Advisory Research
Latest statistics and disclosures from Advisory Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, KAR, TRS, PM, AVGO, and represent 18.95% of Advisory Research's stock portfolio.
- Added to shares of these 10 stocks: DRVN (+$11M), MYE (+$9.9M), DJCO (+$9.1M), GOOGL (+$7.2M), HLLY (+$7.1M), META (+$6.3M), TPR (+$6.0M), KAR (+$5.1M), MSFT, SSB.
- Started 13 new stock positions in AMGN, FLYW, TAP, HLLY, ACMR, SSB, G, ACWI, BTI, ACIW. SGHC, DRVN, GO.
- Reduced shares in these 10 stocks: BELFB (-$28M), South State Corporation (-$14M), TRS (-$11M), EXP (-$8.2M), UNH (-$7.4M), AAPL (-$5.3M), FLUT (-$5.1M), PHIN, SGOV, MLR.
- Sold out of its positions in AEO, CASS, DSGR, MLR, ORRF, South State Corporation.
- Advisory Research was a net buyer of stock by $28M.
- Advisory Research has $761M in assets under management (AUM), dropping by 16.98%.
- Central Index Key (CIK): 0000902584
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Portfolio Holdings for Advisory Research
Advisory Research holds 149 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.9 | $29M | +8% | 105k | 279.29 |
|
| KAR Auction Services (KAR) | 3.8 | $29M | +21% | 1.0M | 28.78 |
|
| Trimas Corp Com New (TRS) | 3.8 | $29M | -28% | 751k | 38.64 |
|
| Philip Morris International (PM) | 3.7 | $28M | +19% | 175k | 162.20 |
|
| Broadcom (AVGO) | 3.7 | $28M | 86k | 329.91 |
|
|
| Bel Fuse CL B (BELFB) | 3.6 | $27M | -50% | 194k | 141.02 |
|
| Daily Journal Corporation (DJCO) | 3.5 | $27M | +51% | 58k | 465.14 |
|
| Viad (PRSU) | 3.5 | $26M | +15% | 727k | 36.18 |
|
| Tapestry (TPR) | 3.4 | $26M | +30% | 228k | 113.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $22M | +47% | 92k | 243.10 |
|
| Microsoft Corporation (MSFT) | 2.8 | $22M | +28% | 42k | 517.95 |
|
| MGIC Investment (MTG) | 2.8 | $21M | +16% | 750k | 28.37 |
|
| John Bean Technologies Corporation (JBTM) | 2.4 | $19M | 132k | 140.45 |
|
|
| Legacy Housing Corp (LEGH) | 2.4 | $18M | 658k | 27.51 |
|
|
| Cme (CME) | 2.2 | $17M | +19% | 61k | 270.19 |
|
| Abbvie (ABBV) | 2.1 | $16M | +16% | 70k | 231.54 |
|
| Phinia Common Stock (PHIN) | 2.1 | $16M | -16% | 274k | 57.48 |
|
| American Electric Power Company (AEP) | 2.0 | $15M | +17% | 134k | 112.50 |
|
| Performance Food (PFGC) | 1.9 | $15M | -2% | 141k | 104.04 |
|
| GSK Sponsored Adr (GSK) | 1.8 | $14M | +31% | 317k | 43.16 |
|
| Meta Platforms Cl A (META) | 1.6 | $12M | +105% | 17k | 734.38 |
|
| Myers Industries (MYE) | 1.6 | $12M | +476% | 706k | 16.94 |
|
| Driven Brands Hldgs (DRVN) | 1.4 | $11M | NEW | 666k | 16.11 |
|
| Kb Finl Group Sponsored Adr (KB) | 1.3 | $10M | +23% | 121k | 82.91 |
|
| Hubbell (HUBB) | 1.3 | $9.9M | +14% | 23k | 430.31 |
|
| Keurig Dr Pepper (KDP) | 1.3 | $9.6M | +13% | 378k | 25.51 |
|
| Emerald Holding (EEX) | 1.2 | $9.0M | 1.8M | 5.09 |
|
|
| Verizon Communications (VZ) | 1.1 | $8.1M | +17% | 185k | 43.95 |
|
| Ferguson Enterprises Common Stock New (FERG) | 1.0 | $7.4M | +7% | 33k | 224.58 |
|
| Lamar Advertising Cl A (LAMR) | 1.0 | $7.2M | +14% | 59k | 122.42 |
|
| Holley (HLLY) | 0.9 | $7.1M | NEW | 2.3M | 3.14 |
|
| Unilever Spon Adr New (UL) | 0.8 | $6.4M | +23% | 107k | 59.28 |
|
