Advisory Research
Latest statistics and disclosures from Advisory Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TRS, OPLN, TSM, DJCO, TPR, and represent 20.93% of Advisory Research's stock portfolio.
- Added to shares of these 10 stocks: TRS (+$12M), MYE (+$11M), ACVA (+$8.8M), UL (+$6.3M), KDP (+$5.9M), DJCO, BTI, CALM, OPLN, SGOV.
- Started 13 new stock positions in SNX, ACVA, CPRT, SDY, UL, MICC, IWM, IVZ, TOST, GLUE. CALM, RAL, MPTI.
- Reduced shares in these 10 stocks: BELFB (-$10M), VZ (-$8.1M), DRVN (-$7.7M), Unilever (-$6.4M), BELFA, PBI, MCRI, WAL, OSW, GO.
- Sold out of its positions in ARCC, BELFA, BXSL, FSK, FDUS, GO, HTGC, HI, MAIN, MCRI. OC, PBI, RYI, SAIC, TSLX, CGBD, Unilever, VZ, FLUT.
- Advisory Research was a net buyer of stock by $21M.
- Advisory Research has $796M in assets under management (AUM), dropping by 4.50%.
- Central Index Key (CIK): 0000902584
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Portfolio Holdings for Advisory Research
Advisory Research holds 143 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Trimas Corp Com New (TRS) | 4.9 | $39M | +46% | 1.1M | 35.45 |
|
| KAR Auction Services (OPLN) | 4.2 | $34M | +11% | 1.1M | 29.78 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.1 | $32M | 107k | 303.89 |
|
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| Daily Journal Corporation (DJCO) | 4.0 | $32M | +14% | 66k | 487.32 |
|
| Tapestry (TPR) | 3.7 | $30M | 231k | 127.77 |
|
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| Philip Morris International (PM) | 3.6 | $29M | 179k | 160.40 |
|
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| Broadcom (AVGO) | 3.6 | $29M | -3% | 82k | 346.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $28M | 91k | 313.00 |
|
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| Myers Industries (MYE) | 3.1 | $24M | +84% | 1.3M | 18.72 |
|
| Viad (PRSU) | 2.9 | $23M | -4% | 695k | 33.68 |
|
| Bel Fuse CL B (BELFB) | 2.9 | $23M | -30% | 135k | 169.63 |
|
| MGIC Investment (MTG) | 2.8 | $22M | 765k | 29.22 |
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| Microsoft Corporation (MSFT) | 2.5 | $20M | 42k | 483.62 |
|
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| John Bean Technologies Corporation (JBTM) | 2.5 | $20M | 130k | 150.67 |
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| Cme (CME) | 2.1 | $17M | +2% | 62k | 273.08 |
|
| Phinia Common Stock (PHIN) | 2.1 | $17M | 270k | 62.69 |
|
|
| Keurig Dr Pepper (KDP) | 2.1 | $17M | +55% | 589k | 28.01 |
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| Abbvie (ABBV) | 2.0 | $16M | 71k | 228.49 |
|
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| GSK Sponsored Adr (GSK) | 2.0 | $16M | +2% | 324k | 49.04 |
|
| American Electric Power Company (AEP) | 2.0 | $16M | 136k | 115.31 |
|
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| Legacy Housing Corp (LEGH) | 1.8 | $14M | +11% | 731k | 19.52 |
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| Performance Food (PFGC) | 1.5 | $12M | -3% | 136k | 89.92 |
|
| Kb Finl Group Sponsored Adr (KB) | 1.3 | $11M | 122k | 86.04 |
|
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| Meta Platforms Cl A (META) | 1.3 | $10M | -5% | 16k | 660.10 |
|
| Hubbell (HUBB) | 1.3 | $10M | +2% | 24k | 444.12 |
|
| Acv Auctions Com Cl A (ACVA) | 1.1 | $8.8M | NEW | 1.1M | 8.02 |
|
| Emerald Holding (EEX) | 1.0 | $8.0M | 1.8M | 4.47 |
|
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| Holley (HLLY) | 1.0 | $8.0M | -14% | 1.9M | 4.13 |
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| Lamar Advertising Cl A (LAMR) | 1.0 | $7.6M | +2% | 60k | 126.58 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $7.2M | +41% | 72k | 100.38 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.9 | $7.1M | -2% | 32k | 222.63 |
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| British Amern Tob Sponsored Adr (BTI) | 0.8 | $6.7M | +128% | 118k | 56.62 |
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| Unilever Spon Adr New (UL) | 0.8 | $6.3M | NEW | 97k | 65.40 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $4.8M | 28k | 171.18 |
