Advisory Research

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

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Portfolio Holdings for Advisory Research

Companies in the Advisory Research portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor-SP Adr (TSM) 2.3 $24M -21% 291k 81.07
Valvoline Inc Common (VVV) 2.1 $22M -29% 1.1M 19.04
UnitedHealth (UNH) 2.1 $21M -32% 68k 311.77
Microsoft Corporation (MSFT) 2.0 $21M -32% 99k 210.33
Wpx Energy (WPX) 2.0 $20M -4% 4.2M 4.90
Dominion Resources (D) 1.8 $19M +81% 240k 78.93
British American Tob-SP Adr (BTI) 1.8 $18M +11% 507k 36.15
Core-Mark Holding Company (CORE) 1.8 $18M -20% 623k 28.93
JPMorgan Chase & Co. (JPM) 1.8 $18M -10% 187k 96.27
Hubbell (HUBB) 1.6 $17M -15% 121k 136.84
Fortune Brands (FBHS) 1.6 $17M -9% 192k 86.52
Diamondback Energy (FANG) 1.6 $16M -4% 539k 30.12
Home Depot (HD) 1.6 $16M -15% 58k 277.72
Viacomcbs (VIAC) 1.5 $15M -3% 551k 28.01

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Enstar Group (ESGR) 1.5 $15M -2% 95k 161.50
Element Solutions (ESI) 1.5 $15M 1.5M 10.51
Johnson & Johnson (JNJ) 1.4 $14M -13% 95k 148.88
Abbvie (ABBV) 1.4 $14M -6% 162k 87.59
Potlatch Corporation (PCH) 1.4 $14M -5% 333k 42.10
Broadridge Financial Solutions (BR) 1.4 $14M -12% 106k 132.00
Nextera Energy (NEE) 1.3 $14M +29% 49k 277.55
M.D.C. Holdings (MDC) 1.3 $13M -3% 279k 47.10
Cannae Holdings (CNNE) 1.3 $13M -24% 351k 37.26
Cabot Oil & Gas Corporation (COG) 1.2 $12M -4% 709k 17.36
D.R. Horton (DHI) 1.2 $12M -12% 162k 75.63
Invesco S&P 500 Equal Weight E Etf (RSP) 1.2 $12M 112k 108.11
Pioneer Natural Resources (PXD) 1.1 $12M -6% 134k 85.99
Trimas Corporation (TRS) 1.1 $11M -5% 492k 22.80
eBay (EBAY) 1.0 $11M +13% 206k 52.10
Vanguard S/T Corp Bond ETF Etf (VCSH) 1.0 $10M +30% 124k 82.85
Duke Energy (DUK) 1.0 $10M +675% 116k 88.56
Actuant Corp (EPAC) 1.0 $10M 544k 18.81
First American Financial (FAF) 1.0 $10M -40% 199k 50.91
TechTarget (TTGT) 1.0 $9.9M 225k 43.96
Epsilon Energy (EPSN) 0.9 $9.6M 3.2M 3.03
Hilltop Holdings (HTH) 0.9 $9.6M -17% 465k 20.58
James River Group Holdings L (JRVR) 0.9 $9.1M +43% 204k 44.53
Rexnord (RXN) 0.9 $8.9M -7% 298k 29.84
Worthington Industries (WOR) 0.9 $8.8M +31% 217k 40.78
Scotts Miracle-Gro Company (SMG) 0.8 $8.3M -12% 54k 152.90
Bankunited (BKU) 0.8 $8.1M -37% 371k 21.91
Avnet (AVT) 0.8 $8.0M -41% 310k 25.84
Addus Homecare Corp (ADUS) 0.7 $7.6M 81k 94.51
Casey's General Stores (CASY) 0.7 $7.6M -7% 43k 177.64
Allison Transmission Hldngs I (ALSN) 0.7 $7.5M -16% 214k 35.14
Cracker Barrel Old Country Store (CBRL) 0.7 $7.4M 65k 114.66
