Advisory Research
Latest statistics and disclosures from Advisory Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FANG, OVV, ERF, SM, DEN, and represent 27.97% of Advisory Research's stock portfolio.
- Added to shares of these 10 stocks: FANG (+$57M), ACWI (+$27M), OVV (+$9.7M), IWM (+$5.4M), CHX, ALKT, FND, MLR, SKY, ERF.
- Started 78 new stock positions in CPRI, VCTR, SITM, MGPI, AWI, GRBK, AMK, CHWY, BIZD, GENI.
- Reduced shares in these 10 stocks: DEN (-$25M), CHK (-$17M), AR (-$12M), ACN (-$10M), HD (-$8.8M), MSFT (-$8.2M), FOXA (-$8.1M), INTU (-$6.4M), ORCL (-$6.2M), IAA (-$6.1M).
- Sold out of its positions in ACCD, ADTN, AGL, AMPH, AVXL, ASAN, ACAQ.WS, ATEK.WS, AVNT, BGRY.
- Advisory Research was a net seller of stock by $-24M.
- Advisory Research has $1.1B in assets under management (AUM), dropping by 3.93%.
- Central Index Key (CIK): 0000902584
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Portfolio Holdings for Advisory Research
Advisory Research holds 364 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Diamondback Energy (FANG) | 7.2 | $76M | +303% | 558k | 136.78 | |
Encana Corporation (OVV) | 6.1 | $65M | +17% | 1.3M | 50.71 | |
Enerplus Corp (ERF) | 5.8 | $62M | +2% | 3.5M | 17.65 | |
SM Energy (SM) | 4.6 | $49M | -4% | 1.4M | 34.83 | |
Denbury (DEN) | 4.3 | $46M | -34% | 527k | 87.02 | |
iShares MCSI ACWI ETF Etf (ACWI) | 2.6 | $28M | +2042% | 332k | 84.88 | |
Reliance Steel & Aluminum (RS) | 2.2 | $23M | 115k | 202.44 | ||
UnitedHealth (UNH) | 2.0 | $21M | 40k | 530.18 | ||
Chesapeake Energy Corp (CHK) | 2.0 | $21M | -44% | 227k | 94.37 | |
Epsilon Energy (EPSN) | 2.0 | $21M | 3.2M | 6.63 | ||
Abbvie (ABBV) | 1.7 | $18M | 113k | 161.61 | ||
MetLife (MET) | 1.6 | $17M | 236k | 72.37 | ||
Antero Res (AR) | 1.5 | $16M | -43% | 518k | 30.99 | |
Ferguson Plc F (FERG) | 1.4 | $15M | -2% | 121k | 126.97 | |
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Hubbell (HUBB) | 1.4 | $15M | 64k | 234.68 | ||
Apple (AAPL) | 1.3 | $14M | -3% | 107k | 129.93 | |
Accenture (ACN) | 1.3 | $14M | -43% | 51k | 266.84 | |
Devon Energy Corporation (DVN) | 1.3 | $14M | 221k | 61.51 | ||
Microsoft Corporation (MSFT) | 1.2 | $13M | -38% | 55k | 239.82 | |
Pfizer (PFE) | 1.2 | $13M | 253k | 51.24 | ||
Home Depot (HD) | 1.1 | $12M | -42% | 38k | 315.86 | |
Performance Food (PFGC) | 1.1 | $12M | +3% | 200k | 58.39 | |
Cigna Corp (CI) | 1.1 | $11M | 34k | 331.34 | ||
Coca-Cola Company (KO) | 1.0 | $11M | 165k | 63.61 | ||
Fox Corp (FOXA) | 1.0 | $10M | -43% | 342k | 30.37 | |
Equinor ASA- Adr (EQNR) | 1.0 | $10M | 285k | 35.81 | ||
KB Financial Group Incorporated Adr (KB) | 0.9 | $9.3M | -3% | 240k | 38.66 | |
Asbury Automotive (ABG) | 0.9 | $9.1M | +3% | 51k | 179.25 | |
Enstar Group (ESGR) | 0.9 | $9.1M | +23% | 40k | 231.04 | |
Intuit (INTU) | 0.8 | $8.6M | -42% | 22k | 389.22 | |
Alkami Technology (ALKT) | 0.7 | $7.6M | +72% | 518k | 14.59 | |
Lamar Advertising Co-a (LAMR) | 0.7 | $7.5M | 80k | 94.40 | ||
Element Solutions (ESI) | 0.7 | $7.5M | -9% | 410k | 18.19 | |
Impinj (PI) | 0.7 | $7.4M | -29% | 68k | 109.18 | |
