Advisory Research

Latest statistics and disclosures from Advisory Research's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Advisory Research consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Advisory Research

Advisory Research holds 424 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 2.5 $18M 57k 315.75
 View chart
Miller Industries (MLR) 2.0 $14M +9% 367k 39.21
 View chart
Enstar Group (ESGR) 1.9 $14M +2% 56k 242.00
 View chart
Asbury Automotive (ABG) 1.7 $12M +9% 53k 230.07
 View chart
Apple (AAPL) 1.7 $12M 71k 171.21
 View chart
Performance Food (PFGC) 1.6 $12M -6% 201k 58.86
 View chart
UnitedHealth (UNH) 1.5 $11M -3% 22k 504.19
 View chart
Alkami Technology (ALKT) 1.4 $10M 571k 18.22
 View chart
Broadcom (AVGO) 1.4 $10M -3% 12k 830.58
 View chart
Hubbell (HUBB) 1.4 $10M 33k 313.41
 View chart
M.D.C. Holdings (MDC) 1.4 $10M +25% 247k 41.23
 View chart
Maximus (MMS) 1.3 $9.5M +3% 128k 74.68
 View chart
Intuit (INTU) 1.3 $9.5M 19k 510.94
 View chart
Valvoline Inc Common (VVV) 1.1 $8.3M +11% 256k 32.24
 View chart
Viad (VVI) 1.1 $8.1M +73% 310k 26.20
 View chart
Monarch Casino & Resort (MCRI) 1.1 $8.0M 129k 62.10
 View chart
Reliance Steel & Aluminum (RS) 1.1 $8.0M -41% 30k 262.23
 View chart
Merck & Co (MRK) 1.1 $7.9M -2% 77k 102.95
 View chart
Element Solutions (ESI) 1.0 $7.5M -26% 384k 19.61
 View chart
Devon Energy Corporation (DVN) 1.0 $7.4M +66% 154k 47.70
 View chart
Abbvie (ABBV) 1.0 $7.1M -13% 47k 149.06
 View chart
KB Financial Group Incorporated Adr (KB) 1.0 $7.1M +17% 172k 41.11
 View chart
Bwx Technologies (BWXT) 0.8 $6.1M +25% 81k 74.98
 View chart
Samsara (IOT) 0.8 $5.9M -10% 234k 25.21
 View chart
Taiwan Semiconductor-SP Adr (TSM) 0.8 $5.8M -2% 66k 86.90
 View chart
Denbury 0.8 $5.7M -57% 59k 98.01
 View chart
Ferguson Plc F (FERG) 0.8 $5.4M -28% 33k 164.47
 View chart
iShares Short Treasury Bond ETF Etf (SHV) 0.7 $5.3M -8% 48k 110.47
 View chart
Donnelley Finl Solutions (DFIN) 0.7 $4.9M -7% 88k 56.28
 View chart
Open Text Corp (OTEX) 0.7 $4.9M 138k 35.10
 View chart
Coca-Cola Company (KO) 0.7 $4.8M -5% 86k 55.98
 View chart
IShares IBonds Dec 2023 Term Etf 0.7 $4.7M -9% 190k 24.82
 View chart
Symbotic (SYM) 0.6 $4.6M -2% 137k 33.43
 View chart
GSK Adr (GSK) 0.6 $4.6M +1063% 126k 36.25
 View chart
Equinor ASA- Adr (EQNR) 0.6 $4.5M -3% 139k 32.79
 View chart
Aehr Test Systems (AEHR) 0.6 $4.5M +24% 99k 45.70
 View chart
Healthequity (HQY) 0.6 $4.5M +137% 62k 73.05
 View chart
Rxsight (RXST) 0.6 $4.4M +57% 156k 27.89
 View chart
Allegheny Technologies Incorporated (ATI) 0.6 $4.3M +23% 103k 41.15
 View chart
Huron Consulting (HURN) 0.6 $4.1M -16% 40k 104.16
 View chart
Vanguard Ultra Short Bond ETF Etf (VUSB) 0.6 $4.1M +24% 84k 49.19
 View chart
Duolingo (DUOL) 0.5 $3.9M +108% 24k 165.87
 View chart
Sweetgreen Cl A Ord (SG) 0.5 $3.9M +36% 333k 11.75
 View chart
Fluor Corporation (FLR) 0.5 $3.7M +887% 101k 36.70
 View chart
Alphabet Inc Class A cs (GOOGL) 0.5 $3.7M -13% 28k 130.86
 View chart
John Bean Technologies Corporation (JBT) 0.5 $3.7M NEW 35k 105.14
 View chart
Amazon (AMZN) 0.5 $3.6M -5% 28k 127.12
 View chart
Kiniksa Pharmaceuticals (KNSA) 0.5 $3.5M +568% 204k 17.37
 View chart
Northern Oil And Gas Inc Mn (NOG) 0.5 $3.5M NEW 88k 40.23
 View chart
First Advantage Corp (FA) 0.5 $3.3M 241k 13.79
 View chart
Victory Cap Hldgs (VCTR) 0.5 $3.3M +3% 99k 33.34