| Nicolet Bankshares (NIC) | 0.7 | $5.7M | 42k | 134.50 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.7 | $5.1M | -35% | 51k | 100.70 |
|
| Southstate Bk Corp (SSB) | 0.6 | $4.7M | NEW | 48k | 98.87 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.6 | $4.5M | +15% | 145k | 30.80 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $4.1M | 70k | 58.85 |
|
|
| Western Alliance Bancorporation (WAL) | 0.5 | $4.0M | +4% | 47k | 86.72 |
|
| Home Depot (HD) | 0.5 | $4.0M | 9.8k | 405.19 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.5 | $4.0M | -15% | 36k | 110.49 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $3.7M | 45k | 84.11 |
|
|
| Lam Research Corp Com New (LRCX) | 0.5 | $3.7M | +2% | 28k | 133.90 |
|
| Oracle Corporation (ORCL) | 0.5 | $3.6M | +5% | 13k | 281.24 |
|
| Danaos Corporation SHS (DAC) | 0.5 | $3.5M | +5% | 39k | 89.81 |
|
| Alkami Technology (ALKT) | 0.4 | $3.4M | +121% | 137k | 24.84 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $3.4M | -9% | 5.5k | 612.38 |
|
| Bel Fuse Cl A (BELFA) | 0.4 | $3.3M | 28k | 116.35 |
|
|
| Eagle Materials (EXP) | 0.4 | $3.2M | -71% | 14k | 233.04 |
|
| Arcosa (ACA) | 0.4 | $3.2M | 34k | 93.71 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $3.1M | 58k | 54.09 |
|
|
| Steel Dynamics (STLD) | 0.4 | $3.1M | +3% | 22k | 139.43 |
|
| Pitney Bowes (PBI) | 0.4 | $3.1M | 273k | 11.41 |
|
|
| Asbury Automotive (ABG) | 0.4 | $3.1M | 13k | 244.45 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $3.1M | +48% | 39k | 79.93 |
|
| Apple (AAPL) | 0.4 | $3.0M | -63% | 12k | 254.64 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $2.8M | +50% | 5.7k | 499.21 |
|
| Rev (REVG) | 0.4 | $2.8M | -31% | 50k | 56.67 |
|
| Webster Financial Corporation (WBS) | 0.4 | $2.8M | 48k | 59.44 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.4 | $2.7M | NEW | 52k | 53.08 |
|
| First Merchants Corporation (FRME) | 0.4 | $2.7M | -4% | 72k | 37.70 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $2.7M | +43% | 11k | 246.60 |
|
| Valvoline Inc Common (VVV) | 0.4 | $2.7M | 75k | 35.91 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.4 | $2.7M | +4% | 17k | 159.89 |
|
| Amgen (AMGN) | 0.4 | $2.7M | NEW | 9.4k | 282.20 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.3 | $2.7M | 126k | 21.14 |
|
|
| NetApp (NTAP) | 0.3 | $2.6M | +4% | 22k | 118.46 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $2.5M | -9% | 12k | 215.79 |
|
| Emcor (EME) | 0.3 | $2.5M | +6% | 3.9k | 649.56 |
|
| Monarch Casino & Resort (MCRI) | 0.3 | $2.5M | 24k | 105.84 |
|
|
| Molson Coors Beverage CL B (TAP) | 0.3 | $2.5M | NEW | 54k | 45.25 |
|
| Jefferies Finl Group (JEF) | 0.3 | $2.3M | 36k | 65.42 |
|
|
| Bofi Holding (AX) | 0.3 | $2.3M | +3% | 28k | 84.65 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $2.3M | +113% | 45k | 49.99 |
|
| Ncino (NCNO) | 0.3 | $2.3M | 84k | 27.11 |
|
|
| AutoZone (AZO) | 0.3 | $2.2M | -11% | 520.00 | 4290.24 |
|
| Healthequity (HQY) | 0.3 | $2.1M | 22k | 94.77 |
|
|
| Encompass Health Corp (EHC) | 0.3 | $2.1M | +4% | 16k | 127.02 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $2.0M | +106% | 37k | 53.03 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.9M | -10% | 6.1k | 315.43 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.9M | -4% | 10k | 189.70 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.7M | -3% | 34k | 51.59 |
