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REX Advisers, LLC Portfolio
$21.1M across 41 positions as of 2026-09-30, with 50% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 2
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -6.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | — | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +9.9% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DELLDell Technologies Inc | $1.8M | 8.5% | 6,300 |
| SNDKSandisk Corp | $1M | 4.9% | 600 |
| BEBloom Energy Corp | $990.3K | 4.7% | 3,400 |
| MRVLMarvell Technology Inc | $974.1K | 4.6% | 3,700 |
| NEBIUS GROUP N.V. | $973.2K | 4.6% | 4,100 |
| STRIVE INC | $958.4K | 4.5% | 32,700 |
| COINCoinbase Global Inc | $950.1K | 4.5% | 5,000 |
| TEMTempus AI Inc | $949.7K | 4.5% | 11,500 |
| MSTRStrategy Inc | $943.5K | 4.5% | 6,100 |
| HPEHewlett Packard Enterprise Co | $934.6K | 4.4% | 15,200 |
| AST SPACEMOBILE INC | $932.6K | 4.4% | 15,700 |
| BMNRBitmine Immersion Technologies Inc | $930.2K | 4.4% | 34,800 |
| UUnity Software Inc | $929.4K | 4.4% | 23,400 |
| CLEANSPARK INC | $922.4K | 4.4% | 69,300 |
| SMCISuper Micro Computer Inc | $914.7K | 4.3% | 22,300 |
| CEREBRAS SYSTEMS INC | $896.8K | 4.3% | 4,600 |
| RIOT PLATFORMS INC | $894.1K | 4.2% | 41,800 |
| HYPERLIQUID STRATEGIES INC | $891.6K | 4.2% | 74,800 |
| WMTWalmart Incput — a bet against | $865.6K | 4.1% | 146,000 |
| CLFCleveland-Cliffs Inc | $861K | 4.1% | 78,200 |
| WMTWalmart Inccall | $522.3K | 2.5% | 219,000 |
| CLFCleveland-Cliffs Incput — a bet against | $164.2K | 0.8% | 234,600 |
| HYPERLIQUID STRATEGIES INCput — a bet against | $111.5K | 0.5% | 149,600 |
| RIOT PLATFORMS INCput — a bet against | $92K | 0.4% | 83,600 |
| STRIVE INCput — a bet against | $86.8K | 0.4% | 96,800 |
| CLEANSPARK INCput — a bet against | $79K | 0.4% | 138,600 |
| SMCISuper Micro Computer Incput — a bet against | $68K | 0.3% | 44,600 |
| UUnity Software Incput — a bet against | $64.4K | 0.3% | 70,200 |
| BMNRBitmine Immersion Technologies Incput — a bet against | $55.7K | 0.3% | 69,600 |
| HPEHewlett Packard Enterprise Coput — a bet against | $53.8K | 0.3% | 30,400 |
| STRIVE INCcall | $53.2K | 0.3% | 96,800 |
| TEMTempus AI Incput — a bet against | $50.3K | 0.2% | 23,000 |
| TEMTempus AI Inccall | $27.4K | 0.1% | 23,000 |
| BMNRBitmine Immersion Technologies Inccall | $24K | 0.1% | 69,600 |
| HPEHewlett Packard Enterprise Cocall | $21K | 0.1% | 30,400 |
| CLEANSPARK INCcall | $16.6K | 0.1% | 138,600 |
| HYPERLIQUID STRATEGIES INCcall | $16.5K | 0.1% | 149,600 |
| UUnity Software Inccall | $13.1K | 0.1% | 46,800 |
| SMCISuper Micro Computer Inccall | $12.7K | 0.1% | 44,600 |
| RIOT PLATFORMS INCcall | $9.6K | 0.0% | 83,600 |
| CLFCleveland-Cliffs Inccall | $782 | 0.0% | 78,200 |
Quarter ending 2026-09-30.
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