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Nemes Rush Group LLC

Q3 2024 Holdings

Filed 2024-11-13 | 608 holdings | $688.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Incorporated(AAPL)COM037833100$34.5M200,9535.0%
Broadcom Incorporated(AVGO)COM11135F101$33.5M25,2434.9%
Microsoft Corporation(MSFT)COM594918104$32.1M76,2194.7%
JPMorgan Chase & Company(JPM)COM46625H100$24.7M123,2063.6%
Eaton Corporation PLC SHS (Ireland)(ETN)SHSG29183103$24.3M77,7273.5%
Motorola Solutions Incorporated COM New(MSI)COM NEW620076307$18.0M50,7122.6%
Home Depot Incorporated(HD)COM437076102$17.7M46,1622.6%
Merck & Company Incorporated(MRK)COM58933Y105$17.3M130,9912.5%
Qualcomm Incorporated(QCOM)COM747525103$15.4M91,0522.2%
Amazon COM Incorporated(AMZN)COM023135106$15.3M85,0642.2%
Nvidia Corporation(NVDA)COM67066G104$15.2M16,8602.2%
Walmart Incorporated(WMT)COM931142103$15.0M249,7732.2%
Chubb Limited (Switzerland)(CB)COMH1467J104$14.2M54,7292.1%
Meta Platforms Incorporated Class A(META)CL A30303M102$13.5M27,7782.0%
CME Group Incorporated(CME)COM12572Q105$13.1M60,7731.9%
LAM Research Corporation(LRCXEUR)COM512807108$13.1M13,4621.9%
Ford MTR Company del(F)COM345370860$12.3M923,7031.8%
Union PAC Corporation(UNP)COM907818108$12.0M48,8231.7%
Novo-Nordisk A S ADR (Denmark)(NVO)ADR670100205$12.0M93,3631.7%
Cisco Systems Incorporated(CSCO)COM17275R102$11.4M229,1551.7%
Devon Energy Corporation New(DVN)COM25179M103$11.4M227,1311.7%
AIR Products & Chemicals Incorporated(APD)COM009158106$11.1M45,9131.6%
ELI Lilly & Company(LLY)COM532457108$10.4M13,3061.5%
Salesforce Incorporated(CRM)COM79466L302$10.2M33,9331.5%
Trane Technologies PLC SHS (Ireland)(TT)SHSG8994E103$10.1M33,5201.5%
Alphabet Incorporated Cap STK Class A(GOOGL)CAP STK CL A02079K305$9.7M64,1671.4%
Allstate Corporation(ALL)COM020002101$9.2M53,1621.3%
Visa Incorporated COM Class A(V)COM CL A92826C839$9.1M32,6641.3%
Johnson Controls International PLC SHS (Ireland)(JCI)SHSG51502105$9.1M139,0081.3%
Best BUY Incorporated(BBY)COM086516101$8.6M104,5131.2%
Raymond James Finl Incorporated(RJF)COM754730109$8.3M64,6481.2%
Johnson & Johnson(JNJ)COM478160104$7.7M48,8401.1%
NXP Semiconductors N V (Netherlands)(NXPI)COMN6596X109$7.4M30,0361.1%
Marathon Pete Corporation(MPC)COM56585A102$7.3M36,3591.1%
Unitedhealth Group Incorporated(UNH)COM91324P102$7.1M14,2561.0%
Intercontinental Exchange Incorporated(ICE)COM45866F104$6.9M50,5351.0%
Advanced Micro Devices Incorporated(AMD)COM007903107$6.6M36,3461.0%
Iqvia Hldgs Incorporated(IQV)COM46266C105$6.2M24,6640.9%
S&P Global Incorporated(SPGI)COM78409V104$6.1M14,4210.9%
L3harris Technologies Incorporated(LHX)COM502431109$6.1M28,6070.9%
Steris PLC SHS USD (Ireland)(STE)SHS USDG8473T100$5.5M24,6040.8%
Halliburton Company(HAL)COM406216101$5.1M130,1460.7%
Pioneer NAT RES Company(PXDEUR)COM723787107$5.1M19,3080.7%
Fiserv Incorporated(FISV)COM337738108$4.9M30,4300.7%
Ishares TR Core S&p500 ETF(IVV)CORE S&P500 ETF464287200$4.4M8,4040.6%
American Express Company(AXP)COM025816109$3.8M16,5200.5%
RTX Corporation(RTX)COM75513E101$3.4M34,8380.5%
Pfizer Incorporated(PFE)COM717081103$3.2M116,6720.5%
TJX Companies Incorporated New(TJX)COM872540109$3.2M31,8280.5%
Ulta Beauty Incorporated(ULTA)COM90384S303$3.0M5,7030.4%
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