|
| Nrg Energy Com New (NRG) | 0.2 | $1.7M | +4% | 11k | 161.95 |
|
| American Express Company (AXP) | 0.2 | $1.7M | -4% | 5.1k | 332.16 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.7M | 18k | 95.15 |
|
|
| Vail Resorts (MTN) | 0.2 | $1.7M | 11k | 149.57 |
|
|
| Cdw (CDW) | 0.2 | $1.6M | -3% | 10k | 159.28 |
|
| Flywire Corporation Com Vtg (FLYW) | 0.2 | $1.6M | NEW | 116k | 13.54 |
|
| TJX Companies (TJX) | 0.2 | $1.6M | -4% | 11k | 144.54 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.5M | -3% | 3.1k | 502.74 |
|
| Element Solutions (ESI) | 0.2 | $1.5M | -4% | 60k | 25.17 |
|
| Stock Yards Ban (SYBT) | 0.2 | $1.5M | 21k | 69.99 |
|
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| Chesapeake Utilities Corporation (CPK) | 0.2 | $1.5M | -4% | 11k | 134.69 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.5M | 5.0k | 293.74 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | 24k | 59.92 |
|
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| Union Pacific Corporation (UNP) | 0.2 | $1.4M | -3% | 6.0k | 236.37 |
|
| Gates Indl Corp Ord Shs (GTES) | 0.2 | $1.4M | -4% | 56k | 24.82 |
|
| Chevron Corporation (CVX) | 0.2 | $1.4M | -4% | 8.8k | 155.29 |
|
| Grocery Outlet Hldg Corp (GO) | 0.2 | $1.3M | NEW | 83k | 16.05 |
|
| Unum (UNM) | 0.2 | $1.3M | +4% | 16k | 77.78 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.3M | -4% | 4.2k | 303.89 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.2M | -3% | 8.9k | 133.94 |
|
| ConocoPhillips (COP) | 0.1 | $1.1M | -4% | 12k | 94.59 |
|
| Nvent Electric SHS (NVT) | 0.1 | $1.1M | +4% | 11k | 98.64 |
|
| Regal-beloit Corporation (RRX) | 0.1 | $1.1M | -4% | 7.5k | 143.44 |
|
| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $1.1M | +3% | 11k | 100.20 |
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $1.0M | +3% | 12k | 84.88 |
|
| Hillenbrand (HI) | 0.1 | $1.0M | +10% | 38k | 27.04 |
|
| Genius Sports Shares Cl A (GENI) | 0.1 | $1.0M | +3% | 83k | 12.38 |
|
| Acm Resh Com Cl A (ACMR) | 0.1 | $1.0M | NEW | 26k | 39.13 |
|
| Matador Resources (MTDR) | 0.1 | $972k | +9% | 22k | 44.93 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $927k | 11k | 82.96 |
|
|
| Supernus Pharmaceuticals (SUPN) | 0.1 | $911k | +3% | 19k | 47.79 |
|
| Ufp Industries (UFPI) | 0.1 | $908k | +3% | 9.7k | 93.49 |
|
| Bellring Brands Common Stock (BRBR) | 0.1 | $898k | +51% | 25k | 36.35 |
|
| UnitedHealth (UNH) | 0.1 | $896k | -89% | 2.6k | 345.33 |
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| H&R Block (HRB) | 0.1 | $851k | +3% | 17k | 50.57 |
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| Genpact SHS (G) | 0.1 | $823k | NEW | 20k | 41.89 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $797k | 4.7k | 170.85 |
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| Whitestone REIT (WSR) | 0.1 | $780k | +3% | 64k | 12.28 |
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| Patrick Industries (PATK) | 0.1 | $766k | +3% | 7.4k | 103.43 |
