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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 31 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 HL HECLA MINING COMPANY Basic Materials 526.0 $8K 0.00% NEW $15.42 +34.4%
602 ING ING GROEP N.V. SPONSORED ADR (NETHERLANDS) Financial Services 254.0 $8K 0.00% NEW $31.38 +11.0%
603 SAN BANCO SANTANDER SA ADR (SPAIN) Financial Services 572.0 $8K 0.00% NEW $13.80 +5.7%
604 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 127.0 $8K 0.00% NEW $61.76 -9.0%
605 JOBY JOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS) Industrials 855.0 $8K 0.00% NEW $8.92 -15.6%
606 TOTALENERGIES SE ACT (FRANCE) 98.0 $8K 0.00% NEW $77.76
607 IWP ISHARES TR RUS MD CP GR ETF 51.0 $7K 0.00% NEW $146.78 -2.1%
608 CANADIAN PACIFIC KANSAS CITY (CANADA) 85.0 $7K 0.00% NEW $86.65
609 CALF PACER US SMALL CAP CASH COWS ETF 144.0 $7K 0.00% NEW $50.61 +14.2%
610 HIVE HIVE DIGITAL TECHNOLOGIES LIMITED COM NEW (CANADA) Financial Services 2,000.0 $7K 0.00% NEW $3.64 -16.8%
611 UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) 121.0 $7K 0.00% NEW $60.12
612 CBRE CBRE GROUP INCORPORATED CLASS A Real Estate 54.0 $7K 0.00% NEW $134.69 +12.9%
613 NKE NIKE INCORPORATED CLASS B Consumer Cyclical 177.0 $7K 0.00% NEW $41.05 -0.7%
614 KTB KONTOOR BRANDS INCORPORATED Consumer Cyclical 87.0 $7K 0.00% NEW $83.34 -1.6%
615 MCO MOODYS CORPORATION Financial Services 16.0 $7K 0.00% NEW $452.94 +11.1%
616 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 39.0 $7K 0.00% NEW $185.23 -2.7%
617 BCS BARCLAYS PLC ADR (UNITED KINGDOM) Financial Services 263.0 $7K 0.00% NEW $26.86 -0.1%
618 DVN DEVON ENERGY CORPORATION NEW Energy 171.0 $7K 0.00% NEW $41.27 +19.0%
619 GOVT ISHARES TR US TREAS BD ETF 308.0 $7K 0.00% NEW $22.78 -1.4%
620 SPHQ INVESCO S&P 500 QUALITY ETF 78.0 $7K 0.00% NEW $89.58 -4.0%
Page 31 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%