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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 35 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 TMO THERMO FISHER SCIENTIFIC INCORPORATED Healthcare 9.0 $5K NEW $501.33 +25.5%
682 SNPS SYNOPSYS INCORPORATED Technology 10.0 $4K NEW $446.10 -10.8%
683 SAM BOSTON BEER INCORPORATED CLASS A Consumer Defensive 25.0 $4K NEW $177.04 +5.0%
684 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) Consumer Defensive 44.0 $4K NEW $100.07 +7.9%
685 SMURFIT WESTROCK PLC SHS (IRELAND) 95.0 $4K NEW $46.26
686 ITA ISHARES TR US AER DEF ETF 18.0 $4K NEW $242.44 -2.1%
687 EOG EOG RES INCORPORATED Energy 32.0 $4K NEW $129.72 +18.0%
688 STIP ISHARES TR 0-5 YR TIPS ETF 40.0 $4K NEW $102.15 -1.2%
689 HPE HEWLETT PACKARD ENTERPRISE COMPANY Technology 90.0 $4K NEW $45.11 +18.5%
690 ILMN ILLUMINA INCORPORATED Healthcare 23.0 $4K NEW $175.83 +24.8%
691 B BARRICK MINING CORPORATION COM SHS (CANADA) Basic Materials 109.0 $4K NEW $36.87 +29.1%
692 VTRS VIATRIS INCORPORATED Healthcare 252.0 $4K NEW $15.89 +2.7%
693 CENCORA INCORPORATED 14.0 $4K NEW $283.00
694 IFF INTERNATIONAL FLAVORS&FRAGRANC Basic Materials 50.0 $4K NEW $79.22 +6.4%
695 LIT GLOBAL X LITHIUM & BATTERY TECH ETF 50.0 $4K NEW $78.28 -2.1%
696 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 47.0 $4K NEW $82.87 -3.8%
697 MFG MIZUHO FINANCIAL GROUP INCORPORATED SPONSORED ADR Financial Services 403.0 $4K NEW $9.58 +7.3%
698 HSY HERSHEY COMPANY Consumer Defensive 22.0 $4K NEW $175.45 +6.3%
699 UAL UNITED AIRLINES HOLDINGS INC Industrials 28.0 $4K NEW $136.00 -16.8%
700 SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF 116.0 $4K NEW $32.81 +0.4%
Page 35 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%