|
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| Nicolet Bankshares (NIC) | 0.6 | $4.8M | -5% | 40k | 121.30 |
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| Southstate Bk Corp (SSB) | 0.6 | $4.4M | 47k | 94.11 |
|
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.5 | $4.2M | 142k | 29.48 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $4.1M | 70k | 58.73 |
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| Steel Dynamics (STLD) | 0.5 | $3.9M | +2% | 23k | 169.45 |
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| Danaos Corporation SHS (DAC) | 0.5 | $3.7M | +2% | 40k | 94.18 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $3.7M | 45k | 83.75 |
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| Molson Coors Beverage CL B (TAP) | 0.5 | $3.7M | +46% | 80k | 46.68 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.5 | $3.7M | -6% | 34k | 110.15 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.5 | $3.7M | +61% | 73k | 49.84 |
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| Cal Maine Foods Com New (CALM) | 0.4 | $3.5M | NEW | 44k | 79.57 |
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| Arcosa (ACA) | 0.4 | $3.4M | -5% | 32k | 106.32 |
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| Home Depot (HD) | 0.4 | $3.3M | 9.7k | 344.10 |
|
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| Apple (AAPL) | 0.4 | $3.2M | 12k | 271.86 |
|
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $3.2M | +3% | 40k | 79.73 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $3.1M | 58k | 53.88 |
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| Amgen (AMGN) | 0.4 | $3.1M | 9.5k | 327.31 |
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| Alkami Technology (ALKT) | 0.4 | $3.0M | -5% | 130k | 23.07 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $3.0M | +55% | 16k | 191.56 |
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| Rev | 0.4 | $2.9M | -5% | 47k | 60.81 |
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| Webster Financial Corporation (WBS) | 0.4 | $2.8M | -5% | 45k | 62.94 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $2.8M | +2% | 5.8k | 483.67 |
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| Asbury Automotive (ABG) | 0.3 | $2.8M | -5% | 12k | 232.53 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.3 | $2.8M | 17k | 161.63 |
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| Eagle Materials (EXP) | 0.3 | $2.7M | -5% | 13k | 206.68 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.7M | -10% | 9.9k | 268.30 |
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| First Merchants Corporation (FRME) | 0.3 | $2.6M | -5% | 68k | 37.48 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $2.6M | 12k | 219.78 |
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| Oracle Corporation (ORCL) | 0.3 | $2.5M | 13k | 194.91 |
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| Bofi Holding (AX) | 0.3 | $2.5M | +5% | 29k | 86.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.5M | -28% | 3.9k | 627.13 |
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| Emcor (EME) | 0.3 | $2.4M | +2% | 3.9k | 611.79 |
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| NetApp (NTAP) | 0.3 | $2.4M | +2% | 22k | 107.09 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $2.3M | +472% | 16k | 141.49 |
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| Western Alliance Bancorporation (WAL) | 0.3 | $2.3M | -42% | 27k | 84.07 |
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| Driven Brands Hldgs (DRVN) | 0.3 | $2.2M | -78% | 146k | 14.82 |
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| Jefferies Finl Group (JEF) | 0.3 | $2.1M | -5% | 34k | 61.97 |
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| Valvoline Inc Common (VVV) | 0.3 | $2.1M | -5% | 71k | 29.06 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.0M | 37k | 52.88 |
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| Healthequity (HQY) | 0.2 | $1.9M | -5% | 21k | 91.61 |
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| M-tron Inds (MPTI) | 0.2 | $1.9M | NEW | 36k | 53.22 |
