1y return+20.4%S&P 500 +20.9%
3y return+61.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2023: $161 against $168 in the S&P 500.2
Nemes Rush Group LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Incorporated | $59.0M | 4.9% | |
| AVGOBroadcom Incorporated | $58.4M | 4.8% | |
| LRCXLam Research Corporation Com New | $53.5M | 4.4% | |
| GOOGLAlphabet Incorporated Cap Stk Class A | $41.2M | 3.4% | +1.3% |
| NVDANvidia Corporation | $38.9M | 3.2% | +1.1% |
| JPMJpmorgan Chase & Company | $37.4M | 3.1% | +2.3% |
| MSFTMicrosoft Corporation | $34.6M | 2.9% | +3.0% |
| CSCOCisco Systems Incorporated | $31.0M | 2.6% | +1.1% |
| METAMeta Platforms Incorporated Class A | $26.1M | 2.2% | +4.5% |
| QCOMQualcomm Incorporated | $25.3M | 2.1% | +2.8% |
| CRWDCrowdstrike Hldgs Incorporated Class A | $24.9M | 2.1% | +1.8% |
| WMTWalmart Inc | $24.3M | 2.0% | +1.8% |
| JNJJohnson & Johnson | $23.2M | 1.9% | +2.4% |
| HDHome Depot Incorporated | $22.7M | 1.9% | +4.0% |
| MRKMerck & Company Incorporated | $22.6M | 1.9% | +2.7% |
| Eaton Corporation PLC Shs (ireland)CUSIP G29183103 | $21.8M | 1.8% | +2.4% |
| MSIMotorola Solutions Incorporated Com New | $21.6M | 1.8% | +2.9% |
| Chubb Limited (switzerland)CUSIP H1467J104 | $21.2M | 1.8% | +2.8% |
| DHID R Horton Incorporated | $20.6M | 1.7% | +3.9% |
| AMZNAmazon Com Incorporated | $20.2M | 1.7% | +1.1% |
| XFIVBondbloxx Etf Tr 5 Yr Target Duration | $20.1M | 1.7% | +17.3% |
| LLYEli Lilly & Company | $18.7M | 1.5% | +2.5% |
| XTREBondbloxx Etf Tr 3 Yr Target Duration | $16.8M | 1.4% | +14.4% |
| XTWOBondbloxx Bloomberg 2 Year Target Duration Us Treasury | $16.5M | 1.4% | +13.2% |
| CMECme Group Incorporated | $16.1M | 1.3% | +3.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corporation Com New | March 31, 2025 | +496.1% | $53.5M |
| CRWDCrowdstrike Hldgs Incorporated Class A | June 30, 2023 | +419.6% | $24.9M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $38.9M |
| AVGOBroadcom Incorporated | June 30, 2023 | +335.5% | $58.4M |
| GOOGLAlphabet Incorporated Cap Stk Class A | June 30, 2023 | +198.6% | $41.2M |
| CEGConstellation Energy Corporation | June 30, 2023 | +171.3% | $11.1M |
| Trane Technologies PLC Shs (ireland)CUSIP G8994E103 | June 30, 2023 | +156.8% | $13.0M |
| LLYEli Lilly & Company | June 30, 2023 | +155.8% | $18.7M |
| CSCOCisco Systems Incorporated | June 30, 2023 | +127.0% | $31.0M |
| JPMJpmorgan Chase & Company | June 30, 2023 | +125.1% | $37.4M |
Sold off last quarter
- Honeywell International IncorporatedCUSIP 438516106 was $384K
- NYFIshares Tr New York Mun Etf was $315K
- AVMUAvantis Core Municipal Fixed Income Etf was $159K
- Dimensional U.s. Targeted Value EtfCUSIP 25434V609 was $61K
- PORPortland General Elec Company Com New was $53K
- RBARb Global Incorporated (canada) was $50K
- Carnival Corporation Common Stock (panama)CUSIP 143658300 was $48K
- TANInvesco Solar Etf was $36K
- Dupont De Nemours IncorporatedCUSIP 26614N102 was $25K
- AVIGAvantis Core Fixed Income Etf was $14K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.4% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| June 30, 2025 | +11.8% | +10.5% |
| March 31, 2025 | −5.4% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +11.3% | +10.0% |
| December 31, 2023 | +11.5% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Nemes Rush Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1982273&type=13F-HR&dateb=&owner=include&count=40CIK 1982273
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1982273/000198227326000003/Filed August 14, 2026 · accession 0001982273-26-000003