Valvoline Inc Common (VVV) | 0.6 | $6.9M | -4% | 212k | 32.65 | |
Monarch Casino & Resort (MCRI) | 0.6 | $6.7M | +4% | 87k | 76.89 | |
Championx Corp (CHX) | 0.6 | $6.6M | +104% | 229k | 28.99 | |
Papa John's Int'l (PZZA) | 0.6 | $6.5M | +29% | 79k | 82.31 | |
Miller Industries (MLR) | 0.6 | $6.0M | +81% | 225k | 26.66 | |
Vanguard S/T Corp Bond ETF Etf (VCSH) | 0.5 | $5.8M | 77k | 75.19 | ||
Zurn Water Solutions Corp Zws (ZWS) | 0.5 | $5.6M | -31% | 264k | 21.15 | |
iShares Russell 2000 ETF Etf (IWM) | 0.5 | $5.4M | NEW | 31k | 174.36 | |
Blucora (BCOR) | 0.4 | $4.5M | -4% | 177k | 25.53 | |
iShares Select Dividend ETF Etf (DVY) | 0.4 | $4.4M | +6% | 37k | 120.60 | |
Fluor Corporation (FLR) | 0.4 | $4.3M | +43% | 124k | 34.66 | |
Vanguard Intermediate-Term Corporate Bond ETF Etf (VCIT) | 0.4 | $3.9M | 50k | 77.51 | ||
Nicolet Bankshares (NIC) | 0.4 | $3.8M | +16% | 48k | 79.79 | |
Vanguard S&P 500 ETF Etf (VOO) | 0.3 | $3.7M | 10k | 351.34 | ||
NetApp (NTAP) | 0.3 | $3.7M | -18% | 61k | 60.06 | |
Vanguard Dividend Appreciation ETF Etf (VIG) | 0.3 | $3.6M | 24k | 151.85 | ||
Donnelley Finl Solutions (DFIN) | 0.3 | $3.6M | +3% | 92k | 38.65 | |
First Interstate Bancsystem (FIBK) | 0.3 | $3.4M | -9% | 87k | 38.65 | |
Hennessy Capital Invst Corp (HCVI) | 0.3 | $3.3M | -5% | 336k | 9.87 | |
First Advantage Corp (FA) | 0.3 | $3.3M | +2% | 251k | 13.00 | |
iShares Short Treasury Bond ETF Etf (SHV) | 0.3 | $3.2M | -2% | 30k | 109.92 | |
Lockheed Martin Corporation (LMT) | 0.3 | $3.2M | 6.6k | 486.49 | ||
Provention Bio (PRVB) | 0.3 | $3.1M | +22% | 289k | 10.57 | |
Gates Industrial Corpratin P ord (GTES) | 0.3 | $3.0M | -2% | 265k | 11.41 | |
Floor & Decor Hldgs Inc cl a (FND) | 0.3 | $3.0M | NEW | 43k | 69.63 | |
Evolent Health (EVH) | 0.3 | $2.9M | -42% | 103k | 28.08 | |
Xometry (XMTR) | 0.3 | $2.8M | -35% | 88k | 32.23 | |
Box Inc cl a (BOX) | 0.3 | $2.8M | 91k | 31.13 | ||
Webster Financial Corporation (WBS) | 0.3 | $2.7M | -3% | 57k | 47.34 | |
Oracle Corporation (ORCL) | 0.2 | $2.6M | -70% | 32k | 81.74 | |
Franklin Covey (FC) | 0.2 | $2.5M | -29% | 54k | 46.77 | |
Addus Homecare Corp (ADUS) | 0.2 | $2.5M | -23% | 25k | 99.49 | |
Spirit AeroSystems Holdings (SPR) | 0.2 | $2.5M | -39% | 85k | 29.60 | |
Athena Technology Acq Corp I (ATEK) | 0.2 | $2.5M | -20% | 245k | 10.06 | |
L3harris Technologies (LHX) | 0.2 | $2.5M | -6% | 12k | 208.21 | |
Samsara (IOT) | 0.2 | $2.4M | -40% | 196k | 12.43 | |
Inmode Ltd. Inmd (INMD) | 0.2 | $2.4M | +5% | 67k | 35.70 | |
Huron Consulting (HURN) | 0.2 | $2.4M | -6% | 33k | 72.60 | |
Halozyme Therapeutics (HALO) | 0.2 | $2.4M | +9% | 41k | 56.90 | |
Titan International (TWI) | 0.2 | $2.3M | -12% | 153k | 15.32 | |
First Merchants Corporation (FRME) | 0.2 | $2.2M | -5% | 54k | 41.11 | |
Vanguard Short-Term Treasury ETF Etf (VGSH) | 0.2 | $2.2M | 39k | 57.82 | ||
Kura Sushi Usa Inc cl a (KRUS) | 0.2 | $2.2M | -30% | 45k | 47.68 | |
Skyline Corporation (SKY) | 0.2 | $2.1M | NEW | 42k | 51.51 | |
Broadcom (AVGO) | 0.2 | $2.1M | 3.7k | 559.13 | ||
KBR (KBR) | 0.2 | $2.1M | -21% | 40k | 52.80 | |
Vermilion Energy (VET) | 0.2 | $2.0M | -13% | 114k | 17.70 | |
