Nemes Rush Group LLC Top Holdings and 13F Report (2025) About Nemes Rush Group LLCInvestment ActivityNemes Rush Group LLC has $809.09 million in total holdings as of December 31, 2024.Nemes Rush Group LLC owns shares of 729 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 23.25% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Nemes Rush Group LLC has purchased 609 new stocks and bought additional shares in 263 stocks.Nemes Rush Group LLC sold shares of 121 stocks and completely divested from 75 stocks this quarter.Largest Holdings Broadcom $56,165,803Apple $51,578,273Microsoft $33,113,545JPMorgan Chase & Co. $30,214,176Eaton $25,761,713 Largest New Holdings this Quarter Targa Resources $12,229,826 HoldingEcolab $9,430,877 HoldingCAVA Group $5,352,811 HoldingiShares Russell 1000 ETF $3,984,242 HoldingBondBloxx Bloomberg Five Year Target Duration US Treasury ETF $3,841,390 Holding Largest Purchases this Quarter Broadcom 217,018 shares (about $50.31M)NVIDIA 144,395 shares (about $19.39M)Targa Resources 68,514 shares (about $12.23M)Ecolab 40,248 shares (about $9.43M)CrowdStrike 26,777 shares (about $9.16M) Largest Sales this Quarter PulteGroup 134 shares (about $∞T)KB Home 63 shares (about $∞T)Las Vegas Sands 27 shares (about $∞T)Air Products and Chemicals 39,514 shares (about $11.46M)Devon Energy 226,809 shares (about $7.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNemes Rush Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$56,165,803$50,313,465 ▲859.7%242,2616.9%Computer and TechnologyAAPLApple$51,578,273$1,255,606 ▲2.5%205,9676.4%Computer and TechnologyMSFTMicrosoft$33,113,545$987,155 ▲3.1%78,5614.1%Computer and TechnologyJPMJPMorgan Chase & Co.$30,214,176$680,535 ▲2.3%126,0453.7%FinanceETNEaton$25,761,713$33,519 ▼-0.1%77,6263.2%Industrial ProductsMSIMotorola Solutions$23,857,067$416,469 ▲1.8%51,6132.9%Computer and TechnologyWMTWalmart$23,343,614$776,648 ▲3.4%258,3692.9%Retail/WholesaleNVDANVIDIA$21,654,952$19,390,821 ▲856.4%161,2552.7%Computer and TechnologyAMZNAmazon.com$20,542,802$1,880,611 ▲10.1%93,6362.5%Retail/WholesaleHDHome Depot$19,092,138$1,135,469 ▲6.3%49,0812.4%Retail/WholesaleMETAMeta Platforms$17,053,878$789,282 ▲4.9%29,1262.1%Computer and TechnologyCBChubb$16,002,900$881,390 ▲5.8%57,9192.0%FinanceCMECME Group$15,183,700$1,070,351 ▲7.6%65,3821.9%FinanceQCOMQUALCOMM$14,736,595$749,204 ▲5.4%95,9291.8%Computer and TechnologyCSCOCisco Systems$14,431,848$865,860 ▲6.4%243,7811.8%Computer and TechnologyGOOGLAlphabet$13,214,331$1,067,467 ▲8.8%69,8061.6%Computer and TechnologyTTTrane Technologies$12,751,331$370,824 ▲3.0%34,5241.6%ConstructionMRKMerck & Co., Inc.