 View chart
Lamar Advertising Co-a (LAMR) 0.4 $3.2M -2% 39k 83.47
 View chart
Gates Industrial Corpratin P ord (GTES) 0.4 $3.2M -22% 277k 11.61
 View chart
Nicolet Bankshares (NIC) 0.4 $3.2M -3% 45k 69.78
 View chart
Home Depot (HD) 0.4 $3.1M +13% 10k 302.16
 View chart
Hennessy Capital Invst Corp (HCVI) 0.4 $3.1M 300k 10.33
 View chart
First Interstate Bancsystem (FIBK) 0.4 $3.1M 124k 24.94
 View chart
Ies Hldgs (IESC) 0.4 $3.1M +237% 46k 65.87
 View chart
Kosmos Energy (KOS) 0.4 $3.0M NEW 371k 8.18
 View chart
Super Micro Computer (SMCI) 0.4 $3.0M NEW 11k 274.22
 View chart
Ww Intl (WW) 0.4 $3.0M NEW 270k 11.07
 View chart
Tecnoglass (TGLS) 0.4 $2.9M -8% 89k 32.96
 View chart
Opera Adr (OPRA) 0.4 $2.9M +74% 258k 11.27
 View chart
Technipfmc (FTI) 0.4 $2.9M +67% 143k 20.34
 View chart
Axcelis Technologies (ACLS) 0.4 $2.9M +5% 18k 163.05
 View chart
Transmedics Group (TMDX) 0.4 $2.9M -28% 52k 54.75
 View chart
Lam Research Corporation (LRCX) 0.4 $2.8M -8% 4.5k 626.77
 View chart
Watsco, Incorporated (WSO) 0.4 $2.8M 7.5k 377.72
 View chart
Ares Management Corporation cl a com stk (ARES) 0.4 $2.8M -8% 27k 102.87
 View chart
Weatherford Intl Ordf (WFRD) 0.4 $2.8M NEW 31k 90.33
 View chart
Brunswick Corporation (BC) 0.4 $2.7M 34k 79.00
 View chart
Berkshire Hathaway (BRK.B) 0.4 $2.7M -6% 7.6k 350.30
 View chart
Vanguard S&P 500 ETF Etf (VOO) 0.4 $2.6M -17% 6.7k 392.70
 View chart
NVIDIA Corporation (NVDA) 0.4 $2.6M +21% 6.0k 434.99
 View chart
Vanguard S/T Corp Bond ETF Etf (VCSH) 0.3 $2.5M 33k 75.15
 View chart
Workiva Inc equity us cm (WK) 0.3 $2.5M 25k 101.34
 View chart
Powell Industries (POWL) 0.3 $2.4M +29% 29k 82.90
 View chart
Modine Manufacturing (MOD) 0.3 $2.4M -40% 52k 45.75
 View chart
Myr (MYRG) 0.3 $2.4M +13% 18k 134.76
 View chart
Webster Financial Corporation (WBS) 0.3 $2.4M 58k 40.31
 View chart
Hudson Technologies (HDSN) 0.3 $2.3M +77% 173k 13.30
 View chart
Monday (MNDY) 0.3 $2.3M +13% 15k 159.22
 View chart
MGIC Investment (MTG) 0.3 $2.3M -6% 138k 16.69
 View chart
Cdw (CDW) 0.3 $2.3M -2% 11k 201.76
 View chart
Emerald Holding (EEX) 0.3 $2.3M +66% 500k 4.52
 View chart
Vanguard Dividend Appreciation ETF Etf (VIG) 0.3 $2.3M -20% 15k 155.38
 View chart
Lockheed Martin Corporation (LMT) 0.3 $2.3M -18% 5.5k 408.96
 View chart
Accenture (ACN) 0.3 $2.2M -64% 7.3k 307.11
 View chart
Simpson Manufacturing (SSD) 0.3 $2.2M +105% 15k 149.81
 View chart
Cameco Corporation (CCJ) 0.3 $2.2M +4% 55k 39.64
 View chart
Matador Resources (MTDR) 0.3 $2.2M +70% 36k 59.48
 View chart
Alamo (ALG) 0.3 $2.2M NEW 12k 172.86
 View chart
Vanguard Intermediate-Term Corporate Bond ETF Etf (VCIT) 0.3 $2.1M 28k 75.98
 View chart
Coursera (COUR) 0.3 $2.1M -11% 113k 18.69
 View chart
Vaxcyte (PCVX) 0.3 $2.1M +18% 41k 50.98
 View chart
Camtek (CAMT) 0.3 $2.1M NEW 33k 62.26
 View chart
ESCO Technologies (ESE) 0.3 $2.1M +114% 20k 104.44
 View chart
Avadel Pharmaceuticals Adr (AVDL) 0.3 $2.1M -25% 201k 10.30
 View chart
Allison Transmission Hldngs I (ALSN) 0.3 $2.0M +45% 35k 59.06
 View chart
South State Corporation (SSB) 0.3 $2.0M -3% 30k 67.36
 View chart
JPMorgan Chase & Co. (JPM) 0.3 $2.0M -7% 14k 145.02
 View chart
Interpublic Group of Companies (IPG) 0.3 $2.0M -9% 70k 28.66
 View chart
Oscar Health Cl A Ord (OSCR) 0.3 $2.0M -41% 359k 5.57
 View chart
