Advisory Research
Latest statistics and disclosures from Advisory Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DEN, EQT, SM, DVN, CTRA, and represent 23.70% of Advisory Research's stock portfolio.
- Added to shares of these 10 stocks: CTRA (+$24M), PFE (+$24M), SM (+$19M), HD (+$15M), ASML (+$12M), NTAP (+$6.1M), ACWI (+$5.7M), PI (+$5.2M), HCVI, MC.
- Started 76 new stock positions in MC, HEES, INTEW, BPACU, ACAQ, LTH, SPY, SNPO, BERY, IEUR.
- Reduced shares in these 10 stocks: EQT (-$40M), DVN (-$22M), JNJ (-$19M), JPM (-$17M), , CNNE (-$15M), ESGR (-$15M), SNA (-$14M), ESI (-$13M), TTGT (-$13M).
- Sold out of its positions in T, AGEN, AA, MO, ARW, AUPH, AVLR, AXON, SCLE, SCLEU.
- Advisory Research was a net seller of stock by $-380M.
- Advisory Research has $1.3B in assets under management (AUM), dropping by -18.40%.
- Central Index Key (CIK): 0000902584
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Portfolio Holdings for Advisory Research
Companies in the Advisory Research portfolio as of the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Denbury (DEN) | 8.6 | $109M | -10% | 1.4M | 76.59 | |
EQT Corporation (EQT) | 4.7 | $59M | -39% | 2.7M | 21.71 | |
SM Energy (SM) | 3.9 | $50M | +59% | 1.7M | 29.48 | |
Devon Energy Corporation (DVN) | 3.9 | $49M | -30% | 1.1M | 44.05 | |
Cabot Oil & Gas Corporation (CTRA) | 2.6 | $34M | +257% | 1.8M | 19.00 | |
Accenture (ACN) | 2.6 | $33M | -2% | 79k | 414.55 | |
Antero Res (AR) | 2.2 | $28M | +15% | 1.6M | 17.50 | |
Pfizer (PFE) | 2.1 | $27M | +761% | 452k | 59.05 | |
Abbvie (ABBV) | 2.0 | $25M | -8% | 185k | 135.40 | |
Hubbell (HUBB) | 1.8 | $23M | 108k | 208.27 | ||
Valvoline Inc Common (VVV) | 1.7 | $22M | -35% | 593k | 37.29 | |
Ferguson Plc F (FERG) | 1.7 | $21M | 119k | 179.39 | ||
Reliance Steel & Aluminum (RS) | 1.6 | $21M | 127k | 162.22 | ||
Intuit (INTU) | 1.5 | $19M | 30k | 643.23 | ||
I N G Groep N V Adr (ING) | 1.5 | $19M | +24% | 1.4M | 13.92 | |
UnitedHealth (UNH) | 1.4 | $18M | 36k | 502.14 | ||
Epsilon Energy (EPSN) | 1.4 | $18M | 3.2M | 5.68 | ||
Home Depot (HD) | 1.3 | $17M | +898% | 41k | 415.01 | |
MetLife (MET) | 1.3 | $16M | 256k | 62.49 | ||
Fox Corp (FOXA) | 1.2 | $15M | -16% | 418k | 36.90 | |
Hca Holdings (HCA) | 1.2 | $15M | -2% | 58k | 256.92 | |
Diamondback Energy (FANG) | 1.1 | $14M | 128k | 107.85 | ||
Microsoft Corporation (MSFT) | 1.1 | $14M | -2% | 40k | 336.33 | |
Fiat Chrysler Automobiles (STLA) | 1.0 | $13M | 686k | 18.76 | ||
KB Financial Group Incorporate Adr (KB) | 1.0 | $12M | 262k | 46.16 | ||
ASML Holding NV-NY Reg Adr (ASML) | 0.9 | $12M | +3014% | 15k | 796.12 | |
Occidental Petroleum Corporation (OXY) | 0.9 | $12M | -27% | 407k | 28.99 | |
Lamar Advertising Co-a (LAMR) | 0.8 | $10M | 86k | 121.30 | ||
Coca-Cola Company (KO) | 0.7 | $9.5M | -4% | 160k | 59.21 | |
Imperial Oil (IMO) | 0.7 | $9.5M | 262k | 36.10 | ||
Element Solutions (ESI) | 0.7 | $9.1M | -59% | 374k | 24.28 | |
Performance Food (PFGC) | 0.7 | $8.4M | -46% | 184k | 45.89 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.6 | $7.7M | -35% | 90k | 84.79 | |
Texas Instruments Incorporated (TXN) | 0.6 | $7.6M | -46% | 40k | 188.46 | |