Viewray (VRAY) | 0.2 | $2.0M | 449k | 4.48 | ||
Interpublic Group of Companies (IPG) | 0.2 | $2.0M | 59k | 33.31 | ||
South State Corporation (SSB) | 0.2 | $2.0M | +4% | 26k | 76.36 | |
Albany International (AIN) | 0.2 | $2.0M | -4% | 20k | 98.59 | |
Steel Dynamics (STLD) | 0.2 | $1.9M | 19k | 97.70 | ||
Cdw (CDW) | 0.2 | $1.9M | -5% | 11k | 178.58 | |
Trinity Industries (TRN) | 0.2 | $1.9M | -2% | 63k | 29.57 | |
IShares Intermediate-Term Corporate Bond ETF Etf (IGIB) | 0.2 | $1.9M | 38k | 49.51 | ||
iShares MBS ETF Etf (MBB) | 0.2 | $1.8M | 20k | 92.75 | ||
Cannae Holdings (CNNE) | 0.2 | $1.8M | -5% | 86k | 20.65 | |
M.D.C. Holdings (MDC) | 0.2 | $1.8M | -5% | 56k | 31.60 | |
Tecnoglass (TGLS) | 0.2 | $1.7M | NEW | 57k | 30.77 | |
Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.2 | $1.7M | -2% | 12k | 141.25 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.7M | +8% | 20k | 88.23 | |
Digi International (DGII) | 0.2 | $1.7M | -50% | 48k | 36.55 | |
Johnson & Johnson (JNJ) | 0.2 | $1.7M | 9.7k | 176.65 | ||
Berkshire Hathaway (BRK.B) | 0.2 | $1.7M | 5.5k | 308.90 | ||
Ares Management Corporation cl a com stk (ARES) | 0.2 | $1.7M | 25k | 68.44 | ||
JPMorgan Chase & Co. (JPM) | 0.2 | $1.7M | -10% | 13k | 134.10 | |
Curtiss-Wright (CW) | 0.2 | $1.7M | +47% | 9.9k | 166.99 | |
Chevron Corporation (CVX) | 0.2 | $1.6M | -10% | 9.1k | 179.49 | |
Pjt Partners (PJT) | 0.2 | $1.6M | +10% | 22k | 73.69 | |
Brunswick Corporation (BC) | 0.2 | $1.6M | +4% | 22k | 72.08 | |
Matador Resources (MTDR) | 0.2 | $1.6M | -15% | 28k | 57.24 | |
Focus Impact Acquisition Cor Class A (FIAC) | 0.1 | $1.6M | -9% | 155k | 10.18 | |
Workiva Inc equity us cm (WK) | 0.1 | $1.6M | +625% | 19k | 83.97 | |
Visteon Corporation (VC) | 0.1 | $1.6M | +10% | 12k | 130.83 | |
Boot Barn Hldgs (BOOT) | 0.1 | $1.6M | NEW | 25k | 62.52 | |
Healthequity (HQY) | 0.1 | $1.5M | NEW | 25k | 61.64 | |
Sprout Social Cl A Ord (SPT) | 0.1 | $1.5M | -41% | 27k | 56.46 | |
AutoZone (AZO) | 0.1 | $1.5M | -11% | 611.00 | 2466.18 | |
Ares Capital Corporation (ARCC) | 0.1 | $1.5M | -2% | 82k | 18.47 | |
Bankunited (BKU) | 0.1 | $1.5M | -2% | 44k | 33.97 | |
Axonics Modulation Technolog (AXNX) | 0.1 | $1.5M | -23% | 24k | 62.53 | |
Union Pacific Corporation (UNP) | 0.1 | $1.4M | +15% | 6.9k | 207.07 | |
TJX Companies (TJX) | 0.1 | $1.4M | -22% | 17k | 79.60 | |
Bank of America Corporation (BAC) | 0.1 | $1.4M | +73% | 41k | 33.12 | |
Leslies (LESL) | 0.1 | $1.3M | -59% | 110k | 12.21 | |
Abbott Laboratories (ABT) | 0.1 | $1.3M | 12k | 109.79 | ||
Harmonic (HLIT) | 0.1 | $1.3M | +16% | 101k | 13.10 | |
Catalyst Pharmaceutical Partners (CPRX) | 0.1 | $1.3M | +45% | 71k | 18.60 | |
Napco Security Systems (NSSC) | 0.1 | $1.3M | +48% | 48k | 27.48 | |
Armstrong World Industries (AWI) | 0.1 | $1.3M | NEW | 19k | 68.59 | |
Vanguard FTSE Developed ETF Etf (VEA) | 0.1 | $1.3M | 31k | 41.97 | ||
Xenon Pharmaceuticals (XENE) | 0.1 | $1.3M | -10% | 33k | 39.43 | |
Privia Health Group (PRVA) | 0.1 | $1.2M | -44% | 55k | 22.71 | |
Thryv Hldgs (THRY) | 0.1 | $1.2M | NEW | 65k | 19.00 | |