Skyline Corporation (SKY) 0.3 $2.0M 31k 63.72
 View chart
Medpace Hldgs (MEDP) 0.3 $2.0M +92% 8.1k 242.13
 View chart
Kura Sushi Usa Inc cl a (KRUS) 0.3 $2.0M +3% 30k 66.12
 View chart
Standex Int'l (SXI) 0.3 $1.9M -8% 13k 145.69
 View chart
AutoZone (AZO) 0.3 $1.9M +13% 746.00 2539.99
 View chart
Beacon Roofing Supply (BECN) 0.3 $1.9M +170% 25k 77.17
 View chart
Build-A-Bear Workshop (BBW) 0.3 $1.9M +16% 64k 29.41
 View chart
Floor & Decor Hldgs Inc cl a (FND) 0.3 $1.9M -11% 21k 90.50
 View chart
Danaos Corporation (DAC) 0.3 $1.8M -9% 28k 66.22
 View chart
Vanguard Short-Term Treasury ETF Etf (VGSH) 0.3 $1.8M 32k 57.60
 View chart
O-i Glass (OI) 0.3 $1.8M -34% 108k 16.73
 View chart
Championx Corp (CHX) 0.3 $1.8M -72% 51k 35.62
 View chart
Thredup (TDUP) 0.2 $1.8M +26% 440k 4.01
 View chart
Life Time Group Holdings (LTH) 0.2 $1.8M -36% 116k 15.21
 View chart
Genius Sports (GENI) 0.2 $1.7M -42% 328k 5.33
 View chart
Steel Dynamics (STLD) 0.2 $1.7M -9% 16k 107.22
 View chart
TJX Companies (TJX) 0.2 $1.7M -3% 19k 88.88
 View chart
GXO Logistics (GXO) 0.2 $1.7M -13% 29k 58.65
 View chart
Uber Technologies (UBER) 0.2 $1.7M -37% 37k 45.99
 View chart
Chevron Corporation (CVX) 0.2 $1.7M -15% 10k 168.62
 View chart
Cass Information Systems (CASS) 0.2 $1.7M 46k 37.25
 View chart
Sofi Technologies (SOFI) 0.2 $1.7M +61% 212k 7.99
 View chart
Cellebrite Di Ltd Ordinary Shares (CLBT) 0.2 $1.7M +217% 220k 7.65
 View chart
Holley (HLLY) 0.2 $1.7M +4% 337k 4.99
 View chart
IShares Intermediate-Term Corporate Bond ETF Etf (IGIB) 0.2 $1.6M 34k 48.65
 View chart
Preformed Line Products Company (PLPC) 0.2 $1.6M +16% 9.9k 162.58
 View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP) 0.2 $1.6M 11k 141.69
 View chart
Cymabay Therapeutics (CBAY) 0.2 $1.6M -14% 105k 14.91
 View chart
iShares MBS ETF Etf (MBB) 0.2 $1.6M 18k 88.80
 View chart
First Merchants Corporation (FRME) 0.2 $1.5M 56k 27.82
 View chart
C3 Ai (AI) 0.2 $1.5M +21% 60k 25.52
 View chart
Ares Capital Corporation (ARCC) 0.2 $1.5M 78k 19.47
 View chart
Noble Corp (NE) 0.2 $1.5M +66% 30k 50.65
 View chart
Trinity Industries (TRN) 0.2 $1.5M -3% 62k 24.35
 View chart
Oracle Corporation (ORCL) 0.2 $1.5M 14k 105.92
 View chart
Legalzoom (LZ) 0.2 $1.5M -52% 139k 10.94
 View chart
Tesla Motors (TSLA) 0.2 $1.5M -27% 6.0k 250.22
 View chart
McDonald's Corporation (MCD) 0.2 $1.5M 5.6k 263.44
 View chart
Union Pacific Corporation (UNP) 0.2 $1.4M -3% 7.1k 203.63
 View chart
Bank of America Corporation (BAC) 0.2 $1.4M -4% 52k 27.38
 View chart
Kirby Corporation (KEX) 0.2 $1.4M NEW 17k 82.80
 View chart
Abbott Laboratories (ABT) 0.2 $1.4M +6% 14k 96.85
 View chart
EXACT Sciences Corporation (EXAS) 0.2 $1.4M -22% 20k 68.22
 View chart
Regal-beloit Corporation (RRX) 0.2 $1.4M +12% 9.6k 142.88
 View chart
Evolent Health (EVH) 0.2 $1.4M -21% 50k 27.23
 View chart
Rover Group (ROVR) 0.2 $1.4M -26% 219k 6.26
 View chart
Vermilion Energy (VET) 0.2 $1.4M -9% 94k 14.62
 View chart
ConocoPhillips (COP) 0.2 $1.4M -2% 11k 119.80
 View chart
Johnson & Johnson (JNJ) 0.2 $1.3M -17% 8.7k 155.75
 View chart
Vanguard FTSE Developed ETF Etf (VEA) 0.2 $1.3M 31k 43.72
 View chart
NCR Corporation (VYX) 0.2 $1.3M 50k 26.97
 View chart
Intra Cellular Therapies (ITCI) 0.2 $1.3M +15% 25k 52.09
 View chart
Immunocore Holdings Plc Shs Sponsored American Dep Adr (IMCR) 0.2 $1.3M +3% 25k 51.90
