§ 13F · FUND PROFILE
Nemes Rush Group LLC.
AUM · $1.2B (13F)Positions · 954Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 204K | $59M | 4.9% | +1% |
| 2 | AVGO | BROADCOM INCORPORATED | 155K | $58M | 4.8% | ±0% |
| 3 | LRCX | LAM RESEARCH CORPORATION COM NEW | 124K | $54M | 4.4% | ±0% |
| 4 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 115K | $41M | 3.4% | +1% |
| 5 | NVDA | NVIDIA CORPORATION | 195K | $39M | 3.2% | +1% |
| 6 | JPM | JPMORGAN CHASE & COMPANY | 114K | $37M | 3.1% | +2% |
| 7 | MSFT | MICROSOFT CORPORATION | 93K | $35M | 2.9% | +3% |
| 8 | CSCO | CISCO SYSTEMS INCORPORATED | 264K | $31M | 2.6% | +1% |
| 9 | META | META PLATFORMS INCORPORATED CLASS A | 46K | $26M | 2.2% | +4% |
| 10 | QCOM | QUALCOMM INCORPORATED | 137K | $25M | 2.1% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEMES SIGNAL
AC read
Nemes Rush Group LLC is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 954 positions.
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