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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 17 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AVDE AVANTIS INTERNATIONAL EQUITY ETF 836.0 $75K 0.01% NEW $89.24 +5.6%
322 MFC MANULIFE FINL CORPORATION (CANADA) Financial Services 1,839.0 $74K 0.01% NEW $40.51 +4.9%
323 MTUM ISHARES TR MSCI USA MMENTM 217.0 $74K 0.01% NEW $343.05 -11.0%
324 AVLC AVANTIS U S LARGE CAP EQUITY ETF 823.0 $74K 0.01% NEW $89.96 +1.8%
325 QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 627.0 $74K 0.01% NEW $117.98 +0.4%
326 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 911.0 $74K 0.01% NEW $81.16 -10.5%
327 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 1,239.0 $73K 0.01% NEW $59.00 -1.2%
328 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,357.0 $72K 0.01% NEW $53.12 +19.8%
329 LMND LEMONADE INCORPORATED Financial Services 1,100.0 $72K 0.01% NEW $65.05 -18.0%
330 TWLO TWILIO INCORPORATED CLASS A Communication Services 343.0 $71K 0.01% NEW $206.33 +9.2%
331 HPQ HP INCORPORATED Technology 3,185.0 $70K 0.01% NEW $21.94 +35.4%
332 TEM TEMPUS AI INCORPORATED CLASS A Healthcare 1,200.0 $70K 0.01% NEW $57.93 +25.5%
333 IEMG ISHARES INCORPORATED CORE MSCI EMKT 837.0 $69K 0.01% NEW $82.83 -1.5%
334 STEW SRH TOTAL RETURN FUND INCORPORATED Financial Services 3,869.0 $69K 0.01% NEW $17.90 +2.2%
335 IEI ISHARES TR 3 7 YR TREAS BD 588.0 $69K 0.01% NEW $117.48 -0.9%
336 TRV TRAVELERS COMPANIES INCORPORATED Financial Services 209.0 $69K 0.01% NEW $330.12 +10.1%
337 TTC TORO COMPANY Industrials 700.0 $68K 0.01% NEW $97.42 +2.1%
338 IVW ISHARES TR S&P 500 GRWT ETF 485.0 $67K 0.01% NEW $137.54 +0.9%
339 FORTINET INCORPORATED 423.0 $65K 0.01% NEW $153.62
340 SCHD SCHWAB US DIVIDEND EQUITY ETF 2,033.0 $64K 0.01% NEW $31.70 +10.7%
Page 17 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%