrastructure Inc. | 0.14% | 3,500 | $1.4M | No change |
| XLK SS Technology Select Sector | 0.14% | 10,695 | $1.4M | Add +0.1% |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.13% | 29,296 | $1.4M | Add +34.4% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.13% | 30,283 | $1.4M | Add +34.5% |
| GLW Corning Inc. | 0.13% | 9,979 | $1.4M | Add +0.7% |
| FANG Diamondback Energy Inc. | 0.12% | 6,419 | $1.3M | Reduce -0.6% |
| AMD Advanced Micro Devices | 0.12% | 6,055 | $1.2M | Add +0.6% |
| CI The Cigna Group | 0.11% | 4,452 | $1.2M | Reduce -0.2% |
| BSX Boston Scientific Corp. | 0.11% | 17,875 | $1.1M | Add +3.5% |
| CSL Carlisle Cos Inc. | 0.10% | 3,202 | $1.1M | No change |
Options reported separately and not counted above: SLV puts ($608K), AAPL calls ($333K), AMZN calls ($258K), VKTX calls ($249K), BABA calls ($198K), IGV calls ($186K), DIS calls ($86K), RDW calls ($80K).
Other holdings (4): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 56 | $2K | No change |
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 83 | $50 | No change |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 83 | $20 | No change |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 83 | $20 | No change |
Total filed on the 13F, all lines: $1.1B.
Portfolio Sells Q4 2025 → Q1 2026
| AVGO Broadcom Inc. | Reduce -4.7% | 4.55% | −0.73 |
| GOOGL Alphabet Inc. Class A | Reduce -12.2% | 3.12% | −0.70 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -30.2% | 0.79% | −0.38 |
| NVDA Nvidia Corp. | Reduce -3.5% | 3.19% | −0.31 |
| AAPL Apple Inc. | Reduce -0.2% | 4.88% | −0.30 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 1.33% | −0.22 |
| USFR Wisdomtree Floating Rate Tre | Reduce -40.7% | 0.24% | −0.16 |
| CVNA Carvana Co. | Reduce -0.1% | 0.40% | −0.13 |
| F Ford Motor Co. | Reduce -0.1% | 0.98% | −0.12 |
| RJF Raymond James Financial Inc. | Reduce -1.7% | 0.93% | −0.11 |
| ITOT iShares Core S&P Total U.S. | Reduce -60.4% | 0.07% | −0.11 |
| AXP American Express Co. | Reduce -0.6% | 0.43% | −0.09 |
| NXPI NXP Semiconductors NV | Reduce -1.0% | 0.85% | −0.09 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.4% | 0.38% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -3.2% | 0.62% | −0.07 |
| EXPE Expedia Group Inc. | Reduce -3.7% | 0.24% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -6.6% | 0.46% | −0.05 |
| DOCS Doximity Inc. Class A | Reduce -0.7% | 0.03% | −0.03 |
| SPOT Spotify Technology SA | Reduce -0.6% | 0.14% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 0.42% | −0.02 |
| MU Micron Technology Inc. | Reduce -57.8% | 0.02% | −0.02 |
| VST Vistra Corp. | Reduce -0.2% | 0.22% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.7% | 0.38% | −0.01 |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | Sold out | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -8.0% | 0.09% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -0.4% | 0.15% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -1.8% | 0.18% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.3% | 0.04% | −0.01 |
| CRWV Coreweave Inc. Class A | Reduce -45.1% | 0.01% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -2.2% | 0.04% | −0.01 |
| LEN Lennar Corp. Class A | Reduce -47.4% | 0.01% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.3% | 0.24% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.5% | 0.03% | −0.01 |
| EES Wisdomtree US Smallcap Fund | Reduce -13.5% | 0.04% | −0.01 |
| DWAS Invesco Dorsey Wright Smallc | Reduce -12.7% | 0.04% | −0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Sold out | 0.00% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.2% | 0.04% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -10.1% | 0.06% | −0.00 |
| IAI iShares U.S. Broker-Dealers | Sold out | 0.00% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -40.5% | 0.01% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -6.4% | 0.08% | −0.00 |
| C Citigroup Inc. | Reduce -8.1% | 0.03% | −0.00 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.00 |