Brink's Company (BCO) 0.7 $7.2M -47% 175k 41.09
First Interstate Bancsystem (FIBK) 0.7 $7.2M +13% 225k 31.85
Accel Entmt (ACEL) 0.7 $7.0M +76% 657k 10.71
Arrow Electronics (ARW) 0.7 $7.0M 89k 78.66
Chesapeake Utilities Corporation (CPK) 0.7 $6.9M +9% 82k 84.30
CoreSite Realty (COR) 0.7 $6.9M -12% 58k 118.87
Horizon Ban (HBNC) 0.7 $6.9M -20% 679k 10.09
Brunswick Corporation (BC) 0.7 $6.7M -5% 114k 58.91
I N G Groep N V Adr (ING) 0.6 $6.5M +9000% 921k 7.08
Ida (IDA) 0.6 $6.2M +4% 78k 79.90
Cabot Microelectronics Corporation 0.6 $6.1M NEW 43k 142.81
Brooks Automation (BRKS) 0.6 $5.9M -2% 127k 46.26
KB Home (KBH) 0.6 $5.8M -12% 152k 38.39
Carter's (CRI) 0.6 $5.7M +27% 66k 86.58
Texas Instruments Incorporated (TXN) 0.5 $5.6M -12% 39k 142.80
Store Capital Corp reit (STOR) 0.5 $5.6M -26% 202k 27.43
Reliance Steel & Aluminum (RS) 0.5 $5.2M -12% 51k 102.05
Murphy Usa (MUSA) 0.5 $5.1M -4% 40k 128.27
Sterling Bancorp (STL) 0.5 $5.0M 479k 10.52
Atlantic Cap Bancshares (ACBI) 0.5 $5.0M -5% 438k 11.35
Cummins (CMI) 0.5 $4.9M NEW 23k 211.17
iShares MBS ETF Etf (MBB) 0.5 $4.8M +18% 44k 110.41
Novocure Ltd ord (NVCR) 0.5 $4.7M +25% 42k 111.31
Kornit Digital (KRNT) 0.4 $4.6M -23% 71k 64.87
PGT (PGTI) 0.4 $4.6M NEW 260k 17.52
Winmark Corporation (WINA) 0.4 $4.3M +37% 25k 172.19
re Max Hldgs Inc cl a (RMAX) 0.4 $4.1M +40% 126k 32.73
Vanguard S&P 500 ETF Etf (VOO) 0.4 $4.0M -12% 13k 307.65
IShares Short-Term Corporate B Etf (IGSB) 0.4 $4.0M +23% 73k 54.91
Vanguard Dividend Appreciation Etf (VIG) 0.4 $4.0M -11% 31k 128.66
Goosehead Ins (GSHD) 0.4 $3.8M -20% 44k 86.60
Iaa (IAA) 0.4 $3.7M -8% 71k 52.07
Vanguard Intermediate-Term Cor Etf (VCIT) 0.3 $3.6M 37k 95.80
Relx Adr (RELX) 0.3 $3.5M -2% 156k 22.37
STAAR Surgical Company (STAA) 0.3 $3.5M -19% 62k 56.56
iShares Select Dividend ETF Etf (DVY) 0.3 $3.4M 42k 81.54
Servicemaster Global (SERV) 0.3 $3.3M NEW 84k 39.88
Evolution Petroleum Corporation (EPM) 0.3 $3.3M 1.5M 2.24
Rh (RH) 0.3 $3.3M 8.5k 382.64
Blackline (BL) 0.3 $3.2M 36k 89.64
Redfin Corp (RDFN) 0.3 $3.1M -2% 63k 49.94
Trinity Industries (TRN) 0.3 $3.1M NEW 160k 19.50
Plug Power (PLUG) 0.3 $3.0M -56% 227k 13.41
Meritage Homes Corporation (MTH) 0.3 $2.8M 25k 110.38
Vanguard Short-Term Treasury E Etf (VGSH) 0.3 $2.7M -4% 43k 62.08
Chegg (CHGG) 0.3 $2.7M -25% 37k 71.43
Cerence (CRNC) 0.3 $2.6M +93% 54k 48.87
Axonics Modulation Technolog (AXNX) 0.3 $2.6M NEW 50k 51.04
South State Corporation (SSB) 0.2 $2.5M -26% 53k 48.16
Ares Capital Corporation (ARCC) 0.2 $2.5M 180k 13.95
Alphabet Inc Class A cs (GOOGL) 0.2 $2.4M -21% 1.7k 1465.38
SM Energy (SM) 0.2 $2.4M -7% 1.5M 1.59
