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Portfolio (Quarterly) Guide ↗

REX Advisers, LLC

· CIK 0002016827
13F Portfolio $33M AUM 74 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 18 Added 4 Reduced 56 Exited
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HOOD CALL ROBINHOOD MKTS INC Financial Services 24,600.0 $56K 0.17% +4K +22.4% $2.28 +3992.7%
42 COHR PUT COHERENT CORP Technology 8,700.0 $55K 0.17% NEW $6.34 +6326.9%
43 FSLY CALL FASTLY INC Technology 51,600.0 $55K 0.17% NEW $1.06 +1430.2%
44 LUNR CALL INTUITIVE MACHINES INC Industrials 78,600.0 $53K 0.16% +25K +46.6% $0.67 +2691.0%
45 UMAC CALL UNUSUAL MACHS INC Financial Services 117,800.0 $47K 0.14% NEW $0.40 +4602.5%
46 ASTS CALL AST SPACEMOBILE INC Technology 17,800.0 $46K 0.14% +6K +53.5% $2.61 +2414.2%
47 BW PUT BABCOCK & WILCOX ENTERPRISES Industrials 143,700.0 $43K 0.13% NEW $0.30 +4860.0%
48 UPST CALL UPSTART HLDGS INC Financial Services 56,600.0 $37K 0.11% NEW $0.65 +5011.6%
49 LMND CALL LEMONADE INC Financial Services 23,200.0 $36K 0.11% NEW $1.54 +3535.7%
50 SEDG PUT SOLAREDGE TECHNOLOGIES INC Energy 41,100.0 $36K 0.11% NEW $0.87 +5886.2%
51 UMAC PUT UNUSUAL MACHS INC Financial Services 176,700.0 $35K 0.11% NEW $0.20 +9305.0%
52 LITE CALL LUMENTUM HLDGS INC Technology 2,200.0 $31K 0.09% NEW $14.07 +6024.1%
53 WULF PUT TERAWULF INC Financial Services 95,600.0 $31K 0.09% NEW $0.32 +8043.8%
54 BW CALL BABCOCK & WILCOX ENTERPRISES Industrials 95,800.0 $29K 0.09% NEW $0.30 +4860.0%
55 LITE PUT LUMENTUM HLDGS INC Technology 2,200.0 $28K 0.09% NEW $12.80 +6634.1%
56 WULF CALL TERAWULF INC Financial Services 95,600.0 $27K 0.08% NEW $0.28 +9207.1%
57 APLD PUT APPLIED DIGITAL CORP Technology 89,400.0 $24K 0.07% NEW $0.27 +14881.7%
58 LUNR PUT INTUITIVE MACHINES INC Industrials 78,600.0 $22K 0.07% +25K +46.6% $0.28 +6700.0%
59 RCAT PUT RED CAT HLDGS INC Technology 110,600.0 $19K 0.06% NEW $0.17 +4991.4%
60 SEDG CALL SOLAREDGE TECHNOLOGIES INC Energy 27,400.0 $19K 0.06% NEW $0.68 +7529.4%
Page 3 of 4  ·  74 positions

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 68.6%
Financial Services 13.6%
Industrials 9.3%
Energy 8.5%