 View chart
Xenon Pharmaceuticals (XENE) 0.2 $1.3M -13% 38k 34.16
 View chart
Arlo Technologies (ARLO) 0.2 $1.3M +65% 126k 10.30
 View chart
Sprouts Fmrs Mkt (SFM) 0.2 $1.3M NEW 30k 42.80
 View chart
Blackbaud (BLKB) 0.2 $1.3M 18k 70.32
 View chart
American Express Company (AXP) 0.2 $1.3M -6% 8.6k 149.19
 View chart
DXP Enterprises (DXPE) 0.2 $1.3M +242% 37k 34.94
 View chart
Fortune Brands (FBIN) 0.2 $1.3M -15% 20k 62.16
 View chart
Carvana Co cl a (CVNA) 0.2 $1.3M +214% 30k 41.98
 View chart
Hershey Company (HSY) 0.2 $1.2M NEW 6.2k 200.08
 View chart
Sixth Street Specialty Lending (TSLX) 0.2 $1.2M -8% 60k 20.44
 View chart
Aptar (ATR) 0.2 $1.2M NEW 9.8k 125.04
 View chart
Newpark Resources (NR) 0.2 $1.2M NEW 177k 6.91
 View chart
Hercules Technology Growth Capital (HTGC) 0.2 $1.2M 74k 16.42
 View chart
Oaktree Specialty Lending Corp (OCSL) 0.2 $1.2M -2% 61k 20.12
 View chart
Armstrong World Industries (AWI) 0.2 $1.2M -48% 17k 72.00
 View chart
NetApp (NTAP) 0.2 $1.2M -59% 16k 75.88
 View chart
Fiverr Intl Ltd ord (FVRR) 0.2 $1.2M NEW 49k 24.47
 View chart
Blackstone Secd Lending (BXSL) 0.2 $1.2M 44k 27.36
 View chart
Arhaus Incorporated Com Class A (ARHS) 0.2 $1.2M +164% 126k 9.30
 View chart
Bel Fuse (BELFB) 0.2 $1.2M +277% 24k 47.72
 View chart
Hackett (HCKT) 0.2 $1.2M +83% 49k 23.59
 View chart
Vanguard Mid-Cap ETF Etf (VO) 0.2 $1.1M 5.5k 208.24
 View chart
Ermenegildo Zegna Holditalia (ZGN) 0.2 $1.1M +40% 81k 13.92
 View chart
Blackstone Group Inc Com Cl A (BX) 0.2 $1.1M -6% 11k 107.14
 View chart
Fs Kkr Capital Corp (FSK) 0.2 $1.1M -4% 56k 19.69
 View chart
International Game Technology (IGT) 0.2 $1.1M -11% 36k 30.32
 View chart
Veeco Instruments (VECO) 0.1 $1.1M +135% 38k 28.11
 View chart
Ero Copper Corp (ERO) 0.1 $1.1M NEW 62k 17.24
 View chart
Alphatec Holdings (ATEC) 0.1 $1.1M -49% 83k 12.97
 View chart
Main Street Capital Corporation (MAIN) 0.1 $1.1M -5% 26k 40.63
 View chart
Curtiss-Wright (CW) 0.1 $1.1M +18% 5.4k 195.63
 View chart
Jabil Circuit (JBL) 0.1 $1.0M +14% 8.3k 126.89
 View chart
Chesapeake Utilities Corporation (CPK) 0.1 $1.0M +83% 11k 97.75
 View chart
Krystal Biotech (KRYS) 0.1 $1.0M -22% 9.0k 116.00
 View chart
Facebook Inc cl a (META) 0.1 $1.0M -16% 3.4k 300.21
 View chart
Lattice Semiconductor (LSCC) 0.1 $1.0M 12k 85.93
 View chart
Arcos Dorados Holdings (ARCO) 0.1 $1.0M -33% 107k 9.46
 View chart
Encompass Health Corp (EHC) 0.1 $1.0M -3% 15k 67.16
 View chart
Newmark Group (NMRK) 0.1 $991k NEW 154k 6.43
 View chart
Eli Lilly & Co. (LLY) 0.1 $951k -11% 1.8k 537.13
 View chart
Perion Network (PERI) 0.1 $951k -46% 31k 30.63
 View chart
Exxon Mobil Corporation (XOM) 0.1 $946k +5% 8.0k 117.58
 View chart
Aaon (AAON) 0.1 $941k -14% 17k 56.87
 View chart
Owens Corning (OC) 0.1 $941k -26% 6.9k 136.42
 View chart
Natera (NTRA) 0.1 $937k NEW 21k 44.25
 View chart
Inspired Entmt (INSE) 0.1 $932k -49% 78k 11.96
 View chart
Roivant Sciences Ltd Shs Isin #bmg762791017 (ROIV) 0.1 $931k -26% 80k 11.68
 View chart
Fidus Invt (FDUS) 0.1 $922k +3% 48k 19.20
 View chart
Ufp Industries (UFPI) 0.1 $920k -3% 9.0k 102.40
 View chart
Western Alliance Bancorporation (WAL) 0.1 $906k +120% 20k 45.97
 View chart
Vertex (VERX) 0.1 $896k -53% 39k 23.10
 View chart
Spirit AeroSystems Holdings (SPR) 0.1 $887k 55k 16.14
 View chart
Potbelly (PBPB) 0.1 $882k -42% 113k 7.80