Oaktree Specialty Lending Corp (OCSL) | 0.1 | $1.2M | -5% | 180k | 6.87 | |
Immunocore Holdings Plc Shs Sponsored American Dep Adr (IMCR) | 0.1 | $1.2M | -21% | 21k | 57.07 | |
Dun & Bradstreet Hldgs (DNB) | 0.1 | $1.2M | -4% | 100k | 12.26 | |
Portillos (PTLO) | 0.1 | $1.2M | -25% | 75k | 16.32 | |
Arcos Dorados Holdings (ARCO) | 0.1 | $1.2M | +6% | 144k | 8.36 | |
American Express Company (AXP) | 0.1 | $1.2M | 8.1k | 147.75 | ||
Lam Research Corporation (LRCX) | 0.1 | $1.2M | 2.8k | 420.30 | ||
Chain Bridge I (CBRG) | 0.1 | $1.2M | -33% | 112k | 10.28 | |
TechTarget (TTGT) | 0.1 | $1.2M | -2% | 26k | 44.06 | |
Green Brick Partners (GRBK) | 0.1 | $1.1M | NEW | 47k | 24.23 | |
Main Street Capital Corporation (MAIN) | 0.1 | $1.1M | -2% | 31k | 36.95 | |
Fortune Brands (FBIN) | 0.1 | $1.1M | -4% | 20k | 57.11 | |
Option Care Health (OPCH) | 0.1 | $1.1M | -37% | 38k | 30.09 | |
Wisdom Tree Intl LV DVD Fund Etf (DOL) | 0.1 | $1.1M | 26k | 44.01 | ||
Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 2.0k | 550.69 | ||
Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $1.1M | 5.5k | 203.81 | ||
Hercules Technology Growth Capital (HTGC) | 0.1 | $1.1M | -4% | 85k | 13.22 | |
STAAR Surgical Company (STAA) | 0.1 | $1.1M | -63% | 23k | 48.54 | |
Integral Acquisition Corp 1 (INTE) | 0.1 | $1.1M | -5% | 110k | 10.11 | |
Sixth Street Specialty Lending (TSLX) | 0.1 | $1.1M | -10% | 62k | 17.80 | |
Docebo (DCBO) | 0.1 | $1.1M | NEW | 33k | 33.14 | |
Ventyx Biosciences (VTYX) | 0.1 | $1.1M | +5% | 34k | 32.79 | |
Fs Kkr Capital Corp (FSK) | 0.1 | $1.1M | -4% | 63k | 17.50 | |
Allegheny Technologies Incorporated (ATI) | 0.1 | $1.1M | -21% | 37k | 29.86 | |
Treace Med Concepts (TMCI) | 0.1 | $1.1M | -58% | 47k | 22.99 | |
Nuscale PWR Corp (SMR) | 0.1 | $1.1M | -2% | 105k | 10.26 | |
Inspired Entmt (INSE) | 0.1 | $1.1M | 84k | 12.67 | ||
Pimco Corp & Income Strategy Fund Etf (PCN) | 0.1 | $1.1M | 90k | 11.85 | ||
McDonald's Corporation (MCD) | 0.1 | $1.1M | 4.0k | 263.53 | ||
Shockwave Med (SWAV) | 0.1 | $1.1M | 5.1k | 205.61 | ||
Transmedics Group (TMDX) | 0.1 | $1.1M | +115% | 17k | 61.72 | |
Warby Parker (WRBY) | 0.1 | $1.0M | +20% | 77k | 13.49 | |
Beard Energy Transition Ac A (BRD) | 0.1 | $1.0M | -9% | 99k | 10.19 | |
Academy Sports & Outdoor (ASO) | 0.1 | $1.0M | NEW | 19k | 52.54 | |
International Game Technology (IGT) | 0.1 | $999k | 44k | 22.68 | ||
Tpg Pace Beneficial Ii Corp (YTPG) | 0.1 | $980k | -9% | 100k | 9.82 | |
Velo3d (VLD) | 0.1 | $975k | -60% | 545k | 1.79 | |
Shotspotter (SSTI) | 0.1 | $967k | +158% | 29k | 33.83 | |
Mueller Industries (MLI) | 0.1 | $966k | -15% | 16k | 59.00 | |
Regal-beloit Corporation (RRX) | 0.1 | $946k | -74% | 7.9k | 119.98 | |
Blackstone Secd Lending (BXSL) | 0.1 | $929k | -10% | 42k | 22.35 | |
MGIC Investment (MTG) | 0.1 | $915k | +14% | 70k | 13.00 | |
Brilliant Earth Group (BRLT) | 0.1 | $913k | +26% | 212k | 4.31 | |
Chesapeake Utilities Corporation (CPK) | 0.1 | $904k | +20% | 7.7k | 118.18 | |
Domino's Pizza (DPZ) | 0.1 | $902k | 2.6k | 346.40 | ||
Perion Network (PERI) | 0.1 | $887k | 35k | 25.30 | ||
