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CIK: 0001982273
Total reported value
$1.2B
$1.2B
937 檔
16.4%
During the Q1 2026 filing period, Nemes Rush Group LLC (CIK: 0001982273) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 937 reported positions.
In Q1 2026, Nemes Rush Group LLC displayed an active expansion posture, initiating 8 new positions and adding to 114 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 937 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.90% | +0.02% | -0.01% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.54% | +0.28% | -4.73% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.19% | +0.02% | -3.46% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.31% | +10.26% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.12% | -0.04% | +1.37% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.11% | +0.29% | -12.20% | |
| 7 | LRCX | Lam Research CORP | Stock-Tech | 2.51% | +1.91% | -18.80% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.49% | -0.48% | -3.39% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.41% | -0.26% | +8.46% | |
| 10 | MSI | Motorola Solutions Inc | Stock-Tech | 2.09% | -0.31% | +4.65% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.07% | -0.15% | -7.50% | |
| 12 | CME | Cme Group Inc | Stock-Financials | 1.98% | -0.65% | +4.85% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.95% | -0.09% | -6.10% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.93% | -0.06% | +8.02% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.93% | +0.63% | -0.83% | |
| 16 | CB | Chubb Limited | Stock-Financials | 1.87% | -0.12% | +3.28% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.69% | +0.11% | -1.27% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | +0.02% | +3.20% | |
| 19 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 1.64% | +0.02% | +24.70% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.63% | +0.46% | +11.24% | |
| 21 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.59% | +0.11% | +0.40% | |
| 22 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-Other | 1.41% | -0.02% | +25.51% | |
| 23 | VNOM | Viper Energy Inc-cl A | Stock-Energy | 1.41% | -0.28% | +3.56% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.39% | -0.20% | +18.74% | |
| 25 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 1.39% | -0.03% | +25.58% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | -0.03% | -6.56% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +0.21% | -1.07% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.32% | -0.07% | +3.90% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -0.35% | -4.38% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.19% | +0.86% | +7.44% | |
| 31 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 1.17% | -0.02% | +24.87% | |
| 32 | CEG | Constellation Energy | Stock-Utilities | 1.14% | -0.22% | +4.78% | |
| 33 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 1.06% | -0.11% | +11.58% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 1.03% | — | +3.36% | |
| 35 | TT | Trane Technologies plc | Stock-Industrials | 1.02% | +0.05% | +0.99% | |
| 36 | VICI | Vici Properties Inc | Stock-Real Estate | 1.01% | -0.11% | +25.19% | |
| 37 | F | Ford Motor Co | Stock-Consumer Disc | 0.98% | +0.07% | -0.12% | |
| 38 | ALL | Allstate CORP | Stock-Financials | 0.96% | +0.01% | +3.22% | |
| 39 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.94% | -0.23% | -8.73% | |
| 40 | RJF | Raymond James Financial Inc | Stock-Financials | 0.93% | -0.11% | -1.73% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.01% | +6.51% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.88% | -0.22% | +23.61% | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.84% | +0.24% | -0.99% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | — | -30.22% | |
