StockDriftsStockDriftsTop 50 Nemes Rush Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 4.88% | 204.1K | $59.0M | +0.99%(+2.01K) | $160.74(+89.90%) | 2026-06-30 | |
| AVGO | BROADCOM INCORPORATED | 4.83% | 154.7K | $58.4M | +0.12%(+188) | $189.10(+120.95%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORPORATION COM NEW | 4.43% | 123.5K | $53.5M | -0.04%(-45) | $62.17(+442.04%) | 2026-06-30 | |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 3.41% | 115.3K | $41.2M | +1.25%(+1.43K) | $144.64(+139.46%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.22% | 194.6K | $38.9M | +1.13%(+2.18K) | $122.23(+84.33%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & COMPANY | 3.09% | 114.2K | $37.4M | +2.28%(+2.55K) | $146.30(+148.20%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 2.86% | 92.8K | $34.6M | +2.98%(+2.69K) | $332.83(+49.29%) | 2026-06-30 | |
| CSCO | CISCO SYSTEMS INCORPORATED | 2.57% | 264.2K | $31.0M | +1.08%(+2.82K) | $53.56(+111.87%) | 2026-06-30 | |
| META | META PLATFORMS INCORPORATED CLASS A | 2.16% | 46.3K | $26.1M | +4.46%(+1.98K) | $413.92(+43.74%) | 2026-06-30 | |
| QCOM | QUALCOMM INCORPORATED | 2.1% | 137.1K | $25.3M | +2.77%(+3.69K) | $135.59(+21.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.64% | +93.63% | — | — | +93.63% |
| Top 20 Holdings Unweighted | +23.91% | +90.24% | — | — | +90.24% |
Nemes Rush Group LLC reports $1.21B in US-listed equity holdings across 945 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.9%), AVGO (4.8%) and LRCX (4.4%). The top 20 holdings account for 51.99% of reported assets. Its disclosed equity book has returned +93.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nemes Rush Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1982273). View Nemes Rush Group LLC’s 13F filings on SEC