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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 14 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 1,775.0 $133K 0.01% NEW $74.85 +0.0%
262 BE BLOOM ENERGY CORPORATION COM CLASS A Industrials 435.0 $132K 0.01% NEW $302.70 -33.4%
263 DOV DOVER CORPORATION Industrials 572.0 $128K 0.01% NEW $224.42 -10.0%
264 AEE AMEREN CORPORATION Utilities 1,124.0 $127K 0.01% NEW $113.04 -6.1%
265 GM GENERAL MTRS COMPANY Consumer Cyclical 1,638.0 $126K 0.01% NEW $77.07 +14.1%
266 LIN LINDE PLC (IRELAND) Basic Materials 239.0 $124K 0.01% NEW $519.78 -6.2%
267 GNTX GENTEX CORPORATION Consumer Cyclical 4,894.0 $124K 0.01% NEW $25.27 -6.5%
268 IOT SAMSARA INCORPORATED COM CLASS A Technology 3,796.0 $123K 0.01% NEW $32.43 +23.2%
269 TGT TARGET CORPORATION Consumer Defensive 934.0 $122K 0.01% NEW $130.65 +26.6%
270 BK BANK OF NY MELLON CORPORATION Financial Services 837.0 $121K 0.01% NEW $144.61 -1.9%
271 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 1,121.0 $120K 0.01% NEW $107.47 -5.1%
272 SYY SYSCO CORPORATION Consumer Defensive 1,420.0 $119K 0.01% NEW $83.55 +0.7%
273 BBY BEST BUY INCORPORATED Consumer Cyclical 1,525.0 $116K 0.01% NEW $75.87 +13.2%
274 MCHP MICROCHIP TECHNOLOGY INCORPORATED. Technology 1,244.0 $113K 0.01% NEW $91.17 -16.5%
275 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 901.0 $112K 0.01% NEW $124.77 +1.3%
276 VOOV VANGUARD S&P 500 VALUE ETF 512.0 $112K 0.01% NEW $219.30 +4.4%
277 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 1,306.0 $112K 0.01% NEW $85.47 +2.6%
278 TGTX TG THERAPEUTICS INCORPORATED Healthcare 2,000.0 $110K 0.01% NEW $54.94 -1.2%
279 IDEV ISHARES TR CORE MSCI INTL 1,222.0 $109K 0.01% NEW $89.04 +4.8%
280 AGG ISHARES TR CORE US AGGBD ET 1,091.0 $108K 0.01% NEW $98.97 -1.6%
Page 14 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%