Filed: 8/12/2025ACC: 0001982273-25-000003
📋 What this filing means
NEMES RUSH GROUP LLC filed this quarterly 13F‑HR report disclosing 721 equity positions with a total reported market value of $918.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
721
Positions
$918.49M
Total AUM (reported)
7.16M
Total Shares
Allocation by class
COM$646.97M70.4%
CL A$72.76M7.9%
SHS$45.49M5.0%
COM NEW$45.32M4.9%
CAP STK CL A$22.74M2.5%
COM CL A$13.49M1.5%
BLOOMBERG FVE YR$7.83M0.9%
Portfolio Concentration
Top 3$130.89M14.3%
4–10$180.60M19.7%
11–25$233.92M25.5%
Rest$373.08M40.6%
Top 3 weight
14.3%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 7.16M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole721
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings721
Rows:
BROADCOM INCORPORATED
SOLEShares173.96K
TypeSH
Market value$47.95M
5.22%
Sole
0.00
Shared
0.00
None
173.96K
APPLE INCORPORATED
SOLEShares205.13K
TypeSH
Market value$42.09M
4.58%
Sole
0.00
Shared
0.00
None
205.13K
MICROSOFT CORPORATION
SOLEShares82.13K
TypeSH
Market value$40.85M
4.45%
Sole
0.00
Shared
0.00
None
82.13K
JPMORGAN CHASE & COMPANY.
SOLEShares111.91K
TypeSH
Market value$32.44M
3.53%
Sole
0.00
Shared
0.00
None
111.91K
NVIDIA CORPORATION
SOLEShares203.34K
TypeSH
Market value$32.13M
3.50%
Sole
0.00
Shared
0.00
None
203.34K
META PLATFORMS INCORPORATED CLASS A
SOLEShares40.81K
TypeSH
Market value$30.12M
3.28%
Sole
0.00
Shared
0.00
None
40.81K
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares129.04K
TypeSH
Market value$22.74M
2.48%
Sole
0.00
Shared
0.00
None
129.04K
WALMART INCORPORATED
SOLEShares216.67K
TypeSH
Market value$21.19M
2.31%
Sole
0.00
Shared
0.00
None
216.67K
HOME DEPOT INCORPORATED
SOLEShares57.58K
TypeSH
Market value$21.11M
2.30%
Sole
0.00
Shared
0.00
None
57.58K
MOTOROLA SOLUTIONS INCORPORATED COM NEW
SOLEShares49.64K
TypeSH
Market value$20.87M
2.27%
Sole
0.00
Shared
0.00
None
49.64K
QUALCOMM INCORPORATED
SOLEShares122.72K
TypeSH
Market value$19.54M
2.13%
Sole
0.00
Shared
0.00
None
122.72K
CISCO SYSTEMS INCORPORATED
SOLEShares268.52K
TypeSH
Market value$18.63M
2.03%
Sole
0.00
Shared
0.00
None
268.52K
CME GROUP INCORPORATED
SOLEShares67.12K
TypeSH
Market value$18.50M
2.01%
Sole
0.00
Shared
0.00
None
67.12K
EATON CORPORATION PLC SHS (IRELAND)
SOLEShares51.75K
TypeSH
Market value$18.47M
2.01%
Sole
0.00
Shared
0.00
None
51.75K
AMAZON COM INCORPORATED
SOLEShares79.04K
TypeSH
Market value$17.34M
1.89%
Sole
0.00
Shared
0.00
None
79.04K
CHUBB LIMITED (SWITZERLAND)
SOLEShares59.33K
TypeSH
Market value$17.19M
1.87%
Sole
0.00
Shared
0.00
None
59.33K
LAM RESEARCH CORPORATION COM NEW
SOLEShares154.98K
TypeSH
Market value$15.09M
1.64%
Sole
0.00
Shared
0.00
None
154.98K
CROWDSTRIKE HLDGS INCORPORATED CLASS A
SOLEShares29.50K
TypeSH
Market value$15.02M
1.64%
Sole
0.00
Shared
0.00
None
29.50K
D R HORTON INCORPORATED
SOLEShares115.44K
TypeSH
Market value$14.88M
1.62%
Sole
0.00
Shared
0.00
None
115.44K
MERCK & COMPANY INCORPORATED
SOLEShares182.80K
TypeSH
Market value$14.47M
1.58%
Sole
0.00
Shared
0.00
None
182.80K
JOHNSON & JOHNSON
SOLEShares93.73K
