REX Advisers, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 20, 2026), REX Advisers, LLC reported 20 stock positions worth $8.0 million. Its top holding was Reddit Class A (RDDT) at 5.4% of the portfolio, followed by Intuitive Machines (LUNR, 5.4%) and Ast Spacemobile (ASTS, 5.2%).
- Most Recent 13F
- Q2 2026
- Location
- FAIRFIELD, CT
- CIK
- 0002016827
- Portfolio Value
- $8.0M (Q4 2025)
- SEC Filing
- 0002016827-26-000005 ↗ filed Feb 20, 2026
Holdings Value
Holdings 20 stocks · $8.0M
| RDDT Reddit Inc. Class A | 5.44% | 1,900 | $437K | — |
| LUNR Intuitive Machines Inc. | 5.42% | 26,800 | $435K | — |
| ASTS Ast Spacemobile Inc. | 5.25% | 5,800 | $421K | — |
| U Unity Software Inc. | 5.06% | 9,200 | $406K | — |
| RKLB Rocket Lab Corp. | 5.04% | 5,800 | $405K | — |
| ENPH Enphase Energy Inc. | 5.03% | 12,600 | $404K | — |
| IONQ Ionq Inc. | 5.03% | 9,000 | $404K | — |
| SNDK Sandisk Corp. | 5.03% | 1,700 | $404K | — |
| BE Bloom Energy Corp. Class A | 4.98% | 4,600 | $400K | — |
| HL Hecla Mining Co. | 4.97% | 20,800 | $399K | — |
| VKTX Viking Therapeutics Inc. | 4.95% | 11,300 | $398K | — |
| UEC Uranium Energy Corp. | 4.95% | 34,000 | $397K | — |
| WDC Western Digital Corp. | 4.94% | 2,300 | $396K | — |
| CORZ Core Scientific Inc. | 4.93% | 27,200 | $396K | — |
| OKLO Oklo Inc. | 4.92% | 5,500 | $395K | — |
| RIVN Rivian Automotive Inc. Class A | 4.89% | 19,900 | $392K | — |
| JOBY Joby Aviation Inc. | 4.87% | 29,600 | $391K | — |
| CDE Coeur Mining Inc. | 4.82% | 21,700 | $387K | — |
| RIOT Riot Platforms Inc. | 4.80% | 30,400 | $385K | — |
| RUN Sunrun Inc. | 4.70% | 20,500 | $377K | — |
Options reported separately and not counted above: NVDA calls ($7.1M), TSLA puts ($4.3M), NVDA puts ($715K), TSLA calls ($556K), COIN puts ($419K), MSTR puts ($371K), HOOD puts ($326K), LLY calls ($208K), MSTR calls ($190K), CRWV puts ($173K), PLTR puts ($144K), PLTR calls ($134K), and 46 more.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.