Sponsored

The Analysis of REX Advisers, LLC's Holdings & P&L

Currently, REX Advisers, LLC holds 19 types of securities in its portfolio with a total value $37.3M. In the most recent quarter, they have increased their positions in FCEL (+75.9K shares, valued at $2.7M), GLW (+8.3K shares, valued at $2.1M), SNDK (+900 shares, valued at $2.0M); initiated new positions in FCEL (+75.9K shares, valued at $2.7M), GLW (+8.3K shares, valued at $2.1M), SNDK (+900 shares, valued at $2.0M).

1M P&L

+2.9M+12.43%

3M P&L

-112.5K-0.42%

HY P&L

+8.0M+42.87%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Electrical Equipment & Parts4.7M

15.0%

2Computer Hardware4.0M

12.9%

3Solar3.7M

11.7%

Top Industries by Stock Count

1Computer Hardware2 stocks

12.5%

2Solar2 stocks

12.5%

3Electrical Equipment & Parts2 stocks

12.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FCEL FUELCELL ENERGY INC75.9K sharesnew addition2026-06-302026-07-13

GLW CORNING INC8.3K sharesnew addition2026-06-302026-07-13

NBIS NEBIUS GROUP N.V.7.6K shares8.57%2026-06-302026-07-13

SNDK SANDISK CORP900 sharesnew addition2026-06-302026-07-13

LRCX LAM RESEARCH CORP4.7K sharesnew addition2026-06-302026-07-13

APPLIED MATLS INC APPLIED MATLS INC2.8K sharesnew addition2026-06-302026-07-13

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP11.8K sharesnew addition2026-06-302026-07-13

DELL DELL TECHNOLOGIES INC4.6K sharesnew addition2026-06-302026-07-13

Sponsored

VRT VERTIV HOLDINGS CO5.9K sharesnew addition2026-06-302026-07-13

INTC INTEL CORP14.0K sharesnew addition2026-06-302026-07-13

LUNR INTUITIVE MACHINES INC91.1K sharesnew addition2026-06-302026-07-13

MRNA MODERNA INC27.1K sharesnew addition2026-06-302026-07-13

ENPH ENPHASE ENERGY INC38.0K sharesnew addition2026-06-302026-07-13

TEMPUS AI INC TEMPUS AI INC32.2K sharesnew addition2026-06-302026-07-13

HIMS HIMS & HERS HEALTH INC52.6K sharesnew addition2026-06-302026-07-13

RUN SUNRUN INC133.4K sharesnew addition2026-06-302026-07-13

Sponsored

HL HECLA MINING COMPANY114.3K sharesnew addition2026-06-302026-07-13

CORZ CORE SCIENTIFIC INC NEW66.2K sharesnew addition2026-06-302026-07-13

CLSK CLEANSPARK INC110.9K sharesnew addition2026-06-302026-07-13

FCEL

FUELCELL ENERGY INC

New

Shares75.9K

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

New

Shares8.3K

Event2026-06-30

Filed2026-07-13

NBIS

NEBIUS GROUP N.V.

8.57%

Shares7.6K

Event2026-06-30

Filed2026-07-13

SNDK

SANDISK CORP

New

Shares900

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

New

Shares4.7K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-13

SPACE EXPLORATION TECHN CORP

New

Shares11.8K

Event2026-06-30

Filed2026-07-13

DELL

DELL TECHNOLOGIES INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-13

VRT

VERTIV HOLDINGS CO

New

Shares5.9K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

New

Shares14.0K

Event2026-06-30

Filed2026-07-13

LUNR

INTUITIVE MACHINES INC

New

Shares91.1K

Event2026-06-30

Filed2026-07-13

MRNA

MODERNA INC

New

Shares27.1K

Event2026-06-30

Filed2026-07-13

ENPH

ENPHASE ENERGY INC

New

Shares38.0K

Event2026-06-30

Filed2026-07-13

TEMPUS AI INC

New

Shares32.2K

Event2026-06-30

Filed2026-07-13

HIMS

HIMS & HERS HEALTH INC

New

Shares52.6K

Event2026-06-30

Filed2026-07-13

RUN

SUNRUN INC

New

Shares133.4K

Event2026-06-30

Filed2026-07-13

HECLA MINING COMPANY

New

Shares114.3K

Event2026-06-30

Filed2026-07-13

CORZ

CORE SCIENTIFIC INC NEW

New

Shares66.2K

Event2026-06-30

Filed2026-07-13

CLSK

CLEANSPARK INC

New

Shares110.9K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

FCEL Call CallFUELCELL ENERGY INC151.8K sharesnew addition2026-06-302026-07-13

WMT Call CallWALMART INC181.0K shares72.38%2026-06-302026-07-13

GLW Call CallCORNING INC16.6K sharesnew addition2026-06-302026-07-13

NBIS Call CallNEBIUS GROUP N.V.15.2K shares117.14%2026-06-302026-07-13

APPLIED MATLS INC Call CallAPPLIED MATLS INC5.6K sharesnew addition2026-06-302026-07-13

