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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 34 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 NTRS NORTHERN TR CORPORATION Financial Services 30.0 $5K NEW $173.83 +5.8%
662 NVO NOVO-NORDISK A S ADR (DENMARK) Healthcare 106.0 $5K NEW $48.12 -2.9%
663 S SENTINELONE INCORPORATED CLASS A Technology 300.0 $5K NEW $16.97 +24.9%
664 SWKS SKYWORKS SOLUTIONS INCORPORATED Technology 75.0 $5K NEW $67.80 -1.0%
665 DKS DICKS SPORTING GOODS INCORPORATED Consumer Cyclical 22.0 $5K NEW $226.82 -19.2%
666 REGN REGENERON PHARMACEUTICALS Healthcare 8.0 $5K NEW $623.50 +33.8%
667 IFRA ISHARES TR US INFRASTRUC 79.0 $5K NEW $62.77 -4.9%
668 ZTS ZOETIS INCORPORATED CLASS A Healthcare 69.0 $5K NEW $71.86 +8.2%
669 IWS ISHARES TR RUS MDCP VAL ETF 30.0 $5K NEW $164.60 +4.5%
670 PATH UIPATH INCORPORATED CLASS A Technology 450.0 $5K NEW $10.87 +50.8%
671 ADSK AUTODESK INCORPORATED Technology 25.0 $5K NEW $194.44 +30.5%
672 BHP BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) Basic Materials 58.0 $5K NEW $83.31 +16.5%
673 PNW PINNACLE WEST CAP CORPORATION Utilities 45.0 $5K NEW $107.00 -9.0%
674 HSBC HSBC HLDGS PLC SPON ADR NEW (UNITED KINGDOM) Financial Services 50.0 $5K NEW $95.10 +9.5%
675 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 812.0 $5K NEW $5.83 +3.3%
676 AMERICAS GOLD AND SILVER CORPORATION COM NEW (CANADA) 1,000.0 $5K NEW $4.72
677 ACHR ARCHER AVIATION INCORPORATED COM CLASS A Industrials 993.0 $5K NEW $4.73 +33.2%
678 ELV ELEVANCE HEALTH INCORPORATED FORMERLY A Healthcare 12.0 $5K NEW $386.75 +3.6%
679 AMP AMERIPRISE FINL INCORPORATED Financial Services 10.0 $5K NEW $458.80 +21.1%
680 KVUE KENVUE INCORPORATED Consumer Defensive 237.0 $5K NEW $19.11 -0.3%
Page 34 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%