StockDriftsStockDriftsTop 18 Rex Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | 9.64% | 6.3K | $1.8M | +36.96%(+1.70K) | $348.42(+30.71%) | 2026-09-30 | |
| SNDK | SANDISK CORP | 5.55% | 600 | $1.0M | -33.33%(-300) | $174.79(+684.44%) | 2026-09-30 | |
| BE | BLOOM ENERGY CORP | 5.3% | 3.4K | $990K | new | $85.73(+163.87%) | 2026-09-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 5.21% | 3.7K | $974K | new | $281.05(-15.64%) | 2026-09-30 | |
| NBIS | NEBIUS GROUP N.V. | 5.21% | 4.1K | $973K | -46.05%(-3.50K) | $100.88(+68.76%) | 2026-09-30 | |
| ASST | STRIVE INC | 5.13% | 32.7K | $958K | new | $20.16(+26.69%) | 2026-09-30 | |
| COIN | COINBASE GLOBAL INC | 5.08% | 5.0K | $950K | new | $166.30(+1.29%) | 2026-09-30 | |
| TEM | TEMPUS AI INC | 5.08% | 11.5K | $950K | -64.29%(-20.70K) | $50.15(+28.30%) | 2026-09-30 | |
| MSTR | STRATEGY INC | 5.05% | 6.1K | $943K | new | $120.01(+13.34%) | 2026-09-30 | |
| HPE | HEWLETT PACKARD ENTERPRISE C | 5% | 15.2K | $935K | new | $54.50(+2.51%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.95% |
Rex Advisers LLC reports $21.10M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are DELL (9.6%), SNDK (5.5%) and BE (5.3%). The top 20 holdings account for 95.19% of reported assets. Its disclosed equity book has returned +2.72% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rex Advisers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2016827). View Rex Advisers LLC’s 13F filings on SEC