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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
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BTDR CALL BITDEER TECHNOLOGIES GROUP Technology 208,400.0 $47K 0.11% NEW $0.23 +4953.3%
42 HL PUT HECLA MINING COMPANY Basic Materials 228,600.0 $46K 0.10% NEW $0.20 +10260.0%
43 HL CALL HECLA MINING COMPANY Basic Materials 228,600.0 $45K 0.10% NEW $0.20 +10525.6%
44 SNDK PUT SANDISK CORP Technology 2,700.0 $38K 0.09% NEW $13.97 +11327.8%
45 ENPH PUT ENPHASE ENERGY INC Energy 76,000.0 $33K 0.07% NEW $0.43 +8775.9%
46 LUNR PUT INTUITIVE MACHINES INC Industrials 182,200.0 $23K 0.05% +104K +131.8% $0.12 +14556.0%
47 MRNA PUT MODERNA INC Healthcare 54,200.0 $19K 0.04% NEW $0.35 +41365.7%
48 PUT NEBIUS GROUP N.V. 15,200.0 $12K 0.03% -6K -27.6% $0.81
49 INTC PUT INTEL CORP Technology 28,000.0 $10K 0.02% NEW $0.36 +24919.4%
50 CLSK CALL CLEANSPARK INC Technology 221,800.0 $10K 0.02% NEW $0.04 +26522.2%
51 CORZ CALL CORE SCIENTIFIC INC NEW Technology 132,400.0 $9K 0.02% NEW $0.07 +27300.0%
52 FCEL PUT FUELCELL ENERGY INC Industrials 75,900.0 $4K 0.01% NEW $0.05 +38980.0%
53 VRT PUT VERTIV HOLDINGS CO Industrials 11,800.0 $3K 0.01% NEW $0.28 +95154.5%
54 TEM PUT TEMPUS AI INC Healthcare 32,200.0 $2K 0.01% NEW $0.07 +103742.9%
55 DELL PUT DELL TECHNOLOGIES INC Technology 4,600.0 $1K 0.00% NEW $0.25 +176692.0%
56 AMAT PUT APPLIED MATLS INC Technology 2,800.0 $1K 0.00% NEW $0.40 +122980.0%
57 PUT COLLABORATIVE INVESTMNT SER 11,800.0 $826.0 0.00% NEW $0.07
58 LRCX PUT LAM RESEARCH CORP Technology 4,700.0 $752.0 0.00% NEW $0.16 +196150.0%
59 GLW PUT CORNING INC Technology 8,300.0 $664.0 0.00% NEW $0.08 +187137.5%
Page 3 of 3  ·  59 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 46.7%
Industrials 20.1%
Healthcare 16.9%
Energy 11.0%
Basic Materials 5.3%