Filed: 11/13/2025ACC: 0001982273-25-000006
📋 What this filing means
NEMES RUSH GROUP LLC filed this quarterly 13F‑HR report disclosing 680 equity positions with a total reported market value of $1.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
680
Positions
$1.01B
Total AUM (reported)
7.14M
Total Shares
Allocation by class
COM$698.57M69.2%
CL A$63.86M6.3%
COM NEW$53.76M5.3%
SHS$46.24M4.6%
CAP STK CL A$32.66M3.2%
COM CL A$13.30M1.3%
BLOOMBERG FVE YR$10.73M1.1%
Portfolio Concentration
Top 3$149.99M14.9%
4–10$204.99M20.3%
11–25$255.42M25.3%
Rest$399.05M39.5%
Top 3 weight
14.9%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 7.14M
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
7.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole680
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings680
Rows:
BROADCOM INCORPORATED
SOLEShares168.06K
TypeSH
Market value$55.44M
5.49%
Sole
0.00
Shared
0.00
None
168.06K
APPLE INCORPORATED
SOLEShares204.75K
TypeSH
Market value$52.14M
5.16%
Sole
0.00
Shared
0.00
None
204.75K
MICROSOFT CORPORATION
SOLEShares81.88K
TypeSH
Market value$42.41M
4.20%
Sole
0.00
Shared
0.00
None
81.88K
NVIDIA CORPORATION
SOLEShares200.53K
TypeSH
Market value$37.42M
3.71%
Sole
0.00
Shared
0.00
None
200.53K
JPMORGAN CHASE & COMPANY.
SOLEShares111.89K
TypeSH
Market value$35.29M
3.50%
Sole
0.00
Shared
0.00
None
111.89K
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares134.34K
TypeSH
Market value$32.66M
3.24%
Sole
0.00
Shared
0.00
None
134.34K
META PLATFORMS INCORPORATED CLASS A
SOLEShares41.89K
TypeSH
Market value$30.76M
3.05%
Sole
0.00
Shared
0.00
None
41.89K
HOME DEPOT INCORPORATED
SOLEShares58.02K
TypeSH
Market value$23.51M
2.33%
Sole
0.00
Shared
0.00
None
58.02K
MOTOROLA SOLUTIONS INCORPORATED COM NEW
SOLEShares49.59K
TypeSH
Market value$22.68M
2.25%
Sole
0.00
Shared
0.00
None
49.59K
WALMART INCORPORATED
SOLEShares220.03K
TypeSH
Market value$22.68M
2.25%
Sole
0.00
Shared
0.00
None
220.03K
LAM RESEARCH CORPORATION COM NEW
SOLEShares156.69K
TypeSH
Market value$20.98M
2.08%
Sole
0.00
Shared
0.00
None
156.69K
D R HORTON INCORPORATED
SOLEShares123.55K
TypeSH
Market value$20.94M
2.07%
Sole
0.00
Shared
0.00
None
123.55K
QUALCOMM INCORPORATED
SOLEShares123.27K
TypeSH
Market value$20.51M
2.03%
Sole
0.00
Shared
0.00
None
123.27K
EATON CORPORATION PLC SHS (IRELAND)
SOLEShares51.21K
TypeSH
Market value$19.17M
1.90%
Sole
0.00
Shared
0.00
None
51.21K
CISCO SYSTEMS INCORPORATED
SOLEShares270.19K
TypeSH
Market value$18.49M
1.83%
Sole
0.00
Shared
0.00
None
270.19K
CME GROUP INCORPORATED
SOLEShares67.62K
TypeSH
Market value$18.27M
1.81%
Sole
0.00
Shared
0.00
None
67.62K
JOHNSON & JOHNSON
SOLEShares95.13K
TypeSH
Market value$17.64M
1.75%
Sole
0.00
Shared
0.00
None
95.13K
AMAZON COM INCORPORATED
SOLEShares79.11K
TypeSH
Market value$17.37M
1.72%
Sole
0.00
Shared
0.00
None
79.11K
CHUBB LIMITED (SWITZERLAND)
SOLEShares59.86K
TypeSH
Market value$16.90M
1.67%
Sole
0.00
Shared
0.00
None
59.86K
MERCK & COMPANY INCORPORATED
SOLEShares184.47K
TypeSH
Market value$15.48M
1.53%
Sole
0.00
Shared
0.00
None
184.47K
