REX Advisers as of June 30, 2026
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 | 304k | 36.01 | |
| Nebius Group Shs Class A (NBIS) | 6.4 | $11M | 38k | 276.17 | |
| Vertiv Holdings Com Cl A (VRT) | 6.0 | $9.9M | 30k | 334.82 | |
| Intel Corporation (INTC) | 5.9 | $9.8M | 70k | 139.63 | |
| Intuitive Machines Class A Com (LUNR) | 5.9 | $9.7M | 456k | 21.39 | |
| Moderna (MRNA) | 5.8 | $9.5M | 136k | 70.03 | |
| 4068594 Enphase Energy (ENPH) | 5.7 | $9.4M | 190k | 49.24 | |
| Hims & Hers Health Com Cl A (HIMS) | 5.5 | $9.1M | 263k | 34.67 | |
| Sunrun (RUN) | 5.4 | $8.9M | 667k | 13.38 | |
| Hecla Mining Company (HL) | 5.4 | $8.8M | 572k | 15.43 | |
| Corning Incorporated (GLW) | 5.2 | $8.5M | 33k | 255.43 | |
| Core Scientific (CORZ) | 5.1 | $8.5M | 331k | 25.59 | |
| Sandisk Corp (SNDK) | 5.0 | $8.2M | 3.6k | 2273.73 | |
| Lam Research Corp Com New (LRCX) | 5.0 | $8.1M | 19k | 433.33 | |
| Applied Materials (AMAT) | 4.9 | $8.1M | 11k | 723.00 | |
| Cleanspark Com New (CLSK) | 4.9 | $8.1M | 555k | 14.55 | |
| Dell Technologies CL C (DELL) | 4.8 | $7.9M | 18k | 431.46 | |
| Tempus Ai Cl A (TEM) | 4.5 | $7.5M | 129k | 57.93 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 1.2 | $2.0M | 12k | 170.86 | |
| Wal-Mart Stores Call Option (WMT) | 0.4 | $583k | 181k | 3.22 | |
| Collaborative Investmnt Ser Spa New Iss Etf Call Option (SPCK) | 0.3 | $466k | 35k | 13.15 | |
| Bitdeer Technologies Group Cl A Ord Shs Call Option (BTDR) | 0.1 | $94k | 417k | 0.23 |
