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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 27 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 287.0 $15K 0.00% NEW $52.34 -0.7%
522 GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK Healthcare 234.0 $15K 0.00% NEW $64.01 +16.9%
523 COWZ PACER US CASH COWS 100 ETF 240.0 $15K 0.00% NEW $62.20 +15.8%
524 ARKW ARK NEXT GENERATION INTERNET ETF 103.0 $15K 0.00% NEW $144.86 +7.3%
525 ALAB ASTERA LABS INCORPORATED Technology 30.0 $14K 0.00% NEW $483.03 -41.0%
526 YUMC YUM CHINA HLDGS INCORPORATED Consumer Cyclical 353.0 $14K 0.00% NEW $40.89 +21.1%
527 D DOMINION ENERGY INCORPORATED Utilities 209.0 $14K 0.00% NEW $68.29 -2.5%
528 NTRA NATERA INCORPORATED Healthcare 51.0 $14K 0.00% NEW $271.45 +22.3%
529 VGSH VANGUARD SHORT-TERM TREASURY ETF 237.0 $14K 0.00% NEW $58.20 -0.1%
530 ATO ATMOS ENERGY CORPORATION Utilities 80.0 $14K 0.00% NEW $172.28 -3.1%
531 HII HUNTINGTON INGALLS INDUSTRIES INCORPORATED Industrials 49.0 $14K 0.00% NEW $279.90 +6.5%
532 CPNG COUPANG INCORPORATED CLASS A Consumer Cyclical 777.0 $13K 0.00% NEW $17.37 -5.3%
533 PPA INVESCO AEROSPACE & DEFENSE ETF 76.0 $13K 0.00% NEW $177.30 -2.0%
534 NTNX NUTANIX INCORPORATED CLASS A Technology 261.0 $13K 0.00% NEW $50.96 +32.7%
535 OKLO OKLO INCORPORATED COM CLASS A Utilities 250.0 $13K 0.00% NEW $52.33 -19.6%
536 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A Communication Services 489.0 $13K 0.00% NEW $26.66 +7.1%
537 PGR PROGRESSIVE CORPORATION Financial Services 59.0 $13K 0.00% NEW $218.46 +0.4%
538 VDC VANGUARD CONSUMER STAPLES ETF 57.0 $13K 0.00% NEW $223.65 +3.6%
539 NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) Healthcare 80.0 $13K 0.00% NEW $156.72 +1.4%
540 IWD ISHARES TR RUS 1000 VAL ETF 51.0 $12K 0.00% NEW $242.43 +6.1%
Page 27 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%