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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 18 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IWM ISHARES TR RUSSELL 2000 ETF 212.0 $64K 0.01% NEW $300.45 -0.2%
342 ESML ISHARES TR ESG AWARE MSCI 1,124.0 $63K 0.01% NEW $55.91 -0.1%
343 BX BLACKSTONE INCORPORATED Financial Services 530.0 $62K 0.01% NEW $117.65 +21.9%
344 CCJ CAMECO CORPORATION (CANADA) Energy 611.0 $62K 0.01% NEW $101.86 +0.6%
345 LEN LENNAR CORPORATION CLASS A Consumer Cyclical 686.0 $62K 0.01% NEW $90.47 -3.8%
346 ENB ENBRIDGE INCORPORATED (CANADA) Energy 1,144.0 $62K 0.01% NEW $54.21 -6.9%
347 XJH ISHARES TR ESG SELECT SCRE 1,189.0 $62K 0.01% NEW $52.14 -0.6%
348 HNRG HALLADOR ENERGY COMPANY Energy 3,562.0 $62K 0.01% NEW $17.39 -11.6%
349 Q QNITY ELECTRONICS INCORPORATED COMMON STOCK Technology 379.0 $62K 0.01% NEW $163.20 -21.0%
350 IVE ISHARES TR S&P 500 VAL ETF 267.0 $61K 0.01% NEW $227.09 +4.5%
351 YUM YUM BRANDS INCORPORATED Consumer Cyclical 375.0 $60K 0.01% NEW $159.91 -4.3%
352 PPG PPG INDUSTRIES INCORPORATED Basic Materials 493.0 $60K 0.01% NEW $121.23 -6.3%
353 DY DYCOM INDUSTRIES INCORPORATED Industrials 118.0 $60K 0.01% NEW $505.59 -22.3%
354 TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 1,240.0 $59K 0.01% NEW $47.98 +0.9%
355 CTVA CORTEVA INCORPORATED Basic Materials 700.0 $59K 0.01% NEW $84.69 -3.4%
356 PWR QUANTA SVCS INCORPORATED Industrials 81.0 $58K 0.01% NEW $720.36 -11.2%
357 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 140.0 $58K 0.01% NEW $416.11 -6.2%
358 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 1,099.0 $58K 0.01% NEW $52.71 -15.9%
359 TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF 1,145.0 $58K 0.01% NEW $50.35 +1.6%
360 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 1,189.0 $57K 0.01% NEW $48.16 +5.3%
Page 18 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%