TESLA INCORPORATED
SOLEShares34.45K
TypeSH
Market value$15.32M
1.52%
Sole
0.00
Shared
0.00
None
34.45K
CROWDSTRIKE HLDGS INCORPORATED CLASS A
SOLEShares29.98K
TypeSH
Market value$14.70M
1.46%
Sole
0.00
Shared
0.00
None
29.98K
CONSTELLATION ENERGY CORPORATION
SOLEShares42.16K
TypeSH
Market value$13.87M
1.37%
Sole
0.00
Shared
0.00
None
42.16K
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)
SOLEShares118.89K
TypeSH
Market value$13.07M
1.30%
Sole
0.00
Shared
0.00
None
118.89K
COSTCO WHOLESALE CORPORATION NEW
SOLEShares13.74K
TypeSH
Market value$12.72M
1.26%
Sole
0.00
Shared
0.00
None
13.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCORPORATEDSOLE | COM | 168.06K | SH | $55.44M 5.49% | 0.00 | 0.00 | 168.06K |
APPLE INCORPORATEDSOLE | COM | 204.75K | SH | $52.14M 5.16% | 0.00 | 0.00 | 204.75K |
MICROSOFT CORPORATIONSOLE | COM | 81.88K | SH | $42.41M 4.20% | 0.00 | 0.00 | 81.88K |
NVIDIA CORPORATIONSOLE | COM | 200.53K | SH | $37.42M 3.71% | 0.00 | 0.00 | 200.53K |
JPMORGAN CHASE & COMPANY.SOLE | COM | 111.89K | SH | $35.29M 3.50% | 0.00 | 0.00 | 111.89K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | CAP STK CL A | 134.34K | SH | $32.66M 3.24% | 0.00 | 0.00 | 134.34K |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 41.89K | SH | $30.76M 3.05% | 0.00 | 0.00 | 41.89K |
HOME DEPOT INCORPORATEDSOLE | COM | 58.02K | SH | $23.51M 2.33% | 0.00 | 0.00 | 58.02K |
MOTOROLA SOLUTIONS INCORPORATED COM NEWSOLE | COM NEW | 49.59K | SH | $22.68M 2.25% | 0.00 | 0.00 | 49.59K |
WALMART INCORPORATEDSOLE | COM | 220.03K | SH | $22.68M 2.25% | 0.00 | 0.00 | 220.03K |
LAM RESEARCH CORPORATION COM NEWSOLE | COM NEW | 156.69K | SH | $20.98M 2.08% | 0.00 | 0.00 | 156.69K |
D R HORTON INCORPORATEDSOLE | COM | 123.55K | SH | $20.94M 2.07% | 0.00 | 0.00 | 123.55K |
QUALCOMM INCORPORATEDSOLE | COM | 123.27K | SH | $20.51M 2.03% | 0.00 | 0.00 | 123.27K |
EATON CORPORATION PLC SHS (IRELAND)SOLE | SHS | 51.21K | SH | $19.17M 1.90% | 0.00 | 0.00 | 51.21K |
CISCO SYSTEMS INCORPORATEDSOLE | COM | 270.19K | SH | $18.49M 1.83% | 0.00 | 0.00 | 270.19K |
CME GROUP INCORPORATEDSOLE | COM | 67.62K | SH | $18.27M 1.81% | 0.00 | 0.00 | 67.62K |
JOHNSON & JOHNSONSOLE | COM | 95.13K | SH | $17.64M 1.75% | 0.00 | 0.00 | 95.13K |
AMAZON COM INCORPORATEDSOLE | COM | 79.11K | SH | $17.37M 1.72% | 0.00 | 0.00 | 79.11K |
CHUBB LIMITED (SWITZERLAND)SOLE | COM | 59.86K | SH | $16.90M 1.67% | 0.00 | 0.00 | 59.86K |
MERCK & COMPANY INCORPORATEDSOLE | COM | 184.47K | SH | $15.48M 1.53% | 0.00 | 0.00 | 184.47K |
TESLA INCORPORATEDSOLE | COM | 34.45K | SH | $15.32M 1.52% | 0.00 | 0.00 | 34.45K |
CROWDSTRIKE HLDGS INCORPORATED CLASS ASOLE | CL A | 29.98K | SH | $14.70M 1.46% | 0.00 | 0.00 | 29.98K |
CONSTELLATION ENERGY CORPORATIONSOLE | COM | 42.16K | SH | $13.87M 1.37% | 0.00 | 0.00 | 42.16K |
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)SOLE | SHS | 118.89K | SH | $13.07M 1.30% | 0.00 | 0.00 | 118.89K |
COSTCO WHOLESALE CORPORATION NEWSOLE | COM | 13.74K | SH | $12.72M 1.26% | 0.00 | 0.00 | 13.74K |
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