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| Encompass Health Corp (EHC) | 0.2 | $1.8M | +5% | 17k | 106.14 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.8M | -9% | 5.6k | 322.22 |
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| Nrg Energy Com New (NRG) | 0.2 | $1.8M | +5% | 11k | 159.24 |
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| Bank of America Corporation (BAC) | 0.2 | $1.7M | -7% | 31k | 55.00 |
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| Ncino (NCNO) | 0.2 | $1.7M | -21% | 66k | 25.64 |
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| Vail Resorts (MTN) | 0.2 | $1.7M | +14% | 13k | 132.80 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.7M | 18k | 95.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.6M | +3% | 3.2k | 502.65 |
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| Flywire Corporation Com Vtg (FLYW) | 0.2 | $1.6M | -5% | 110k | 14.16 |
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| American Express Company (AXP) | 0.2 | $1.5M | -17% | 4.2k | 369.95 |
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| TJX Companies (TJX) | 0.2 | $1.5M | -9% | 9.8k | 153.61 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.5M | 24k | 62.47 |
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| Cdw (CDW) | 0.2 | $1.5M | +9% | 11k | 136.20 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.4M | 5.0k | 290.22 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.4M | +2% | 6.1k | 231.32 |
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| Spdr Series Trust State Street Spd (XBI) | 0.2 | $1.4M | +5% | 11k | 121.93 |
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| Unum (UNM) | 0.2 | $1.3M | +5% | 17k | 77.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.3M | NEW | 5.4k | 246.16 |
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| AutoZone (AZO) | 0.2 | $1.3M | -26% | 382.00 | 3391.50 |
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| Stock Yards Ban (SYBT) | 0.2 | $1.3M | -5% | 20k | 64.95 |
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| Allison Transmission Hldngs I (ALSN) | 0.2 | $1.2M | +5% | 13k | 97.90 |
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| Element Solutions (ESI) | 0.2 | $1.2M | -18% | 49k | 24.99 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.2M | +105% | 1.8k | 681.92 |
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| Chesapeake Utilities Corporation (CPK) | 0.2 | $1.2M | -10% | 9.7k | 124.76 |
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| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.2 | $1.2M | -53% | 58k | 20.74 |
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| Nvent Electric SHS (NVT) | 0.2 | $1.2M | +5% | 12k | 101.97 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | -11% | 7.8k | 152.41 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | -9% | 3.8k | 305.63 |
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| Invesco SHS (IVZ) | 0.1 | $1.2M | NEW | 44k | 26.27 |
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| Gates Indl Corp Ord Shs (GTES) | 0.1 | $1.1M | -7% | 52k | 21.47 |
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| Acm Resh Com Cl A (ACMR) | 0.1 | $1.1M | +5% | 27k | 39.45 |
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| Supernus Pharmaceuticals (SUPN) | 0.1 | $993k | +4% | 20k | 49.70 |
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| Monte Rosa Therapeutics (GLUE) | 0.1 | $991k | NEW | 63k | 15.68 |
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| Abbott Laboratories (ABT) | 0.1 | $970k | -13% | 7.7k | 125.29 |
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| ConocoPhillips (COP) | 0.1 | $968k | -14% | 10k | 93.61 |
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| Genpact SHS (G) | 0.1 | $967k | +5% | 21k | 46.78 |
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| Genius Sports Shares Cl A (GENI) | 0.1 | $958k | +5% | 87k | 11.02 |
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| Matador Resources (MTDR) | 0.1 | $952k | +3% | 22k | 42.44 |
