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Nemes Rush Group LLC
hedge fundUpdated 27 days agoManaged by Nemes Rush Group Llc • Latest filing Q2 2026
Portfolio value
$1.2B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
99.8%
Weight of largest holdings
Annualized return
25.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 13 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2023 | $567.2M |
| Q3 2023 | $551.8M |
| Q4 2023 | $620.3M |
| Q1 2024 | $698.5M |
| Q2 2024 | $728.2M |
| Q3 2024 | $688.9M |
| Q4 2024 | $809.1M |
| Q1 2025 | $792.1M |
| Q2 2025 | $918.5M |
| Q3 2025 | $1B |
| Q4 2025 | $1.1B |
| Q1 2026 | $1.1B |
| Q2 2026 | $1.2B |
Top holdings
954 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INCORPORATED | $59M | 204.1K | 4.87% | — |
| 2 | A AVGO BROADCOM INCORPORATED | $58.4M | 154.7K | 4.82% | — |
| 3 | L LRCX LAM RESEARCH CORPORATION COM NEW | $53.5M | 123.5K | 4.42% | — |
| 4 | G GOOGN ALPHABET INCORPORATED CAP STK CLASS A | $41.2M | 115.3K | 3.40% | — |
| 5 | N NVDA NVIDIA CORPORATION | $38.9M | 194.6K | 3.21% | — |
| 6 | J JPM-PM JPMORGAN CHASE & COMPANY | $37.4M | 114.2K | 3.08% | — |
| 7 | M MSFT MICROSOFT CORPORATION | $34.6M | 92.8K | 2.86% | — |
| 8 | C CSCO CISCO SYSTEMS INCORPORATED | $31M | 264.2K | 2.56% | — |
| 9 | M META META PLATFORMS INCORPORATED CLASS A | $26.1M | 46.3K | 2.15% | — |
| 10 | Q QCOM QUALCOMM INCORPORATED | $25.3M | 137.1K | 2.09% | — |
| 11 | C CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A | $24.9M | 32.6K | 2.05% | — |
| 12 | W WMT WALMART INC | $24.3M | 214.7K | 2.01% | — |
| 13 | J JNJ JOHNSON & JOHNSON | $23.2M | 91.4K | 1.92% | — |
| 14 | H HD HOME DEPOT INCORPORATED | $22.7M | 64.3K | 1.87% | — |
| 15 | M MRK MERCK & COMPANY INCORPORATED | $22.6M | 175.5K | 1.86% | — |
| 16 | E ETN EATON CORPORATION PLC SHS (IRELAND) | $21.8M | 51.1K | 1.80% | — |
| 17 | M MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW | $21.6M | 52.0K | 1.78% | — |
| 18 | C CB CHUBB LIMITED (SWITZERLAND) | $21.2M | 62.2K | 1.75% | — |
| 19 | D DNP D R HORTON INCORPORATED | $20.6M | 126.4K | 1.70% | — |
| 20 | A AMZN AMAZON COM INCORPORATED | $20.2M | 84.6K | 1.66% | — |