Fund Holdings

Nemes Rush Group LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
COSTCO WHOLESALE CORPORATION12,38914,711+2,32210,683,54814,659,365+3,975,817
MOTOROLA SOLUTIONS INCORPORATED COM NEW48,32250,571+2,24918,522,79021,946,265+3,423,475
BONDBLOXX ETF TR 5 YR TARGET DURATION282,328352,068+69,74013,969,25117,307,663+3,338,412
EXXON MOBIL CORPORATION79,14675,680-3,4669,524,47112,839,803+3,315,332
VIPER ENERGY INCORPORATED CLASS A304,836315,683+10,84711,775,81714,833,942+3,058,125
BONDBLOXX ETF TR 3 YR TARGET DURATION239,159300,166+61,00711,900,98214,861,219+2,960,237
BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY236,718297,279+60,56111,710,42514,653,985+2,943,560
CME GROUP INCORPORATED67,26170,524+3,26318,367,64720,829,151+2,461,504
BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY199,054248,562+49,5089,860,11412,308,794+2,448,680
DIMENSIONAL U.S. EQUTIY MARKET ETF19,05854,361+35,3031,413,5173,854,761+2,441,244
VICI PPTYS INCORPORATED REIT311,386389,833+78,4478,756,18510,650,226+1,894,041
WALMART INCORPORATED0210,975+210,975026,219,985+26,219,985
JOHNSON & JOHNSON96,45689,225-7,23119,961,54321,810,031+1,848,488
EATON CORPORATION PLC SHS (IRELAND)50,48849,845-64316,080,81117,827,957+1,747,146
CHUBB LIMITED SWITZ (SWITZERLAND)58,58660,508+1,92218,285,72319,721,445+1,435,722
MERCK & COMPANY INCORPORATED182,075170,964-11,11119,165,17620,565,314+1,400,138
VALERO ENERGY CORPORATION15,55815,642+842,532,7243,864,912+1,332,188
MARATHON PETE CORPORATION13,96013,939-212,270,3083,403,706+1,133,398
EATON VANCE SHORT DURATION INCOME ETF196,156218,876+22,72010,090,99011,149,543+1,058,553
UNION PAC CORPORATION43,17344,625+1,4529,986,83310,826,833+840,000
TRANE TECHNOLOGIES PLC SHS (IRELAND)25,61225,866+2549,968,14110,779,541+811,400
CATERPILLAR INCORPORATED6,8776,591-2863,939,7374,669,231+729,494
CHEVRON CORPORATION5,7717,583+1,812879,5991,568,906+689,307
L3HARRIS TECHNOLOGIES INCORPORATED31,56628,811-2,7559,266,8999,944,144+677,245
BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF17,78231,060+13,278901,9031,570,238+668,335
HOME DEPOT INCORPORATED57,23261,823+4,59119,693,49220,332,833+639,341
PUT: ISHARES SILVER TR JUN 90 EXP 06/18/26 100 SLV(Put)0250+2500607,500+607,500
EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF32,23344,019+11,7861,623,5762,209,314+585,738
INTERCONTINENTAL EXCHANGE INCORPORATED41,53646,303+4,7676,727,1537,282,544+555,391
CORNING INCORPORATED9,9119,979+68867,8191,356,839+489,020
AVANTIS INTL LARGE CAP VALUE ETF5,14411,210+6,066366,407838,844+472,437
GILEAD SCIENCES INCORPORATED26,77226,940+1683,285,9613,754,659+468,698
XPO INCORPORATED07,842+7,84201,525,661+1,525,661
STATE STREET SPDR PORTFOLIO S&P ETF18,29024,484+6,1941,467,2141,873,999+406,785
SHERWIN WILLIAMS COMPANY8,2639,544+1,2812,677,4003,059,270+381,870
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF4,1937,550+3,357394,042753,979+359,937
STERLING INFRASTRUCTURE INCORPORATED3,5003,50001,071,8051,425,445+353,640
LAM RESEARCH CORPORATION COM NEW152,162123,557-28,60526,047,06026,399,185+352,125
BONDBLOXX ETF TR 7 YR TARGET DURATION21,80229,296+7,4941,047,4531,398,005+350,552
BONDBLOXX ETF TR BLOOMBERG 10 YR TARGET22,52330,283+7,7601,041,0131,388,778+347,765
CALL: APPLE INCORPORATED JAN 300 EXP 01/15/27 100 AAPL(Call)0300+3000333,000+333,000
AVANTIS EMERGING MARKETS EQUITY ETF4,2118,001+3,790324,325644,709+320,384
JOHNSON CONTROLS INTERNATION SHS (IRELAND)115,912108,311-7,60113,880,40614,183,336+302,930
DIAMONDBACK ENERGY INCORPORATED6,4566,419-37970,4841,269,572+299,088
RTX CORPORATION29,45629,539+835,402,3115,698,164+295,853
PLEXUS CORPORATION5,1745,1740760,5781,047,942+287,364
