Filed: 2/11/2026ACC: 0001982273-26-000001
๐ What this filing means
NEMES RUSH GROUP LLC filed this quarterly 13FโHR report disclosing 995 equity positions with a total reported market value of $1.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
995
Positions
$1.06B
Total AUM (reported)
7.82M
Total Shares
Allocation by class
COM$701.64M66.0%
CL A$70.68M6.6%
COM NEW$55.62M5.2%
SHS$42.85M4.0%
CAP STK CL A$40.61M3.8%
COM CL A$14.24M1.3%
BLOOMBERG FVE YR$13.97M1.3%
Portfolio Concentration
Top 3$151.75M14.3%
4โ10$210.03M19.7%
11โ25$261.64M24.6%
Rest$440.36M41.4%
Top 3 weight
14.3%
Top 10 weight
34.0%
Voting Authority Distribution
Total shares with voting rights: 7.82M
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
7.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole995
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings995
Rows:
BROADCOM INCORPORATED
SOLEShares162.14K
TypeSH
Market value$56.12M
5.28%
Sole
0.00
Shared
0.00
None
162.14K
APPLE INCORPORATED
SOLEShares202.38K
TypeSH
Market value$55.02M
5.17%
Sole
0.00
Shared
0.00
None
202.38K
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares129.75K
TypeSH
Market value$40.61M
3.82%
Sole
0.00
Shared
0.00
None
129.75K
MICROSOFT CORPORATION
SOLEShares81.71K
TypeSH
Market value$39.52M
3.71%
Sole
0.00
Shared
0.00
None
81.71K
NVIDIA CORPORATION
SOLEShares199.35K
TypeSH
Market value$37.18M
3.49%
Sole
0.00
Shared
0.00
None
199.35K
JPMORGAN CHASE & COMPANY.
SOLEShares110.10K
TypeSH
Market value$35.48M
3.33%
Sole
0.00
Shared
0.00
None
110.10K
META PLATFORMS INCORPORATED CLASS A
SOLEShares40.85K
TypeSH
Market value$26.97M
2.54%
Sole
0.00
Shared
0.00
None
40.85K
LAM RESEARCH CORPORATION COM NEW
SOLEShares152.16K
TypeSH
Market value$26.05M
2.45%
Sole
0.00
Shared
0.00
None
152.16K
WALMART INCORPORATED
SOLEShares218.37K
TypeSH
Market value$24.33M
2.29%
Sole
0.00
Shared
0.00
None
218.37K
QUALCOMM INCORPORATED
SOLEShares119.96K
TypeSH
Market value$20.52M
1.93%
Sole
0.00
Shared
0.00
None
119.96K
CISCO SYSTEMS INCORPORATED
SOLEShares263.62K
TypeSH
Market value$20.31M
1.91%
Sole
0.00
Shared
0.00
None
263.62K
JOHNSON & JOHNSON
SOLEShares96.46K
TypeSH
Market value$19.96M
1.88%
Sole
0.00
Shared
0.00
None
96.46K
HOME DEPOT INCORPORATED
SOLEShares57.23K
TypeSH
Market value$19.69M
1.85%
Sole
0.00
Shared
0.00
None
57.23K
MERCK & COMPANY INCORPORATED
SOLEShares182.07K
TypeSH
Market value$19.17M
1.80%
Sole
0.00
Shared
0.00
None
182.07K
AMAZON COM INCORPORATED
SOLEShares81.42K
TypeSH
Market value$18.79M
1.77%
Sole
0.00
Shared
0.00
None
81.42K
MOTOROLA SOLUTIONS INCORPORATED COM NEW
SOLEShares48.32K
TypeSH
Market value$18.52M
1.74%
Sole
0.00
Shared
0.00
None
48.32K
CME GROUP INCORPORATED
SOLEShares67.26K
TypeSH
Market value$18.37M
1.73%
Sole
0.00
Shared
0.00
None
67.26K
CHUBB LIMITED (SWITZERLAND)
SOLEShares58.59K
TypeSH
Market value$18.29M
1.72%
Sole
0.00
Shared
0.00
None
58.59K
D R HORTON INCORPORATED
SOLEShares121.15K
TypeSH
Market value$17.45M
1.64%
Sole
0.00
Shared
0.00
None
121.15K
ELI LILLY & COMPANY
SOLEShares15.36K
TypeSH
Market value$16.51M
1.55%
