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Portfolio (Quarterly) Guide ↗

REX Advisers, LLC

· CIK 0002016827
13F Portfolio $44M AUM 59 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 5 Added 1 Reduced 68 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NEBIUS GROUP N.V. 7,600.0 $2.1M 4.74% +600.0 +8.6% $276.17
2 WMT CALL WALMART INC Consumer Defensive 181,000.0 $583K 1.32% +76K +72.4% $3.22 +3120.5%
3 CALL NEBIUS GROUP N.V. 15,200.0 $454K 1.02% +8K +117.1% $29.86
4 LUNR CALL INTUITIVE MACHINES INC Industrials 182,200.0 $269K 0.61% +104K +131.8% $1.48 +1142.0%
5 LUNR PUT INTUITIVE MACHINES INC Industrials 182,200.0 $23K 0.05% +104K +131.8% $0.12 +14556.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.7%
Industrials 20.1%
Healthcare 16.9%
Energy 11.0%
Basic Materials 5.3%