 View chart
H&R Block (HRB) 0.1 $882k -3% 21k 43.06
 View chart
Microvast Holdings (MVST) 0.1 $873k -6% 462k 1.89
 View chart
Blucora 0.1 $862k -53% 34k 25.58
 View chart
Boyd Gaming Corporation (BYD) 0.1 $848k -7% 14k 60.83
 View chart
Foot Locker (FL) 0.1 $845k NEW 49k 17.35
 View chart
Allegro Microsystems Ord (ALGM) 0.1 $807k NEW 25k 31.94
 View chart
Novo Nordisk A/S Adr (NVO) 0.1 $806k +23% 8.9k 90.94
 View chart
Mueller Industries (MLI) 0.1 $805k -57% 11k 75.16
 View chart
Green Brick Partners (GRBK) 0.1 $804k -65% 19k 41.51
 View chart
Petiq (PETQ) 0.1 $785k NEW 40k 19.70
 View chart
Mgp Ingredients Inc Common Sto (MGPI) 0.1 $779k -3% 7.4k 105.48
 View chart
Ionq Inc Pipe (IONQ) 0.1 $767k +113% 52k 14.88
 View chart
Progress Software Corporation (PRGS) 0.1 $766k -3% 15k 52.58
 View chart
NRG Energy (NRG) 0.1 $754k -3% 20k 38.52
 View chart
Spdr S&p Biotech Etf Etf (XBI) 0.1 $750k -7% 10k 73.02
 View chart
Capital Southwest Corporation (CSWC) 0.1 $749k -11% 33k 22.90
 View chart
Arrow Electronics (ARW) 0.1 $741k -3% 5.9k 125.24
 View chart
North American Const (NOA) 0.1 $731k NEW 34k 21.72
 View chart
Unum (UNM) 0.1 $729k -3% 15k 49.19
 View chart
Albany International (AIN) 0.1 $726k -49% 8.4k 86.28
 View chart
Ryerson Tull (RYI) 0.1 $723k -3% 25k 29.09
 View chart
Hf Sinclair Corp (DINO) 0.1 $723k -3% 13k 56.93
 View chart
Wright Express (WEX) 0.1 $723k NEW 3.8k 188.09
 View chart
Integral Ad Science Hldng (IAS) 0.1 $721k -14% 61k 11.89
 View chart
Herman Miller (MLKN) 0.1 $704k NEW 29k 24.45
 View chart
Amphastar Pharmaceuticals (AMPH) 0.1 $685k -3% 15k 45.99
 View chart
Boot Barn Hldgs (BOOT) 0.1 $682k 8.4k 81.19
 View chart
Membership Collect Com Cla Usd0.01 (SHCO) 0.1 $681k 98k 6.93
 View chart
Nextdoor Holding (KIND) 0.1 $667k -62% 367k 1.82
 View chart
Chart Industries (GTLS) 0.1 $667k NEW 3.9k 169.12
 View chart
Impinj (PI) 0.1 $665k -76% 12k 55.03
 View chart
Arista Networks (ANET) 0.1 $660k +26% 3.6k 183.93
 View chart
Deere & Company (DE) 0.1 $650k +11% 1.7k 377.38
 View chart
The Real Brokerage (REAX) 0.1 $647k -3% 446k 1.45
 View chart
Astronics Corporation (ATRO) 0.1 $646k -6% 41k 15.86
 View chart
Stride (LRN) 0.1 $643k NEW 14k 45.03
 View chart
Diamondback Energy (FANG) 0.1 $640k NEW 4.1k 154.88
 View chart
Goosehead Ins (GSHD) 0.1 $637k NEW 8.5k 74.53
 View chart
Quanta Services (PWR) 0.1 $630k 3.4k 187.07
 View chart
Servicenow (NOW) 0.1 $620k 1.1k 558.96
 View chart
Blackrock Tcp Cap Corp (TCPC) 0.1 $609k -9% 52k 11.74
 View chart
Visa (V) 0.1 $599k 2.6k 230.01
 View chart
Covenant Transportation (CVLG) 0.1 $598k -64% 14k 43.85
 View chart
Cue Biopharma (CUE) 0.1 $592k 257k 2.30
 View chart
Taylor Morrison Hom (TMHC) 0.1 $581k -61% 14k 42.61
 View chart
Sterling Construction Company (STRL) 0.1 $578k -39% 7.9k 73.48
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $577k +20% 1.1k 509.90
 View chart
Olympic Steel (ZEUS) 0.1 $570k +23% 10k 56.21
 View chart
Stellus Capital Investment (SCM) 0.1 $566k 42k 13.60
 View chart
MasterCard Incorporated (MA) 0.1 $563k 1.4k 395.91
 View chart
Denison Mines Corp (DNN) 0.1 $558k NEW 338k 1.65
 View chart
Everi Hldgs (EVRI) 0.1 $557k -8% 42k 13.22
 View chart
Nvent Electric Plc Voting equities (NVT) 0.1 $556k -4% 11k 52.99
 View chart
Gitlab (GTLB) 0.1 $549k +70% 12k 45.22
 View chart
Fiat Chrysler Automobiles (STLA) 0.1 $549k -20% 29k 19.13
