Fund HoldingsNemes Rush Group LLC

Total Portfolio Value
$688.85M
Total Bought
$18.38M
Total Sold
$67.41M
Net Transaction
-$49.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PIONEER NAT RES COMPANY019,308+19,30805,0680.74%+5,068
HERTZ GLOBAL HLDGS INCORPORATED COM NEW0320,189+320,18902,5070.36%+2,507
HOME DEPOT INCORPORATED(HD)046,162+46,162017,7082.57%+17,708
SALESFORCE INCORPORATED(CRM)033,933+33,933010,2201.48%+10,220
MARATHON PETE CORPORATION(MPC)036,359+36,35907,3261.06%+7,326
IQVIA HLDGS INCORPORATED(IQV)024,664+24,66406,2370.91%+6,237
FORD MTR COMPANY DEL(F)0923,703+923,703012,2671.78%+12,267
ULTA BEAUTY INCORPORATED(ULTA)05,703+5,70302,9820.43%+2,982
CME GROUP INCORPORATED(CME)060,773+60,773013,0841.90%+13,084
ISHARES TR CORE S&P500 ETF08,404+8,40404,4180.64%+4,418
ALLSTATE CORPORATION(ALL)053,162+53,16209,1981.34%+9,198
HALLIBURTON COMPANY(HAL)0130,146+130,14605,1300.74%+5,130
GILEAD SCIENCES INCORPORATED(GILD)06,596+6,59604830.07%+483
HP INCORPORATED(HPQ)017,909+17,90905410.08%+541
MEDTRONIC PLC SHS (IRELAND)(MDT)012,378+12,37801,0790.16%+1,079
UNION PAC CORPORATION(UNP)048,823+48,823012,0071.74%+12,007
BRISTOL-MYERS SQUIBB COMPANY(BMY)026,806+26,80601,4540.21%+1,454
VISA INCORPORATED COM CLASS A(V)032,664+32,66409,1161.32%+9,116
RAYMOND JAMES FINL INCORPORATED(RJF)064,648+64,64808,3021.21%+8,302
MERCK & COMPANY INCORPORATED(MRK)0130,991+130,991017,2842.51%+17,284
STEEL DYNAMICS INCORPORATED(STLD)013,863+13,86302,0550.30%+2,055
NIKE INCORPORATED CLASS B(NKE)014,485+14,48501,3610.20%+1,361
ROCKWELL AUTOMATION INCORPORATED(ROK)01,920+1,92005590.08%+559
JOHNSON & JOHNSON(JNJ)048,840+48,84007,7261.12%+7,726
CATERPILLAR INCORPORATED(CAT)06,622+6,62202,4270.35%+2,427
CISCO SYSTEMS INCORPORATED(CSCO)0229,155+229,155011,4371.66%+11,437
XPO INCORPORATED(XPO)012,180+12,18001,4860.22%+1,486
LULULEMON ATHLETICA INCORPORATED(LULU)02,620+2,62001,0240.15%+1,024
ADVANCED MICRO DEVICES INCORPORATED(AMD)036,346+36,34606,5600.95%+6,560
STARBUCKS CORPORATION(SBUX)021,063+21,06301,9250.28%+1,925
MCDONALDS CORPORATION(MCD)03,841+3,84101,0830.16%+1,083
DISNEY WALT COMPANY(DIS)010,968+10,96801,3420.19%+1,342
SPDR HEALTH CARE SELECT
ST STR CARE ETF
02,706+2,70604000.06%+400
TARGET CORPORATION(TGT)04,692+4,69208310.12%+831
VIKING THERAPEUTICS INCORPORATED(VKTX)05,000+5,00004100.06%+410
VALERO ENERGY CORPORATION(VLO)012,932+12,93202,2070.32%+2,207
UNITED PARCEL SERVICE INCORPORATED CLASS B(UPS)011,293+11,29301,6790.24%+1,679
AMGEN INCORPORATED(AMGN)01,161+1,16103300.05%+330
FISERV INCORPORATED(FISV)030,430+30,43004,8630.71%+4,863
NUCOR CORPORATION(NUE)04,437+4,43708780.13%+878
AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW029,390+29,39002,2970.33%+2,297
SCHLUMBERGER LIMITED COM STK (CURACAO)(SLB)028,690+28,69001,5720.23%+1,572
THE CIGNA GROUP(CI)03,246+3,24601,1790.17%+1,179
PROLOGIS INCORPORATED. REIT(PLD)03,544+3,54404620.07%+462
RB GLOBAL INCORPORATED (CANADA)(RBA)01,308+1,30801000.01%+100
ZOETIS INCORPORATED CLASS A(ZTS)0778+77801320.02%+132
CALL: JD.COM INC SPON ADR JAN 30 EXP 01/17/25 100 JD(JD)0250+2500900.01%+90