| 45 | ECL | Ecolab Inc | Stock-Materials | 0.77% | -0.05% | +1.51% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.09% | +35.71% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.69% | -0.20% | +11.48% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.65% | -0.10% | +0.09% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.63% | -0.11% | +18.07% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.04% | -3.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.4% | +18.74% | Add |
| 2 | MSI | Motorola Solutions Inc | +0.4% | +4.65% | Add |
| 3 | XFIV | Bondbloxx Bbg 5 Yr US Treas | +0.3% | +24.70% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -4.38% | Trim |
| 5 | VNOM | Viper Energy Inc-cl A | +0.3% | +3.56% | Add |
| 6 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | +0.3% | +25.51% | Add |
| 7 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | +0.3% | +25.58% | Add |
| 8 | CME | Cme Group Inc | +0.3% | +4.85% | Add |
| 9 | XONE | Bondbloxx Bbg 1 Dur US Treas | +0.2% | +24.87% | Add |
| 10 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +185.24% | Add |
| 11 | WMT | Walmart Inc | +0.2% | -3.39% | Trim |
| 12 | VICI | Vici Properties Inc | +0.2% | +25.19% | Add |
| 13 | JNJ | Johnson & Johnson | +0.2% | -7.50% | Trim |
| 14 | ETN | Eaton Corporation plc | +0.2% | -1.27% | Trim |
| 15 | CB | Chubb Limited | +0.2% | +3.28% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.2% | -6.10% | Trim |
| 17 | VLO | Valero Energy CORP | +0.1% | +0.54% | Add |
| 18 | MPC | Marathon Petroleum CORP | +0.1% | -0.15% | Trim |
| 19 | EVSD | Eaton Vance Shrt Dur Inc | +0.1% | +11.58% | Add |
| 20 | UNP | Union Pacific CORP | +0.1% | +3.36% | Add |
| 21 | TT | Trane Technologies plc | +0.1% | +0.99% | Add |
| 22 | HD | Home Depot Inc | +0.1% | +8.02% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | -4.16% | Trim |
| 24 | CVX | Chevron CORP | +0.1% | +31.40% | Add |
| 25 | LHX | L3harris Technologies Inc | +0.1% | -8.73% | Trim |
| 26 | TAXX | Bblx Irm Tax-aware S Dur ETF | +0.1% | +74.67% | Add |
| 27 | SLV | Ishares Silver Trust | +0.1% | +6.41% | Add |
| 28 | EVSM | Eaton Vance Shrt Dur Muni | +0.1% | +36.56% | Add |
| 29 | ICE | Intercontinental Exchange In | +0.1% | +11.48% | Add |
| 30 | LRCX | Lam Research CORP | +0.1% | -18.80% | Trim |
| 31 | GLW | Corning Inc | +0.1% | +0.69% | Add |
| 32 | AVIV | Avantis Int Lrg Cap Val ETF | +0.1% | +117.92% | Add |
| 33 | GILD | Gilead Sciences Inc | +0.1% | +0.63% | Add |
| 34 | XPO | Xpo Inc | 0% | -0.58% | Trim |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +33.87% | Add |
| 36 | SHW | Sherwin-williams Co/the | 0% | +15.50% | Add |
| 37 | STRL | Sterling Infrastructure Inc | 0% | — | Unchanged |
| 38 | JNJ | Johnson & Johnson | 0% | -6.56% | Trim |
| 39 | ALL | Allstate CORP | 0% | +3.22% | Add |
| 40 | AVDV | Avantis Intl S/c Value ETF | 0% | +80.06% | Add |
| 41 | XSVN | Bondbloxx Bbg 7 Yr US Treas | 0% | +34.37% | Add |
| 42 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | 0% | +34.45% | Add |
| 43 | AVEM | Avantis Emerging Markets Eq | 0% | +90.00% | Add |
| 44 | FANG | Diamondback Energy Inc | 0% | -0.57% | Trim |
| 45 | RTX | Rtx CORP | 0% | +0.28% | Add |
| 46 | PLXS | Plexus CORP | 0% | — | Unchanged |
| 47 | TJX | Tjx Companies Inc | 0% | +0.09% | Add |
| 48 | ECL | Ecolab Inc | 0% | +1.51% | Add |
| 49 | HWM | Howmet Aerospace Inc | 0% | -3.03% | Trim |
| 50 | ORCL | Oracle CORP | 0% | +35.71% | Add |
According to official SEC Form 13F filings, Nemes Rush Group LLC reported a total U.S. public equity portfolio value of $1.2B across 937 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, NVDA) accounted for 16.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPYI
市值: $95.6K
Top Position Liquidated / Trimmed
BBBS
前期市值: $130.9K
During Q1 2026, Nemes Rush Group LLC's top holdings by market value included AAPL (4.9%)、AVGO (4.5%)、NVDA (3.2%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q1 2026, Nemes Rush Group LLC made 187 total portfolio adjustments, initiating 8 new buys, adding to 114 positions, trimming 62 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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