iShares MCSI ACWI ETF Etf (ACWI) | 0.6 | $7.5M | +324% | 71k | 105.77 | |
Gates Industrial Corpratin P ord (GTES) | 0.6 | $7.4M | -55% | 463k | 15.91 | |
Vanguard S/T Corp Bond ETF Etf (VCSH) | 0.6 | $7.3M | +12% | 90k | 81.25 | |
NetApp (NTAP) | 0.6 | $7.2M | +532% | 79k | 91.99 | |
Avient Corp (AVNT) | 0.6 | $7.2M | 129k | 55.95 | ||
Enstar Group (ESGR) | 0.6 | $7.2M | -67% | 29k | 247.59 | |
Oracle Corporation (ORCL) | 0.6 | $7.1M | 81k | 87.21 | ||
Danaos Corporation (DAC) | 0.6 | $7.0M | -5% | 94k | 74.65 | |
Kornit Digital (KRNT) | 0.5 | $6.9M | -3% | 45k | 152.26 | |
Lovesac Company (LOVE) | 0.5 | $6.7M | -12% | 102k | 66.26 | |
Asbury Automotive (ABG) | 0.5 | $6.7M | -52% | 39k | 172.72 | |
Graftech International (EAF) | 0.5 | $6.5M | -18% | 552k | 11.83 | |
Vicor Corporation (VICR) | 0.5 | $6.1M | -10% | 48k | 126.99 | |
Monarch Casino & Resort (MCRI) | 0.5 | $5.9M | -66% | 80k | 73.95 | |
Vanguard Intermediate-Term Cor Etf (VCIT) | 0.5 | $5.9M | +9% | 64k | 92.75 | |
Vanguard S&P 500 ETF Etf (VOO) | 0.4 | $5.7M | 13k | 436.60 | ||
Switch Inc cl a (SWCH) | 0.4 | $5.7M | -15% | 199k | 28.64 | |
Impinj (PI) | 0.4 | $5.7M | +1016% | 64k | 88.70 | |
Holley (HLLY) | 0.4 | $5.7M | -64% | 438k | 12.99 | |
iShares Select Dividend ETF Etf (DVY) | 0.4 | $5.6M | +7% | 45k | 122.58 | |
TechTarget (TTGT) | 0.4 | $5.5M | -70% | 57k | 95.67 | |
STAAR Surgical Company (STAA) | 0.4 | $5.4M | +17% | 59k | 91.30 | |
Vanguard Dividend Appreciation Etf (VIG) | 0.4 | $5.2M | 31k | 171.76 | ||
Matterport Inc Com Cl A (MTTR) | 0.4 | $5.2M | -8% | 252k | 20.64 | |
Workiva Inc equity us cm (WK) | 0.4 | $4.8M | +11% | 37k | 130.49 | |
Championx Corp (CHX) | 0.4 | $4.7M | -64% | 232k | 20.21 | |
Hennessy Capital Invst Corp (HCVI) | 0.4 | $4.5M | NEW | 469k | 9.64 | |
Moelis & Co (MC) | 0.3 | $4.4M | NEW | 70k | 62.51 | |
iShares MBS ETF Etf (MBB) | 0.3 | $4.2M | -10% | 39k | 107.44 | |
Ambarella (AMBA) | 0.3 | $4.1M | +3% | 20k | 202.88 | |
Cannae Holdings (CNNE) | 0.3 | $3.8M | -79% | 109k | 35.15 | |
Athena Technology Acq Corp I (ATEK.U) | 0.3 | $3.7M | NEW | 374k | 9.97 | |
Viewray (VRAY) | 0.3 | $3.5M | +4% | 630k | 5.51 | |
Agiliti (AGTI) | 0.3 | $3.4M | +6% | 145k | 23.16 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $3.3M | -12% | 1.1k | 2896.69 | |
First Interstate Bancsystem (FIBK) | 0.3 | $3.2M | -62% | 79k | 40.66 | |
Amazon (AMZN) | 0.3 | $3.2M | +6% | 955.00 | 3334.03 | |
Evolent Health (EVH) | 0.2 | $3.2M | +43% | 114k | 27.67 | |
Aspen Aerogels (ASPN) | 0.2 | $3.2M | +32% | 63k | 49.79 | |
Fortune Brands (FBHS) | 0.2 | $3.1M | -63% | 29k | 106.90 | |
Sterling Bancorp | 0.2 | $3.0M | -78% | 118k | 25.79 | |
Regal-beloit Corporation (RRX) | 0.2 | $3.0M | NEW | 18k | 170.19 | |
Goosehead Ins (GSHD) | 0.2 | $3.0M | -20% | 23k | 130.07 | |
Wideopenwest (WOW) | 0.2 | $3.0M | -67% | 138k | 21.52 | |
Cue Biopharma (CUE) | 0.2 | $2.9M | 257k | 11.31 | ||
SPDR S&P 500 ETF Trust Etf (SPY) | 0.2 | $2.9M | NEW | 6.1k | 475.01 | |
Exp World Holdings Inc equities (EXPI) | 0.2 | $2.9M | -28% | 86k | 33.69 | |
Nicolet Bankshares (NCBS) | 0.2 | $2.8M | +100% | 32k | 85.75 | |
