REX ADVISERS LLC 13F Portfolio
REX ADVISERS LLC runs REX ADVISERS LLC and currently holds 41 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $21.10M. Their top holdings are DELL, SNDK, BE, MRVL, NBIS. The top five represent 27.4% of reported portfolio weight. REX ADVISERS LLC ranks #1000 out of 1000 investors tracked by Alpha Score. In the most recent quarter, REX ADVISERS LLC initiated 13 new positions. They added to 1 existing position. They trimmed 4 positions. Their current best-performing preview position is TEM with returns of +41.38%.
Portfolio Value
$21.10M
Alpha Score
-183.0
#1000 of 1000
Holdings
41
REX ADVISERS LLC Current 13F Holdings
Reported holdings from REX ADVISERS LLC's latest SEC 13F filing, ranked by portfolio weight.
41 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DELL DELL TECHNOLOGIES INC | 8.54% | $460.20 | $586.28 | +27.40% | Added +36.96% |
 SNDK SANDISK CORP | 4.92% | $2,273.73 | $1,581.82 | -30.43% | Trimmed -33.33% |
 BE BLOOM ENERGY CORP | 4.69% | $276.98 | $280.18 | +1.16% | New Buy |
 MRVL MARVELL TECHNOLOGY INC | 4.62% | $264.21 | $275.28 | +4.19% | New Buy |
 NBIS NEBIUS GROUP N.V. | 4.61% | $117.37 | $221.12 | +88.40% | Trimmed -46.05% |
 COIN COINBASE GLOBAL INC | 4.50% | $186.41 | $179.39 | -3.77% | New Buy |
 TEM TEMPUS AI INC | 4.50% | $57.93 | $70.93 | +22.44% | Trimmed -64.29% |
 MSTR STRATEGY INC | 4.47% | $153.09 | $154.34 | +0.82% | New Buy |
 HPE HEWLETT PACKARD ENTERPRISE C | 4.43% | $63.89 | $73.44 | +14.95% | New Buy |
 ASTS AST SPACEMOBILE INC | 4.42% | $58.86 | $50.97 | -13.41% | New Buy |
Showing 1-10 of 41