Advisory Research
Latest statistics and disclosures from Advisory Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TRS, OPLN, MYE, TSM, GOOGL, and represent 20.21% of Advisory Research's stock portfolio.
- Added to shares of these 10 stocks: NPK (+$20M), APA (+$16M), MTDR (+$14M), INTU (+$12M), CMCSA (+$10M), MPC (+$9.5M), ACVA (+$8.2M), KDP (+$6.6M), LTM, MYE.
- Started 13 new stock positions in AAP, TEX, CMCSA, APA, CMC, BOW, MPC, TNC, INTU, NPK. BND, LTM, JXN.
- Reduced shares in these 10 stocks: PHIN (-$16M), TPR (-$15M), DJCO (-$11M), PM (-$9.8M), TSM (-$8.4M), PFGC (-$7.0M), GSK (-$6.6M), UL (-$6.3M), AVGO (-$5.8M), HLLY.
- Sold out of its positions in ADUS, BRBR, HRB, Cantaloupe, DRVN, HMC, PI, SHY, IWM, ACWI. NCNO, Rev, RS, UFPI, UL, WSR, GTES, MICC, OSW.
- Advisory Research was a net buyer of stock by $17M.
- Advisory Research has $814M in assets under management (AUM), dropping by 2.23%.
- Central Index Key (CIK): 0000902584
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Portfolio Holdings for Advisory Research
Advisory Research holds 137 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Trimas Corp Com New (TRS) | 4.9 | $40M | +2% | 1.1M | 35.94 |
|
| KAR Auction Services (OPLN) | 4.6 | $37M | +13% | 1.3M | 29.15 |
|
| Myers Industries (MYE) | 4.0 | $32M | +17% | 1.5M | 21.18 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.4 | $28M | -23% | 82k | 337.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $27M | +2% | 93k | 287.56 |
|
| Viad (PRSU) | 3.0 | $24M | -4% | 665k | 36.63 |
|
| Bel Fuse CL B (BELFB) | 2.9 | $24M | -11% | 119k | 197.98 |
|
| Keurig Dr Pepper (KDP) | 2.7 | $22M | +42% | 839k | 26.33 |
|
| MGIC Investment (MTG) | 2.6 | $21M | +3% | 794k | 26.25 |
|
| National Presto Industries (NPK) | 2.5 | $20M | NEW | 148k | 137.06 |
|
| Daily Journal Corporation (DJCO) | 2.5 | $20M | -36% | 42k | 482.34 |
|
| Philip Morris International (PM) | 2.4 | $20M | -33% | 120k | 165.34 |
|
| Broadcom (AVGO) | 2.4 | $20M | -22% | 64k | 309.51 |
|
| Cme (CME) | 2.3 | $19M | +3% | 65k | 295.35 |
|
| Legacy Housing Corp (LEGH) | 2.3 | $19M | +26% | 925k | 20.43 |
|
| American Electric Power Company (AEP) | 2.3 | $19M | +3% | 141k | 131.08 |
|
| John Bean Technologies Corporation (JBTM) | 2.2 | $18M | +7% | 141k | 127.87 |
|
| Tapestry (TPR) | 2.2 | $18M | -46% | 124k | 141.11 |
|
| Abbvie (ABBV) | 2.0 | $16M | +3% | 73k | 217.49 |
|
| Apa Corporation (APA) | 1.9 | $16M | NEW | 373k | 42.44 |
|
| Microsoft Corporation (MSFT) | 1.9 | $16M | +2% | 43k | 370.17 |
|
| Matador Resources (MTDR) | 1.9 | $16M | +993% | 246k | 63.18 |
|
| Kb Finl Group Sponsored Adr (KB) | 1.6 | $13M | +7% | 131k | 99.73 |
|
| Acv Auctions Com Cl A (ACVA) | 1.6 | $13M | +177% | 3.0M | 4.24 |
|
| Intuit (INTU) | 1.4 | $12M | NEW | 27k | 432.38 |
|
| Hubbell (HUBB) | 1.4 | $12M | 24k | 490.74 |
|
|
| GSK Sponsored Adr (GSK) | 1.4 | $11M | -36% | 204k | 55.19 |
|
| Comcast Corp Cl A (CMCSA) | 1.3 | $10M | NEW | 363k | 28.71 |
|
| Meta Platforms Cl A (META) | 1.2 | $10M | +10% | 18k | 572.13 |
|
| Lamar Advertising Cl A (LAMR) | 1.2 | $9.6M | +25% | 76k | 126.66 |
|
| Marathon Petroleum Corp (MPC) | 1.2 | $9.5M | NEW | 39k | 244.18 |
|
| Emerald Holding (EEX) | 1.0 | $8.4M | +4% | 1.9M | 4.51 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.9 | $7.6M | +10% | 130k | 58.47 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.9 | $7.4M | 32k | 233.26 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.7 | $6.1M | -16% | 60k | 100.66 |
|
| Nicolet Bankshares (NIC) | 0.7 | $5.4M | -8% | 36k | 148.62 |
|
| Danaos Corporation SHS (DAC) | 0.7 | $5.3M | +19% | 47k | 112.64 |
|