Sixth Street Specialty Lending (TSLX) 0.2 $2.4M 138k 17.21
Snap-on Incorporated (SNA) 0.2 $2.4M -8% 16k 147.12
Cdw (CDW) 0.2 $2.4M 20k 119.54
Hercules Technology Growth Capital (HTGC) 0.2 $2.4M -9% 204k 11.57
Main Street Capital Corporation (MAIN) 0.2 $2.2M 76k 29.57
Golub Capital BDC (GBDC) 0.2 $2.2M -7% 168k 13.24
Siteone Landscape Supply (SITE) 0.2 $2.2M +11% 18k 121.97
Broadcom (AVGO) 0.2 $2.2M -39% 6.1k 364.40
Championx Corp (CHX) 0.2 $2.1M NEW 258k 7.99
Vicor Corporation (VICR) 0.2 $2.0M -31% 26k 77.75
Oaktree Specialty Lending Corp (OCSL) 0.2 $1.9M +7% 391k 4.84
Ascendis Phrama A/S Adr (ASND) 0.2 $1.8M -18% 12k 154.33
Amgen (AMGN) 0.2 $1.8M -13% 7.0k 254.22
Fnf (FNF) 0.2 $1.8M +33% 57k 31.31
Barings Bdc (BBDC) 0.2 $1.8M 221k 8.00
Inspire Med Sys (INSP) 0.2 $1.7M -37% 14k 129.04
Malibu Boats (MBUU) 0.2 $1.7M +49% 34k 49.56
Amazon (AMZN) 0.2 $1.7M -3% 530.00 3149.06
Everbridge, Inc. Cmn (EVBG) 0.2 $1.7M -42% 13k 125.75
Berkshire Hathaway (BRK.B) 0.2 $1.6M -11% 7.7k 212.91
Ufp Industries (UFPI) 0.2 $1.6M -24% 28k 56.53
Pennymac Financial Services (PFSI) 0.2 $1.6M -35% 27k 58.13
New Mountain Finance Corp (NMFC) 0.2 $1.6M -16% 166k 9.56
Leggett & Platt (LEG) 0.2 $1.6M NEW 38k 41.17
Lockheed Martin Corporation (LMT) 0.2 $1.6M -91% 4.1k 383.24
Solar Cap (SLRC) 0.2 $1.6M -5% 99k 15.85
Camping World Hldgs (CWH) 0.2 $1.6M 52k 29.76
TJX Companies (TJX) 0.1 $1.5M -11% 28k 55.64
Inmode Ltd. Inmd (INMD) 0.1 $1.5M NEW 42k 36.19
Peloton Interactive Inc cl a (PTON) 0.1 $1.5M -33% 15k 99.24
Qualcomm (QCOM) 0.1 $1.5M NEW 13k 117.67
Medtronic (MDT) 0.1 $1.5M -8% 14k 103.91
American Express Company (AXP) 0.1 $1.5M -10% 15k 100.23
Owl Rock Capital Corporation (ORCC) 0.1 $1.4M +28% 120k 12.06
Union Pacific Corporation (UNP) 0.1 $1.4M -22% 7.3k 196.81
Natera (NTRA) 0.1 $1.4M -16% 20k 72.23
Carvana Co cl a (CVNA) 0.1 $1.4M -37% 6.4k 223.06
Irhythm Technologies (IRTC) 0.1 $1.4M -22% 6.0k 238.08
Draftkings Inc Com Cl A (DKNG) 0.1 $1.4M +2% 24k 58.84
Model N (MODN) 0.1 $1.4M +46% 40k 35.27
Pimco Corp & Income Strategy F Etf (PCN) 0.1 $1.4M 90k 15.61
L3harris Technologies (LHX) 0.1 $1.4M -8% 8.1k 169.78
Best Buy (BBY) 0.1 $1.4M +201% 12k 111.31
Zillow Group Inc Cl C Cap Stk (Z) 0.1 $1.4M -17% 13k 101.59
Tupperware Brands Corporation (TUP) 0.1 $1.3M NEW 67k 20.16
Sprout Social Cl A Ord (SPT) 0.1 $1.3M +20% 35k 38.49
Blackrock Tcp Cap Corp (TCPC) 0.1 $1.3M -8% 137k 9.81
Floor & Decor Hldgs Inc cl a (FND) 0.1 $1.3M -19% 18k 74.77
Saia (SAIA) 0.1 $1.3M -6% 10k 126.15
iShares Short Treasury Bond ET Etf (SHV) 0.1 $1.3M -52% 12k 110.67
Vulcan Materials Company (VMC) 0.1 $1.3M +27% 9.6k 135.56
