Nemes Rush Group LLC Top Holdings and 13F Report (2024) About Nemes Rush Group LLCInvestment ActivityNemes Rush Group LLC has $688.90 million in total holdings as of September 30, 2024.Nemes Rush Group LLC owns shares of 608 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 1.44% of the portfolio was purchased this quarter.About 24.29% of the portfolio was sold this quarter.This quarter, Nemes Rush Group LLC has purchased 605 new stocks and bought additional shares in 99 stocks.Nemes Rush Group LLC sold shares of 153 stocks and completely divested from 37 stocks this quarter.Largest Holdings Apple $34,459,455Broadcom $33,457,874Microsoft $32,066,902JPMorgan Chase & Co. $24,678,214Eaton $24,303,763 Largest New Holdings this Quarter Pioneer Natural Resources $5,068,291 HoldingRB Global $99,630 HoldingKorn Ferry $70,495 HoldingiShares Biotechnology ETF $56,397 HoldingMaterials Select Sector SPDR Fund $54,248 Holding Largest Purchases this Quarter Pioneer Natural Resources 19,308 shares (about $5.07M)iShares Core S&P 500 ETF 1,264 shares (about $664.52K)HP 14,267 shares (about $431.16K)Gilead Sciences 5,715 shares (about $418.60K)Medtronic 3,019 shares (about $263.11K) Largest Sales this Quarter NVIDIA 144,010 shares (about $130.12M)Chipotle Mexican Grill 3,111 shares (about $9.04M)Exxon Mobil 45,939 shares (about $5.34M)Novo Nordisk A/S 6,915 shares (about $887.89K)Merck & Co., Inc. 6,405 shares (about $845.14K) 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 PortfolioSectorAAPLApple$34,459,455$242,987 ▼-0.7%200,9535.0%Computer and TechnologyAVGOBroadcom$33,457,874$145,797 ▲0.4%25,2434.9%Computer and TechnologyMSFTMicrosoft$32,066,902$340,363 ▼-1.1%76,2194.7%Computer and TechnologyJPMJPMorgan Chase & Co.$24,678,214$439,459 ▼-1.7%123,2063.6%FinanceETNEaton$24,303,763$261,401 ▼-1.1%77,7273.5%Industrial ProductsMSIMotorola Solutions$18,001,821$432,367 ▼-2.3%50,7122.6%Computer and TechnologyHDHome Depot$17,707,805$498,298 ▼-2.7%46,1622.6%Retail/WholesaleMRKMerck & Co., Inc.$17,284,315$845,142 ▼-4.7%130,9912.5%MedicalQCOMQUALCOMM$15,415,163$430,870 ▼-2.7%91,0522.2%Computer and TechnologyAMZNAmazon.com$15,343,844$239,725 ▼-1.5%85,0642.2%Retail/WholesaleNVDANVIDIA$15,234,205$130,123,242 ▼-89.5%16,8602.2%Computer and TechnologyWMTWalmart$15,028,868$509,581 ▼-3.3%249,7732.2%Retail/WholesaleCBChubb$14,181,834$536,396 ▼-3.6%54,7292.1%FinanceMETAMeta Platforms$13,488,607$185,979 ▼-1.4%27,7782.0%Computer and TechnologyCMECME Group$13,083,868$603,245 ▼-4.4%60,7731.9%FinanceLRCXLam Research$13,079,749$82,586 ▼-0.6%13,4621.9%Computer and TechnologyFFord Motor$12,266,772$36,480 ▲0.3%923,7031.8%Auto/Tires/TrucksUNPUnion Pacific$12,006,938$673,842 ▼-5.3%48,8231.7%TransportationNVONovo Nordisk A/S$11,987,809$887,886 ▼-6.9%93,3631.7%MedicalCSCOCisco Systems$11,437,102$352,863 ▼-3.0%229,1551.7%Computer and TechnologyDVNDevon Energy$11,397,441$817,985 ▼-6.7%227,1311.7%Oils/EnergyAPDAir Products and Chemicals$11,123,308$478,724 ▼-4.1%45,9131.6%Basic MaterialsLLYEli Lilly and Company$10,351,829$304,969 ▼-2.9%13,3061.5%MedicalCRMSalesforce$10,219,941$265,641 ▼-2.5%33,9331.5%Computer and TechnologyTTTrane Technologies$10,062,750$71,148 ▼-0.7%33,5201.5%ConstructionGOOGLAlphabet$9,684,725$189,568 ▼-1.9%64,1671.4%Computer and TechnologyALLAllstate$9,197,556$240,657 ▼-2.5%53,1621.3%FinanceVVisa$9,115,912$264,848 ▼-2.8%32,6641.3%Business ServicesJCIJohnson Controls International$9,079,991$663,128 ▼-6.8%139,0081.3%ConstructionBBYBest Buy$8,573,215$596,523 ▼-6.5%104,5131.2%Retail/WholesaleRJFRaymond James$8,302,072$22,088 ▼-0.3%64,6481.2%FinanceJNJJohnson & Johnson$7,726,041$384,246 ▼-4.7%48,8401.1%MedicalNXPINXP Semiconductors$7,442,106$197,971 ▼-2.6%30,0361.1%Computer and TechnologyMPCMarathon Petroleum$7,326,263$44,531 ▼-0.6%36,3591.1%Oils/EnergyUNHUnitedHealth Group$7,052,669$254,284 ▼-3.5%14,2561.0%MedicalICEIntercontinental Exchange$6,944,998$222,636 ▼-3.1%50,5351.0%FinanceAMDAdvanced Micro Devices$6,560,090$534,972 ▼-7.5%36,3461.0%Computer and TechnologyIQVIQVIA$6,237,279$320,917 ▼-4.9%24,6640.9%MedicalSPGIS&P Global$6,135,489$275,269 ▼-4.3%14,4210.9%Business ServicesLHXL3Harris Technologies$6,096,165$513,146 ▼-7.8%28,6070.9%AerospaceSTESTERIS$5,531,452$206,834 ▼-3.6%24,6040.8%MedicalHALHalliburton$5,130,349$331,522 ▼-6.1%130,1460.7%Oils/EnergyPXDPioneer Natural Resources$5,068,291$5,068,291 ▲New Holding19,3080.7%Oils/EnergyFIFiserv$4,863,323$223,908 ▼-4.4%30,4300.7%Business ServicesIVViShares Core S&P 500 ETF$4,418,193$664,516 ▲17.7%8,4040.6%ETFAXPAmerican Express$3,761,487$22,769 ▼-0.6%16,5200.5%FinanceRTXRTX$3,397,782$42,816 ▼-1.2%34,8380.5%AerospacePFEPfizer$3,237,635$675,932 ▼-17.3%116,6720.5%MedicalTJXTJX Companies$3,228,023$298,786 ▼-8.5%31,8280.5%Retail/WholesaleULTAUlta Beauty$2,981,985$90,458 ▼-2.9%5,7030.4%Retail/WholesaleNFLXNetflix$2,823,477$9,110 ▼-0.3%4,6490.4%Consumer DiscretionaryXOMExxon Mobil$2,710,687$5,339,891 ▼-66.3%23,3200.4%Oils/EnergySPYSPDR S&P 500 ETF Trust$2,624,923$62,772 ▼-2.3%5,0180.4%FinanceMCHPMicrochip Technology$2,540,029$17,673 ▼-0.7%28,3140.4%Computer and TechnologyHTZHertz Global$2,507,0800.0%320,1890.4%TransportationCATCaterpillar$2,426,622$6,230 ▼-0.3%6,6220.4%Industrial ProductsAIGAmerican International Group$2,297,397$469 ▲0.0%29,3900.3%FinanceORCLOracle$2,288,253$298,954 ▼-11.6%18,2170.3%Computer and TechnologyGPKGraphic Packaging$2,266,206$171,724 ▼-7.0%77,6630.3%Industrial ProductsVLOValero Energy$2,207,309$43,184 ▼-1.9%12,9320.3%Oils/EnergyCRWDCrowdStrike$2,146,991$81,109 ▼-3.6%6,6970.3%Computer and TechnologySTLDSteel Dynamics$2,054,867$3,854 ▼-0.2%13,8630.3%Basic MaterialsTSLATesla$2,005,412$53,968 ▼-2.6%11,4080.3%Auto/Tires/TrucksDGDollar General$1,979,710$454,275 ▼-18.7%12,6860.3%Retail/WholesaleVRTXVertex Pharmaceuticals$1,971,335$3,762 ▼-0.2%4,7160.3%MedicalGOOGAlphabet$1,935,225$44,003 ▼-2.2%12,7100.3%Computer and TechnologySBUXStarbucks$1,924,928$122,918 ▼-6.0%21,0630.3%Retail/WholesaleBKNGBooking$1,705,1040.0%4700.2%Retail/WholesaleUPSUnited Parcel Service$1,678,525$2,378 ▼-0.1%11,2930.2%TransportationSLBSchlumberger$1,572,479$128,363 ▼-7.5%28,6900.2%Oils/EnergyXPOXPO$1,486,325$2,685 ▼-0.2%12,1800.2%TransportationUBERUber Technologies$1,463,349$110,404 ▼-7.0%19,0070.2%Computer and TechnologyBMYBristol-Myers Squibb$1,453,689$976 ▼-0.1%26,8060.2%MedicalNKENIKE$1,361,281$29,133 ▼-2.1%14,4850.2%Consumer DiscretionaryDISWalt Disney$1,342,067$105,231 ▼-7.3%10,9680.2%Consumer DiscretionaryPGProcter & Gamble$1,321,123$46,401 ▲3.6%8,1430.2%Consumer StaplesCSLCarlisle Companies$1,253,9200.0%3,2000.2%Multi-Sector ConglomeratesABNBAirbnb$1,190,516$55,921 ▼-4.5%7,2170.2%Consumer DiscretionaryCVXChevron$1,187,629$68,775 ▲6.1%7,5290.2%Oils/EnergyCIThe Cigna Group$1,178,915$3,632 ▼-0.3%3,2460.2%MedicalADBEAdobe$1,153,516$2,523 ▼-0.2%2,2860.2%Computer and TechnologyFANGDiamondback Energy$1,124,417$49,146 ▼-4.2%5,6740.2%Oils/EnergyMCDMcDonald's$1,082,950$80,636 ▲8.0%3,8410.2%Retail/WholesaleMDTMedtronic$1,078,755$263,109 ▲32.3%12,3780.2%MedicalXLKTechnology Select Sector SPDR Fund$1,047,567$8,539 ▲0.8%5,0300.2%ETFTSCOTractor Supply$1,046,531$286,036 ▼-21.5%3,9990.2%Retail/WholesaleLULULululemon Athletica$1,023,503$66,411 ▼-6.1%2,6200.1%Consumer DiscretionaryVOTVanguard Mid-Cap Growth ETF$933,2570.0%3,9580.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$932,960$2,782 ▼-0.3%1,6770.1%ETFVBKVanguard Small-Cap Growth ETF$912,7810.0%3,5010.1%ETFEWEdwards Lifesciences$879,056$169,141 ▼-16.1%9,1990.1%MedicalNUENucor$878,115$72,038 ▼-7.6%4,4370.1%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$859,775$16,582 ▲2.0%14,1550.1%ETFTGTTarget$831,459$35,442 ▲4.5%4,6920.1%Retail/WholesalePRUPrudential Financial$830,492$63,396 ▼-7.1%7,0740.1%FinanceMRNAModerna$825,307$152,061 ▼-15.6%7,7450.1%MedicalVBRVanguard Small-Cap Value ETF$820,863$12,280 ▲1.5%4,2780.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$800,2320.0%6,7650.1%ETFDWASInvesco DWA SmallCap Momentum ETF$759,462$14,000 ▼-1.8%8,3540.1%ManufacturingABBVAbbVie$752,941$44,430 ▲6.3%4,1350.1%MedicalShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
