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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 15 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CNI CANADIAN NATL RY COMPANY (CANADA) Industrials 891.0 $106K 0.01% NEW $119.26 +8.9%
282 SPYI NEOS S&P 500 HIGH INCOME ETF 1,995.0 $106K 0.01% NEW $53.08 +0.7%
283 CL COLGATE PALMOLIVE COMPANY Consumer Defensive 1,155.0 $106K 0.01% NEW $91.68 -0.7%
284 NSC NORFOLK SOUTHN CORPORATION Industrials 335.0 $105K 0.01% NEW $314.68 +11.5%
285 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE 3,077.0 $103K 0.01% NEW $33.46 -1.1%
286 CWEN CLEARWAY ENERGY INCORPORATED CLASS C Utilities 3,000.0 $103K 0.01% NEW $34.18 -4.7%
287 IQVIA HLDGS INCORPORATED 525.0 $101K 0.01% NEW $193.22
288 EFAV ISHARES TR MSCI EAFE MIN VL 1,152.0 $101K 0.01% NEW $87.69 +7.9%
289 GAP GAP INCORPORATED Consumer Cyclical 5,400.0 $101K 0.01% NEW $18.68 +6.0%
290 DFCF DIMENSIONAL CORE FIXED INCOME ETF 2,345.0 $99K 0.01% NEW $42.21 -1.7%
291 COF CAPITAL ONE FINL CORPORATION Financial Services 491.0 $98K 0.01% NEW $200.43 +8.7%
292 ALB ALBEMARLE CORPORATION Basic Materials 727.0 $98K 0.01% NEW $135.03 +6.1%
293 FISV FISERV INC Technology 1,978.0 $97K 0.01% NEW $49.05 +7.2%
294 BROS DUTCH BROS INCORPORATED CLASS A Consumer Cyclical 1,333.0 $96K 0.01% NEW $71.81 -30.6%
295 FENY FIDELITY MSCI ENERGY INDEX ETF 3,147.0 $93K 0.01% NEW $29.56 +19.5%
296 FOUR SHIFT4 PMTS INCORPORATED CLASS A Technology 1,864.0 $91K 0.01% NEW $48.64 -1.5%
297 SMH VANECK SEMICONDUCTOR ETF 136.0 $89K 0.01% NEW $657.28 -14.7%
298 JBL JABIL INCORPORATED Technology 232.0 $89K 0.01% NEW $384.79 -18.6%
299 RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 1,100.0 $89K 0.01% NEW $81.06 +1.1%
300 AJG GALLAGHER ARTHUR J & COMPANY Financial Services 388.0 $89K 0.01% NEW $229.57 +14.9%
Page 15 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%