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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 29 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 KBWB INVESCO KBW BANK ETF 121.0 $11K 0.00% NEW $93.14 +2.7%
562 RPM RPM INTERNATIONAL INCORPORATED Basic Materials 101.0 $11K 0.00% NEW $111.15 -2.3%
563 TM TOYOTA MOTOR CORPORATION ADS (JAPAN) Consumer Cyclical 66.0 $11K 0.00% NEW $168.36 +17.2%
564 BKSY BLACKSKY TECHNOLOGY INCORPORATED CLASS A NEW Technology 397.0 $11K 0.00% NEW $27.92 -0.6%
565 WAB WABTEC Industrials 41.0 $11K 0.00% NEW $269.61 +10.4%
566 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 215.0 $11K 0.00% NEW $50.39 +3.2%
567 FBCG FIDELITY BLUE CHIP GROWTH ETF 174.0 $11K 0.00% NEW $62.11 -0.9%
568 IAGG ISHARES TR CORE INTL AGGR 212.0 $11K 0.00% NEW $50.60 -1.6%
569 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 182.0 $11K 0.00% NEW $58.80 -4.1%
570 XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 62.0 $11K 0.00% NEW $171.92 +17.4%
571 AOA ISHARES TR CORE 80 20 ETF 108.0 $11K 0.00% NEW $97.70 +1.3%
572 BND VANGUARD TOTAL BOND MARKET ETF 143.0 $10K 0.00% NEW $73.41 -1.6%
573 ITW ILLINOIS TOOL WKS INCORPORATED Industrials 38.0 $10K 0.00% NEW $271.63 +3.9%
574 VOX VANGUARD COMMUNICATION SERVICES ETF 56.0 $10K 0.00% NEW $183.95 +1.1%
575 PHK PIMCO HIGH INCOME FD COM SHS Financial Services 2,175.0 $10K 0.00% NEW $4.66 -2.4%
576 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 227.0 $10K 0.00% NEW $44.27 +3.0%
577 FFIV F5 INCORPORATED Technology 24.0 $10K 0.00% NEW $415.96 -7.5%
578 OXY OCCIDENTAL PETE CORPORATION Energy 205.0 $10K 0.00% NEW $48.57 +26.2%
579 GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) Healthcare 188.0 $10K 0.00% NEW $52.42 -0.0%
580 SHLD GLOBAL X DEFENSE TECH ETF 163.0 $10K 0.00% NEW $59.71 +12.4%
Page 29 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%