account_balance
Investment manager · 13F filer · SEC CIK 2016827
REX Advisers, LLC
Reported value$18.7Mas of Sep 30, 2026
Positions19 14 new, 14 sold out
Top 10 weight56.3%DELL alone is 10%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DELLDell Technologies Inc.
9.6%Added +37%
SNDKSandisk Corp
5.6%Trimmed −33%
BEBloom Energy Corp
5.3%New
MRVLMarvell Technology, Inc.
5.2%New
NBISNebius Group N.V.
5.2%Trimmed −46%
ASSTStrive, Inc.
5.1%New
COINCoinbase Global, Inc.
5.1%New
TEMTempus AI, Inc.
5.1%Trimmed −64%
MSTRStrategy Inc
5.0%New
HPEHewlett Packard Enterprise Co
5.0%New
ASTSAST SpaceMobile, Inc.
5.0%New
BMNRBitmine Immersion Technologies, Inc.
5.0%New
DELLDell Technologies Inc.
9.6%Added +37%
SNDKSandisk Corp
5.6%
BEBloom Energy Corp
5.3%
MRVLMarvell Technology, Inc.
5.2%New
NBISNebius Group N.V.
5.2%−46%
ASSTStrive, Inc.
5.1%New
COINCoinbase Global, Inc.
5.1%
TEMTempus AI, Inc.
5.1%
MSTRStrategy Inc
5.0%
HPEHewlett Packard Enterprise Co
5.0%
ASTSAST SpaceMobile, Inc.
5.0%
BMNRBitmine Immersion Technologies, Inc.
5.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DELL Dell Technologies Inc. 9.6% Added +37%SNDK Sandisk Corp 5.6% Trimmed −33%BE Bloom Energy Corp 5.3% NewMRVL Marvell Technology, Inc. 5.2% NewNBIS Nebius Group N.V. 5.2% Trimmed −46%ASST Strive, Inc. 5.1% NewCOIN Coinbase Global, Inc. 5.1% NewTEM Tempus AI, Inc. 5.1% Trimmed −64%MSTR Strategy Inc 5.0% NewHPE Hewlett Packard Enterprise Co 5.0% NewASTS AST SpaceMobile, Inc. 5.0% NewBMNR Bitmine Immersion Technologies, Inc. 5.0% New
What changed
Biggest moves since Jun 30, 2026
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