| Latam Airlines Group Sa Sponsored Adr (LTM) | 0.6 | $4.9M | NEW | 99k | 49.44 |
|
| Performance Food (PFGC) | 0.6 | $4.6M | -60% | 54k | 85.66 |
|
| Southstate Bk Corp (SSB) | 0.5 | $4.4M | 47k | 92.52 |
|
|
| Lam Research Corp Com New (LRCX) | 0.5 | $4.3M | -29% | 20k | 213.66 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $4.2M | +14% | 51k | 82.75 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.5 | $4.1M | +10% | 37k | 110.39 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.5 | $4.1M | +11% | 82k | 49.78 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $4.1M | 70k | 58.54 |
|
|
| Steel Dynamics (STLD) | 0.5 | $3.8M | -7% | 21k | 180.00 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $3.7M | +16% | 46k | 79.27 |
|
| Cal Maine Foods Com New (CALM) | 0.4 | $3.6M | +3% | 45k | 79.15 |
|
| M-tron Inds (MPTI) | 0.4 | $3.4M | +41% | 51k | 66.85 |
|
| Arcosa (ACA) | 0.4 | $3.3M | 31k | 106.14 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $3.3M | -7% | 5.4k | 604.39 |
|
| Molson Coors Beverage CL B (TAP) | 0.4 | $3.2M | -5% | 75k | 43.06 |
|
| Valvoline Inc Common (VVV) | 0.4 | $3.2M | +31% | 94k | 33.68 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $3.1M | +5% | 16k | 191.92 |
|
| Amgen (AMGN) | 0.4 | $3.1M | -7% | 8.8k | 351.85 |
|
| Healthequity (HQY) | 0.4 | $3.1M | +74% | 37k | 83.57 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $3.1M | 58k | 53.22 |
|
|
| Home Depot (HD) | 0.4 | $3.0M | -6% | 9.1k | 328.89 |
|
| Apple (AAPL) | 0.3 | $2.8M | -7% | 11k | 253.79 |
|
| Emcor (EME) | 0.3 | $2.7M | -8% | 3.6k | 738.31 |
|
| First Merchants Corporation (FRME) | 0.3 | $2.6M | 68k | 38.73 |
|
|
| Phinia Common Stock (PHIN) | 0.3 | $2.5M | -86% | 37k | 68.44 |
|
| Alkami Technology (ALKT) | 0.3 | $2.5M | +24% | 161k | 15.67 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $2.5M | 12k | 215.06 |
|
|
| Jefferies Finl Group (JEF) | 0.3 | $2.5M | +78% | 60k | 41.27 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.5M | +25% | 13k | 198.29 |
|
| Eagle Materials (EXP) | 0.3 | $2.5M | 13k | 189.45 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.4M | 3.9k | 597.55 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $2.3M | +20% | 44k | 52.56 |
|
| Asbury Automotive (ABG) | 0.3 | $2.2M | -3% | 12k | 195.41 |
|
| Webster Financial Corporation (WBS) | 0.3 | $2.1M | -30% | 31k | 69.42 |
|
| NetApp (NTAP) | 0.3 | $2.1M | -7% | 21k | 102.39 |
|
| Terex Corporation (TEX) | 0.3 | $2.1M | NEW | 35k | 59.10 |
|
| Western Alliance Bancorporation (WAL) | 0.2 | $1.9M | -2% | 26k | 70.85 |
|
| Advance Auto Parts (AAP) | 0.2 | $1.8M | NEW | 34k | 52.75 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.8M | -7% | 12k | 147.11 |
|
| Nrg Energy Com New (NRG) | 0.2 | $1.7M | +7% | 12k | 146.14 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $1.7M | -7% | 16k | 109.10 |
|
| Spire (SR) | 0.2 | $1.7M | +200% | 19k | 90.54 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.7M | 18k | 94.95 |
|
|
| Vail Resorts (MTN) | 0.2 | $1.6M | 13k | 128.32 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.6M | 24k | 64.08 |
|
|
| Allison Transmission Hldngs I (ALSN) | 0.2 | $1.5M | +4% | 13k | 117.06 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.5M | -6% | 5.2k | 294.16 |
|
| Super Group Sghc Ord Shs (SGHC) | 0.2 | $1.5M | +274% | 141k | 10.80 |
|
| TJX Companies (TJX) | 0.2 | $1.5M | -6% | 9.2k | 159.70 |
|
| Encompass Health Corp (EHC) | 0.2 | $1.5M | -11% | 15k | 96.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.5M | -5% | 3.0k | 479.20 |
|
| Bofi Holding (AX) | 0.2 | $1.4M | -41% | 17k | 85.09 |
|
| Nvent Elec SHS (NVT) | 0.2 | $1.4M | +3% | 12k | 118.28 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.4M | 5.0k | 287.18 |