Zurn Water Solutions Corp Zws (ZWS) | 0.2 | $2.8M | NEW | 76k | 36.41 | |
Bankunited (BKU) | 0.2 | $2.7M | -77% | 63k | 42.32 | |
Inmode Ltd. Inmd (INMD) | 0.2 | $2.7M | +48% | 38k | 70.58 | |
Sprout Social Cl A Ord (SPT) | 0.2 | $2.6M | +26% | 29k | 90.69 | |
Broadcom (AVGO) | 0.2 | $2.6M | 3.9k | 665.29 | ||
International Game Technology (IGT) | 0.2 | $2.5M | 88k | 28.91 | ||
Addus Homecare Corp (ADUS) | 0.2 | $2.5M | -79% | 27k | 93.51 | |
Gentherm (THRM) | 0.2 | $2.5M | +11% | 29k | 86.89 | |
Berkshire Hathaway (BRK.B) | 0.2 | $2.5M | +7% | 8.2k | 298.99 | |
Lendingclub Corp (LC) | 0.2 | $2.4M | -20% | 101k | 24.18 | |
Hillman Solutions Corp (HLMN) | 0.2 | $2.4M | -63% | 223k | 10.75 | |
MaxLinear (MXL) | 0.2 | $2.4M | -14% | 31k | 75.38 | |
Fluor Corporation (FLR) | 0.2 | $2.4M | NEW | 96k | 24.77 | |
Constellation Brands (STZ) | 0.2 | $2.4M | 9.4k | 250.99 | ||
Albany International (AIN) | 0.2 | $2.3M | +129% | 27k | 88.44 | |
Matador Resources (MTDR) | 0.2 | $2.3M | -29% | 63k | 36.93 | |
Axonics Modulation Technolog (AXNX) | 0.2 | $2.3M | -49% | 42k | 56.01 | |
Potlatch Corporation (PCH) | 0.2 | $2.3M | -81% | 39k | 60.22 | |
Brilliant Earth Group (BRLT) | 0.2 | $2.3M | NEW | 128k | 18.06 | |
Brunswick Corporation (BC) | 0.2 | $2.2M | -84% | 22k | 100.72 | |
Optimizerx Ord (OPRX) | 0.2 | $2.2M | +13% | 36k | 62.11 | |
Cdw (CDW) | 0.2 | $2.2M | 11k | 204.81 | ||
JPMorgan Chase & Co. (JPM) | 0.2 | $2.2M | -88% | 14k | 158.31 | |
Invesco S&P 500 Equal Weight E Etf (RSP) | 0.2 | $2.2M | -14% | 13k | 162.79 | |
Abbott Laboratories (ABT) | 0.2 | $2.1M | +5% | 15k | 140.72 | |
TJX Companies (TJX) | 0.2 | $2.1M | +6% | 28k | 75.93 | |
Chain Bridge I (CBRGU) | 0.2 | $2.1M | NEW | 212k | 10.07 | |
Tesla Motors (TSLA) | 0.2 | $2.1M | -34% | 2.0k | 1056.67 | |
Trinity Industries (TRN) | 0.2 | $2.1M | -82% | 68k | 30.20 | |
Lam Research Corporation (LRCX) | 0.2 | $2.0M | -85% | 2.8k | 719.24 | |
Uta Acquisition Corporation (UTAAU) | 0.2 | $2.0M | NEW | 200k | 10.09 | |
AutoZone (AZO) | 0.2 | $2.0M | -8% | 961.00 | 2096.86 | |
Texas Capital Bancshares (TCBI) | 0.2 | $2.0M | -82% | 33k | 60.26 | |
Focus Impact Acquisition Cor Class A (FIAC) | 0.2 | $2.0M | NEW | 203k | 9.83 | |
Chevron Corporation (CVX) | 0.2 | $2.0M | +6% | 17k | 117.36 | |
Avid Technology (AVID) | 0.2 | $2.0M | -51% | 61k | 32.58 | |
Interpublic Group of Companies (IPG) | 0.2 | $2.0M | +8% | 53k | 37.45 | |
Cantaloupe (CTLP) | 0.2 | $2.0M | -12% | 220k | 8.88 | |
Cytokinetics (CYTK) | 0.2 | $2.0M | +29% | 43k | 45.59 | |
Union Pacific Corporation (UNP) | 0.2 | $1.9M | +5% | 7.7k | 251.97 | |
Ruth's Hospitality (RUTH) | 0.2 | $1.9M | -64% | 98k | 19.90 | |
KBR (KBR) | 0.2 | $1.9M | +326% | 41k | 47.63 | |
American Express Company (AXP) | 0.1 | $1.9M | +4% | 12k | 163.55 | |
Ares Capital Corporation (ARCC) | 0.1 | $1.9M | -15% | 88k | 21.19 | |
First Merchants Corporation (FRME) | 0.1 | $1.9M | -76% | 44k | 41.88 | |
Horizon Ban (HBNC) | 0.1 | $1.9M | -65% | 89k | 20.85 | |
Medtronic (MDT) | 0.1 | $1.9M | +31% | 18k | 103.48 | |
Kadant (KAI) | 0.1 | $1.8M | -4% | 7.9k | 230.47 | |
Goodyear Tire & Rubber Company (GT) | 0.1 | $1.8M | +42% | 84k | 21.32 | |