FMC Corporation (FMC) 0.1 $1.3M +122% 12k 105.90
Winnebago Industries (WGO) 0.1 $1.3M -6% 25k 51.68
Altria (MO) 0.1 $1.3M +273% 33k 38.64
Fs Kkr Capital Corp (FSK) 0.1 $1.3M -9% 80k 15.86
Howard Hughes (HHC) 0.1 $1.3M -9% 22k 57.59
Guardant Health (GH) 0.1 $1.2M +31% 11k 111.81
Lam Research Corporation (LRCX) 0.1 $1.2M +100% 3.7k 331.72
Vanguard FTSE Developed ETF Etf (VEA) 0.1 $1.2M 30k 40.90
Domino's Pizza (DPZ) 0.1 $1.2M +38% 2.9k 425.44
Constellation Brands (STZ) 0.1 $1.2M +158% 6.1k 189.44
Callaway Golf Company (ELY) 0.1 $1.2M NEW 61k 19.15
Verizon Communications (VZ) 0.1 $1.1M 19k 59.48
Envestnet (ENV) 0.1 $1.1M +73% 15k 77.15
Crispr Therapeutics (CRSP) 0.1 $1.1M -6% 14k 83.66
Velodyne Lidar 0.1 $1.1M NEW 60k 18.68
Igm Biosciences (IGMS) 0.1 $1.1M +83% 15k 73.80
Yeti Hldgs (YETI) 0.1 $1.1M -30% 24k 45.33
Wisdom Tree Intl LV DVD Fund Etf (DOL) 0.1 $1.1M 26k 41.32
Acceleron Pharma (XLRN) 0.1 $1.1M -7% 9.5k 112.48
Chevron Corporation (CVX) 0.1 $1.1M -10% 15k 72.01
Castle Biosciences (CSTL) 0.1 $1.1M +43% 20k 51.45
Moderna (MRNA) 0.1 $1.1M -24% 15k 70.72
KLA-Tencor Corporation (KLAC) 0.1 $1.0M -13% 5.4k 193.72
Ultragenyx Pharmaceutical (RARE) 0.1 $1.0M +44% 13k 82.15
Myokardia (MYOK) 0.1 $1.0M +2% 7.5k 136.34
1-800-flowers (FLWS) 0.1 $1.0M -7% 41k 24.94
Starbucks Corporation (SBUX) 0.1 $988k -11% 12k 85.90
Lennar Corporation (LEN) 0.1 $981k +106% 12k 81.72
Ryman Hospitality Pptys (RHP) 0.1 $975k -6% 27k 36.79
Denali Therapeutics (DNLI) 0.1 $974k -26% 27k 35.83
Vanguard Mid-Cap ETF Etf (VO) 0.1 $970k 5.5k 176.20
AutoZone (AZO) 0.1 $970k +31% 824.00 1177.18
Proto Labs (PRLB) 0.1 $960k +163% 7.4k 129.47
Q2 Holdings (QTWO) 0.1 $955k +82% 11k 91.26
Turning Point Therapeutics I (TPTX) 0.1 $947k -36% 11k 87.37
At&t (T) 0.1 $918k 32k 28.50
Capital Southwest Corporation (CSWC) 0.1 $905k -9% 64k 14.06
Tpi Composites (TPIC) 0.1 $888k +253% 31k 28.96
Fiverr Intl Ltd ord (FVRR) 0.1 $885k +3% 6.4k 139.00
Tg Therapeutics (TGTX) 0.1 $876k +65% 33k 26.77
Black Knight (BKI) 0.1 $870k +9% 10k 87.04
Mesoblast Limited Sponsored AD Adr (MESO) 0.1 $846k NEW 46k 18.59
Vail Resorts (MTN) 0.1 $840k +11% 3.9k 214.01
Servicenow (NOW) 0.1 $836k -6% 1.7k 485.20
Motorola Solutions (MSI) 0.1 $818k -87% 5.2k 156.89
Voya Financial (VOYA) 0.1 $810k -4% 17k 47.92
Surgery Partners (SGRY) 0.1 $801k NEW 37k 21.90
Tempur-Pedic International (TPX) 0.1 $798k +60% 8.9k 89.19
Invesco S&P Spinoff ETF Etf (CSD) 0.1 $790k 18k 43.42
CoStar (CSGP) 0.1 $777k -24% 916.00 848.25
Twist Bioscience Corp (TWST) 0.1 $776k -61% 10k 75.97
Quanterix Ord (QTRX) 0.1 $774k -4% 23k 33.75
