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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 8 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VUG VANGUARD GROWTH ETF 6,291.0 $542K 0.04% NEW $86.14 +1.6%
142 MU MICRON TECHNOLOGY INCORPORATED Technology 462.0 $533K 0.04% NEW $1154.40 -16.3%
143 IAU ISHARES GOLD TR ISHARES NEW Financial Services 6,982.0 $527K 0.04% NEW $75.51 +14.9%
144 EES WISDOMTREE U.S. SMALLCAP FUND 7,687.0 $521K 0.04% NEW $67.79 +1.0%
145 MO ALTRIA GROUP INCORPORATED Consumer Defensive 7,213.0 $519K 0.04% NEW $71.95 -8.1%
146 MGV VANGUARD MEGA CAP VALUE ETF 3,130.0 $512K 0.04% NEW $163.45 +2.9%
147 GD GENERAL DYNAMICS CORPORATION Industrials 1,426.0 $505K 0.04% NEW $354.24 +8.5%
148 MDT MEDTRONIC PLC SHS (IRELAND) Healthcare 6,322.0 $495K 0.04% NEW $78.23 +19.3%
149 MA MASTERCARD INCORPORATED CLASS A Financial Services 958.0 $492K 0.04% NEW $513.60 +13.1%
150 HIG HARTFORD INSURANCE GROUP INCORPORATED Financial Services 3,695.0 $490K 0.04% NEW $132.52 +2.7%
151 DAL DELTA AIR LINES INCORPORATED COM NEW Industrials 5,221.0 $489K 0.04% NEW $93.65 -12.0%
152 USFD US FOODS HLDG CORPORATION Consumer Defensive 4,669.0 $477K 0.04% NEW $102.25 +7.2%
153 GPK GRAPHIC PACKAGING HLDG COMPANY Consumer Cyclical 43,285.0 $458K 0.04% NEW $10.57 +13.2%
154 GEV GE VERNOVA INCORPORATED Utilities 382.0 $449K 0.04% NEW $1174.87 -18.6%
155 AMZN CALL CALL: AMAZON COM INCORPORATED JAN 300 EXP 01/15/27 100 AMZN Consumer Cyclical 450.0 $428K 0.04% NEW $950.00 -72.8%
156 SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK 2,501.0 $427K 0.04% NEW $170.86
157 IBKR INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A Financial Services 4,859.0 $423K 0.04% NEW $87.04 +7.9%
158 C CITIGROUP INCORPORATED COM NEW Financial Services 2,956.0 $414K 0.03% NEW $139.97 -5.9%
159 NOW SERVICENOW INCORPORATED Technology 4,075.0 $405K 0.03% NEW $99.28 +29.4%
160 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) Technology 831.0 $397K 0.03% NEW $477.77 -12.3%
Page 8 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%