Ares Management Corporation cl a com stk (ARES) | 0.1 | $1.8M | 22k | 81.25 | ||
L3harris Technologies (LHX) | 0.1 | $1.7M | +5% | 8.1k | 213.22 | |
Intra Cellular Therapies (ITCI) | 0.1 | $1.7M | +316% | 33k | 52.35 | |
Enova Intl (ENVA) | 0.1 | $1.7M | -28% | 42k | 40.95 | |
Illinois Tool Works (ITW) | 0.1 | $1.7M | 6.9k | 246.82 | ||
Zentalis Pharmaceuticals (ZNTL) | 0.1 | $1.7M | +14% | 20k | 84.07 | |
Johnson & Johnson (JNJ) | 0.1 | $1.7M | -92% | 9.7k | 171.08 | |
IShares Intermediate-Term Corp Etf (IGIB) | 0.1 | $1.7M | +82% | 28k | 59.27 | |
Upstart Hldgs (UPST) | 0.1 | $1.7M | -18% | 11k | 151.27 | |
Vanguard Short-Term Treasury E Etf (VGSH) | 0.1 | $1.6M | +73% | 27k | 60.83 | |
Snap-on Incorporated (SNA) | 0.1 | $1.6M | -89% | 7.5k | 215.42 | |
H&E Equipment Services (HEES) | 0.1 | $1.6M | NEW | 37k | 44.26 | |
Floor & Decor Hldgs Inc cl a (FND) | 0.1 | $1.6M | -15% | 12k | 129.97 | |
Hercules Technology Growth Capital (HTGC) | 0.1 | $1.6M | -13% | 95k | 16.59 | |
Docebo (DCBO) | 0.1 | $1.6M | +17% | 23k | 67.38 | |
Vanguard FTSE Developed ETF Etf (VEA) | 0.1 | $1.6M | 31k | 51.06 | ||
Pimco Corp & Income Strategy F Etf (PCN) | 0.1 | $1.5M | 90k | 17.11 | ||
Beam Therapeutics (BEAM) | 0.1 | $1.5M | -37% | 19k | 79.67 | |
Textainer Group Holdings (TGH) | 0.1 | $1.5M | -29% | 43k | 35.71 | |
Sixth Street Specialty Lending (TSLX) | 0.1 | $1.5M | -16% | 65k | 23.39 | |
Hillenbrand (HI) | 0.1 | $1.5M | NEW | 29k | 52.00 | |
Carvana Co cl a (CVNA) | 0.1 | $1.5M | -13% | 6.5k | 231.78 | |
Integral Acquisition Corp 1 (INTE) | 0.1 | $1.5M | NEW | 151k | 9.82 | |
Atlantic Cap Bancshares | 0.1 | $1.5M | -78% | 51k | 28.76 | |
Oaktree Specialty Lending Corp (OCSL) | 0.1 | $1.5M | -16% | 197k | 7.46 | |
Leslies (LESL) | 0.1 | $1.5M | NEW | 62k | 23.67 | |
Steel Dynamics (STLD) | 0.1 | $1.5M | -11% | 23k | 62.08 | |
Membership Collect Com Cla Usd0.01 (MCG) | 0.1 | $1.4M | +26% | 113k | 12.78 | |
Priveterra Acquisition Corp (PMGM) | 0.1 | $1.4M | 149k | 9.71 | ||
Fs Kkr Capital Corp (FSK) | 0.1 | $1.4M | -10% | 68k | 20.94 | |
Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | NEW | 2.1k | 667.29 | |
Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $1.4M | 5.5k | 254.86 | ||
Main Street Capital Corporation (MAIN) | 0.1 | $1.4M | -18% | 31k | 44.85 | |
McDonald's Corporation (MCD) | 0.1 | $1.4M | +7% | 5.2k | 267.99 | |
Portillos (PTLO) | 0.1 | $1.4M | NEW | 36k | 37.53 | |
Lamf Global Ventures Corp I (LGVCU) | 0.1 | $1.4M | NEW | 135k | 10.04 | |
Omnicell (OMCL) | 0.1 | $1.4M | -3% | 7.5k | 180.44 | |
Simply Good Foods (SMPL) | 0.1 | $1.3M | NEW | 32k | 41.57 | |
Harmony Biosciences Hldgs In (HRMY) | 0.1 | $1.3M | -73% | 31k | 42.64 | |
Michael Kors Holdings Ord (CPRI) | 0.1 | $1.3M | 21k | 64.90 | ||
Provention Bio (PRVB) | 0.1 | $1.3M | 235k | 5.62 | ||
Wolfspeed (WOLF) | 0.1 | $1.3M | NEW | 12k | 111.74 | |
Federal Signal Corporation (FSS) | 0.1 | $1.3M | +7% | 30k | 43.36 | |
Wisdom Tree Intl LV DVD Fund Etf (DOL) | 0.1 | $1.3M | 26k | 49.40 | ||
Plug Power (PLUG) | 0.1 | $1.3M | +189% | 45k | 28.23 | |
Tpg Pace Beneficial Ii Corp (YTPG) | 0.1 | $1.3M | -46% | 128k | 9.80 | |
