Nemes Rush Group LLC

Q3 2025 13F-HR Holdings

Location
Novi, MI
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
680
Total value ($000)
$1,009,443
Net value change ($000)
+90,952 (9.9%)
New positions
31
Sold out positions
72
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 10,048 23.9%
GOOGL 9,916 43.6%
EVSD 9,732 NEW
TSLA 8,681 130.8%
AVGO 7,494 15.6%
ORCL 7,030 161.9%
DHI 6,056 40.7%
LRCX 5,895 39.1%
NVDA 5,290 16.5%
JNJ 3,322 23.2%
Top Reduces (Value $000, Stocks/ETFs)
VNOM Sub, Inc. -12,183 -100.0%
UNH -5,916 -99.3%
CAVA -4,451 -81.4%
BBY -1,396 -93.6%
GPK -1,383 -72.5%
CRM -1,271 -11.7%
NVO -1,242 -99.3%
FISV -904 -39.5%
NFLX -632 -10.4%
ICE -601 -7.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,165 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type