REX Advisers
Latest statistics and disclosures from REX Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FCEL, NBIS, VRT, INTC, LUNR, and represent 30.89% of REX Advisers's stock portfolio.
- Added to shares of these 10 stocks: FCEL (+$11M), VRT (+$9.9M), INTC (+$9.8M), MRNA (+$9.5M), ENPH (+$9.4M), HIMS (+$9.1M), RUN (+$8.9M), HL (+$8.8M), GLW (+$8.5M), CORZ (+$8.5M).
- Started 19 new stock positions in SPCX, GLW, MRNA, LRCX, DELL, FCEL, VRT, RUN, SPCK, AMAT. HIMS, HL, CORZ, BTDR, INTC, CLSK, SNDK, ENPH, TEM.
- Reduced shares in these 10 stocks: RCAT (-$9.4M), NVDA, SEDG, FLY, COHR, LITE, AFRM, PL, FSLY, AAOI.
- Sold out of its positions in ASTS, AFRM, APLD, AAOI, BW, COHR, COIN, CRWV, FSLY, FLY.
- REX Advisers was a net buyer of stock by $81M.
- REX Advisers has $165M in assets under management (AUM), dropping by 121.59%.
- Central Index Key (CIK): 0002016827
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Portfolio Holdings for REX Advisers
REX Advisers holds 22 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fuelcell Energy Com New (FCEL) | 6.6 | $11M | NEW | 304k | 36.01 |
|
| Nebius Group Shs Class A (NBIS) | 6.4 | $11M | +8% | 38k | 276.17 |
|
| Vertiv Holdings Com Cl A (VRT) | 6.0 | $9.9M | NEW | 30k | 334.82 |
|
| Intel Corporation (INTC) | 5.9 | $9.8M | NEW | 70k | 139.63 |
|
| Intuitive Machines Class A Com (LUNR) | 5.9 | $9.7M | +189% | 456k | 21.39 |
|
| Moderna (MRNA) | 5.8 | $9.5M | NEW | 136k | 70.03 |
|
| 4068594 Enphase Energy (ENPH) | 5.7 | $9.4M | NEW | 190k | 49.24 |
|
| Hims & Hers Health Com Cl A (HIMS) | 5.5 | $9.1M | NEW | 263k | 34.67 |
|
| Sunrun (RUN) | 5.4 | $8.9M | NEW | 667k | 13.38 |
|
| Hecla Mining Company (HL) | 5.4 | $8.8M | NEW | 572k | 15.43 |
|
| Corning Incorporated (GLW) | 5.2 | $8.5M | NEW | 33k | 255.43 |
|
| Core Scientific (CORZ) | 5.1 | $8.5M | NEW | 331k | 25.59 |
|
| Sandisk Corp (SNDK) | 5.0 | $8.2M | NEW | 3.6k | 2273.73 |
|
| Lam Research Corp Com New (LRCX) | 5.0 | $8.1M | NEW | 19k | 433.33 |
|
| Applied Materials (AMAT) | 4.9 | $8.1M | NEW | 11k | 723.00 |
|
| Cleanspark Com New (CLSK) | 4.9 | $8.1M | NEW | 555k | 14.55 |
|
| Dell Technologies CL C (DELL) | 4.8 | $7.9M | NEW | 18k | 431.46 |
|
| Tempus Ai Cl A (TEM) | 4.5 | $7.5M | NEW | 129k | 57.93 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 1.2 | $2.0M | NEW | 12k | 170.86 |
|
| Wal-Mart Stores Call Option (WMT) | 0.4 | $583k | +3% | 181k | 3.22 |
|
| Collaborative Investmnt Ser Spa New Iss Etf Call Option (SPCK) | 0.3 | $466k | NEW | 35k | 13.15 |
|
| Bitdeer Technologies Group Cl A Ord Shs Call Option (BTDR) | 0.1 | $94k | NEW | 417k | 0.23 |
|
Past Filings by REX Advisers
SEC 13F filings are viewable for REX Advisers going back to 2025
- REX Advisers 2026 Q2 filed July 13, 2026
- REX Advisers 2026 Q1 filed April 16, 2026
- REX Advisers 2025 Q4 filed Feb. 20, 2026