Axalta Coating Sys (AXTA) 0.1 $767k -4% 35k 22.17
Tesla Motors (TSLA) 0.1 $765k +80% 1.8k 428.81
Abbott Laboratories (ABT) 0.1 $764k NEW 7.0k 108.89
Pjt Partners (PJT) 0.1 $758k NEW 13k 60.63
United Rentals (URI) 0.1 $756k +32% 4.3k 174.56
Astec Industries (ASTE) 0.1 $747k NEW 14k 54.24
Anthem (ANTM) 0.1 $746k -10% 2.8k 268.73
Texas Roadhouse (TXRH) 0.1 $738k NEW 12k 60.82
Fidus Invt (FDUS) 0.1 $729k 74k 9.85
Livongo Health (LVGO) 0.1 $728k -90% 5.2k 140.08
Stellus Capital Investment (SCM) 0.1 $711k +23% 82k 8.70
Etsy (ETSY) 0.1 $680k -31% 5.6k 121.67
Us Foods Hldg Corp call (USFD) 0.1 $676k -15% 30k 22.23
IShares Intermediate-Term Corp Etf (IGIB) 0.1 $673k 11k 60.79
Penn National Gaming (PENN) 0.1 $671k NEW 9.2k 72.67
Equity Commonwealth CNV (EQC.PD) 0.1 $668k 23k 29.04
Wisdomtree Largecap Div Largec Etf (DLN) 0.1 $663k -2% 6.8k 97.06
Canada Goose Holdings Inc shs sub vtg (GOOS) 0.1 $657k NEW 20k 32.15
Pepsi (PEP) 0.1 $656k -9% 4.7k 138.69
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $645k -4% 2.9k 223.96
McDonald's Corporation (MCD) 0.1 $641k NEW 2.9k 219.52
Materialise NV- Adr (MTLS) 0.1 $639k NEW 17k 36.89
Palomar Hldgs (PLMR) 0.1 $629k -54% 6.0k 104.26
Simpson Manufacturing (SSD) 0.1 $622k NEW 6.4k 97.13
Whitehorse Finance (WHF) 0.1 $599k -8% 61k 9.79
Teradyne (TER) 0.1 $591k -15% 7.4k 79.50
Blackstone Group Inc Com Cl A (BX) 0.1 $563k 11k 52.23
Progyny (PGNY) 0.1 $552k -46% 19k 29.41
Hannon Armstrong (HASI) 0.1 $547k -47% 13k 42.30
Fastenal Company (FAST) 0.1 $540k -12% 12k 45.11
Stamps (STMP) 0.1 $540k NEW 2.2k 240.96
Ping Identity Hldg Corp (PING) 0.1 $538k -47% 17k 31.19
Ares Management Corporation cl a com stk (ARES) 0.1 $533k NEW 13k 40.42
Papa John's Int'l (PZZA) 0.1 $517k +8% 6.3k 82.30
Citizens Financial (CFG) 0.0 $511k NEW 20k 25.29
Teladoc (TDOC) 0.0 $510k -68% 2.3k 219.35
Apple (AAPL) 0.0 $496k +286% 4.3k 115.73
Netflix (NFLX) 0.0 $473k -45% 945.00 500.53
Prosight Global (PROS) 0.0 $472k NEW 42k 11.35
Xpo Logistics Inc equity (XPO) 0.0 $468k -19% 5.5k 84.63
Alnylam Pharmaceuticals (ALNY) 0.0 $461k +74% 3.2k 145.70
Paylocity Holding Corporation (PCTY) 0.0 $436k -8% 2.7k 161.24
T. Rowe Price (TROW) 0.0 $433k -4% 3.4k 128.18
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $421k -11% 3.1k 137.27
Facebook Inc cl a (FB) 0.0 $421k NEW 1.6k 261.98
Lattice Semiconductor (LSCC) 0.0 $417k -75% 14k 28.98
Si-bone (SIBN) 0.0 $417k NEW 18k 23.74
Rio Tinto Adr (RIO) 0.0 $401k +3% 6.6k 60.46
Take-Two Interactive Software (TTWO) 0.0 $398k NEW 2.4k 165.42
Elastic N V ord (ESTC) 0.0 $392k NEW 3.6k 107.87
Mueller Water Products (MWA) 0.0 $373k NEW 36k 10.39