 View chart
Whitestone REIT (WSR) 0.1 $547k -3% 57k 9.63
 View chart
Argan (AGX) 0.1 $544k NEW 12k 45.52
 View chart
Centrus Energy Corp cl a (LEU) 0.1 $542k NEW 9.5k 56.76
 View chart
Docebo (DCBO) 0.1 $540k -44% 13k 40.52
 View chart
Confluent (CFLT) 0.1 $531k -41% 18k 29.61
 View chart
Caterpillar (CAT) 0.1 $528k +10% 1.9k 273.00
 View chart
Thryv Hldgs (THRY) 0.1 $518k -77% 28k 18.77
 View chart
Ivanhoe Electric (IE) 0.1 $517k -15% 44k 11.90
 View chart
Eventbrite (EB) 0.1 $514k +149% 52k 9.86
 View chart
Comcast Corporation (CMCSA) 0.1 $514k +24% 12k 44.34
 View chart
General Electric (GE) 0.1 $513k +20% 4.6k 110.55
 View chart
Science App Int'l (SAIC) 0.1 $511k -3% 4.8k 105.53
 View chart
Gladstone Capital Corporation (GLAD) 0.1 $510k +3% 53k 9.64
 View chart
Iradimed (IRMD) 0.1 $508k -38% 11k 44.37
 View chart
salesforce (CRM) 0.1 $504k +2% 2.5k 202.78
 View chart
Geron Corporation (GERN) 0.1 $502k -74% 237k 2.12
 View chart
Linde (LIN) 0.1 $495k 1.3k 372.35
 View chart
On Hldg (ONON) 0.1 $494k -87% 18k 27.82
 View chart
Dropbox Inc-class A (DBX) 0.1 $487k NEW 18k 27.23
 View chart
Supernus Pharmaceuticals (SUPN) 0.1 $484k -3% 18k 27.57
 View chart
Bentley Systems Cl B Ord (BSY) 0.1 $483k +8% 9.6k 50.16
 View chart
Napco Security Systems (NSSC) 0.1 $480k -79% 22k 22.25
 View chart
Costco Wholesale Corporation (COST) 0.1 $473k NEW 837.00 564.96
 View chart
Eaton (ETN) 0.1 $467k +16% 2.2k 213.28
 View chart
Palo Alto Networks (PANW) 0.1 $466k +8% 2.0k 234.44
 View chart
CECO Environmental (CECO) 0.1 $466k NEW 29k 15.97
 View chart
Lennar Corporation (LEN) 0.1 $463k +33% 4.1k 112.23
 View chart
Mondelez Int (MDLZ) 0.1 $452k +3% 6.5k 69.40
 View chart
Synopsys (SNPS) 0.1 $448k NEW 977.00 458.97
 View chart
Wal-Mart Stores (WMT) 0.1 $443k 2.8k 159.93
 View chart
Silverbow Resources (SBOW) 0.1 $438k NEW 12k 35.77
 View chart
Pepsi (PEP) 0.1 $437k 2.6k 169.44
 View chart
Addus Homecare Corp (ADUS) 0.1 $437k -3% 5.1k 85.19
 View chart
Cisco Systems (CSCO) 0.1 $437k NEW 8.1k 53.76
 View chart
Paymentus Holdings (PAY) 0.1 $435k NEW 26k 16.60
 View chart
Boeing Company (BA) 0.1 $425k +10% 2.2k 191.68
 View chart
Runway Growth Finance Corp (RWAY) 0.1 $422k -45% 33k 12.82
 View chart
Ccc Intelligent Solutions Holdings (CCCS) 0.1 $418k NEW 31k 13.35
 View chart
Carpenter Technology Corporation (CRS) 0.1 $417k NEW 6.2k 67.21
 View chart
Freshworks (FRSH) 0.1 $415k NEW 21k 19.92
 View chart
Nlight (LASR) 0.1 $412k +25% 40k 10.40
 View chart
McKesson Corporation (MCK) 0.1 $404k +92% 929.00 434.85
 View chart
Adecoagro S A (AGRO) 0.1 $404k NEW 35k 11.69
 View chart
Hyster Yale Materials Handling (HY) 0.1 $403k -72% 9.0k 44.58
 View chart
IShares Short-Term Corporate Bond ETF Etf (IGSB) 0.1 $402k 8.1k 49.83
 View chart
S&p Global (SPGI) 0.1 $401k +3% 1.1k 365.41
 View chart
Barclays PLC- Adr (BCS) 0.1 $399k -7% 51k 7.79
 View chart
Applied Materials (AMAT) 0.1 $399k 2.9k 138.45
 View chart
KLA-Tencor Corporation (KLAC) 0.1 $397k 866.00 458.66
 View chart
Chipotle Mexican Grill (CMG) 0.1 $396k NEW 216.00 1831.83
 View chart
Fortinet (FTNT) 0.1 $394k NEW 6.7k 58.68
 View chart
Vistra Energy (VST) 0.1 $394k -55% 12k 33.18
 View chart
PDF Solutions (PDFS) 0.1 $393k -45% 12k 32.40
 View chart
Acm Research (ACMR) 0.1 $393k NEW 22k 18.10
 View chart
