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Nemes Rush Group LLC

Q4 2024 Holdings

Filed 2025-02-12 | 729 holdings | $809.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Broadcom Incorporated(AVGO)COM11135F101$56.2M242,2616.9%
Apple Incorporated(AAPL)COM037833100$51.6M205,9676.4%
Microsoft Corporation(MSFT)COM594918104$33.1M78,5614.1%
JPMorgan Chase & Company.(JPM)COM46625H100$30.2M126,0453.7%
Eaton Corporation PLC SHS (Ireland)(ETN)SHSG29183103$25.8M77,6263.2%
Motorola Solutions Incorporated COM New(MSI)COM NEW620076307$23.9M51,6132.9%
Walmart Incorporated(WMT)COM931142103$23.3M258,3692.9%
Nvidia Corporation(NVDA)COM67066G104$21.7M161,2552.7%
Amazon COM Incorporated(AMZN)COM023135106$20.5M93,6362.5%
Home Depot Incorporated(HD)COM437076102$19.1M49,0812.4%
Meta Platforms Incorporated Class A(META)CL A30303M102$17.1M29,1262.1%
Chubb Limited (Switzerland)(CB)COMH1467J104$16.0M57,9192.0%
CME Group Incorporated(CME)COM12572Q105$15.2M65,3821.9%
Qualcomm Incorporated(QCOM)COM747525103$14.7M95,9291.8%
Cisco Systems Incorporated(CSCO)COM17275R102$14.4M243,7811.8%
Alphabet Incorporated Cap STK Class A(GOOGL)CAP STK CL A02079K305$13.2M69,8061.6%
Trane Technologies PLC SHS (Ireland)(TT)SHSG8994E103$12.8M34,5241.6%
Merck & Company Incorporated(MRK)COM58933Y105$12.5M125,8391.5%
Johnson Controls International PLC SHS (Ireland)(JCI)SHSG51502105$12.3M155,4281.5%
Targa RES Corporation(TRGP)COM87612G101$12.2M68,5141.5%
Salesforce Incorporated(CRM)COM79466L302$12.2M36,4111.5%
Union PAC Corporation(UNP)COM907818108$12.1M53,2651.5%
Crowdstrike Hldgs Incorporated Class A(CRWD)CL A22788C105$11.5M33,4741.4%
Visa Incorporated COM Class A(V)COM CL A92826C839$11.3M35,6061.4%
Allstate Corporation(ALL)COM020002101$11.1M57,3171.4%
ELI Lilly & Company(LLY)COM532457108$10.9M14,1411.3%
Raymond James Finl Incorporated(RJF)COM754730109$10.5M67,4871.3%
Best BUY Incorporated(BBY)COM086516101$10.2M118,3921.3%
Ecolab Incorporated(ECL)COM278865100$9.4M40,2481.2%
Ford MTR Company(F)COM345370860$9.1M915,5721.1%
Intercontinental Exchange Incorporated(ICE)COM45866F104$8.2M55,0251.0%
Johnson & Johnson(JNJ)COM478160104$8.1M55,9541.0%
Unitedhealth Group Incorporated(UNH)COM91324P102$7.9M15,6941.0%
S&P Global Incorporated(SPGI)COM78409V104$7.9M15,9231.0%
Exxon Mobil Corporation(XOM)COM30231G102$7.8M72,5591.0%
Fiserv Incorporated(FISV)COM337738108$7.3M35,7770.9%
Novo-Nordisk A S ADR (Denmark)(NVO)ADR670100205$7.2M83,1650.9%
L3harris Technologies Incorporated(LHX)COM502431109$6.8M32,3920.8%
NXP Semiconductors N V (Netherlands)(NXPI)COMN6596X109$6.8M32,7300.8%
Tesla Incorporated(TSLA)COM88160R101$6.5M16,1310.8%
Spdr S&P 500 ETF(SPY)TR UNIT78462F103$5.5M9,3650.7%
Cava Group Incorporated(CAVA)COM148929102$5.4M47,4540.7%
Ishares TR Core S&p500 ETF(IVV)CORE S&P500 ETF464287200$5.3M8,9740.7%
Advanced Micro Devices Incorporated(AMD)COM007903107$5.1M42,2480.6%
American Express Company(AXP)COM025816109$4.9M16,4120.6%
TJX Companies Incorporated New(TJX)COM872540109$4.6M37,7680.6%
Marathon Pete Corporation(MPC)COM56585A102$4.5M31,9160.6%
Netflix Incorporated(NFLX)COM64110L106$4.3M4,8370.5%
Ishares TR RUS 1000 ETF(IWB)RUS 1000 ETF464287622$4.0M12,3670.5%
RTX Corporation(RTX)COM75513E101$4.0M34,2990.5%
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