| DFAW Dimensional World Eqty ETF | Reduce -4.7% | 0.08% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Reduce -5.0% | 0.02% | −0.00 |
| NDAQ Nasdaq Inc. | Reduce -87.6% | 0.00% | −0.00 |
| AMGN Amgen Inc. | Reduce -41.6% | 0.00% | −0.00 |
| CI The Cigna Group | Reduce -0.2% | 0.11% | −0.00 |
| ESS Essex Property Trust Inc. | Sold out | 0.00% | −0.00 |
| RSPM Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| COST Costco Wholesale Corp. | Add +18.7% | 1.40% | +0.39 |
| MSI Motorola Solutions Inc. | Add +4.7% | 2.09% | +0.35 |
| XFIV Bondbloxx BBG 5 YR US Treas | Add +24.7% | 1.65% | +0.33 |
| VNOM Viper Energy Inc. Class A | Add +3.6% | 1.41% | +0.30 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Add +25.5% | 1.41% | +0.29 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Add +25.6% | 1.40% | +0.29 |
| CME Cme Group Inc. | Add +4.8% | 1.98% | +0.25 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +24.9% | 1.17% | +0.24 |
| DFUS Dimensional US Eq MKT ETF | Add +185.2% | 0.37% | +0.23 |
| VICI Vici Properties Inc. | Add +25.2% | 1.01% | +0.19 |
| CB Chubb Ltd. | Add +3.3% | 1.88% | +0.16 |
| VLO Valero Energy Corp. | Add +0.5% | 0.37% | +0.13 |
| EVSD Eaton Vance SHRT Dur Inc. | Add +11.6% | 1.06% | +0.11 |
| UNP Union Pacific Corp. | Add +3.4% | 1.03% | +0.09 |
| TT Trane Technologies PLC | Add +1.0% | 1.03% | +0.09 |
| HD Home Depot Inc. | Add +8.0% | 1.94% | +0.08 |
| CVX Chevron Corp. | Add +31.4% | 0.15% | +0.07 |
| TAXX BBLX Irm Tax-Aware S Dur ETF | Add +74.7% | 0.15% | +0.06 |
| ICE Intercontinental Exchange Inc. | Add +11.5% | 0.69% | +0.06 |
| EVSM Eaton Vance SHRT Dur Muni | Add +36.6% | 0.21% | +0.06 |
| GILD Gilead Sciences Inc. | Add +0.6% | 0.36% | +0.05 |
| GLW Corning Inc. | Add +0.7% | 0.13% | +0.05 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +117.9% | 0.08% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +33.9% | 0.18% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +15.5% | 0.29% | +0.04 |
| ALL Allstate Corp. | Add +3.2% | 0.96% | +0.04 |
| AVDV Avantis Intl S/C Value ETF | Add +80.1% | 0.07% | +0.03 |
| XSVN Bondbloxx BBG 7 YR US Treas | Add +34.4% | 0.13% | +0.03 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +34.5% | 0.13% | +0.03 |
| RTX RTX Corp. | Add +0.3% | 0.54% | +0.03 |
| TJX TJX Companies Inc. | Add +0.1% | 0.65% | +0.03 |
| AVEM Avantis Emerging Markets Eq | Add +90.0% | 0.06% | +0.03 |
| ECL Ecolab Inc. | Add +1.5% | 0.77% | +0.03 |
| ORCL Oracle Corp. | Add +35.7% | 0.76% | +0.03 |
| SBUX Starbucks Corp. | Add +1.6% | 0.26% | +0.02 |
| NEE Nextera Energy Inc. | Add +82.5% | 0.04% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.5% | 0.15% | +0.02 |
| CIBR First Trust Nasdaq Cybersecu | Add +849.9% | 0.02% | +0.02 |
| PM Philip Morris International | Add +37.6% | 0.06% | +0.02 |
| VZ Verizon Communications Inc. | Add +28.2% | 0.05% | +0.02 |
| T AT&T Inc. | Add +341.5% | 0.02% | +0.02 |
| BKR Baker Hughes Co. | Add +1.7% | 0.06% | +0.02 |
| AMAT Applied Materials Inc. | Add +0.3% | 0.06% | +0.02 |
| DELL Dell Technologies -C | Add +7.0% | 0.05% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +16.7% | 0.14% | +0.01 |
| MO Altria Group Inc. | Add +19.3% | 0.05% | +0.01 |
| TMUS T-Mobile US Inc. | Add +2.5% | 0.17% | +0.01 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Add +168.8% | 0.02% | +0.01 |
| PSX Phillips 66 | Add +0.4% | 0.04% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +47.1% | 0.03% | +0.01 |
Options Activity Q4 2025 → Q1 2026
| GLD SPDR Gold Shares | call | Sold out | 250 | $614Kbefore exit |
| SLV iShares Silver Trust | put | New | 250 | $608K |
| AAPL Apple Inc. | call | New | 300 | $333K |
| AMZN Amazon.com Inc. | call | Add +233.3% | 500 | $258K |
| BABA Alibaba Group Holding-SP ADR | call | Add +100.0% | 500 | $198K |
| IGV iShares Expanded Tech-Softwa | call | New | 300 | $186K |
| RDW Redwire Corp. | call | New | 300 | $80K |
| CRNC Cerence Inc. | call | Sold out | 300 | $0before exit |
| JD Jd.com Inc.-ADR | call | Sold out | 300 | $0before exit |
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 |