Ruth's Hospitality (RUTH) | 0.1 | $885k | -18% | 57k | 15.48 | |
Danaos Corporation (DAC) | 0.1 | $872k | 17k | 52.66 | ||
Sterling Construction Company (STRL) | 0.1 | $872k | +56% | 27k | 32.80 | |
Cass Information Systems (CASS) | 0.1 | $847k | NEW | 19k | 45.82 | |
Fnf (FNF) | 0.1 | $844k | 22k | 37.62 | ||
ExlService Holdings (EXLS) | 0.1 | $843k | 5.0k | 169.43 | ||
Iron Mountain (IRM) | 0.1 | $843k | 17k | 49.85 | ||
Fidus Invt (FDUS) | 0.1 | $835k | -4% | 44k | 19.03 | |
Lattice Semiconductor (LSCC) | 0.1 | $834k | NEW | 13k | 64.88 | |
Blackrock Tcp Cap Corp (TCPC) | 0.1 | $822k | +10% | 64k | 12.94 | |
Krystal Biotech (KRYS) | 0.1 | $820k | -4% | 10k | 79.22 | |
Chinook Therapeutics (KDNY) | 0.1 | $815k | +7% | 31k | 26.20 | |
Independent Bank (IBTX) | 0.1 | $811k | +61% | 14k | 60.08 | |
EXACT Sciences Corporation (EXAS) | 0.1 | $782k | NEW | 16k | 49.51 | |
Saratoga Investment (SAR) | 0.1 | $774k | -15% | 30k | 25.49 | |
Mgp Ingredients Inc Common Sto (MGPI) | 0.1 | $770k | NEW | 7.2k | 106.38 | |
Ryerson Tull (RYI) | 0.1 | $755k | NEW | 25k | 30.26 | |
Energy Select Sector SPDR Fund Etf (XLE) | 0.1 | $743k | 8.5k | 87.47 | ||
Figs (FIGS) | 0.1 | $740k | NEW | 110k | 6.73 | |
Runway Growth Finance Corp (RWAY) | 0.1 | $737k | +10% | 64k | 11.59 | |
Cue Biopharma (CUE) | 0.1 | $733k | 257k | 2.85 | ||
Olink Holding AB Adr (OLK) | 0.1 | $733k | NEW | 29k | 25.38 | |
Build-A-Bear Workshop (BBW) | 0.1 | $730k | NEW | 31k | 23.84 | |
Altimmune (ALT) | 0.1 | $727k | +25% | 44k | 16.45 | |
Nabors Energy Transition A (NETC) | 0.1 | $721k | -12% | 70k | 10.27 | |
Ufp Industries (UFPI) | 0.1 | $720k | 9.1k | 79.25 | ||
Sunopta (STKL) | 0.1 | $719k | -36% | 85k | 8.44 | |
Rent The Runway (RENT) | 0.1 | $718k | +173% | 235k | 3.05 | |
Texas Roadhouse (TXRH) | 0.1 | $707k | -31% | 7.8k | 90.95 | |
Pagerduty (PD) | 0.1 | $694k | NEW | 26k | 26.56 | |
Energy Recovery (ERII) | 0.1 | $694k | -72% | 34k | 20.49 | |
Noble Corp (NE) | 0.1 | $681k | NEW | 18k | 37.71 | |
On Hldg (ONON) | 0.1 | $676k | NEW | 39k | 17.16 | |
Nuvalent Inc-a (NUVL) | 0.1 | $673k | +27% | 23k | 29.78 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $671k | 9.1k | 74.19 | ||
SPDR S&P Oil & Gas Exp Etf (XOP) | 0.1 | $671k | 4.9k | 135.88 | ||
Science App Int'l (SAIC) | 0.1 | $668k | 6.0k | 110.93 | ||
Quanta Services (PWR) | 0.1 | $665k | 4.7k | 142.50 | ||
O-i Glass (OI) | 0.1 | $664k | NEW | 40k | 16.57 | |
Gitlab (GTLB) | 0.1 | $663k | -32% | 15k | 45.44 | |
Encore Wire Corporation (WIRE) | 0.1 | $661k | NEW | 4.8k | 137.56 | |
Spdr S&p Biotech Etf Etf (XBI) | 0.1 | $660k | 8.0k | 83.00 | ||
Holley (HLLY) | 0.1 | $657k | -38% | 310k | 2.12 | |
Taylor Morrison Hom (TMHC) | 0.1 | $651k | NEW | 22k | 30.35 | |
iShares Russell 2000 Value ETF Etf (IWN) | 0.1 | $647k | NEW | 4.7k | 138.67 | |
Barings Bdc (BBDC) | 0.1 | $635k | -6% | 78k | 8.15 | |
Axogen (AXGN) | 0.1 | $625k | -28% | 63k | 9.98 | |
Capital Southwest Corporation (CSWC) | 0.1 | $624k | 37k | 17.10 | ||
Stellus Capital Investment (SCM) | 0.1 | $622k | 47k | 13.26 | ||
Gentherm (THRM) | 0.1 | $617k | NEW | 9.4k | 65.29 | |
