Nemes Rush Group LLC

Q2 2026 13F-HR Holdings

Location
Novi, MI
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
954
Total value ($000)
$1,211,329
Net value change ($000)
+158,841 (15.1%)
New positions
52
Sold out positions
43
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LRCX 27,122 102.7%
CRWD 12,386 99.1%
CSCO 10,754 53.0%
AVGO 10,613 22.2%
GOOGL 8,463 25.8%
QCOM 8,157 47.5%
AAPL 7,768 15.1%
NVDA 5,380 16.0%
LLY 4,705 33.7%
JPM 4,535 13.8%
Top Reduces (Value $000, Stocks/ETFs)
CME -4,722 -22.7%
XOM -2,294 -17.9%
WMT -1,901 -7.3%
ICE -1,403 -19.3%
LHX -1,340 -13.5%
CRM -1,258 -13.5%
IVV -1,228 -25.4%
NFLX -1,117 -25.7%
VNOM -1,102 -7.4%
CEG -869 -7.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,850 (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