$12,518,479$512,522 ▼-3.9%125,8391.5%MedicalJCIJohnson Controls International$12,267,974$1,296,035 ▲11.8%155,4281.5%ConstructionTRGPTarga Resources$12,229,826$12,229,826 ▲New Holding68,5141.5%Oils/EnergyCRMSalesforce$12,173,227$828,465 ▲7.3%36,4111.5%Computer and TechnologyUNPUnion Pacific$12,146,691$1,012,965 ▲9.1%53,2651.5%TransportationCRWDCrowdStrike$11,453,464$9,162,018 ▲399.8%33,4741.4%Computer and TechnologyVVisa$11,252,758$929,776 ▲9.0%35,6061.4%Business ServicesALLAllstate$11,050,252$801,050 ▲7.8%57,3171.4%FinanceLLYEli Lilly and Company$10,917,150$644,638 ▲6.3%14,1411.3%MedicalRJFRaymond James$10,482,693$440,979 ▲4.4%67,4871.3%FinanceBBYBest Buy$10,158,064$1,190,822 ▲13.3%118,3921.3%Retail/WholesaleECLEcolab$9,430,877$9,430,877 ▲New Holding40,2481.2%Basic MaterialsFFord Motor$9,064,165$80,497 ▼-0.9%915,5721.1%Auto/Tires/TrucksICEIntercontinental Exchange$8,199,251$669,053 ▲8.9%55,0251.0%FinanceJNJJohnson & Johnson$8,092,078$1,028,828 ▲14.6%55,9541.0%MedicalUNHUnitedHealth Group$7,938,742$727,406 ▲10.1%15,6941.0%MedicalSPGIS&P Global$7,930,302$748,057 ▲10.4%15,9231.0%Business ServicesXOMExxon Mobil$7,805,157$5,296,629 ▲211.1%72,5591.0%Oils/EnergyFIFiserv$7,349,311$1,098,381 ▲17.6%35,7770.9%Business ServicesNVONovo Nordisk A/S$7,153,863$877,233 ▼-10.9%83,1650.9%MedicalLHXL3Harris Technologies$6,811,487$795,921 ▲13.2%32,3920.8%AerospaceNXPINXP Semiconductors$6,802,950$559,950 ▲9.0%32,7300.8%Computer and TechnologyTSLATesla$6,514,343$1,907,336 ▲41.4%16,1310.8%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$5,488,624$2,547,683 ▲86.6%9,3650.7%FinanceCAVACAVA Group$5,352,811$5,352,811 ▲New Holding47,4540.7%Retail/WholesaleIVViShares Core S&P 500 ETF$5,283,070$335,564 ▲6.8%8,9740.7%ETFAMDAdvanced Micro Devices$5,103,136$712,903 ▲16.2%42,2480.6%Computer and TechnologyAXPAmerican Express$4,871,054$32,054 ▼-0.7%16,4120.6%FinanceTJXTJX Companies$4,562,746$717,610 ▲18.7%37,7680.6%Retail/WholesaleMPCMarathon Petroleum$4,452,314$619,803 ▼-12.2%31,9160.6%Oils/EnergyNFLXNetflix$4,311,315$167,568 ▲4.0%4,8370.5%Consumer DiscretionaryIWBiShares Russell 1000 ETF$3,984,242$3,984,242 ▲New Holding12,3670.5%ETFRTXRTX$3,969,135$62,374 ▼-1.5%34,2990.5%AerospaceXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$3,841,390$3,841,390 ▲New Holding80,0790.5%ETFORCLOracle$3,392,328$356,614 ▲11.7%20,3570.4%Computer and TechnologyPFEPfizer$3,365,622$270,314 ▲8.7%126,8610.4%MedicalXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$3,287,293$3,287,293 ▲New Holding67,4040.4%ETFXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF$3,254,586$3,254,586 ▲New Holding66,3120.4%ETFGOOGAlphabet$2,719,685$299,182 ▲12.4%14,2810.3%Computer and TechnologyULTAUlta Beauty$2,653,073$172,667 ▲7.0%6,1000.3%Retail/WholesaleXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$2,517,467$2,517,467 ▲New Holding50,8170.3%ETFCATCaterpillar$2,446,814$44,619 ▲1.9%6,7450.3%Industrial ProductsBKNGBooking$2,315,385$19,875 ▼-0.9%4660.3%Retail/WholesaleCMGChipotle