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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 39 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ED CONSOLIDATED EDISON INCORPORATED Utilities 23.0 $3K NEW $110.61 -3.9%
762 HAS HASBRO INCORPORATED Consumer Cyclical 30.0 $2K NEW $82.60 +13.2%
763 EXPD EXPEDITORS INTERNATIONAL WASH INCORPORATED Industrials 15.0 $2K NEW $163.00 +15.2%
764 TEVA TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADS Healthcare 72.0 $2K NEW $33.88 +10.2%
765 CDE COEUR MINING INCORPORATED COM NEW Basic Materials 149.0 $2K NEW $16.34 +28.4%
766 TIP ISHARES TR TIPS BD ETF 22.0 $2K NEW $109.23 -1.9%
767 DBEU XTRACKERS MSCI EUROPE HEDGED EQUITY ETF 44.0 $2K NEW $53.95 +1.9%
768 R RYDER SYSTEMS INCORPORATED Industrials 9.0 $2K NEW $263.78 -5.3%
769 XBI STATE STREET SPDR S&P BIOTECH ETF 15.0 $2K NEW $158.27 +4.7%
770 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 52.0 $2K NEW $45.52 +31.0%
771 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 (SWEDEN) Technology 208.0 $2K NEW $11.15 -8.3%
772 VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM Healthcare 13.0 $2K NEW $177.46 +39.7%
773 PUK PRUDENTIAL PLC ADR (UNITED KINGDOM) Financial Services 85.0 $2K NEW $26.81 +5.0%
774 ON ON SEMICONDUCTOR CORPORATION Technology 24.0 $2K NEW $94.54 -21.5%
775 KOPN KOPIN CORPORATION Technology 500.0 $2K NEW $4.48 +12.5%
776 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CLASS A Technology 57.0 $2K NEW $38.74 +59.7%
777 CLS CELESTICA INCORPORATED (CANADA) Technology 6.0 $2K NEW $364.83 -18.7%
778 VBR VANGUARD SMALL-CAP VALUE ETF 9.0 $2K NEW $243.00 +2.5%
779 PPL PPL CORPORATION Utilities 60.0 $2K NEW $36.35 -5.4%
780 CFR CULLEN FROST BANKERS INCORPORATED Financial Services 14.0 $2K NEW $154.50 +6.3%
Page 39 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%