Beard Energy Transition Acqu (BRD.U) | 0.1 | $1.3M | NEW | 123k | 10.16 | |
Fnf (FNF) | 0.1 | $1.2M | 24k | 52.19 | ||
iShares Short Treasury Bond ET Etf (SHV) | 0.1 | $1.2M | 11k | 110.46 | ||
Luxfer Holdings Adr (LXFR) | 0.1 | $1.2M | -83% | 61k | 19.30 | |
Chesapeake Utilities Corporation (CPK) | 0.1 | $1.2M | +8% | 8.0k | 145.86 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.2M | 9.1k | 129.39 | ||
Facebook Inc cl a (FB) | 0.1 | $1.2M | +84% | 3.5k | 336.42 | |
Pack (PACK) | 0.1 | $1.1M | -23% | 30k | 37.57 | |
Spirit AeroSystems Holdings (SPR) | 0.1 | $1.1M | NEW | 26k | 43.07 | |
Viper Energy Partners (VNOM) | 0.1 | $1.1M | -85% | 51k | 21.32 | |
Beauty Health (SKIN) | 0.1 | $1.1M | +41% | 45k | 24.15 | |
Franklin Covey (FC) | 0.1 | $1.1M | +122% | 24k | 46.38 | |
Hmh Holdings (HMHC) | 0.1 | $1.1M | NEW | 67k | 16.11 | |
Biohaven Pharmaceutical Holding (BHVN) | 0.1 | $1.1M | -44% | 7.7k | 137.84 | |
Jones Lang LaSalle Incorporated (JLL) | 0.1 | $1.1M | +9% | 4.0k | 269.33 | |
Rush Street Interactive (RSI) | 0.1 | $1.1M | -56% | 64k | 16.50 | |
Mirion Technologies Inc - US (MIR) | 0.1 | $1.0M | NEW | 97k | 10.47 | |
Trinity Cap (TRIN) | 0.1 | $1.0M | +4% | 57k | 17.58 | |
Moderna (MRNA) | 0.1 | $999k | +52% | 3.9k | 253.88 | |
Rent-A-Center (RCII) | 0.1 | $999k | -24% | 21k | 48.03 | |
Codexis (CDXS) | 0.1 | $991k | NEW | 32k | 31.27 | |
Fidus Invt (FDUS) | 0.1 | $986k | 55k | 17.97 | ||
Vermilion Energy (VET) | 0.1 | $961k | NEW | 76k | 12.58 | |
Callaway Golf Company (ELY) | 0.1 | $961k | -62% | 35k | 27.43 | |
IShares Russell 1000 Index Etf (IWB) | 0.1 | $954k | NEW | 3.6k | 264.56 | |
Barings Bdc (BBDC) | 0.1 | $952k | -23% | 86k | 11.03 | |
Blackrock Tcp Cap Corp (TCPC) | 0.1 | $939k | -13% | 70k | 13.50 | |
Ginkgo Bioworks Holdings (DNA) | 0.1 | $913k | +49% | 110k | 8.31 | |
Owl Rock Capital Corporation (ORCC) | 0.1 | $908k | -23% | 64k | 14.16 | |
Invesco S&P Spinoff ETF Etf (CSD) | 0.1 | $896k | -19% | 14k | 62.16 | |
Nabors Energy Transition Cor (NETC.U) | 0.1 | $887k | NEW | 87k | 10.15 | |
Iron Mountain (IRM) | 0.1 | $884k | 17k | 52.30 | ||
Citizens Financial (CFG) | 0.1 | $835k | -93% | 18k | 47.25 | |
Blackstone Secd Lending (BXSL) | 0.1 | $835k | NEW | 25k | 34.01 | |
Apple (AAPL) | 0.1 | $833k | 4.7k | 177.65 | ||
Custom Truck One (CTOS) | 0.1 | $816k | -14% | 102k | 8.00 | |
Domino's Pizza (DPZ) | 0.1 | $807k | +2% | 1.4k | 564.34 | |
Snap One Holdings Corp (SNPO) | 0.1 | $807k | NEW | 38k | 21.08 | |
NCR Corporation (NCR) | 0.1 | $800k | +66% | 20k | 40.18 | |
IShares Short-Term Corporate B Etf (IGSB) | 0.1 | $799k | -48% | 15k | 53.91 | |
Sofi Technologies (SOFI) | 0.1 | $788k | NEW | 50k | 15.82 | |
Dun & Bradstreet Hldgs (DNB) | 0.1 | $785k | NEW | 38k | 20.49 | |
Middleby Corporation (MIDD) | 0.1 | $784k | -10% | 4.0k | 196.79 | |
Saratoga Investment (SAR) | 0.1 | $778k | +30% | 27k | 29.36 | |
Haymaker Acquisition Corp Iii (HYAC) | 0.1 | $777k | -8% | 79k | 9.80 | |
Teradyne (TER) | 0.1 | $757k | +37% | 4.6k | 163.53 | |
Doximity (DOCS) | 0.1 | $756k | +11% | 15k | 50.15 | |
Natera (NTRA) | 0.1 | $752k | -32% | 8.1k | 93.38 | |
Darden Restaurants (DRI) | 0.1 | $709k | +16% | 4.7k | 150.66 | |