Mexican Grill$2,280,908$2,278,556 ▲96,889.7%37,8260.3%Retail/WholesaleGPKGraphic Packaging$2,269,164$159,837 ▲7.6%83,5480.3%Industrial ProductsAIGAmerican International Group$2,110,989$28,611 ▼-1.3%28,9970.3%FinanceSBUXStarbucks$2,098,566$176,569 ▲9.2%22,9980.3%Retail/WholesaleVRTXVertex Pharmaceuticals$1,956,317$57,183 ▲3.0%4,8580.2%MedicalAPDAir Products and Chemicals$1,856,016$11,460,950 ▼-86.1%6,3990.2%Basic MaterialsSTLDSteel Dynamics$1,606,397$25,095 ▲1.6%14,0830.2%Basic MaterialsXPOXPO$1,587,440$9,967 ▼-0.6%12,1040.2%TransportationPGProcter & Gamble$1,582,054$216,931 ▲15.9%9,4370.2%Consumer StaplesBMYBristol-Myers Squibb$1,528,654$12,500 ▲0.8%27,0270.2%MedicalVLOValero Energy$1,527,675$57,616 ▼-3.6%12,4620.2%Oils/EnergyMCHPMicrochip Technology$1,461,451$162,358 ▼-10.0%25,4830.2%Computer and TechnologyUBERUber Technologies$1,427,111$280,609 ▲24.5%23,6590.2%Computer and TechnologyTSCOTractor Supply$1,334,387$1,122,203 ▲528.9%25,1490.2%Retail/WholesaleEXPEExpedia Group$1,305,614$1,305,614 ▲New Holding7,0070.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$1,305,192$135,565 ▲11.6%5,6130.2%ETFCSLCarlisle Companies$1,180,2880.0%3,2000.1%Multi-Sector ConglomeratesADBEAdobe$1,095,247$78,708 ▲7.7%2,4630.1%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$1,088,257$107,818 ▲11.0%3,8860.1%ETFCIThe Cigna Group$1,072,357$175,918 ▲19.6%3,8830.1%MedicalSLBSchlumberger$1,054,879$45,088 ▼-4.1%27,5140.1%Oils/EnergyLULULululemon Athletica$1,034,419$32,505 ▲3.2%2,7050.1%Consumer DiscretionaryFANGDiamondback Energy$1,010,874$81,263 ▲8.7%6,1700.1%Oils/EnergyMDYSPDR S&P MidCap 400 ETF Trust$1,008,277$52,977 ▲5.5%1,7700.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,005,003$435,364 ▲76.4%7,8140.1%ETFVOTVanguard Mid-Cap Growth ETF$1,004,3430.0%3,9580.1%ETFTTDTrade Desk$999,240$633,604 ▲173.3%8,5020.1%Computer and TechnologyGDGeneral Dynamics$980,927$980,927 ▲New Holding3,7230.1%AerospaceMCDMcDonald's$970,844$142,626 ▼-12.8%3,3490.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$964,658$82,683 ▲9.4%15,4820.1%ETFABNBAirbnb$964,287$15,901 ▲1.7%7,3380.1%Consumer DiscretionaryPRUPrudential Financial$901,606$63,173 ▲7.5%7,6070.1%FinanceCVXChevron$900,079$190,474 ▼-17.5%6,2140.1%Oils/EnergyIWRiShares Russell Mid-Cap ETF$898,518$115,011 ▲14.7%10,1640.1%ETFBRK.BBerkshire Hathaway$871,204$226,187 ▲35.1%1,9220.1%FinanceEESWisdomTree U.S. SmallCap Fund$857,849$70,499 ▲9.0%15,9040.1%FinanceVBRVanguard Small-Cap Value ETF$850,985$3,171 ▲0.4%4,2940.1%ETFIBBiShares Biotechnology ETF$850,126$795,787 ▲1,464.5%6,4300.1%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$845,3540.0%6,7650.1%ETFDWASInvesco DWA SmallCap Momentum ETF$831,126$68,469 ▲9.0%9,1040.1%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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