Cigna Corp (CI) 0.1 $393k NEW 1.4k 286.07
 View chart
Intuitive Surgical (ISRG) 0.1 $390k +6% 1.3k 292.29
 View chart
Permian Resources Corp Class A (PR) 0.1 $389k NEW 28k 13.96
 View chart
Fastly Inc cl a (FSLY) 0.1 $385k NEW 20k 19.17
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $380k 1.1k 347.74
 View chart
Stryker Corporation (SYK) 0.1 $378k 1.4k 273.27
 View chart
Portillos (PTLO) 0.1 $373k -78% 24k 15.39
 View chart
Nextera Energy (NEE) 0.1 $372k 6.5k 57.29
 View chart
Advanced Micro Devices (AMD) 0.1 $372k -18% 3.6k 102.82
 View chart
Angi Homeservices (ANGI) 0.1 $371k -33% 187k 1.98
 View chart
First Watch Restaurant Groupco (FWRG) 0.1 $370k -10% 21k 17.29
 View chart
Boston Scientific Corporation (BSX) 0.1 $370k +3% 7.0k 52.80
 View chart
Molina Healthcare (MOH) 0.1 $366k NEW 1.1k 327.89
 View chart
Schlumberger (SLB) 0.1 $366k NEW 6.3k 58.30
 View chart
Ranger Energy Svcs (RNGR) 0.1 $365k NEW 26k 14.18
 View chart
Uipath Inc Cl A (PATH) 0.1 $361k +26% 21k 17.11
 View chart
ON Semiconductor (ON) 0.0 $359k -16% 3.9k 92.95
 View chart
Inmode Ltd. Inmd (INMD) 0.0 $358k -78% 12k 30.46
 View chart
Southern Copper Corporation (SCCO) 0.0 $358k NEW 4.7k 75.29
 View chart
Upwork (UPWK) 0.0 $357k NEW 31k 11.36
 View chart
Aon (AON) 0.0 $356k +3% 1.1k 324.22
 View chart
Rush Street Interactive (RSI) 0.0 $354k NEW 77k 4.62
 View chart
Amgen (AMGN) 0.0 $353k -8% 1.3k 268.76
 View chart
Hillenbrand (HI) 0.0 $353k -3% 8.3k 42.31
 View chart
Cadence Design Systems (CDNS) 0.0 $349k NEW 1.5k 234.30
 View chart
Netflix (NFLX) 0.0 $349k -2% 924.00 377.60
 View chart
Whitehorse Finance (WHF) 0.0 $346k -30% 27k 12.77
 View chart
Legend Biotech Corporation Adr (LEGN) 0.0 $345k -46% 5.1k 67.17
 View chart
Texas Instruments Incorporated (TXN) 0.0 $344k NEW 2.2k 159.01
 View chart
Patrick Industries (PATK) 0.0 $339k -3% 4.5k 75.06
 View chart
Airbnb (ABNB) 0.0 $338k +49% 2.5k 137.21
 View chart
Lululemon Athletica (LULU) 0.0 $338k NEW 876.00 385.61
 View chart
Academy Sports & Outdoor (ASO) 0.0 $332k -57% 7.0k 47.27
 View chart
Workday Inc cl a (WDAY) 0.0 $330k -2% 1.5k 214.85
 View chart
Fiserv (FI) 0.0 $330k 2.9k 112.96
 View chart
International Business Machines (IBM) 0.0 $327k NEW 2.3k 140.30
 View chart
Darden Restaurants (DRI) 0.0 $326k 2.3k 143.22
 View chart
O'reilly Automotive (ORLY) 0.0 $325k NEW 358.00 908.86
 View chart
Pure Storage Inc - Class A (PSTG) 0.0 $323k 9.1k 35.62
 View chart
Roper Industries (ROP) 0.0 $322k +20% 665.00 484.28
 View chart
Motorola Solutions (MSI) 0.0 $322k NEW 1.2k 272.24
 View chart
Qualcomm (QCOM) 0.0 $321k NEW 2.9k 111.06
 View chart
Lowe's Companies (LOW) 0.0 $319k 1.5k 207.84
 View chart
Rio Tinto Adr (RIO) 0.0 $319k -20% 5.0k 63.64
 View chart
Spire (SR) 0.0 $319k -3% 5.6k 56.58
 View chart
Hca Holdings (HCA) 0.0 $314k +2% 1.3k 245.98
 View chart
James Hardie Industries Adr (JHX) 0.0 $314k -17% 12k 26.24
 View chart
Onto Innovation (ONTO) 0.0 $313k NEW 2.5k 127.52
 View chart
Marriott International (MAR) 0.0 $313k +15% 1.6k 196.56
 View chart
Seacor Marine Hldgs (SMHI) 0.0 $312k NEW 23k 13.88
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $311k +11% 2.6k 120.85
 View chart
Booking Holdings (BKNG) 0.0 $308k -9% 100.00 3083.95
 View chart
Medtronic (MDT) 0.0 $307k +5% 3.9k 78.36
 View chart
Nuvalent Inc-a (NUVL) 0.0 $304k -41% 6.6k 45.97
 View chart