Quanta Services (PWR) | 0.1 | $704k | 6.1k | 114.73 | ||
Bullpen Parlay Acquisition C (BPACU) | 0.1 | $700k | NEW | 70k | 10.00 | |
iShares Russell 2000 Value ETF Etf (IWN) | 0.1 | $692k | -89% | 4.2k | 165.95 | |
Albemarle Corporation (ALB) | 0.1 | $649k | +45% | 2.8k | 233.87 | |
Marvell Technology (MRVL) | 0.1 | $638k | -15% | 7.3k | 87.46 | |
Stellus Capital Investment (SCM) | 0.0 | $635k | -13% | 49k | 13.01 | |
Centrus Energy Corp cl a (LEU) | 0.0 | $634k | NEW | 13k | 49.90 | |
Whitehorse Finance (WHF) | 0.0 | $625k | -13% | 40k | 15.51 | |
Kinder Morgan (KMI) | 0.0 | $625k | +167% | 39k | 15.86 | |
Capital Southwest Corporation (CSWC) | 0.0 | $623k | -9% | 25k | 25.27 | |
Allegro Microsystems Ord (ALGM) | 0.0 | $622k | +100% | 17k | 36.20 | |
Warby Parker (WRBY) | 0.0 | $615k | NEW | 13k | 46.54 | |
Runway Growth Finance Corp (RWAY) | 0.0 | $609k | NEW | 48k | 12.81 | |
Sandbridge X2 Corp (SBII) | 0.0 | $609k | +36% | 63k | 9.70 | |
Energy Select Sector SPDR Fund Etf (XLE) | 0.0 | $589k | +4% | 11k | 55.51 | |
Western Alliance Bancorporation (WAL) | 0.0 | $581k | +18% | 5.4k | 107.65 | |
Pure Storage Inc - Class A (PSTG) | 0.0 | $576k | NEW | 18k | 32.52 | |
Vulcan Materials Company (VMC) | 0.0 | $568k | +23% | 2.7k | 207.68 | |
Ramaco Res (METC) | 0.0 | $560k | -42% | 41k | 13.59 | |
Acuity Brands (AYI) | 0.0 | $548k | +38% | 2.6k | 211.83 | |
Servicenow (NOW) | 0.0 | $548k | 844.00 | 649.29 | ||
Jabil Circuit (JBL) | 0.0 | $547k | +24% | 7.8k | 70.36 | |
Prothena (PRTA) | 0.0 | $542k | -44% | 11k | 49.38 | |
Titan International (TWI) | 0.0 | $530k | +17% | 48k | 10.95 | |
United Rentals (URI) | 0.0 | $528k | 1.6k | 332.28 | ||
Solaredge Technologies (SEDG) | 0.0 | $526k | +13% | 1.9k | 280.53 | |
Alnylam Pharmaceuticals (ALNY) | 0.0 | $524k | -6% | 3.1k | 169.63 | |
Alarm Com Hldgs (ALRM) | 0.0 | $520k | NEW | 6.1k | 84.80 | |
Semrush Hldgs (SEMR) | 0.0 | $517k | -51% | 25k | 20.85 | |
Mattel (MAT) | 0.0 | $511k | NEW | 24k | 21.54 | |
Arista Networks (ANET) | 0.0 | $498k | +297% | 3.5k | 143.76 | |
SPDR S&P Oil & Gas Exp Etf (XOP) | 0.0 | $473k | 4.9k | 95.85 | ||
Amer (UHAL) | 0.0 | $462k | 636.00 | 726.42 | ||
Wisdomtree Largecap Div Largec Etf (DLN) | 0.0 | $456k | +3% | 6.9k | 66.05 | |
Novo Nordisk A/S Adr (NVO) | 0.0 | $452k | 4.0k | 112.02 | ||
Athena Consumer Acquisitio A (ACAQ) | 0.0 | $451k | NEW | 45k | 9.94 | |
Mason Industrial Technolgy I (MIT) | 0.0 | $451k | -10% | 46k | 9.77 | |
Rh (RH) | 0.0 | $445k | -71% | 831.00 | 535.50 | |
Equity Commonwealth P CNV (EQC.PD) | 0.0 | $444k | NEW | 15k | 29.60 | |
Krystal Biotech (KRYS) | 0.0 | $443k | NEW | 6.3k | 69.88 | |
T. Rowe Price (TROW) | 0.0 | $423k | -21% | 2.2k | 196.74 | |
Atomera (ATOM) | 0.0 | $402k | 20k | 20.10 | ||
Healthcare Ai Acquisition (HAIAU) | 0.0 | $391k | NEW | 39k | 10.01 | |
Verizon Communications (VZ) | 0.0 | $375k | 7.2k | 51.94 | ||
Berry Plastics (BERY) | 0.0 | $369k | NEW | 5.0k | 73.81 | |
Unity Software (U) | 0.0 | $361k | -23% | 2.5k | 143.14 | |
Arvinas Ord (ARVN) | 0.0 | $361k | -82% | 4.4k | 82.23 | |
Xometry (XMTR) | 0.0 | $360k | NEW | 7.0k | 51.22 | |
