Nemes Rush Group Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Nemes Rush Group Llc disclosed 912 stock positions valued at approximately $1.21B as of quarter-end June 30, 2026. The largest holdings include APPLE INCORPORATED, BROADCOM INCORPORATED, and LAM RESEARCH CORPORATION COM NEW.
- Report Period
- June 30, 2026
- No. of Stocks
- 912
- Portfolio Value
- $1.21B
Holdings by Sector
Nemes Rush Group Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INCORPORATED | AAPL | Technology | 4.88% | 204,066 | +2,008 | +0.99% | $59,048,419 |
| BROADCOM INCORPORATED | AVGO | Technology | 4.83% | 154,662 | +188 | +0.12% | $58,423,624 |
| LAM RESEARCH CORPORATION COM NEW | LRCX | Other | 4.43% | 123,512 | -45 | -0.04% | $53,521,390 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 3.41% | 115,350 | +1,425 | +1.25% | $41,222,604 |
| NVIDIA CORPORATION | NVDA | Technology | 3.22% | 194,629 | +2,181 | +1.13% | $38,943,367 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 3.09% | 114,157 | +2,546 | +2.28% | $37,367,034 |
| MICROSOFT CORPORATION | MSFT | Technology | 2.86% | 92,778 | +2,689 | +2.98% | $34,608,096 |
| CISCO SYSTEMS INCORPORATED | CSCO | Technology | 2.57% | 264,245 | +2,824 | +1.08% | $31,038,194 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 2.16% | 46,284 | +1,975 | +4.46% | $26,071,422 |
| QUALCOMM INCORPORATED | QCOM | Technology | 2.10% | 137,145 | +3,695 | +2.77% | $25,342,933 |
| CROWDSTRIKE HLDGS INCORPORATED CLASS A | CRWD | Technology | 2.06% | 32,613 | +591 | +1.85% | $24,888,285 |
| WALMART INC | WMT | Consumer Defensive | 2.01% | 214,717 | +3,742 | +1.77% | $24,318,827 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.92% | 91,397 | +2,172 | +2.43% | $23,212,153 |
| HOME DEPOT INCORPORATED | HD | Consumer Cyclical | 1.87% | 64,285 | +2,462 | +3.98% | $22,672,077 |
| MERCK & COMPANY INCORPORATED | MRK | Healthcare | 1.87% | 175,548 | +4,584 | +2.68% | $22,557,948 |
| EATON CORPORATION PLC SHS (IRELAND) | ETN | Other | 1.80% | 51,063 | +1,218 | +2.44% | $21,758,998 |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | MSI | Technology | 1.79% | 52,047 | +1,476 | +2.92% | $21,614,439 |
| CHUBB LIMITED (SWITZERLAND) | CB | Financial Services | 1.75% | 62,199 | +1,691 | +2.79% | $21,193,835 |
| D R HORTON INCORPORATED | DHI | Consumer Cyclical | 1.70% | 126,408 | +4,772 | +3.92% | $20,589,392 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 1.67% | 84,585 | +903 | +1.08% | $20,159,989 |
| BONDBLOXX ETF TR 5 YR TARGET DURATION | XFIV | Other | 1.66% | 413,143 | +61,075 | +17.35% | $20,111,801 |
| ELI LILLY & COMPANY | LLY | Healthcare | 1.54% | 15,575 | +378 | +2.49% | $18,681,698 |
| BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY | XTWO | Other | 1.36% | 336,640 | +39,361 | +13.24% | $16,478,538 |
| CME GROUP INCORPORATED | CME | Financial Services | 1.33% | 72,940 | +2,416 | +3.43% | $16,107,309 |
| JOHNSON CONTROLS INTERNATION SHS (IRELAND) | JCI | Industrials | 1.32% | 109,073 | +762 | +0.70% | $15,936,674 |
| TESLA INCORPORATED | TSLA | Consumer Cyclical | 1.25% | 35,917 | -1,318 | -3.54% | $15,106,690 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.19% | 15,448 | +737 | +5.01% | $14,451,007 |
| BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY | XONE | Other | 1.15% | 281,252 | +32,690 | +13.15% | $13,885,391 |
| NXP SEMICONDUCTORS N V (NETHERLANDS) | NXPI | Technology | 1.08% | 46,680 | +1,573 | +3.49% | $13,118,422 |
| TRANE TECHNOLOGIES PLC SHS (IRELAND) | TT | Other | 1.07% | 26,424 | +558 | +2.16% | $12,978,185 |
Showing 30 of 912 holdings in the latest reporting period.
Nemes Rush Group Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | AAPL | Apple Inc. | CALL | 300 | $604,500 |
| Q2 2026 | AMZN | Amazon.com, Inc. | CALL | 450 | $427,500 |
| Q2 2026 | IGV | iShares Expanded Tech-Software | CALL | 300 | $288,000 |
| Q2 2026 | VKTX | Viking Therapeutics, Inc. | CALL | 300 | $270,000 |
| Q2 2026 | RDW | Redwire Corporation | CALL | 300 | $141,000 |
| Q2 2026 | DIS | Walt Disney Company (The) | CALL | 250 | $53,750 |
| Q2 2026 | BABA | Alibaba Group Holding Limited | CALL | 500 | $39,500 |
| Q2 2026 | MU | Micron Technology, Inc. | PUT | 50 | $24,250 |
| Q2 2026 | ALB | Albemarle Corporation | CALL | 200 | $400 |
Showing 9 of 9 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.