Prometheus Biosciences (RXDX) | 0.1 | $615k | -35% | 5.6k | 110.00 | |
Assetmark Financial Hldg (AMK) | 0.1 | $614k | NEW | 27k | 23.00 | |
Supernus Pharmaceuticals (SUPN) | 0.1 | $612k | -35% | 17k | 35.67 | |
Sitime Corp (SITM) | 0.1 | $611k | NEW | 6.0k | 101.62 | |
Amazon (AMZN) | 0.1 | $610k | -32% | 7.3k | 84.00 | |
Hackett (HCKT) | 0.1 | $606k | +13% | 30k | 20.37 | |
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $596k | -57% | 12k | 50.96 | |
SPDR S&P 500 ETF Trust Etf (SPY) | 0.1 | $587k | -15% | 1.5k | 382.43 | |
Ivanhoe Electric (IE) | 0.1 | $583k | NEW | 48k | 12.15 | |
Docgo (DCGO) | 0.1 | $574k | -27% | 81k | 7.07 | |
Novo Nordisk A/S Adr (NVO) | 0.1 | $555k | +4% | 4.1k | 135.34 | |
Covenant Transportation (CVLG) | 0.1 | $549k | NEW | 16k | 34.57 | |
Livent Corp (LTHM) | 0.1 | $549k | -49% | 28k | 19.87 | |
H&E Equipment Services (HEES) | 0.1 | $546k | NEW | 12k | 45.40 | |
Nextera Energy (NEE) | 0.1 | $542k | 6.5k | 83.60 | ||
Spartannash (SPTN) | 0.1 | $535k | -20% | 18k | 30.24 | |
First Watch Restaurant Groupco (FWRG) | 0.0 | $530k | 39k | 13.53 | ||
Pure Storage Inc - Class A (PSTG) | 0.0 | $529k | -11% | 20k | 26.76 | |
Everi Hldgs (EVRI) | 0.0 | $523k | -20% | 36k | 14.35 | |
Cavco Industries (CVCO) | 0.0 | $513k | NEW | 2.3k | 226.25 | |
Toast (TOST) | 0.0 | $507k | +181% | 28k | 18.03 | |
GXO Logistics (GXO) | 0.0 | $501k | NEW | 12k | 42.69 | |
Akoya Biosciences (AKYA) | 0.0 | $500k | -37% | 52k | 9.57 | |
Albemarle Corporation (ALB) | 0.0 | $492k | +26% | 2.3k | 216.86 | |
Whitehorse Finance (WHF) | 0.0 | $485k | -10% | 37k | 13.05 | |
Jones Lang LaSalle Incorporated (JLL) | 0.0 | $484k | 3.0k | 159.37 | ||
Adapthealth Corp -a (AHCO) | 0.0 | $482k | -28% | 25k | 19.22 | |
Priveterra Acquisition Corp (PMGM) | 0.0 | $479k | 48k | 10.05 | ||
Gladstone Capital Corporation (GLAD) | 0.0 | $478k | 50k | 9.62 | ||
Kiniksa Pharmaceuticals (KNSA) | 0.0 | $478k | NEW | 32k | 14.98 | |
Geron Corporation (GERN) | 0.0 | $477k | 197k | 2.42 | ||
Alphatec Holdings (ATEC) | 0.0 | $459k | NEW | 37k | 12.35 | |
Zeta Global Holdings Corp (ZETA) | 0.0 | $458k | NEW | 56k | 8.17 | |
Lovesac Company (LOVE) | 0.0 | $456k | -23% | 21k | 22.01 | |
Ambarella (AMBA) | 0.0 | $455k | NEW | 5.5k | 82.23 | |
Consensus Cloud Solutions In (CCSI) | 0.0 | $452k | NEW | 8.4k | 53.76 | |
Adt (ADT) | 0.0 | $442k | +91% | 49k | 9.07 | |
Destination Xl (DXLG) | 0.0 | $441k | NEW | 65k | 6.75 | |
Aehr Test Systems (AEHR) | 0.0 | $441k | NEW | 22k | 20.10 | |
Hudson Technologies (HDSN) | 0.0 | $439k | NEW | 43k | 10.12 | |
Victory Cap Hldgs (VCTR) | 0.0 | $438k | NEW | 16k | 26.83 | |
Prothena (PRTA) | 0.0 | $429k | NEW | 7.1k | 60.25 | |
Suburban Propane Partners MLP (SPH) | 0.0 | $404k | 27k | 15.18 | ||
Abcellera Biologics (ABCL) | 0.0 | $404k | -48% | 40k | 10.13 | |
IShares Short-Term Corporate Bond ETF Etf (IGSB) | 0.0 | $402k | 8.1k | 49.82 | ||
Knight Swift Transn Hldgs (KNX) | 0.0 | $398k | -37% | 7.6k | 52.41 | |
PDF Solutions (PDFS) | 0.0 | $396k | NEW | 14k | 28.52 | |
Aaon (AAON) | 0.0 | $395k | NEW | 5.2k | 75.32 | |
Spire (SR) | 0.0 | $393k | 5.7k | 68.86 | ||