Relx Adr (RELX) | 0.0 | $358k | 11k | 32.62 | ||
Avery Dennison Corporation (AVY) | 0.0 | $341k | -26% | 1.6k | 216.78 | |
Elastic N V ord (ESTC) | 0.0 | $330k | +35% | 2.7k | 123.04 | |
Global Technology Acquisit A (GTAC) | 0.0 | $328k | NEW | 34k | 9.81 | |
Chart Industries (GTLS) | 0.0 | $323k | -22% | 2.0k | 159.35 | |
Prudential Financial (PRU) | 0.0 | $317k | 2.9k | 108.27 | ||
Ies Hldgs (IESC) | 0.0 | $315k | NEW | 6.2k | 50.65 | |
Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $305k | -17% | 1.5k | 204.42 | |
Horizon Therapeutics (HZNP) | 0.0 | $305k | -41% | 2.8k | 107.81 | |
Tailwind Internatnal Acq Cor (TWNI) | 0.0 | $300k | -7% | 31k | 9.76 | |
Equinor ASA- Adr (EQNR) | 0.0 | $294k | 11k | 26.31 | ||
Synaptics, Incorporated (SYNA) | 0.0 | $294k | NEW | 1.0k | 289.09 | |
Ortho Clinical Diagnostics H (OCDX) | 0.0 | $281k | NEW | 13k | 21.36 | |
Hunt Cos Acquisition Corp I (HTAQ.U) | 0.0 | $275k | NEW | 27k | 10.17 | |
Life Time Group Holdings (LTH) | 0.0 | $274k | NEW | 16k | 17.22 | |
Ritchie Bros. Auctioneers Inco (RBA) | 0.0 | $274k | NEW | 4.5k | 61.23 | |
Cameco Corporation (CCJ) | 0.0 | $262k | NEW | 12k | 21.78 | |
Tortoiseecofin Acquisition-a (TRTL) | 0.0 | $258k | NEW | 27k | 9.68 | |
Holley Incorporated CW27 W (HLLY.WS) | 0.0 | $249k | 65k | 3.84 | ||
Barclays PLC- Adr (BCS) | 0.0 | $245k | 24k | 10.36 | ||
Target Corporation (TGT) | 0.0 | $233k | NEW | 1.0k | 231.84 | |
Novocure Ltd ord (NVCR) | 0.0 | $230k | -72% | 3.1k | 75.21 | |
iShares Core MSCI Europe Etf (IEUR) | 0.0 | $226k | NEW | 3.9k | 58.28 | |
Cazoo Group Limited CW 27 W (CZOO.WS) | 0.0 | $225k | +11% | 250k | 0.90 | |
Boyd Gaming Corporation (BYD) | 0.0 | $219k | -46% | 3.3k | 65.47 | |
CF Industries Holdings (CF) | 0.0 | $215k | NEW | 3.0k | 70.77 | |
LKQ Corporation (LKQ) | 0.0 | $215k | NEW | 3.6k | 59.99 | |
Stride (LRN) | 0.0 | $213k | -62% | 6.4k | 33.32 | |
Diamondhead Holdings Corp (DHHCU) | 0.0 | $197k | 20k | 9.85 | ||
Mirion Technologies CW27 W (MIR.WS) | 0.0 | $194k | NEW | 78k | 2.50 | |
Redball Acquisition CW27 W (RBAC.WS) | 0.0 | $184k | NEW | 148k | 1.24 | |
Ross Acquisition II CW26 W (ROSS.WS) | 0.0 | $162k | +68% | 178k | 0.91 | |
Opendoor Technologies (OPEN) | 0.0 | $151k | -71% | 10k | 14.60 | |
Elliott Opportunity II CW23 W (EOCW.WS) | 0.0 | $144k | +67% | 135k | 1.07 | |
Cazoo Group (CZOO) | 0.0 | $139k | -67% | 23k | 6.01 | |
SVF Investment CW27 W (SVFAW) | 0.0 | $137k | +134% | 106k | 1.30 | |
KKR Acquisition Holdings I CW2 W (KAHC.WS) | 0.0 | $132k | +225% | 133k | 1.00 | |
Pear Therapeutics CW27 W (PEARW) | 0.0 | $128k | NEW | 214k | 0.60 | |
Hennessy Capital Investment VI W (HCVIW) | 0.0 | $125k | NEW | 157k | 0.80 | |
Velocity Acquisition Corp (VELO) | 0.0 | $117k | 12k | 9.69 | ||
Forum Merger IV CW27 W (FMIVW) | 0.0 | $111k | +43% | 135k | 0.82 | |
Primavera Capital Acquist (PV) | 0.0 | $106k | 11k | 9.72 | ||
P3 Health Partners CW27 W (PIIIW) | 0.0 | $103k | NEW | 98k | 1.05 | |
Apollo Strategic Growth - CW27 W (APSG.WS) | 0.0 | $92k | NEW | 72k | 1.29 | |
CC Neuberger Principal - CW25 W (PRPB.WS) | 0.0 | $89k | NEW | 66k | 1.36 | |
G Squared Ascend I CW27 W (GSQD.WS) | 0.0 | $88k | +241% | 103k | 0.86 | |