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| Boyd Gaming Corporation (BYD) | 0.1 | $737k | +3% | 8.5k | 86.45 |
|
| Progress Software Corporation (PRGS) | 0.1 | $668k | +3% | 15k | 43.93 |
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| Impinj (PI) | 0.1 | $665k | -48% | 3.7k | 180.75 |
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| Ares Capital Corporation (ARCC) | 0.1 | $657k | 32k | 20.41 |
|
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| H.B. Fuller Company (FUL) | 0.1 | $632k | +3% | 11k | 59.28 |
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| Addus Homecare Corp (ADUS) | 0.1 | $630k | +3% | 5.3k | 117.99 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $582k | +90% | 873.00 | 666.18 |
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| Science App Int'l (SAIC) | 0.1 | $503k | +3% | 5.1k | 99.37 |
|
| Reliance Steel & Aluminum (RS) | 0.1 | $500k | +2% | 1.8k | 280.79 |
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| ACI Worldwide (ACIW) | 0.1 | $494k | NEW | 9.4k | 52.77 |
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| Spire (SR) | 0.1 | $486k | +4% | 6.0k | 81.52 |
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| Super Group Sghc Ord Shs (SGHC) | 0.1 | $472k | NEW | 36k | 13.20 |
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| Owens Corning (OC) | 0.1 | $463k | +4% | 3.3k | 141.46 |
|
| Amphastar Pharmaceuticals (AMPH) | 0.1 | $412k | +3% | 16k | 26.65 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $391k | NEW | 2.8k | 138.26 |
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| Cantaloupe (CTLP) | 0.0 | $363k | 34k | 10.57 |
|
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| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $322k | +12% | 12k | 26.07 |
|
| Ryerson Tull (RYI) | 0.0 | $291k | -51% | 13k | 22.86 |
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| Sixth Street Specialty Lending (TSLX) | 0.0 | $236k | -2% | 10k | 22.86 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $230k | 2.2k | 103.07 |
|
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $224k | 12k | 18.91 |
|
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| Main Street Capital Corporation (MAIN) | 0.0 | $221k | -2% | 3.5k | 63.59 |
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| Fidus Invt (FDUS) | 0.0 | $211k | 10k | 20.26 |
|
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| Flutter Entmt SHS (FLUT) | 0.0 | $206k | -96% | 811.00 | 254.00 |
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| Cue Biopharma (CUE) | 0.0 | $185k | 257k | 0.72 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $150k | -3% | 10k | 14.93 |
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| Tcg Bdc (CGBD) | 0.0 | $142k | +9% | 11k | 12.50 |
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| Atomera (ATOM) | 0.0 | $88k | 20k | 4.42 |
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| Heartbeam (BEAT) | 0.0 | $83k | 50k | 1.65 |
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Past Filings by Advisory Research
SEC 13F filings are viewable for Advisory Research going back to 2010
- 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
- Advisory Research 2022 Q1 filed May 16, 2022