LRCX Call CallLAM RESEARCH CORP9.4K sharesnew addition2026-06-302026-07-13

SPCK Call CallCOLLABORATIVE INVESTMNT SER23.6K sharesnew addition2026-06-302026-07-13

VRT Call CallVERTIV HOLDINGS CO11.8K sharesnew addition2026-06-302026-07-13

LUNR Call CallINTUITIVE MACHINES INC182.2K shares131.81%2026-06-302026-07-13

DELL Call CallDELL TECHNOLOGIES INC9.2K sharesnew addition2026-06-302026-07-13

INTC Call CallINTEL CORP28.0K sharesnew addition2026-06-302026-07-13

MRNA Call CallMODERNA INC54.2K sharesnew addition2026-06-302026-07-13

ENPH Call CallENPHASE ENERGY INC76.0K sharesnew addition2026-06-302026-07-13

TEMPUS AI INC Call CallTEMPUS AI INC64.4K sharesnew addition2026-06-302026-07-13

HIMS Call CallHIMS & HERS HEALTH INC105.2K sharesnew addition2026-06-302026-07-13

RUN Call CallSUNRUN INC266.8K sharesnew addition2026-06-302026-07-13

BTDR Call CallBITDEER TECHNOLOGIES GROUP208.4K sharesnew addition2026-06-302026-07-13

HL Call CallHECLA MINING COMPANY228.6K sharesnew addition2026-06-302026-07-13

CLSK Call CallCLEANSPARK INC221.8K sharesnew addition2026-06-302026-07-13

CORZ Call CallCORE SCIENTIFIC INC NEW132.4K sharesnew addition2026-06-302026-07-13

FCEL Call

FUELCELL ENERGY INC

New

Shares151.8K

Event2026-06-30

Filed2026-07-13

WMT Call

WALMART INC

72.38%

Shares181.0K

Event2026-06-30

Filed2026-07-13

GLW Call

CORNING INC

New

Shares16.6K

Event2026-06-30

Filed2026-07-13

NBIS Call

NEBIUS GROUP N.V.

117.14%

Shares15.2K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC Call

APPLIED MATLS INC

New

Shares5.6K

Event2026-06-30

Filed2026-07-13

LRCX Call

LAM RESEARCH CORP

New

Shares9.4K

Event2026-06-30

Filed2026-07-13

SPCK Call

COLLABORATIVE INVESTMNT SER

New

Shares23.6K

Event2026-06-30

Filed2026-07-13

VRT Call

VERTIV HOLDINGS CO

New

Shares11.8K

Event2026-06-30

Filed2026-07-13

LUNR Call

INTUITIVE MACHINES INC

131.81%

Shares182.2K

Event2026-06-30

Filed2026-07-13

DELL Call

DELL TECHNOLOGIES INC

New

Shares9.2K

Event2026-06-30

Filed2026-07-13

INTC Call

INTEL CORP

New

Shares28.0K

Event2026-06-30

Filed2026-07-13

MRNA Call

MODERNA INC

New

Shares54.2K

Event2026-06-30

Filed2026-07-13

ENPH Call

ENPHASE ENERGY INC

New

Shares76.0K

Event2026-06-30

Filed2026-07-13

TEMPUS AI INC Call

TEMPUS AI INC

New

Shares64.4K

Event2026-06-30

Filed2026-07-13

HIMS Call

HIMS & HERS HEALTH INC

New

Shares105.2K

Event2026-06-30

Filed2026-07-13

RUN Call

SUNRUN INC

New

Shares266.8K

Event2026-06-30

Filed2026-07-13

BTDR Call

BITDEER TECHNOLOGIES GROUP

New

Shares208.4K

Event2026-06-30

Filed2026-07-13

HL Call

HECLA MINING COMPANY

New

Shares228.6K

Event2026-06-30

Filed2026-07-13

CLSK Call

CLEANSPARK INC

New

Shares221.8K

Event2026-06-30

Filed2026-07-13

CORZ Call

CORE SCIENTIFIC INC NEW

New

Shares132.4K

Event2026-06-30

Filed2026-07-13

Put Option Holdings

BTDR Put PutBITDEER TECHNOLOGIES GROUP208.4K sharesnew addition2026-06-302026-07-13