Duddell Street Acquisition CW2 W (DSACW) | 0.0 | $79k | NEW | 64k | 1.24 | |
Waldencast Acquisition CW27 W (WALDW) | 0.0 | $79k | NEW | 66k | 1.21 | |
Uranium Energy (UEC) | 0.0 | $65k | NEW | 20k | 3.33 | |
Motive Capital Corp Class A CW W | 0.0 | $65k | NEW | 64k | 1.02 | |
Pontem Corporation CW27 W (PNTM.WS) | 0.0 | $64k | 72k | 0.89 | ||
North Atlantic Acquisition CW2 W (NAACW) | 0.0 | $60k | 82k | 0.73 | ||
Ares Acquisition CW27 W (AAC.WS) | 0.0 | $58k | NEW | 65k | 0.89 | |
Derarbonization Plus Acquistio W (DCRDW) | 0.0 | $55k | NEW | 58k | 0.95 | |
Focus Impact Acquisition CW27 W (FIACW) | 0.0 | $53k | NEW | 101k | 0.52 | |
Integral Acquisition CW28 W (INTEW) | 0.0 | $48k | NEW | 76k | 0.64 | |
Enjoy Technology Incorporated W (ENJYW) | 0.0 | $46k | NEW | 110k | 0.42 | |
L Catterton Asia Acquisition C W (LCAAW) | 0.0 | $46k | 58k | 0.79 | ||
Athena Consumer Acquisition CW W (ACAQ.WS) | 0.0 | $44k | NEW | 93k | 0.47 | |
Spartan Acquisition III CW26 W | 0.0 | $43k | -15% | 30k | 1.45 | |
Alpha Capital Acquisition CW27 W (ASPCW) | 0.0 | $41k | 51k | 0.80 | ||
Pivotal Investment III CW27 W (PICC.WS) | 0.0 | $39k | +60% | 48k | 0.81 | |
Diamondhead Holdings CW28 W (DHHCW) | 0.0 | $32k | -14% | 54k | 0.60 | |
Shelter Acquisition I CW27 W (SHQAW) | 0.0 | $31k | 57k | 0.55 | ||
Thunder Bridge Capital III CW2 W (TBCPW) | 0.0 | $31k | +11% | 38k | 0.82 | |
ITHAX Acquisition CW27 W (ITHXW) | 0.0 | $27k | 50k | 0.54 | ||
Priveterra Acquisition CW27 W (PMGMW) | 0.0 | $26k | +2% | 50k | 0.52 | |
Broadscale Acquisition CW26 W (SCLEW) | 0.0 | $26k | +11% | 27k | 0.95 | |
Haymaker Acquisition III CW25 W (HYACW) | 0.0 | $18k | -2% | 25k | 0.72 | |
FTAC Hera Acquisition CW27 W (HERAW) | 0.0 | $18k | 19k | 0.93 | ||
Sandbridge X2 CW27 W (SBII.WS) | 0.0 | $16k | +32% | 30k | 0.53 | |
Authentic Equity Acquisition C W (AEACW) | 0.0 | $12k | -43% | 22k | 0.56 | |
Global Technology Acquisition W (GTACW) | 0.0 | $9.0k | NEW | 17k | 0.54 | |
Tailwind International Acquisi W (TWNI.WS) | 0.0 | $9.0k | 16k | 0.57 | ||
Mason Industrial Technology CW W (MIT.WS) | 0.0 | $8.0k | -43% | 12k | 0.68 | |
Science Strategic Acquisition W (SSAAW) | 0.0 | $8.0k | +39% | 16k | 0.52 | |
TZP Strategies CW27 W (TZPSW) | 0.0 | $5.0k | -43% | 11k | 0.47 |
Past Filings by Advisory Research
SEC 13F filings are viewable for Advisory Research going back to 2010
- Advisory Research 2021 Q4 filed Feb. 11, 2022
- Advisory Research 2021 Q3 filed Nov. 12, 2021
- Advisory Research 2021 Q2 filed Aug. 16, 2021
- Advisory Research 2021 Q1 filed May 12, 2021
- Advisory Research 2020 Q4 filed Feb. 12, 2021
- Advisory Research 2020 Q3 filed Nov. 12, 2020
- Advisory Research 2020 Q2 filed Aug. 13, 2020
- Advisory Research 2020 Q1 filed May 12, 2020
- Advisory Research 2019 Q4 filed Feb. 11, 2020
- Advisory Research 2019 Q3 filed Nov. 12, 2019
- Advisory Research 2019 Q2 filed Aug. 14, 2019
- Advisory Research 2019 Q1 filed May 15, 2019
- Advisory Research 2018 Q4 filed Feb. 13, 2019
- Advisory Research 2018 Q3 filed Nov. 13, 2018
- Advisory Research 2018 Q2 filed Aug. 14, 2018
- Advisory Research 2018 Q1 filed May 15, 2018