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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 2 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XFIV BONDBLOXX ETF TR 5 YR TARGET DURATION 413,143.0 $20.1M 1.66% NEW $48.68 -1.2%
22 LLY ELI LILLY & COMPANY Healthcare 15,575.0 $18.7M 1.54% NEW $1199.47 +4.6%
23 XTRE BONDBLOXX ETF TR 3 YR TARGET DURATION 343,532.0 $16.8M 1.39% NEW $49.03 -0.5%
24 XTWO BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY 336,640.0 $16.5M 1.36% NEW $48.95 -0.2%
25 CME CME GROUP INCORPORATED Financial Services 72,940.0 $16.1M 1.33% NEW $220.83 +24.5%
26 JCI JOHNSON CONTROLS INTERNATION SHS (IRELAND) Industrials 109,073.0 $15.9M 1.32% NEW $146.11 -2.1%
27 TSLA TESLA INCORPORATED Consumer Cyclical 35,917.0 $15.1M 1.25% NEW $420.60 -13.7%
28 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 15,448.0 $14.5M 1.19% NEW $935.46 +1.3%
29 XONE BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY 281,252.0 $13.9M 1.15% NEW $49.37 +0.0%
30 VNOM VIPER ENERGY INCORPORATED CLASS A Energy 323,876.0 $13.7M 1.13% NEW $42.40 +6.8%
31 NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) Technology 46,680.0 $13.1M 1.08% NEW $281.03 -19.7%
32 TT TRANE TECHNOLOGIES PLC SHS (IRELAND) Industrials 26,424.0 $13.0M 1.07% NEW $491.15 -7.7%
33 F FORD MTR COMPANY Consumer Cyclical 914,081.0 $12.7M 1.05% NEW $13.90 +3.7%
34 UNP UNION PAC CORPORATION Industrials 45,672.0 $12.4M 1.03% NEW $272.00 +13.3%
35 ALL ALLSTATE CORPORATION Financial Services 49,591.0 $11.8M 0.97% NEW $237.94 +6.7%
36 EVSD EATON VANCE SHORT DURATION INCOME ETF 226,338.0 $11.5M 0.95% NEW $50.85 -0.0%
37 CEG CONSTELLATION ENERGY CORPORATION Utilities 44,675.0 $11.1M 0.92% NEW $248.37 +9.9%
38 V VISA INCORPORATED COM CLASS A Financial Services 32,101.0 $11.0M 0.91% NEW $343.09 +8.1%
39 VICI VICI PPTYS INCORPORATED REIT Real Estate 409,794.0 $10.9M 0.90% NEW $26.55 -0.2%
40 XOM EXXON MOBIL CORPORATION Energy 77,135.0 $10.5M 0.87% NEW $136.72 +20.8%
Page 2 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%