Nemes Rush Group
Nemes Rush Group reported 945 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AAPL (4.9%), AVGO (4.8%) and LRCX (4.4%). Compared with Q1 2026, the fund added to AAPL, AVGO and GOOGL, trimmed TSLA, RJF and CAT and sold out of NYF, AVMU and POR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $59M | 4.9% | 204K | +2,008 (+1%) | 8 of 8 | |
| 2 |  AVGO Broadcom Inc | $58.4M | 4.8% | 155K | +188 (+0%) | 8 of 8 | |
| 3 |  LRCX Lam Research Corp | $53.5M | 4.4% | 124K | No change | 6 of 8 | |
| 4 |  GOOGL Alphabet Inc | $41.2M | 3.4% | 115K | +1,425 (+1%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $38.9M | 3.2% | 195K | +2,181 (+1%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $37.4M | 3.1% | 114K | +2,546 (+2%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $34.6M | 2.9% | 93K | +2,689 (+3%) | 8 of 8 | |
| 8 |  CSCO Cisco Sys Inc | $31M | 2.6% | 264K | +2,824 (+1%) | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $26.1M | 2.2% | 46K | +1,975 (+4%) | 8 of 8 | |
| 10 |  QCOM Qualcomm Inc | $25.3M | 2.1% | 137K | +3,695 (+3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $384K | 1,697 |
 NYF Ishares TR | $315K | 5,932 |
 AVMU American Centy ETF TR | $159K | 3,463 |
DIMENSIONAL U S TARGETED | $61K | 978 |
 POR Portland Gen Elec Co | $53K | 1,000 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
AAPL Apple Inc | Call | $605K | 300 | 0 |
 AMZN Amazon Com Inc | Call | $428K | 450 | −50 |
 IGV Ishares Expanded Tech | Call | $288K | 300 | 0 |
 VKTX Viking Therapeutics Inc | Call | $270K | 300 | 0 |
 RDW Redwire Corporation | Call | $141K | 300 | 0 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nemes Rush Group 13F FAQ
What does Nemes Rush Group own?
Nemes Rush Group reported 945 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AAPL (4.9%), AVGO (4.8%) and LRCX (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Nemes Rush Group buy and sell in Q2 2026?
Compared with Q1 2026: 52 new positions, 293 added to, 106 trimmed and 43 sold out. It sold all of NYF, AVMU and POR.
When will Nemes Rush Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Nemes Rush Group's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.