Nu Skin Enterprises (NUS) | 0.0 | $391k | NEW | 9.3k | 42.16 | |
Celsius Holdings (CELH) | 0.0 | $387k | NEW | 3.7k | 104.04 | |
Equity Commonwealth Pfd Cum CNV (EQC.PD) | 0.0 | $376k | 15k | 25.05 | ||
Ironwood Pharmaceuticals (IRWD) | 0.0 | $375k | 30k | 12.39 | ||
Arrow Electronics (ARW) | 0.0 | $358k | 3.4k | 104.57 | ||
Sarepta Therapeutics (SRPT) | 0.0 | $356k | NEW | 2.7k | 129.58 | |
Confluent (CFLT) | 0.0 | $352k | -21% | 16k | 22.24 | |
Wisdomtree Largecap Div Largecap Dividend Etf (DLN) | 0.0 | $350k | 5.7k | 61.95 | ||
Credo Technology Group Holding (CRDO) | 0.0 | $349k | -70% | 26k | 13.31 | |
Centrus Energy Corp cl a (LEU) | 0.0 | $342k | -59% | 11k | 32.48 | |
Deere & Company (DE) | 0.0 | $332k | NEW | 775.00 | 428.76 | |
Jabil Circuit (JBL) | 0.0 | $330k | 4.8k | 68.20 | ||
Arista Networks (ANET) | 0.0 | $329k | -14% | 2.7k | 121.35 | |
Vitru Ord (VTRU) | 0.0 | $328k | NEW | 15k | 22.50 | |
VanEck Vectors ETF Trust Etf (BIZD) | 0.0 | $327k | NEW | 23k | 14.15 | |
EnLink Midstream MLP (ENLC) | 0.0 | $322k | +47% | 26k | 12.30 | |
Inspire Med Sys (INSP) | 0.0 | $321k | NEW | 1.3k | 251.88 | |
Tesla Motors (TSLA) | 0.0 | $321k | -24% | 2.6k | 123.18 | |
Boyd Gaming Corporation (BYD) | 0.0 | $313k | -2% | 5.7k | 54.53 | |
Darden Restaurants (DRI) | 0.0 | $312k | NEW | 2.3k | 138.33 | |
Cutera (CUTR) | 0.0 | $311k | -19% | 7.0k | 44.22 | |
Michael Kors Holdings Ord (CPRI) | 0.0 | $306k | NEW | 5.3k | 57.32 | |
D R S Technologies | 0.0 | $304k | NEW | 24k | 12.78 | |
Bullpen Parlay Acquisition A (BPAC) | 0.0 | $303k | -19% | 30k | 10.24 | |
Legend Biotech Corporation Adr (LEGN) | 0.0 | $298k | +9% | 6.0k | 49.92 | |
Caretrust Reit (CTRE) | 0.0 | $298k | 16k | 18.58 | ||
Fiat Chrysler Automobiles (STLA) | 0.0 | $297k | +5% | 21k | 14.20 | |
Cameco Corporation (CCJ) | 0.0 | $296k | -23% | 13k | 22.67 | |
Prudential Financial (PRU) | 0.0 | $291k | 2.9k | 99.46 | ||
Whitestone REIT (WSR) | 0.0 | $290k | -45% | 30k | 9.64 | |
NRG Energy (NRG) | 0.0 | $286k | 9.0k | 31.82 | ||
Verizon Communications (VZ) | 0.0 | $285k | 7.2k | 39.40 | ||
Patrick Industries (PATK) | 0.0 | $282k | NEW | 4.7k | 60.60 | |
Trinity Cap (TRIN) | 0.0 | $282k | -53% | 26k | 10.93 | |
Mp Materials Corp (MP) | 0.0 | $279k | NEW | 12k | 24.28 | |
Aspen Aerogels (ASPN) | 0.0 | $277k | +16% | 24k | 11.79 | |
Technipfmc (FTI) | 0.0 | $276k | NEW | 23k | 12.19 | |
Carlisle Companies (CSL) | 0.0 | $275k | +32% | 1.2k | 235.65 | |
Hldgs (UAL) | 0.0 | $273k | 7.2k | 37.70 | ||
Relx Adr (RELX) | 0.0 | $269k | +6% | 9.7k | 27.72 | |
Baker Hughes A Ge Company (BKR) | 0.0 | $262k | NEW | 8.9k | 29.53 | |
Rio Tinto Adr (RIO) | 0.0 | $256k | NEW | 3.6k | 71.20 | |
Oak Street Health (OSH) | 0.0 | $252k | +42% | 12k | 21.51 | |
Barclays PLC- Adr (BCS) | 0.0 | $252k | +5% | 32k | 7.80 | |
Wolfspeed (WOLF) | 0.0 | $251k | -38% | 3.6k | 69.04 | |
Chewy Inc cl a (CHWY) | 0.0 | $249k | NEW | 6.7k | 37.08 | |
Pitney Bowes (PBI) | 0.0 | $245k | NEW | 65k | 3.80 | |
Bwx Technologies (BWXT) | 0.0 | $244k | -13% | 4.2k | 58.08 | |
Servisfirst Bancshares (SFBS) | 0.0 | $235k | -57% | 3.4k | 68.91 | |