CLSK Put PutCLEANSPARK INC221.8K sharesnew addition2026-06-302026-07-13

CORZ Put PutCORE SCIENTIFIC INC NEW132.4K sharesnew addition2026-06-302026-07-13

RUN Put PutSUNRUN INC266.8K sharesnew addition2026-06-302026-07-13

HIMS Put PutHIMS & HERS HEALTH INC105.2K sharesnew addition2026-06-302026-07-13

HL Put PutHECLA MINING COMPANY228.6K sharesnew addition2026-06-302026-07-13

SNDK Put PutSANDISK CORP2.7K sharesnew addition2026-06-302026-07-13

ENPH Put PutENPHASE ENERGY INC76.0K sharesnew addition2026-06-302026-07-13

LUNR Put PutINTUITIVE MACHINES INC182.2K shares131.81%2026-06-302026-07-13

MRNA Put PutMODERNA INC54.2K sharesnew addition2026-06-302026-07-13

NBIS Put PutNEBIUS GROUP N.V.15.2K shares-27.62%2026-06-302026-07-13

INTC Put PutINTEL CORP28.0K sharesnew addition2026-06-302026-07-13

FCEL Put PutFUELCELL ENERGY INC75.9K sharesnew addition2026-06-302026-07-13

VRT Put PutVERTIV HOLDINGS CO11.8K sharesnew addition2026-06-302026-07-13

TEMPUS AI INC Put PutTEMPUS AI INC32.2K sharesnew addition2026-06-302026-07-13

DELL Put PutDELL TECHNOLOGIES INC4.6K sharesnew addition2026-06-302026-07-13

APPLIED MATLS INC Put PutAPPLIED MATLS INC2.8K sharesnew addition2026-06-302026-07-13

SPCK Put PutCOLLABORATIVE INVESTMNT SER11.8K sharesnew addition2026-06-302026-07-13

LRCX Put PutLAM RESEARCH CORP4.7K sharesnew addition2026-06-302026-07-13

GLW Put PutCORNING INC8.3K sharesnew addition2026-06-302026-07-13

BTDR Put

BITDEER TECHNOLOGIES GROUP

New

Shares208.4K

Event2026-06-30

Filed2026-07-13

CLSK Put

CLEANSPARK INC

New

Shares221.8K

Event2026-06-30

Filed2026-07-13

CORZ Put

CORE SCIENTIFIC INC NEW

New

Shares132.4K

Event2026-06-30

Filed2026-07-13

RUN Put

SUNRUN INC

New

Shares266.8K

Event2026-06-30

Filed2026-07-13

HIMS Put

HIMS & HERS HEALTH INC

New

Shares105.2K

Event2026-06-30

Filed2026-07-13

HL Put

HECLA MINING COMPANY

New

Shares228.6K

Event2026-06-30

Filed2026-07-13

SNDK Put

SANDISK CORP

New

Shares2.7K

Event2026-06-30

Filed2026-07-13

ENPH Put

ENPHASE ENERGY INC

New

Shares76.0K

Event2026-06-30

Filed2026-07-13

LUNR Put

INTUITIVE MACHINES INC

131.81%

Shares182.2K

Event2026-06-30

Filed2026-07-13

MRNA Put

MODERNA INC

New

Shares54.2K

Event2026-06-30

Filed2026-07-13

NBIS Put

NEBIUS GROUP N.V.

-27.62%

Shares15.2K

Event2026-06-30

Filed2026-07-13

INTC Put

INTEL CORP

New

Shares28.0K

Event2026-06-30

Filed2026-07-13

FCEL Put

FUELCELL ENERGY INC

New

Shares75.9K

Event2026-06-30

Filed2026-07-13

VRT Put

VERTIV HOLDINGS CO

New

Shares11.8K

Event2026-06-30

Filed2026-07-13

TEMPUS AI INC Put

TEMPUS AI INC

New

Shares32.2K

Event2026-06-30

Filed2026-07-13

DELL Put

DELL TECHNOLOGIES INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC Put

APPLIED MATLS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-13

SPCK Put

COLLABORATIVE INVESTMNT SER

New

Shares11.8K

Event2026-06-30

Filed2026-07-13

LRCX Put

LAM RESEARCH CORP

New

Shares4.7K

Event2026-06-30

Filed2026-07-13

GLW Put

CORNING INC

New

Shares8.3K

Event2026-06-30

Filed2026-07-13