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| Whitestone REIT (WSR) | 0.1 | $928k | +5% | 67k | 13.89 |
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| Regal-beloit Corporation (RRX) | 0.1 | $926k | -11% | 6.6k | 140.32 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $924k | 11k | 82.82 |
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| Ufp Industries (UFPI) | 0.1 | $916k | +3% | 10k | 91.05 |
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| Patrick Industries (PATK) | 0.1 | $846k | +5% | 7.8k | 108.43 |
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| SYNNEX Corporation (SNX) | 0.1 | $836k | NEW | 5.6k | 150.23 |
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| Ralliant Corp (RAL) | 0.1 | $783k | NEW | 15k | 50.91 |
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| Boyd Gaming Corporation (BYD) | 0.1 | $764k | +5% | 9.0k | 85.24 |
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| H&R Block (HRB) | 0.1 | $764k | +4% | 18k | 43.58 |
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| UnitedHealth (UNH) | 0.1 | $740k | -13% | 2.2k | 330.11 |
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| Toast Cl A (TOST) | 0.1 | $735k | NEW | 21k | 35.51 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $719k | 4.7k | 154.14 |
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| Copart (CPRT) | 0.1 | $706k | NEW | 18k | 39.15 |
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| Impinj (PI) | 0.1 | $674k | +5% | 3.9k | 174.01 |
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| Bellring Brands Common Stock (BRBR) | 0.1 | $625k | -5% | 23k | 26.73 |
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| H.B. Fuller Company (FUL) | 0.1 | $621k | -2% | 10k | 59.46 |
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| Progress Software Corporation (PRGS) | 0.1 | $617k | -5% | 14k | 42.96 |
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| Addus Homecare Corp (ADUS) | 0.1 | $604k | +5% | 5.6k | 107.39 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $547k | +6% | 1.9k | 288.87 |
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| Spire (SR) | 0.1 | $521k | +5% | 6.3k | 82.70 |
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| ACI Worldwide (ACIW) | 0.1 | $471k | +5% | 9.8k | 47.81 |
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| Super Group Sghc Ord Shs (SGHC) | 0.1 | $450k | +5% | 38k | 11.95 |
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| Amphastar Pharmaceuticals (AMPH) | 0.1 | $406k | 15k | 26.78 |
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| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $301k | NEW | 19k | 15.85 |
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| Cantaloupe (CTLP) | 0.0 | $264k | -27% | 25k | 10.62 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $243k | NEW | 1.7k | 139.16 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $232k | 2.2k | 104.07 |
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| Heartbeam (BEAT) | 0.0 | $120k | 50k | 2.40 |
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| Cue Biopharma (CUE) | 0.0 | $79k | 257k | 0.31 |
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| Atomera (ATOM) | 0.0 | $44k | 20k | 2.21 |
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Past Filings by Advisory Research
SEC 13F filings are viewable for Advisory Research going back to 2010
- Advisory Research 2025 Q4 filed Feb. 13, 2026
- Advisory Research 2025 Q3 filed Nov. 13, 2025
- Advisory Research 2025 Q2 filed Aug. 13, 2025
- Advisory Research 2025 Q1 filed May 14, 2025
- Advisory Research 2024 Q4 filed Feb. 13, 2025
- Advisory Research 2024 Q3 filed Nov. 14, 2024
- Advisory Research 2024 Q2 filed Aug. 13, 2024
- Advisory Research 2024 Q1 filed May 14, 2024
- Advisory Research 2023 Q4 filed Feb. 13, 2024
- Advisory Research 2023 Q3 filed Nov. 13, 2023
- Advisory Research 2023 Q2 filed Aug. 14, 2023
- Advisory Research 2023 Q1 filed May 12, 2023
- Advisory Research 2022 Q4 filed Feb. 13, 2023
- Advisory Research 2022 Q3 filed Nov. 15, 2022
- Advisory Research 2022 Q2 restated filed Aug. 17, 2022
- Advisory Research 2022 Q2 filed Aug. 15, 2022