United Rentals (URI) | 0.0 | $227k | NEW | 639.00 | 355.42 | |
Unilever Adr (UL) | 0.0 | $222k | NEW | 4.4k | 50.35 | |
ON Semiconductor (ON) | 0.0 | $221k | -37% | 3.5k | 62.37 | |
Sportradar Group Ag Class A Ord (SRAD) | 0.0 | $219k | NEW | 22k | 9.96 | |
Screaming Eagle Acquisition (SCRMU) | 0.0 | $216k | -41% | 22k | 10.02 | |
Servicenow (NOW) | 0.0 | $214k | 551.00 | 388.27 | ||
Doximity (DOCS) | 0.0 | $213k | NEW | 6.3k | 33.56 | |
Genius Sports (GENI) | 0.0 | $211k | NEW | 59k | 3.57 | |
CoStar (CSGP) | 0.0 | $210k | NEW | 2.7k | 77.28 | |
Lpl Financial Holdings (LPLA) | 0.0 | $210k | -59% | 970.00 | 216.17 | |
Howmet Aerospace (HWM) | 0.0 | $209k | NEW | 5.3k | 39.41 | |
American Vanguard (AVD) | 0.0 | $209k | NEW | 9.6k | 21.71 | |
Xencor (XNCR) | 0.0 | $209k | -61% | 8.0k | 26.04 | |
Vaxcyte (PCVX) | 0.0 | $206k | NEW | 4.3k | 47.95 | |
Diamondhead Holdings Corp (DHHCU) | 0.0 | $201k | 20k | 10.05 | ||
Perdoceo Ed Corp (PRDO) | 0.0 | $187k | NEW | 13k | 13.90 | |
Life Time Group Holdings (LTH) | 0.0 | $180k | NEW | 15k | 11.96 | |
Sonder Holdings (SOND) | 0.0 | $179k | -57% | 144k | 1.24 | |
Masterbrand Inc-w/i | 0.0 | $151k | NEW | 20k | 7.55 | |
Maxcyte (MXCT) | 0.0 | $149k | -23% | 27k | 5.46 | |
Membership Collect Com Cla Usd0.01 (MCG) | 0.0 | $147k | NEW | 39k | 3.74 | |
Global Technology Acquisit A (GTAC) | 0.0 | $144k | -36% | 14k | 10.28 | |
Tortoiseecofin Acquisition-a (TRTL) | 0.0 | $143k | 14k | 9.95 | ||
Rice Acquisition Corp Ii A (RONI) | 0.0 | $130k | NEW | 13k | 10.17 | |
Thredup (TDUP) | 0.0 | $128k | -28% | 98k | 1.31 | |
Rice Acquisition Corp CW27 Warrants (RONI.WS) | 0.0 | $125k | NEW | 100k | 1.25 | |
Atomera (ATOM) | 0.0 | $124k | 20k | 6.22 | ||
FiscalNote Holdings Inc CW25 Warrants (NOTE.WS) | 0.0 | $70k | 57k | 1.23 | ||
Waldencast plc CW27 Warrants (WALDW) | 0.0 | $38k | -4% | 61k | 0.62 | |
Biote Corporation CW25 Warrants (BTMDW) | 0.0 | $31k | -10% | 103k | 0.30 | |
Mirion Technologies Inc CW27 Warrants (MIR.WS) | 0.0 | $31k | 28k | 1.12 | ||
Decarbonization Plus Acquisition CW28 Warrants (DCRDW) | 0.0 | $31k | -4% | 55k | 0.56 | |
Pear Therapeutics CW27 Warrants (PEARW) | 0.0 | $30k | -2% | 203k | 0.15 | |
Hennessy Capital Investment VI CW27 Warrants (HCVIW) | 0.0 | $11k | -5% | 112k | 0.10 | |
P3 Health Partners CW27 Warrants (PIIIW) | 0.0 | $9.2k | 66k | 0.14 | ||
Ross Acquisition Corporation CW26 Warrants (ROSS.WS) | 0.0 | $8.2k | -4% | 163k | 0.05 | |
Forum Merger IV CW27 Warrants (FMIVW) | 0.0 | $3.8k | -3% | 126k | 0.03 | |
Nabors Energy Transition CW27 Warrants (NETC.WS) | 0.0 | $2.1k | -9% | 36k | 0.06 | |
Allego NV CW27 Warrants (ALLG.WS) | 0.0 | $2.0k | 20k | 0.10 | ||
Cazoo Group Limited CW26 Warrants (CZOO.WS) | 0.0 | $627.750000 | 78k | 0.01 | ||
TZP Strategies CW27 Warrants (TZPSW) | 0.0 | $200.925000 | 11k | 0.02 | ||
Authentic Equity Acquisition CW27 Warrants (AEACW) | 0.0 | $75.449500 | 22k | 0.00 |
Past Filings by Advisory Research
SEC 13F filings are viewable for Advisory Research going back to 2010
- 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
- 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