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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 33 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 MAS MASCO CORPORATION Industrials 74.0 $6K NEW $80.99 -9.5%
642 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 22.0 $6K NEW $271.95 -15.2%
643 VHT VANGUARD HEALTH CARE ETF 20.0 $6K NEW $299.00 +9.6%
644 WEC WEC ENERGY GROUP INCORPORATED Utilities 51.0 $6K NEW $116.76 -9.2%
645 DG DOLLAR GENERAL CORPORATION Consumer Defensive 51.0 $6K NEW $115.12 +7.2%
646 FTS FORTIS INCORPORATED (CANADA) Utilities 102.0 $6K NEW $57.41 -4.4%
647 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR (SPAIN) Financial Services 233.0 $6K NEW $25.06 +15.9%
648 EBAY EBAY INCORPORATED. Consumer Cyclical 52.0 $6K NEW $111.75 -6.8%
649 DEO DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) Consumer Defensive 72.0 $6K NEW $80.38 +17.7%
650 RF REGIONS FINANCIAL CORPORATION NEW Financial Services 189.0 $6K NEW $30.20 +0.7%
651 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) Consumer Defensive 68.0 $6K NEW $82.40 -4.2%
652 STZ CONSTELLATION BRANDS INCORPORATED CLASS A Consumer Defensive 40.0 $6K NEW $139.10 -2.5%
653 DGRO ISHARES TR CORE DIV GRWTH 73.0 $6K NEW $75.79 +5.0%
654 DHR DANAHER CORPORATION DEL Healthcare 29.0 $6K NEW $190.59 +14.8%
655 PHM PULTE GROUP INCORPORATED Consumer Cyclical 40.0 $5K NEW $137.20 -6.0%
656 LUV SOUTHWEST AIRLS COMPANY Industrials 106.0 $5K NEW $51.65 -21.8%
657 ESPO VANECK VIDEO GAMING AND ESPORTS ETF 61.0 $5K NEW $89.75 +9.6%
658 HR HEALTHCARE RLTY TR CLASS A COM REIT Real Estate 270.0 $5K NEW $20.17 -3.9%
659 RDN RADIAN GROUP INCORPORATED Financial Services 144.0 $5K NEW $37.67 -2.9%
660 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS (JAPAN) Financial Services 271.0 $5K NEW $19.89 +10.8%
Page 33 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%