ABBVIE INCORPORATED(ABBV)04,135+4,13507530.11%+753
PEPSICO INCORPORATED(PEP)04,230+4,23007400.11%+740
CHEVRON CORPORATION NEW(CVX)07,529+7,52901,1880.17%+1,188
AUTOMATIC DATA PROCESSING INCORPORATED02,594+2,59406480.09%+648
GRAPHIC PACKAGING HLDG COMPANY(GPK)077,663+77,66302,2660.33%+2,266
PNC FINL SVCS GROUP INCORPORATED(PNC)03,281+3,28105300.08%+530
KORN FERRY COM NEW(KFY)01,072+1,0720700.01%+70
SYNAPTICS INCORPORATED(SYNA)0763+7630740.01%+74
SHOPIFY INCORPORATED CLASS A (CANADA)(SHOP)04,585+4,58503540.05%+354
INTEL CORPORATION(INTC)04,470+4,47001970.03%+197
ISHARES TR ISHARES BIOTECH0411+4110560.01%+56
COMCAST CORPORATION NEW CLASS A(CCZ)06,264+6,26402720.04%+272
SPDR CONSUMER STAPLES SELECT SECTOR FUND
ST STR STAPL ETF
01,101+1,1010840.01%+84
SPDR MATERIALS SELECT SECTOR FUND
ST STR MATER ETF
0584+5840540.01%+54
BLACKROCK INCORPORATED(BLK)0252+25202100.03%+210
VANGUARD SMALL-CAP VALUE ETF04,278+4,27808210.12%+821
INTERNATIONAL BUSINESS MACHINES(IBM)02,836+2,83605420.08%+542
COMERICA INCORPORATED01,281+1,2810700.01%+70
VANGUARD FTSE DEVELOPED MARKETS ETF01,133+1,1330570.01%+57
ISHARES TR CORE S&P MCP ETF014,155+14,15508600.12%+860
AIRBNB INCORPORATED COM CLASS A07,217+7,21701,1910.17%+1,191
SITIME CORPORATION(SITM)0542+5420510.01%+51
SHOCKWAVE MED INCORPORATED0136+1360440.01%+44
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
ST STR BL 12 ETF
04,548+4,54804520.07%+452
ISHARES TR S&P 500 GRWT ETF0645+6450540.01%+54
PPG INDUSTRIES INCORPORATED(PPG)0995+99501440.02%+144
PHILLIPS 66(PSX)01,621+1,62102650.04%+265
VERIZON COMMUNICATIONS INCORPORATED(VZ)012,252+12,25205140.07%+514
CROWN CASTLE INCORPORATED REIT(CCI)02,089+2,08902210.03%+221
VANGUARD SMALL-CAP GROWTH ETF03,501+3,50109130.13%+913
PERFORMANCE FOOD GROUP COMPANY(PFGC)0514+5140380.01%+38
CVS HEALTH CORPORATION(CVS)01,754+1,75401400.02%+140
COINBASE GLOBAL INCORPORATED COM CLASS A(COIN)0674+67401790.03%+179
INVESCO DWA SMALLCAP MOMENTUM ETF08,354+8,35407590.11%+759
INCYTE CORPORATION(INCY)0645+6450370.01%+37
ANYWHERE REAL ESTATE INCORPORATED015,000+15,0000930.01%+93
SPDR S&P MIDCAP 400 ETF TRUST(MDY)01,677+1,67709330.14%+933
ISHARES TR S&P MC 400VL ETF06,765+6,76508000.12%+800
WISDOMTREE U.S. SMALLCAP FUND(WT)014,597+14,59707320.11%+732
TRUMP MEDIA & TECHNOLOGY GROUP(DJT)01,100+1,1000680.01%+68
INVESCO S&P 500 GARP ETF
S&P 500 GARP ETF
0300+3000320.00%+32
TORO COMPANY03,560+3,56003260.05%+326
BOEING COMPANY(BA)01,954+1,95403770.05%+377
VANGUARD SMALL-CAP ETF0409+4090930.01%+93
EASTMAN CHEMICAL COMPANY(EMN)01,569+1,56901570.02%+157
VANGUARD MID-CAP ETF0357+3570890.01%+89
COGNEX CORPORATION(CGNX)0641+6410270.00%+27
ISHARES TR RUS MID CAP ETF08,863+8,86307450.11%+745
ALBEMARLE CORPORATION(ALB)0727+7270960.01%+96
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)
SHS CLASS A
0389+38901350.02%+135
TRUIST FINL CORPORATION(TFC)05,233+5,23302040.03%+204
PROCTER AND GAMBLE COMPANY(PG)08,143+8,14301,3210.19%+1,321
GRACO INCORPORATED(GGG)01,805+1,80501690.02%+169
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