ALLSTATE CORPORATION47,20948,729+1,5209,826,50510,103,496+276,991
TJX COMPANIES INCORPORATED NEW42,75842,798+406,568,1136,834,766+266,653
VERTIV HOLDINGS COMPANY COM CLASS A2,9662,962-4480,545742,260+261,715
ECOLAB INCORPORATED29,99330,446+4537,873,7508,099,256+225,506
NEXTERA ENERGY INCORPORATED2,3544,296+1,942189,003399,003+210,000
STARBUCKS CORPORATION29,91030,393+4832,518,6862,722,890+204,204
HOWMET AEROSPACE INCORPORATED10,63210,310-3222,179,6732,376,002+196,329
ORACLE CORPORATION40,05654,361+14,3057,807,3057,997,005+189,700
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF3593,410+3,05125,685213,716+188,031
CALL: ISHARES TR EXPANDED TECH JAN 90 EXP 01/15/27 100 IGV(Call)0300+3000186,000+186,000
PHILIP MORRIS INTERNATIONAL INCORPORATED2,7273,752+1,025437,411620,356+182,945
VERIZON COMMUNICATIONS INCORPORATED7,6819,850+2,169312,844494,483+181,639
AT&T INCORPORATED1,7577,757+6,00043,644224,875+181,231
BRISTOL-MYERS SQUIBB COMPANY25,56825,698+1301,379,1211,558,573+179,452
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND)1,4891,4890410,072583,353+173,281
BAKER HUGHES COMPANY CLASS A10,17610,346+170463,415631,623+168,208
APPLIED MATLS INCORPORATED1,8471,852+5474,721633,083+158,362
DELL TECHNOLOGIES INCORPORATED CLASS C2,9283,132+204368,587514,098+145,511
INVESCO QQQ TRUST2,2592,636+3771,387,6801,521,284+133,604
CALL: AMAZON COM INCORPORATED JAN 300 EXP 01/15/27 100 AMZN(Call)150500+350127,500257,500+130,000
ALTRIA GROUP INCORPORATED6,0387,202+1,164348,135475,269+127,134
BONDBLOXX BLOOMBERG 6 MNTH TARGET DURATION US TREASURY1,3913,739+2,34869,898188,184+118,286
PHILLIPS 662,0282,037+9261,720371,033+109,313
T-MOBILE US INCORPORATED8,5218,730+2091,730,1671,833,536+103,369
ISHARES TR ESG AWR MSCI USA1,6942,492+798252,315352,366+100,051
FIFTH THIRD BANCORP7382,867+2,12934,536133,202+98,666
VANGUARD ESG U.S. STOCK ETF2,1503,176+1,026260,091356,585+96,494
NEOS S&P 500 HIGH INCOME ETF01,936+1,936095,565+95,565
CAVA GROUP INCORPORATED1,4612,208+74785,746178,627+92,881
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF5,8796,875+996537,232630,006+92,774
LINDE PLC SHS (IRELAND)55234+17923,535116,154+92,619
VANGUARD VALUE ETF1,3041,737+433249,111340,732+91,621
ANALOG DEVICES INCORPORATED1,8711,882+11507,395598,812+91,417
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF8,7729,565+793870,368951,185+80,817
CALL: REDWIRE CORPORATION JAN 10 EXP 01/15/27 100 RDW(Call)0300+300079,500+79,500
GE VERNOVA INCORPORATED387380-7252,859331,650+78,791
US FOODS HLDG CORPORATION4,5414,550+9342,028419,556+77,528
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS01,100+1,100075,108+75,108
ROUNDHILL MAGNIFICENT SEVEN ETF01,250+1,250072,425+72,425
HONEYWELL INTERNATIONAL INCORPORATED1,6131,697+84314,668383,667+68,999
AGNICO EAGLE MINES LIMITED (CANADA)1,8901,914+24320,453388,596+68,143
ISHARES TR NEW YORK MUN ETF4,6565,932+1,276249,147315,084+65,937
PEPSICO INCORPORATED1,9052,173+268273,440337,519+64,079
DUKE ENERGY CORPORATION NEW COM NEW1,4471,779+332169,586232,936+63,350
NEWMONT CORPORATION6,9376,977+40692,659755,260+62,601
STEEL DYNAMICS INCORPORATED11,07810,767-3111,877,1491,938,093+60,944
EQT CORPORATION5,2095,322+113279,202338,679+59,477
REAVES UTIL INCOME FD COM SH BEN INT01,500+1,500058,920+58,920
IBOTTA INCORPORATED CLASS A COM SHS8,0018,0010181,863239,790+57,927
AVANTIS CORE MUNICIPAL FIXED INCOME ETF2,1823,463+1,281100,896158,593+57,697
BP PLC SPONSORED ADR (UNITED KINGDOM)3,5063,811+305121,763179,117+57,354
SPDR GOLD SHARES2,4822,415-67983,6411,039,150+55,509
DTE ENERGY COMPANY4,0443,947-97521,629577,097+55,468
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW2,0102,224+2141,010,3271,065,741+55,414
Page 1 of 11