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Portfolio (Quarterly) Guide ↗

Nemes Rush Group LLC

· CIK 0001982273
13F Portfolio $1.2B AUM 954 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 954 New
Page 11 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EXC EXELON CORPORATION Utilities 5,088.0 $237K 0.02% NEW $46.62 -6.1%
202 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 4,580.0 $237K 0.02% NEW $51.69 +2.6%
203 PEP PEPSICO INC Consumer Defensive 1,746.0 $236K 0.02% NEW $135.42 +5.9%
204 OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF 4,035.0 $235K 0.02% NEW $58.33 +6.6%
205 ROKU ROKU INCORPORATED COM CLASS A Communication Services 1,649.0 $228K 0.02% NEW $138.14 +14.0%
206 XHLF BONDBLOXX BLOOMBERG 6 MNTH TARGET DURATION US TREASURY 4,507.0 $227K 0.02% NEW $50.30 -0.0%
207 APP APPLOVIN CORPORATION COM CLASS A Technology 425.0 $219K 0.02% NEW $515.23 -40.7%
208 DIS DISNEY WALT COMPANY Communication Services 2,274.0 $219K 0.02% NEW $96.26 +11.9%
209 BA BOEING COMPANY Industrials 1,011.0 $219K 0.02% NEW $216.47 -1.0%
210 SCCO SOUTHERN COPPER CORPORATION Basic Materials 1,228.0 $214K 0.02% NEW $174.23 +24.0%
211 EPD ENTERPRISE PRODUCTS PARTNERS L P 5,792.0 $213K 0.02% NEW $36.76
212 NEE NEXTERA ENERGY INCORPORATED Utilities 2,400.0 $211K 0.02% NEW $87.76 -4.7%
213 KLAC KLA CORPORATION COM NEW Technology 680.0 $205K 0.02% NEW $301.71 -39.0%
214 NTAP NETAPP INCORPORATED Technology 1,320.0 $204K 0.02% NEW $154.76 +24.2%
215 VKTX VIKING THERAPEUTICS INCORPORATED Healthcare 5,165.0 $201K 0.02% NEW $39.01 -13.1%
216 RGLD ROYAL GOLD INCORPORATED Basic Materials 990.0 $198K 0.02% NEW $199.70 +29.7%
217 PLD PROLOGIS INCORPORATED. REIT Real Estate 1,456.0 $197K 0.02% NEW $135.48 +4.7%
218 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 3,619.0 $194K 0.02% NEW $53.60 +7.2%
219 FE FIRSTENERGY CORPORATION Utilities 4,024.0 $191K 0.02% NEW $47.54 -3.3%
220 ACMR ACM RESH INCORPORATED COM CLASS A Technology 1,500.0 $190K 0.02% NEW $126.89 -37.4%
Page 11 of 48  ·  954 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.3%
Financial Services 14.3%
Consumer Cyclical 10.8%
Industrials 9.4%
Healthcare 7.7%
Communication Services 7.4%
Consumer Defensive 4.1%
Energy 3.4%
Utilities 1.8%
Basic Materials 1.6%