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Nemes Rush Group LLC

Q1 2025 Holdings

Filed 2025-05-07 | 706 holdings | $792.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Orasure Technologies Incorporated(OSUR)COM68554V108$6.7K2,0000.0%
Wabtec(WAB)COM929740108$6.9K380.0%
Edwards Lifesciences Corporation(EW)COM28176E108$7.0K960.0%
Ishares TR Ishares Semicdtr(SOXX)ISHARES SEMICDTR464287523$7.0K370.0%
AIR Lease Corporation Class A(AL)CL A00912X302$7.2K1490.0%
Photronics Incorporated(PLAB)COM719405102$7.2K3490.0%
Constellation Brands Incorporated Class A(STZ)CL A21036P108$7.3K400.0%
Wells Fargo Company New(WFC)COM949746101$7.5K1040.0%
Astrazeneca PLC Sponsored ADR(AZN)SPONSORED ADR046353108$7.5K1020.0%
Vanguard Information Technology ETF(VGT)INF TECH ETF92204A702$7.6K140.0%
Ishares TR Glob Hlthcre ETF(IXJ)GLOB HLTHCRE ETF464287325$7.7K840.0%
Kyndryl Hldgs Incorporated Common Stock(KD)COMMON STOCK50155Q100$7.7K2440.0%
Nordstrom Incorporated(JWNUSD)COM655664100$7.8K3170.0%
Ishares TR Global Mater ETF(MXI)GLOBAL MATER ETF464288695$7.8K950.0%
Dropbox Incorporated Class A(DBX)CL A26210C104$7.9K2960.0%
Ishares TR Core 80/20 Aggre(AOA)CORE 80/20 AGGRE464289859$8.1K1050.0%
Ishares TR Core US Aggbd ET(AGG)CORE US AGGBD ET464287226$8.1K820.0%
First Internet Bancorp(INBK)COM320557101$8.2K3060.0%
Mccormick & Company Incorporated COM NON VTG(MKC)COM NON VTG579780206$8.2K1000.0%
Vanguard Communication Services ETF(VOX)COMM SRVC ETF92204A884$8.3K560.0%
BlackRock Tech and Private EQU SHS BEN INT(BTX)SHS BEN INT09260Q108$8.4K1,3370.0%
Fidelity Msci Energy Index ETF(FENY)MSCI ENERGY IDX316092402$8.5K3320.0%
Ishares TR Expanded Tech(IGV)EXPANDED TECH464287515$8.5K960.0%
Huntington Bancshares Incorporated(HBAN)COM446150104$8.6K5710.0%
Spdr Real Estate Select Sector Fund(XLRE)RL EST SEL SEC81369Y860$8.6K2060.0%
Dominion Energy Incorporated(D)COM25746U109$8.6K1540.0%
Liberty Media Corporation del COM Lbty One S C(FWONK)COM LBTY ONE S C531229755$8.6K960.0%
Rivian Automotive Incorporated COM Class A(RIVN)COM CL A76954A103$8.9K7130.0%
First Horizon Corporation(FHN)COM320517105$8.9K4580.0%
Toyota Motor Corporation ADS (Japan)(TM)ADS892331307$8.9K510.0%
First Trust Materials Alphadex Fund(FXZ)MATERIALS ALPH33734X168$9.0K1620.0%
Corpay Incorporated COM SHS(CPAY)COM SHS219948106$9.1K260.0%
First Trust RBA American Industrial Renaissance ETF(AIRR)RBA INDL ETF33738R704$9.1K1330.0%
Dollar Tree Incorporated(DLTR)COM256746108$9.4K1250.0%
Danaher Corporation(DHR)COM235851102$9.4K460.0%
Reinsurance GRP of America Incorporated COM New(RGA)COM NEW759351604$9.5K480.0%
Siteone Landscape Supply Incorporated(SITE)COM82982L103$9.5K780.0%
Denali Therapeutics Incorporated(DNLI)COM24823R105$9.5K7000.0%
Huntington Ingalls Industries Incorporated(HII)COM446413106$9.6K470.0%
US Bancorp del COM New(USB)COM NEW902973304$9.7K2290.0%
Ishares TR USD INV Grde ETF(USIG)USD INV GRDE ETF464288620$9.8K1920.0%
Spdr S&P Software & Services ETF(XSW)COMP SOFTWARE78464A599$9.9K620.0%
Republic Svcs Incorporated(RSG)COM760759100$10.2K420.0%
Cadence Design System Incorporated(CDNS)COM127387108$10.2K400.0%
Itron Incorporated(ITRI)COM465741106$10.3K980.0%
Vaneck Gold Miners ETF(GDX)GOLD MINERS ETF92189F106$10.3K2240.0%
Southern Company(SO)COM842587107$10.6K1150.0%
Sellas Life Sciences Group Incorporated COM New(SLS)COM NEW81642T209$10.8K10,0000.0%
Sherwin Williams Company(SHW)COM824348106$10.9K310.0%
ARK Next Generation Internet ETF(ARKW)NEXT GNRTN INTER00214Q401$11.0K1160.0%
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