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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 30 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ZTR VIRTUS TOTAL RETURN FD INCORPORATED Financial Services 1,423.0 $10K 0.00% NEW $6.83 -1.0%
582 RGTI RIGETTI COMPUTING INCORPORATED COMMON STOCK Technology 500.0 $10K 0.00% NEW $19.32 -7.3%
583 GWW WW GRAINGER INCORPORATED Industrials 7.0 $10K 0.00% NEW $1360.43 -3.5%
584 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 253.0 $9K 0.00% NEW $37.00 -0.4%
585 FSLR FIRST SOLAR INCORPORATED Energy 38.0 $9K 0.00% NEW $235.95 -9.2%
586 SITE SITEONE LANDSCAPE SUPPLY INCORPORATED Industrials 78.0 $9K 0.00% NEW $114.41 -16.1%
587 OSUR ORASURE TECHNOLOGIES INCORPORATED Healthcare 2,000.0 $9K 0.00% NEW $4.46 -13.0%
588 DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF 163.0 $9K 0.00% NEW $54.54 -2.4%
589 IGV ISHARES TR EXPANDED TECH 96.0 $9K 0.00% NEW $90.60 +14.1%
590 ITRI ITRON INCORPORATED Technology 98.0 $8K 0.00% NEW $86.53 +15.6%
591 MP MP MATERIALS CORPORATION COM CLASS A Basic Materials 151.0 $8K 0.00% NEW $56.01 +7.2%
592 INBK FIRST INTERNET BANCORP Financial Services 304.0 $8K 0.00% NEW $27.80 +5.0%
593 PINS PINTEREST INCORPORATED CLASS A Communication Services 400.0 $8K 0.00% NEW $21.03 +11.3%
594 CFG CITIZENS FINL GROUP INCORPORATED Financial Services 120.0 $8K 0.00% NEW $70.07 -0.3%
595 ALLY ALLY FINL INCORPORATED Financial Services 181.0 $8K 0.00% NEW $45.85 -6.4%
596 STWD STARWOOD PROPERTY TR INCORPORATED REIT Real Estate 506.0 $8K 0.00% NEW $16.39 -0.0%
597 UGI UGI CORPORATION NEW Utilities 239.0 $8K 0.00% NEW $34.54 +8.8%
598 ONDS ONDAS INCORPORATED COM NEW Technology 1,000.0 $8K 0.00% NEW $8.24 +5.7%
599 QXO QXO INCORPORATED COM NEW Industrials 475.0 $8K 0.00% NEW $17.28 -20.4%
600 APA APA CORPORATION Energy 251.0 $8K 0.00% NEW $32.57 +33.2%
Page 30 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%