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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 7 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ANET ARISTA NETWORKS INCORPORATED COM SHS Technology 5,034.0 $855K 0.07% NEW $169.88 +11.0%
122 INTC INTEL CORPORATION Technology 5,864.0 $819K 0.07% NEW $139.63 -35.5%
123 MCD MCDONALDS CORPORATION Consumer Cyclical 2,913.0 $787K 0.07% NEW $270.30 +0.2%
124 KO COCA COLA COMPANY Consumer Defensive 9,454.0 $768K 0.06% NEW $81.27 +12.1%
125 DTE DTE ENERGY COMPANY Utilities 4,991.0 $760K 0.06% NEW $152.37 -11.3%
126 ADI ANALOG DEVICES INCORPORATED Technology 1,913.0 $760K 0.06% NEW $397.26 -6.1%
127 TXN TEXAS INSTRS INCORPORATED Technology 2,452.0 $731K 0.06% NEW $298.12 -11.3%
128 IJR ISHARES TR CORE S&P SCP ETF 4,813.0 $714K 0.06% NEW $148.29 -0.7%
129 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 1,003.0 $705K 0.06% NEW $703.11 -0.5%
130 ITOT ISHARES TR CORE S&P TTL STK 4,274.0 $702K 0.06% NEW $164.27 +2.3%
131 HTZ HERTZ GLOBAL HLDGS INCORPORATED COM NEW Industrials 304,135.0 $689K 0.06% NEW $2.27 -0.7%
132 PM PHILIP MORRIS INTERNATIONAL INCORPORATED Consumer Defensive 3,752.0 $679K 0.06% NEW $180.91 +4.0%
133 BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 6,755.0 $671K 0.06% NEW $99.38 -0.0%
134 NEM NEWMONT CORPORATION Basic Materials 7,182.0 $671K 0.06% NEW $93.40 +40.9%
135 GE GE AEROSPACE COM NEW Industrials 1,788.0 $668K 0.06% NEW $373.79 -6.8%
136 OKTA OKTA INCORPORATED CLASS A Technology 4,611.0 $629K 0.05% NEW $136.45 -1.0%
137 AAPL CALL CALL: APPLE INCORPORATED JAN 300 EXP 01/15/27 100 AAPL Technology 300.0 $604K 0.05% NEW $2015.00 -84.6%
138 BKR BAKER HUGHES COMPANY CLASS A Energy 10,535.0 $585K 0.05% NEW $55.50 +12.3%
139 DWAS INVESCO DWA SMALLCAP MOMENTUM ETF 4,503.0 $573K 0.05% NEW $127.33 -10.3%
140 PNC PNC FINL SVCS GROUP INCORPORATED Financial Services 2,301.0 $567K 0.05% NEW $246.22 -1.3%
Page 7 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%