Sole
0.00
Shared
0.00
None
15.36K
TESLA INCORPORATED
SOLEShares35.84K
TypeSH
Market value$16.12M
1.52%
Sole
0.00
Shared
0.00
None
35.84K
EATON CORPORATION PLC SHS (IRELAND)
SOLEShares50.49K
TypeSH
Market value$16.08M
1.51%
Sole
0.00
Shared
0.00
None
50.49K
CONSTELLATION ENERGY CORPORATION
SOLEShares40.89K
TypeSH
Market value$14.45M
1.36%
Sole
0.00
Shared
0.00
None
40.89K
CROWDSTRIKE HLDGS INCORPORATED CLASS A
SOLEShares29.80K
TypeSH
Market value$13.97M
1.31%
Sole
0.00
Shared
0.00
None
29.80K
BONDBLOXX ETF TR 5 YR TARGET DURATION
SOLEShares282.33K
TypeSH
Market value$13.97M
1.31%
Sole
0.00
Shared
0.00
None
282.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCORPORATEDSOLE | COM | 162.14K | SH | $56.12M 5.28% | 0.00 | 0.00 | 162.14K |
APPLE INCORPORATEDSOLE | COM | 202.38K | SH | $55.02M 5.17% | 0.00 | 0.00 | 202.38K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | CAP STK CL A | 129.75K | SH | $40.61M 3.82% | 0.00 | 0.00 | 129.75K |
MICROSOFT CORPORATIONSOLE | COM | 81.71K | SH | $39.52M 3.71% | 0.00 | 0.00 | 81.71K |
NVIDIA CORPORATIONSOLE | COM | 199.35K | SH | $37.18M 3.49% | 0.00 | 0.00 | 199.35K |
JPMORGAN CHASE & COMPANY.SOLE | COM | 110.10K | SH | $35.48M 3.33% | 0.00 | 0.00 | 110.10K |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 40.85K | SH | $26.97M 2.54% | 0.00 | 0.00 | 40.85K |
LAM RESEARCH CORPORATION COM NEWSOLE | COM NEW | 152.16K | SH | $26.05M 2.45% | 0.00 | 0.00 | 152.16K |
WALMART INCORPORATEDSOLE | COM | 218.37K | SH | $24.33M 2.29% | 0.00 | 0.00 | 218.37K |
QUALCOMM INCORPORATEDSOLE | COM | 119.96K | SH | $20.52M 1.93% | 0.00 | 0.00 | 119.96K |
CISCO SYSTEMS INCORPORATEDSOLE | COM | 263.62K | SH | $20.31M 1.91% | 0.00 | 0.00 | 263.62K |
JOHNSON & JOHNSONSOLE | COM | 96.46K | SH | $19.96M 1.88% | 0.00 | 0.00 | 96.46K |
HOME DEPOT INCORPORATEDSOLE | COM | 57.23K | SH | $19.69M 1.85% | 0.00 | 0.00 | 57.23K |
MERCK & COMPANY INCORPORATEDSOLE | COM | 182.07K | SH | $19.17M 1.80% | 0.00 | 0.00 | 182.07K |
AMAZON COM INCORPORATEDSOLE | COM | 81.42K | SH | $18.79M 1.77% | 0.00 | 0.00 | 81.42K |
MOTOROLA SOLUTIONS INCORPORATED COM NEWSOLE | COM NEW | 48.32K | SH | $18.52M 1.74% | 0.00 | 0.00 | 48.32K |
CME GROUP INCORPORATEDSOLE | COM | 67.26K | SH | $18.37M 1.73% | 0.00 | 0.00 | 67.26K |
CHUBB LIMITED (SWITZERLAND)SOLE | COM | 58.59K | SH | $18.29M 1.72% | 0.00 | 0.00 | 58.59K |
D R HORTON INCORPORATEDSOLE | COM | 121.15K | SH | $17.45M 1.64% | 0.00 | 0.00 | 121.15K |
ELI LILLY & COMPANYSOLE | COM | 15.36K | SH | $16.51M 1.55% | 0.00 | 0.00 | 15.36K |
TESLA INCORPORATEDSOLE | COM | 35.84K | SH | $16.12M 1.52% | 0.00 | 0.00 | 35.84K |
EATON CORPORATION PLC SHS (IRELAND)SOLE | SHS | 50.49K | SH | $16.08M 1.51% | 0.00 | 0.00 | 50.49K |
CONSTELLATION ENERGY CORPORATIONSOLE | COM | 40.89K | SH | $14.45M 1.36% | 0.00 | 0.00 | 40.89K |
CROWDSTRIKE HLDGS INCORPORATED CLASS ASOLE | CL A | 29.80K | SH | $13.97M 1.31% | 0.00 | 0.00 | 29.80K |
BONDBLOXX ETF TR 5 YR TARGET DURATIONSOLE | BLOOMBERG FVE YR | 282.33K | SH | $13.97M 1.31% | 0.00 | 0.00 | 282.33K |
Page 1 of 40
โฆ