|
|
| Element Solutions (ESI) | 0.2 | $1.4M | -15% | 42k | 34.14 |
|
| Cdw (CDW) | 0.2 | $1.4M | +7% | 12k | 121.02 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.2 | $1.4M | -2% | 11k | 127.73 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.4M | -5% | 5.8k | 242.62 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.4M | -8% | 29k | 48.75 |
|
| Tennant Company (TNC) | 0.2 | $1.4M | NEW | 20k | 66.40 |
|
| Unum (UNM) | 0.2 | $1.3M | +4% | 18k | 73.03 |
|
| Stock Yards Ban (SYBT) | 0.2 | $1.3M | 20k | 66.29 |
|
|
| Flywire Corporation Com Vtg (FLYW) | 0.2 | $1.3M | 109k | 11.64 |
|
|
| AutoZone (AZO) | 0.2 | $1.2M | -4% | 363.00 | 3377.78 |
|
| Invesco SHS (IVZ) | 0.2 | $1.2M | +14% | 50k | 24.29 |
|
| American Express Company (AXP) | 0.1 | $1.2M | -4% | 4.0k | 302.48 |
|
| Chesapeake Utilities Corporation (CPK) | 0.1 | $1.2M | -5% | 9.2k | 126.37 |
|
| Chevron Corporation (CVX) | 0.1 | $1.2M | -28% | 5.6k | 206.90 |
|
| Regal-beloit Corporation (RRX) | 0.1 | $1.1M | -7% | 6.1k | 187.26 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.1M | +42% | 11k | 102.67 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.1M | -5% | 3.6k | 310.79 |
|
| Acm Resh Com Cl A (ACMR) | 0.1 | $1.1M | +3% | 28k | 39.35 |
|
| Jackson Financial Com Cl A (JXN) | 0.1 | $1.0M | NEW | 9.6k | 105.72 |
|
| Supernus Pharmaceuticals (SUPN) | 0.1 | $1.0M | 20k | 51.69 |
|
|
| SYNNEX Corporation (SNX) | 0.1 | $1.0M | +7% | 6.0k | 168.71 |
|
| Holley (HLLY) | 0.1 | $1.0M | -83% | 327k | 3.07 |
|
| ConocoPhillips (COP) | 0.1 | $996k | -27% | 7.5k | 132.00 |
|
| Commercial Metals Company (CMC) | 0.1 | $957k | NEW | 16k | 61.43 |
|
| Copart (CPRT) | 0.1 | $923k | +54% | 28k | 33.20 |
|
| Patrick Industries (PATK) | 0.1 | $902k | +4% | 8.1k | 111.07 |
|
| Genpact SHS (G) | 0.1 | $800k | +3% | 22k | 37.25 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $785k | NEW | 11k | 73.64 |
|
| Boyd Gaming Corporation (BYD) | 0.1 | $763k | +3% | 9.3k | 82.18 |
|
| Bowhead Specialty Hldgs Com Shs (BOW) | 0.1 | $756k | NEW | 34k | 22.43 |
|
| H.B. Fuller Company (FUL) | 0.1 | $719k | +11% | 12k | 61.68 |
|
| Ralliant Corp (RAL) | 0.1 | $658k | +2% | 16k | 41.59 |
|
| ACI Worldwide (ACIW) | 0.1 | $643k | +59% | 16k | 41.01 |
|
| Toast Cl A (TOST) | 0.1 | $578k | +5% | 22k | 26.51 |
|
| UnitedHealth (UNH) | 0.1 | $575k | -5% | 2.1k | 270.59 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $537k | 4.7k | 114.99 |
|
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| Monte Rosa Therapeutics (GLUE) | 0.1 | $514k | -50% | 31k | 16.45 |
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| Amphastar Pharmaceuticals (AMPH) | 0.1 | $496k | +67% | 25k | 19.59 |
|
| Progress Software Corporation (PRGS) | 0.1 | $426k | +15% | 17k | 25.65 |
|
| Genius Sports Shares Cl A (GENI) | 0.0 | $401k | +3% | 90k | 4.43 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $394k | -66% | 606.00 | 650.34 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $316k | +24% | 2.2k | 145.94 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $237k | 2.2k | 106.01 |
|
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| Atomera (ATOM) | 0.0 | $76k | 20k | 3.81 |
|
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| Heartbeam (BEAT) | 0.0 | $61k | 50k | 1.22 |
|
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| Cue Biopharma | 0.0 | $59k | 257k | 0.23 |
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Past Filings by Advisory Research
SEC 13F filings are viewable for Advisory Research going back to 2010
- Advisory Research 2026 Q1 filed May 14, 2026
- 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