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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 22 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DUPONT DE NEMOURS INCORPORATED COMMON STOCK 249.0 $34K 0.00% NEW $135.64
422 ORLY OREILLY AUTOMOTIVE INCORPORATED Consumer Cyclical 360.0 $33K 0.00% NEW $92.09 -1.5%
423 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 587.0 $33K 0.00% NEW $56.15 +5.2%
424 ARKK ARK ETF TRUST INNOVATION ETF 400.0 $32K 0.00% NEW $80.82 +3.8%
425 CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 360.0 $32K 0.00% NEW $89.78 +3.8%
426 AFL AFLAC INCORPORATED Financial Services 272.0 $32K 0.00% NEW $117.25 +0.8%
427 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 316.0 $32K 0.00% NEW $100.81 -0.1%
428 KR KROGER COMPANY Consumer Defensive 571.0 $32K 0.00% NEW $55.53 +6.4%
429 CARR CARRIER GLOBAL CORPORATION Industrials 431.0 $32K 0.00% NEW $73.35 -18.2%
430 GNT GAMCO NAT RES GOLD & INCOME TR SH BEN INT Financial Services 3,819.0 $31K 0.00% NEW $8.15 +12.6%
431 MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A Consumer Defensive 536.0 $31K 0.00% NEW $57.84 +11.9%
432 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI 444.0 $30K 0.00% NEW $68.01 +1.2%
433 WFC WELLS FARGO & COMPANY Financial Services 365.0 $30K 0.00% NEW $82.64 +2.5%
434 WDC WESTERN DIGITAL CORPORATION Technology 47.0 $30K 0.00% NEW $638.77 -31.8%
435 VT VANGUARD TOTAL WORLD STOCK ETF 190.0 $30K 0.00% NEW $156.54 +2.3%
436 VBK VANGUARD SMALL-CAP GROWTH ETF 81.0 $29K 0.00% NEW $364.19 -2.6%
437 CCI CROWN CASTLE INCORPORATED REIT Real Estate 383.0 $29K 0.00% NEW $75.76 +0.8%
438 AMH AMERICAN HOMES 4 RENT CLASS A REIT Real Estate 864.0 $29K 0.00% NEW $33.52 +3.8%
439 XBB BONDBLOXX BB-RATED USD HIGH YIELD CORP BOND ETF 703.0 $29K 0.00% NEW $40.99 -0.6%
440 CNP CENTERPOINT ENERGY INCORPORATED Utilities 653.0 $29K 0.00% NEW $44.04 -11.2%
Page 22 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%