Itt (ITT) 0.0 $368k +53% 6.2k 59.04
Alteryx (AYX) 0.0 $366k -71% 3.2k 113.63
Bridgebio Pharma (BBIO) 0.0 $366k NEW 9.8k 37.47
Immunomedics (IMMU) 0.0 $360k -66% 4.2k 85.13
Middleby Corporation (MIDD) 0.0 $357k +26% 4.0k 89.79
Darden Restaurants (DRI) 0.0 $356k NEW 3.5k 100.65
Ringcentral (RNG) 0.0 $354k -43% 1.3k 274.84
Fifth Third Ban (FITB) 0.0 $349k 16k 21.33
Axon Enterprise (AAXN) 0.0 $343k -2% 3.8k 90.72
Molina Healthcare (MOH) 0.0 $342k +9% 1.9k 183.28
Spotify Technology Sa (SPOT) 0.0 $333k -27% 1.4k 242.71
Novo Nordisk A/S Adr (NVO) 0.0 $331k 4.8k 69.39
Vanguard FTSE All-World Ex-US Etf (VEU) 0.0 $330k 6.5k 50.50
Marvell Technology Group (MRVL) 0.0 $328k NEW 8.3k 39.66
Rockwell Automation (ROK) 0.0 $326k NEW 1.5k 220.87
W.W. Grainger (GWW) 0.0 $324k +21% 908.00 356.83
Kadant (KAI) 0.0 $324k NEW 3.0k 109.72
Cree (CREE) 0.0 $321k -56% 5.0k 63.80
Horizon Therapeutics (HZNP) 0.0 $318k -22% 4.1k 77.77
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.0 $311k NEW 4.0k 77.36
Asml Holding (ASML) 0.0 $309k NEW 836.00 369.62
stock (SPLK) 0.0 $307k -56% 1.6k 188.00
Square Inc cl a (SQ) 0.0 $301k -78% 1.9k 162.35
NVIDIA Corporation (NVDA) 0.0 $296k NEW 547.00 541.13
AllianceBernstein Holding (AB) 0.0 $292k 11k 27.07
First Solar (FSLR) 0.0 $290k NEW 4.4k 66.18
Vanguard Intermediate-Term Tre Etf (VGIT) 0.0 $277k -31% 3.9k 70.41
Zynga (ZNGA) 0.0 $273k -32% 30k 9.12
Insulet Corporation (PODD) 0.0 $270k -43% 1.1k 236.22
K12 (LRN) 0.0 $263k 10k 26.30
Wayfair (W) 0.0 $261k -71% 897.00 290.97
Delphi Automotive Inc international (APTV) 0.0 $244k NEW 2.7k 91.69
Okta Inc cl a (OKTA) 0.0 $236k -36% 1.1k 213.77
Quanta Services (PWR) 0.0 $233k NEW 4.4k 52.81
Envista Hldgs Corp (NVST) 0.0 $231k NEW 9.4k 24.71
Pacific Biosciences of California (PACB) 0.0 $228k NEW 23k 9.87
Sarepta Therapeutics (SRPT) 0.0 $224k -35% 1.6k 140.35
Avalara (AVLR) 0.0 $221k -17% 1.7k 127.38
Bill Com Holdings Ord (BILL) 0.0 $219k -65% 2.2k 100.09
Cognex Corporation (CGNX) 0.0 $215k -20% 3.3k 65.11
Iron Mountain (IRM) 0.0 $214k 8.0k 26.80
Sony Corp ADR American Shares Adr (SNE) 0.0 $211k NEW 2.7k 76.81
Monolithic Power Systems (MPWR) 0.0 $209k -97% 746.00 280.16
Kansas City Southern (KSU) 0.0 $209k NEW 1.2k 181.11
SPDR S&P Oil & Gas Exp Etf (XOP) 0.0 $208k 4.9k 42.15
LivePerson (LPSN) 0.0 $203k NEW 3.9k 51.94
Smiledirectclub (SDC) 0.0 $194k NEW 17k 11.68
Kinder Morgan (KMI) 0.0 $182k 15k 12.34
Viewray (VRAY) 0.0 $176k NEW 50k 3.50
SLM Corporation (SLM) 0.0 $87k 11k 8.11

Past Filings by Advisory Research

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

View all past filings