StockDriftsStockDriftsTop 18 REX Advisers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FCEL | FUELCELL ENERGY INC | 7.34% | 75.9K | $2.7M | new | $21.12(-5.88%) | 2026-06-30 | |
| GLW | CORNING INC | 5.69% | 8.3K | $2.1M | new | $191.99(-16.98%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 5.63% | 7.6K | $2.1M | +8.57%(+600) | $100.88(+92.12%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 5.49% | 900 | $2.0M | new | $174.79(+625.41%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 5.47% | 4.7K | $2.0M | new | $316.63(-0.70%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 5.43% | 2.8K | $2.0M | new | $523.06(+2.00%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 5.33% | 4.6K | $2.0M | new | $298.06(+47.31%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 5.3% | 5.9K | $2.0M | new | $284.52(-1.63%) | 2026-06-30 | |
| INTC | INTEL CORP | 5.25% | 14.0K | $2.0M | new | $90.41(+7.54%) | 2026-06-30 | |
| LUNR | INTUITIVE MACHINES INC | 5.23% | 91.1K | $1.9M | new | $17.25(-7.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.67% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.31% |
REX Advisers, LLC reports $44.28M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are FCEL (7.3%), GLW (5.7%) and NBIS (5.6%). The top 20 holdings account for 94.58% of reported assets. Its disclosed equity book has returned +11.67% cumulatively over 2 quarters. Figures reflect the Q2 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