Procter & Gamble Company (PG) 0.0 $303k -29% 2.1k 145.86
 View chart
Marsh & McLennan Companies (MMC) 0.0 $299k 1.6k 190.30
 View chart
Automatic Data Processing (ADP) 0.0 $298k NEW 1.2k 240.58
 View chart
Regeneron Pharmaceuticals (REGN) 0.0 $298k -2% 362.00 822.96
 View chart
Chubb (CB) 0.0 $297k 1.4k 208.18
 View chart
Freeport-McMoRan Copper & Gold (FCX) 0.0 $296k NEW 7.9k 37.29
 View chart
Builders FirstSource (BLDR) 0.0 $295k -24% 2.4k 124.49
 View chart
Unilever Adr (UL) 0.0 $295k -19% 6.0k 49.40
 View chart
General Mills (GIS) 0.0 $294k +24% 4.6k 63.99
 View chart
Morgan Stanley (MS) 0.0 $287k +42% 3.5k 81.67
 View chart
BlackRock (BLK) 0.0 $286k +3% 443.00 646.49
 View chart
Gilead Sciences (GILD) 0.0 $285k -22% 3.8k 74.94
 View chart
Harmonic (HLIT) 0.0 $284k -9% 30k 9.63
 View chart
Barings Bdc (BBDC) 0.0 $283k -11% 32k 8.91
 View chart
Analog Devices (ADI) 0.0 $281k +42% 1.6k 175.09
 View chart
Micron Technology (MU) 0.0 $279k +4% 4.1k 68.03
 View chart
Trinity Cap (TRIN) 0.0 $276k -9% 20k 13.92
 View chart
KBR (KBR) 0.0 $274k -19% 4.6k 58.94
 View chart
EOG Resources (EOG) 0.0 $273k NEW 2.2k 126.76
 View chart
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $272k 1.6k 167.38
 View chart
Cme (CME) 0.0 $269k -3% 1.3k 200.22
 View chart
Las Vegas Sands (LVS) 0.0 $263k NEW 5.7k 45.84
 View chart
Zoetis Inc Cl A (ZTS) 0.0 $263k NEW 1.5k 173.98
 View chart
Southern Company (SO) 0.0 $260k 4.0k 64.72
 View chart
Becton, Dickinson and (BDX) 0.0 $260k -4% 1.0k 258.53
 View chart
Mongodb Inc. Class A (MDB) 0.0 $258k 747.00 345.86
 View chart
Axonics Modulation Technolog (AXNX) 0.0 $258k NEW 4.6k 56.12
 View chart
Procore Technologies (PCOR) 0.0 $257k 3.9k 65.32
 View chart
Illinois Tool Works (ITW) 0.0 $257k -2% 1.1k 230.31
 View chart
Draftkings (DKNG) 0.0 $255k +10% 8.7k 29.44
 View chart
Hubspot (HUBS) 0.0 $254k -20% 515.00 492.50
 View chart
Titan International (TWI) 0.0 $240k NEW 18k 13.43
 View chart
SPDR S&P 500 ETF Trust Etf (SPY) 0.0 $239k 558.00 427.48
 View chart
IShares 1-3 Year Treasury Bond ETF Etf (SHY) 0.0 $236k +10% 2.9k 80.97
 View chart
Aspen Aerogels (ASPN) 0.0 $222k NEW 26k 8.60
 View chart
Avita Therapeutics (RCEL) 0.0 $222k -67% 15k 14.61
 View chart
Cantaloupe (CTLP) 0.0 $220k -52% 35k 6.25
 View chart
iShares MCSI ACWI ETF Etf (ACWI) 0.0 $220k NEW 2.4k 92.39
 View chart
Pagerduty (PD) 0.0 $220k 9.8k 22.49
 View chart
Solo Brands (DTC) 0.0 $219k -74% 43k 5.10
 View chart
Blueprint Medicines (BPMC) 0.0 $218k NEW 4.3k 50.22
 View chart
Encore Wire Corporation (WIRE) 0.0 $218k -85% 1.2k 182.46
 View chart
Brilliant Earth Group (BRLT) 0.0 $213k -28% 72k 2.95
 View chart
Thermon Group Holdings (THR) 0.0 $212k NEW 7.7k 27.47
 View chart
Twist Bioscience Corp (TWST) 0.0 $210k -50% 10k 20.26
 View chart
Shopify Inc cl a (SHOP) 0.0 $202k -60% 3.7k 54.57
 View chart
Toast (TOST) 0.0 $195k -79% 10k 18.73
 View chart
Teva Pharmaceutical Industries Limited Sponsored A Adr (TEVA) 0.0 $185k NEW 18k 10.20
 View chart
Atomera (ATOM) 0.0 $125k 20k 6.26
 View chart
Heartbeam (BEAT) 0.0 $108k -50% 50k 2.15
 View chart
Biote Corp (BTMD) 0.0 $91k 18k 5.12
 View chart
Mirion Technologies Inc CW27 Warrants (MIR.WS) 0.0 $37k 28k 1.35
 View chart

Past Filings by Advisory Research

SEC 13F filings are viewable for Advisory Research going back to 2010

View all past filings