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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 32 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SAP SAP SE SPON ADR (GERMANY) Technology 45.0 $7K 0.00% NEW $154.11 +41.9%
622 MPWR MONOLITHIC PWR SYSTEMS INCORPORATED Technology 5.0 $7K 0.00% NEW $1382.40 -4.8%
623 SLB SLB LIMITED COM STK (CURACAO) Energy 148.0 $7K 0.00% NEW $46.49 +15.9%
624 WTW WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) Financial Services 26.0 $7K 0.00% NEW $261.38 +30.8%
625 INTU INTUIT Technology 25.0 $7K 0.00% NEW $264.28 +38.9%
626 FUTY FIDELITY MSCI UTILITIES INDEX ETF 113.0 $7K 0.00% NEW $58.29 -5.2%
627 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 242.0 $7K 0.00% NEW $27.19 +0.8%
628 USAR USA RARE EARTH INCORPORATED Basic Materials 300.0 $6K 0.00% NEW $21.58 -10.8%
629 VTWO VANGUARD RUSSELL 2000 ETF 53.0 $6K 0.00% NEW $121.42 -0.1%
630 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 145.0 $6K 0.00% NEW $44.03 +2.4%
631 AA ALCOA CORPORATION Basic Materials 122.0 $6K 0.00% NEW $52.00 -0.3%
632 MLM MARTIN MARIETTA MATLS INCORPORATED Basic Materials 11.0 $6K 0.00% NEW $576.73 -7.2%
633 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 101.0 $6K 0.00% NEW $62.63 +0.5%
634 FCX FREEPORT MCMORAN INCORPORATED CLASS B Basic Materials 99.0 $6K 0.00% NEW $62.89 +21.9%
635 OPP RIVERNORTH DOUBLELINE STRATE Financial Services 800.0 $6K 0.00% NEW $7.72 -3.1%
636 EWBC EAST WEST BANCORP INCORPORATED Financial Services 48.0 $6K 0.00% NEW $128.27 +1.3%
637 SIRI SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK Communication Services 206.0 $6K 0.00% NEW $29.53 -2.9%
638 EMB ISHARES TR JPMORGAN USD EMG 63.0 $6K 0.00% NEW $96.44 -1.8%
639 FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 41.0 $6K NEW $146.59 -0.5%
640 USIG ISHARES TR USD INV GRDE ETF 117.0 $6K NEW $51.29 -2.1%
Page 32 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%