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Nemes Rush Group LLC

Q2 2024 Holdings

Filed 2024-08-15 | 605 holdings | $728.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Incorporated(AAPL)COM037833100$42.6M202,3705.9%
Broadcom Incorporated(AVGO)COM11135F101$40.4M25,1335.5%
Microsoft Corporation(MSFT)COM594918104$34.4M77,0284.7%
JPMorgan Chase & Company.(JPM)COM46625H100$25.4M125,4003.5%
Eaton Corporation PLC SHS (Ireland)(ETN)SHSG29183103$24.6M78,5633.4%
Motorola Solutions Incorporated COM New(MSI)COM NEW620076307$20.0M51,9302.8%
Nvidia Corporation(NVDA)COM67066G104$19.9M160,8702.7%
Qualcomm Incorporated(QCOM)COM747525103$18.6M93,5972.6%
Walmart Incorporated(WMT)COM931142103$17.5M258,2422.4%
Merck & Company Incorporated(MRK)COM58933Y105$17.0M137,3962.3%
Amazon COM Incorporated(AMZN)COM023135106$16.7M86,3932.3%
Home Depot Incorporated(HD)COM437076102$16.3M47,4612.2%
Chubb Limited (Switzerland)(CB)COMH1467J104$14.5M56,7992.0%
LAM Research Corporation(LRCXEUR)COM512807108$14.4M13,5472.0%
Novo-Nordisk A S ADR (Denmark)(NVO)ADR670100205$14.3M100,2782.0%
Meta Platforms Incorporated Class A(META)CL A30303M102$14.2M28,1611.9%
CME Group Incorporated(CME)COM12572Q105$12.5M63,5751.7%
ELI Lilly & Company(LLY)COM532457108$12.4M13,6981.7%
AIR Products & Chemicals Incorporated(APD)COM009158106$12.4M47,8891.7%
Alphabet Incorporated Cap STK Class A(GOOGL)CAP STK CL A02079K305$11.9M65,4231.6%
Union PAC Corporation(UNP)COM907818108$11.7M51,5631.6%
Ford MTR Company del(F)COM345370860$11.5M920,9561.6%
Devon Energy Corporation New(DVN)COM25179M103$11.5M243,4321.6%
Cisco Systems Incorporated(CSCO)COM17275R102$11.2M236,2251.5%
Trane Technologies PLC SHS (Ireland)(TT)SHSG8994E103$11.1M33,7571.5%
Johnson Controls International PLC SHS (Ireland)(JCI)SHSG51502105$9.9M149,1601.4%
Best BUY Incorporated(BBY)COM086516101$9.4M111,7851.3%
Salesforce Incorporated(CRM)COM79466L302$9.0M34,8151.2%
Visa Incorporated COM Class A(V)COM CL A92826C839$8.8M33,6131.2%
Allstate Corporation(ALL)COM020002101$8.7M54,5531.2%
NXP Semiconductors N V (Netherlands)(NXPI)COMN6596X109$8.3M30,8351.1%
Raymond James Finl Incorporated(RJF)COM754730109$8.0M64,8201.1%
Exxon Mobil Corporation(XOM)COM30231G102$8.0M69,2591.1%
Unitedhealth Group Incorporated(UNH)COM91324P102$7.5M14,7701.0%
Johnson & Johnson(JNJ)COM478160104$7.5M51,2691.0%
Intercontinental Exchange Incorporated(ICE)COM45866F104$7.1M52,1551.0%
L3harris Technologies Incorporated(LHX)COM502431109$7.0M31,0151.0%
S&P Global Incorporated(SPGI)COM78409V104$6.7M15,0680.9%
Advanced Micro Devices Incorporated(AMD)COM007903107$6.4M39,3100.9%
Marathon Pete Corporation(MPC)COM56585A102$6.3M36,5800.9%
Steris PLC SHS USD (Ireland)(STE)SHS USDG8473T100$5.6M25,5240.8%
Iqvia Hldgs Incorporated(IQV)COM46266C105$5.5M25,9330.8%
Fiserv Incorporated(FISV)COM337738108$4.7M31,8310.7%
Halliburton Company(HAL)COM406216101$4.7M138,5560.6%
Pfizer Incorporated(PFE)COM717081103$3.9M141,0300.5%
Ishares TR Core S&p500 ETF(IVV)CORE S&P500 ETF464287200$3.9M7,1400.5%
American Express Company(AXP)COM025816109$3.8M16,6200.5%
TJX Companies Incorporated New(TJX)COM872540109$3.8M34,7740.5%
RTX Corporation(RTX)COM75513E101$3.5M35,2770.5%
Netflix Incorporated(NFLX)COM64110L106$3.1M4,6640.4%
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