TypeSH
Market value$14.32M
1.56%
Sole
0.00
Shared
0.00
None
93.73K
CONSTELLATION ENERGY CORPORATION
SOLEShares40.07K
TypeSH
Market value$12.93M
1.41%
Sole
0.00
Shared
0.00
None
40.07K
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)
SOLEShares120.05K
TypeSH
Market value$12.68M
1.38%
Sole
0.00
Shared
0.00
None
120.05K
COSTCO WHOLESALE CORPORATION NEW
SOLEShares12.80K
TypeSH
Market value$12.67M
1.38%
Sole
0.00
Shared
0.00
None
12.80K
VIPER ENERGY INCORPORATED CLASS A
SOLEShares319.50K
TypeSH
Market value$12.18M
1.33%
Sole
0.00
Shared
0.00
None
319.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCORPORATEDSOLE | COM | 173.96K | SH | $47.95M 5.22% | 0.00 | 0.00 | 173.96K |
APPLE INCORPORATEDSOLE | COM | 205.13K | SH | $42.09M 4.58% | 0.00 | 0.00 | 205.13K |
MICROSOFT CORPORATIONSOLE | COM | 82.13K | SH | $40.85M 4.45% | 0.00 | 0.00 | 82.13K |
JPMORGAN CHASE & COMPANY.SOLE | COM | 111.91K | SH | $32.44M 3.53% | 0.00 | 0.00 | 111.91K |
NVIDIA CORPORATIONSOLE | COM | 203.34K | SH | $32.13M 3.50% | 0.00 | 0.00 | 203.34K |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 40.81K | SH | $30.12M 3.28% | 0.00 | 0.00 | 40.81K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | CAP STK CL A | 129.04K | SH | $22.74M 2.48% | 0.00 | 0.00 | 129.04K |
WALMART INCORPORATEDSOLE | COM | 216.67K | SH | $21.19M 2.31% | 0.00 | 0.00 | 216.67K |
HOME DEPOT INCORPORATEDSOLE | COM | 57.58K | SH | $21.11M 2.30% | 0.00 | 0.00 | 57.58K |
MOTOROLA SOLUTIONS INCORPORATED COM NEWSOLE | COM NEW | 49.64K | SH | $20.87M 2.27% | 0.00 | 0.00 | 49.64K |
QUALCOMM INCORPORATEDSOLE | COM | 122.72K | SH | $19.54M 2.13% | 0.00 | 0.00 | 122.72K |
CISCO SYSTEMS INCORPORATEDSOLE | COM | 268.52K | SH | $18.63M 2.03% | 0.00 | 0.00 | 268.52K |
CME GROUP INCORPORATEDSOLE | COM | 67.12K | SH | $18.50M 2.01% | 0.00 | 0.00 | 67.12K |
EATON CORPORATION PLC SHS (IRELAND)SOLE | SHS | 51.75K | SH | $18.47M 2.01% | 0.00 | 0.00 | 51.75K |
AMAZON COM INCORPORATEDSOLE | COM | 79.04K | SH | $17.34M 1.89% | 0.00 | 0.00 | 79.04K |
CHUBB LIMITED (SWITZERLAND)SOLE | COM | 59.33K | SH | $17.19M 1.87% | 0.00 | 0.00 | 59.33K |
LAM RESEARCH CORPORATION COM NEWSOLE | COM NEW | 154.98K | SH | $15.09M 1.64% | 0.00 | 0.00 | 154.98K |
CROWDSTRIKE HLDGS INCORPORATED CLASS ASOLE | CL A | 29.50K | SH | $15.02M 1.64% | 0.00 | 0.00 | 29.50K |
D R HORTON INCORPORATEDSOLE | COM | 115.44K | SH | $14.88M 1.62% | 0.00 | 0.00 | 115.44K |
MERCK & COMPANY INCORPORATEDSOLE | COM | 182.80K | SH | $14.47M 1.58% | 0.00 | 0.00 | 182.80K |
JOHNSON & JOHNSONSOLE | COM | 93.73K | SH | $14.32M 1.56% | 0.00 | 0.00 | 93.73K |
CONSTELLATION ENERGY CORPORATIONSOLE | COM | 40.07K | SH | $12.93M 1.41% | 0.00 | 0.00 | 40.07K |
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)SOLE | SHS | 120.05K | SH | $12.68M 1.38% | 0.00 | 0.00 | 120.05K |
COSTCO WHOLESALE CORPORATION NEWSOLE | COM | 12.80K | SH | $12.67M 1.38% | 0.00 | 0.00 | 12.80K |
VIPER ENERGY INCORPORATED CLASS ASOLE | CL A | 319.50K | SH | $12.18M 1.33% | 0.00 | 0.00 | 319.50K |
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