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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 20 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PH PARKER-HANNIFIN CORPORATION Industrials 47.0 $46K 0.00% NEW $978.13 +2.4%
382 T AT&T INCORPORATED Communication Services 2,209.0 $46K 0.00% NEW $20.70 +22.3%
383 COP CONOCOPHILLIPS Energy 437.0 $45K 0.00% NEW $103.97 +29.7%
384 WELL WELLTOWER INCORPORATED REIT Real Estate 200.0 $45K 0.00% NEW $226.97 +5.4%
385 BOW BOWHEAD SPECIALTY HLDGS INCORPORATED COM SHS Financial Services 1,500.0 $45K 0.00% NEW $29.93 +11.9%
386 JD JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) Consumer Cyclical 1,750.0 $45K 0.00% NEW $25.48 +15.3%
387 BONDBLOXX PRIVATE CREDIT CLO ETF 893.0 $45K 0.00% NEW $49.87
388 AUR AURORA INNOVATION INCORPORATED CLASS A COM Technology 6,500.0 $44K 0.00% NEW $6.82 -8.5%
389 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 680.0 $44K 0.00% NEW $64.46 -0.7%
390 BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS Consumer Cyclical 456.0 $44K 0.00% NEW $95.98 +24.3%
391 BUI BLACKROCK UTILS INFRASTRUCTURE Financial Services 1,500.0 $44K 0.00% NEW $29.01 -6.9%
392 EFA ISHARES TR MSCI EAFE ETF 412.0 $43K 0.00% NEW $103.88 +4.2%
393 JPMORGAN ULTRA-SHORT INCOME ETF 846.0 $43K 0.00% NEW $50.57
394 MUB ISHARES TR NATIONAL MUN ETF 397.0 $43K 0.00% NEW $107.62 -2.1%
395 IRT INDEPENDENCE RLTY TR INCORPORATED REIT Real Estate 2,550.0 $43K 0.00% NEW $16.69 -0.6%
396 SCHB SCHWAB U.S. BROAD MARKET ETF 1,463.0 $42K 0.00% NEW $28.97 +2.2%
397 APH AMPHENOL CORPORATION CLASS A Technology 232.0 $41K 0.00% NEW $176.32 -11.0%
398 ARTY ISHARES TR FUTU AI TECH ETF 533.0 $41K 0.00% NEW $76.20 -2.7%
399 ETHA ISHARES ETHEREUM TR SHS Financial Services 3,352.0 $40K 0.00% NEW $11.89 +53.4%
400 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY 604.0 $40K 0.00% NEW $65.57 -3.3%
Page 20 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%