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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 40 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BWA BORGWARNER INCORPORATED Consumer Cyclical 32.0 $2K NEW $66.41 +2.1%
782 IDXX IDEXX LABS INCORPORATED Healthcare 4.0 $2K NEW $526.50 +5.8%
783 ORI OLD REP INTERNATIONAL CORPORATION Financial Services 51.0 $2K NEW $40.92 +1.6%
784 ISTB ISHARES TR CORE 1 5 YR USD 42.0 $2K NEW $48.26 -0.5%
785 OGN ORGANON & COMPANY COMMON STOCK Healthcare 148.0 $2K NEW $13.54 +1.5%
786 GLDM WORLD GOLD TR SPDR GOLD MINISHARES TR NEW Financial Services 25.0 $2K NEW $79.44 +15.0%
787 CHWY CHEWY INCORPORATED CLASS A Consumer Cyclical 100.0 $2K NEW $19.65 +22.2%
788 VPU VANGUARD UTILITIES ETF 10.0 $2K NEW $195.70 -5.5%
789 MKL MARKEL GROUP INCORPORATED Financial Services 1.0 $2K NEW $1953.00 -8.1%
790 RMD RESMED INCORPORATED Healthcare 10.0 $2K NEW $194.90 +18.8%
791 SRE SEMPRA Utilities 21.0 $2K NEW $92.71 -10.6%
792 VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A Industrials 54.0 $2K NEW $35.74 +8.4%
793 NEOG NEOGEN CORPORATION Healthcare 214.0 $2K NEW $8.99 +32.9%
794 SSD SIMPSON MFG INCORPORATED Industrials 9.0 $2K NEW $213.56 -11.6%
795 RSG REPUBLIC SVCS INCORPORATED Industrials 9.0 $2K NEW $213.11 +3.5%
796 RGA REINSURANCE GROUP AMER INCORPORATED COM NEW Financial Services 9.0 $2K NEW $212.67 +14.3%
797 GEOS GEOSPACE TECHNOLOGIES CORPORATION Energy 280.0 $2K NEW $6.77 -18.6%
798 PHIN PHINIA INCORPORATED COMMON STOCK Consumer Cyclical 23.0 $2K NEW $82.39 -11.7%
799 TRGP TARGA RES CORPORATION Energy 7.0 $2K NEW $268.14 +11.5%
800 TROW PRICE T ROWE GROUP INCORPORATED Financial Services 16.0 $2K NEW $113.69 -1.9%
Page 40 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%