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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 13 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF 3,725.0 $157K 0.01% NEW $42.28 +2.6%
242 RIO RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) Basic Materials 1,651.0 $157K 0.01% NEW $94.93 +10.9%
243 AEP AMERICAN ELEC PWR COMPANY INCORPORATED Utilities 1,135.0 $155K 0.01% NEW $136.76 -11.6%
244 PFG PRINCIPAL FINANCIAL GROUP INCORPORATED Financial Services 1,440.0 $155K 0.01% NEW $107.78 +2.8%
245 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 8,088.0 $155K 0.01% NEW $19.12 +10.8%
246 ROK ROCKWELL AUTOMATION INCORPORATED Industrials 311.0 $154K 0.01% NEW $494.86 -11.7%
247 SOFI SOFI TECHNOLOGIES INCORPORATED Financial Services 8,280.0 $148K 0.01% NEW $17.93 +5.5%
248 SLS SELLAS LIFE SCIENCES GROUP INCORPORATED COM NEW Healthcare 10,000.0 $148K 0.01% NEW $14.76 +4.7%
249 KBE STATE STREET SPDR S&P BANK ETF 2,150.0 $147K 0.01% NEW $68.22 +0.8%
250 XB BONDBLOXX ETF TR 3,718.0 $146K 0.01% NEW $39.25 -0.2%
251 AWF ALLIANCEBERNSTEIN GLOBAL HIGH Financial Services 14,097.0 $145K 0.01% NEW $10.30 -1.7%
252 ISRG INTUITIVE SURGICAL INCORPORATED COM NEW Healthcare 365.0 $145K 0.01% NEW $397.68 -4.7%
253 RDW CALL CALL: REDWIRE CORPORATION JAN 10 EXP 01/15/27 100 RDW Industrials 300.0 $141K 0.01% NEW $470.00 -97.4%
254 BP BP PLC SPONSORED ADR (UNITED KINGDOM) Energy 3,814.0 $141K 0.01% NEW $36.95 +21.1%
255 GGG GRACO INCORPORATED Industrials 1,860.0 $141K 0.01% NEW $75.60 +6.7%
256 VO VANGUARD MID-CAP ETF 1,731.0 $139K 0.01% NEW $80.58 +3.0%
257 LMT LOCKHEED MARTIN CORPORATION Industrials 269.0 $137K 0.01% NEW $509.77 +10.6%
258 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT Financial Services 4,111.0 $137K 0.01% NEW $33.29 +31.2%
259 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR 1,146.0 $134K 0.01% NEW $117.24 +0.7%
260 DFIP DIMENSIONAL ETF TRUST INFLATION PROTECTED SECS ETF 3,243.0 $134K 0.01% NEW $41.26 -2.3%
Page 13 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%