REX Advisers, LLC

REX Advisers, LLC reported 59 holdings worth US$44.3M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 13, 2026

REX Advisers, LLC reported 59 holdings worth US$44.3M as of Jun 30, 2026. Largest: Fuelcell Energy, Inc., Corning Incorporated and Sandisk Corporation. Filed Jul 13, 2026 (Form 13F).

Holdings
59
Value as reported
US$44.3M

The filing in full

CompanySharesValue as reported% of portfolio
Fuelcell Energy, Inc.75,900US$2.73M6.2%
Corning Incorporated8,300US$2.12M4.8%
Sandisk Corporation900US$2.05M4.6%
Lam Research Corporation4,700US$2.04M4.6%
Applied Materials, Inc.2,800US$2.02M4.6%
Space Exploration Technologies Corp11,800US$2.02M4.6%
Dell Technologies Inc.4,600US$1.98M4.5%
Vertiv Holdings, Llc5,900US$1.98M4.5%
Intel Corporation14,000US$1.95M4.4%
Intuitive Machines, Inc.91,100US$1.95M4.4%
Moderna, Inc.27,100US$1.9M4.3%
Enphase Energy, Inc.38,000US$1.87M4.2%
Tempus Ai, Inc.32,200US$1.87M4.2%
Hims & Hers Health, Inc.52,600US$1.82M4.1%
Sunrun Inc.133KUS$1.78M4.0%
Hecla Mining Company114KUS$1.76M4.0%
Core Scientific, Inc.66,200US$1.69M3.8%
Cleanspark, Inc.111KUS$1.61M3.6%
Fastly, Inc.0US$00.00%
Firefly Aerospace Inc.0US$00.00%
Lemonade, Inc.0US$00.00%
Lumentum Holdings Inc.0US$00.00%
Planet Labs Pbc0US$00.00%
Red Cat Holdings, Inc.0US$00.00%
Sable Offshore Corp.0US$00.00%
Solaredge Technologies, Inc.0US$00.00%
Terawulf Inc.0US$00.00%
Upstart Holdings, Inc.0US$00.00%
Venture Global, Inc.0US$00.00%
Affirm Holdings, Inc.0US$00.00%
Applied Digital Corporation0US$00.00%
Applied Optoelectronics, Inc.0US$00.00%
Coherent Corp.0US$00.00%

Source

View original at SEC

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