Rex Advisers Increases Holdings in Tech Giants: Quarter Ending June 2026
Rex Advisers maintained a strong focus on Technology stocks while significantly boosting positions in Corning Inc (GLW), Lam Research Corp (LRCX), Applied Materials Inc (AMAT), Dell Technologies Inc (DELL) and Vertiv Holdings Co (VRT).
For the quarter ending June 30, 2026, Rex Advisers LLC demonstrated a clear preference for Technology stocks while selectively adding exposure to other sectors. The investment firm's portfolio saw significant buying activity across several holdings.
Prominent Purchases in Technology
Rex Advisers significantly increased its stake in several prominent Technology companies during this period:
- Corning Inc (GLW), adding shares valued at $2,120,069 to its portfolio.
- Lam Research Corp (LRCX), acquiring additional stock worth $2,036,651.
- Applied Materials Inc (AMAT), increasing its position by $2,024,400 in value.
- Dell Technologies Inc (DELL), adding shares worth approximately $1.98 million to its portfolio.
- Vertiv Holdings Co (VRT), acquiring stock valued at over $1.97 million.
These substantial purchases, representing brand new positions or significant increases from previous quarters, contributed significantly to Rex Advisers' overall Technology sector allocation of 41.33% as of June 2026.
Additional Strategic Acquisitions
Beyond the major Technology buys, Rex Advisers also noted increased holdings in:
- Intuitive Machines Inc (LUNR), an Industrial company.
The firm's portfolio includes a diverse range of holdings, with Technology being the dominant sector. Rex Advisers can be viewed on InsiderSet.
No Disclosed Selling Activity
According to the available data, Rex Advisers did not engage in any selling activities during this quarter. There were no disclosed exits from existing positions.
Detailed Portfolio Changes
The complete list of changes observed by InsiderSet shows a portfolio with 17 holdings as of June 30, 2026. The top five holdings account for approximately 27.7% of the total portfolio value.
Overall Portfolio Strategy
Rex Advisers appears to be actively allocating capital towards companies within sectors like Technology and Industrials that align with its investment thesis, as evidenced by the quarter's buying activity. The firm maintained a significant position in Healthcare through holdings of Moderna Inc (MRNA) and Tempus AI Inc (TEM), while also showing interest in Consumer Defensive through Hims & Hers Health Inc (HIMS).