Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
REX Advisers, LLC (CIK 2016827) reported $44.3M across 19 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FCEL ($4.5M, 10.21%), GLW ($2.6M, 5.97%), NBIS ($2.6M, 5.79%), AMAT ($2.4M, 5.40%), LRCX ($2.4M, 5.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FCEL | FUELCELL ENERGY INC | $4.5M | 10.21% | 303,600 | New |
| 2 | GLW | CORNING INC | $2.6M | 5.97% | 33,200 | New |
| 3 | NBIS | NEBIUS GROUP N.V. | $2.6M | 5.79% | 38,000 | Added |
| 4 | AMAT | APPLIED MATLS INC | $2.4M | 5.40% | 11,200 | New |
| 5 | LRCX | LAM RESEARCH CORP | $2.4M | 5.36% | 18,800 | New |
| 6 | VRT | VERTIV HOLDINGS CO | $2.3M | 5.10% | 29,500 | New |
| 7 | LUNR | INTUITIVE MACHINES INC | $2.2M | 5.06% | 455,500 | Added |
| 8 | DELL | DELL TECHNOLOGIES INC | $2.2M | 5.04% | 18,400 | New |
| 9 | INTC | INTEL CORP | $2.2M | 4.98% | 70,000 | New |
| 10 | SNDK | SANDISK CORP | $2.1M | 4.71% | 3,600 | New |
| 11 | MRNA | MODERNA INC | $2.1M | 4.70% | 135,500 | New |
| 12 | ENPH | ENPHASE ENERGY INC | $2.1M | 4.67% | 190,000 | New |
| 13 | SPCX | SPACE EXPLORATION TECHN CORP | $2.0M | 4.55% | 11,800 | New |
| 14 | TEM | TEMPUS AI INC | $2.0M | 4.53% | 128,800 | New |
| 15 | HIMS | HIMS & HERS HEALTH INC | $2.0M | 4.43% | 263,000 | New |
| 16 | RUN | SUNRUN INC | $1.9M | 4.35% | 667,000 | New |
| 17 | CORZ | CORE SCIENTIFIC INC NEW | $1.9M | 4.21% | 331,000 | New |
| 18 | HL | HECLA MINING COMPANY | $1.9M | 4.19% | 571,500 | New |
| 19 | CLSK | CLEANSPARK INC | $1.8M | 4.12% | 554,500 | New |
| 20 | WMT | WALMART INC | $582,820 | 1.32% | 181,000 | Added |
| 21 | SPCX | COLLABORATIVE INVESTMNT SER | $311,166 | 0.70% | 35,400 | New |
| 22 | BTDR | BITDEER TECHNOLOGIES GROUP | $273,004 | 0.62% | 416,800 | New |
| 23 | LLY | ELI LILLY & CO | $0 | 0.00% | 0 | Exited |
| 24 | ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | Exited |
| 25 | FLY | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30