Advisory Research
Latest statistics and disclosures from Advisory Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FANG, DEN, DVN, JPM, VVV, and represent 13.05% of Advisory Research's stock portfolio.
- Added to shares of these 10 stocks: DEN (+$38M), DVN (+$35M), ABG (+$18M), KSS (+$13M), FOXA (+$13M), STLA (+$12M), BEN (+$11M), ASZ.U (+$11M), SRNGU (+$9.6M), SNA (+$9.2M).
- Started 86 new stock positions in DBD, TBCPU, ACWI, EAF, PTC, LXFR, FERG, SPAQ.U, SRNGU, PBI.
- Reduced shares in these 10 stocks: BTI (-$35M), TSM (-$34M), , BCS (-$27M), RSP (-$18M), VIAC (-$18M), VCSH (-$14M), ING (-$14M), TRS (-$13M), .
- Sold out of its positions in ALSN, AMGN, ASND, AVLR, BBY, BILL, BBIO, BTI, BR, BRKS.
- Advisory Research was a net seller of stock by $-134M.
- Advisory Research has $1.4B in assets under management (AUM), dropping by 4.11%.
- Central Index Key (CIK): 0000902584
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Portfolio Holdings for Advisory Research
Companies in the Advisory Research portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Diamondback Energy (FANG) | 3.7 | $53M | -11% | 723k | 73.49 | |
| Denbury (DEN) | 2.7 | $38M | NEW | 802k | 47.89 | |
| Devon Energy Corporation (DVN) | 2.5 | $35M | NEW | 1.6M | 21.85 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $32M | -2% | 212k | 152.23 | |
| Valvoline Inc Common (VVV) | 1.9 | $27M | -2% | 1.0M | 26.07 | |
| Cannae Holdings (CNNE) | 1.7 | $24M | +49% | 617k | 39.62 | |
| Enstar Group (ESGR) | 1.7 | $24M | -3% | 97k | 246.74 | |
| Bankunited (BKU) | 1.6 | $22M | -8% | 505k | 43.95 | |
| Abbvie (ABBV) | 1.5 | $22M | +29% | 202k | 108.22 | |
| Hubbell (HUBB) | 1.5 | $21M | 111k | 186.89 | ||
| Cummins (CMI) | 1.4 | $20M | 78k | 259.12 | ||
| Reliance Steel & Aluminum (RS) | 1.4 | $20M | 131k | 152.29 | ||
| Core-Mark Holding Company (CORE) | 1.3 | $19M | -2% | 494k | 38.69 | |
| Element Solutions (ESI) | 1.3 | $19M | -13% | 1.0M | 18.29 | |
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| Asbury Automotive (ABG) | 1.3 | $18M | NEW | 94k | 196.50 | |
| Championx Corp (CHX) | 1.3 | $18M | +2% | 846k | 21.73 | |
| M.D.C. Holdings (MDC) | 1.1 | $16M | +5% | 275k | 59.40 | |
| Terminix Global Holdings (TMX) | 1.1 | $16M | +17% | 336k | 47.67 | |
| MetLife (MET) | 1.1 | $16M | +21% | 261k | 60.79 | |
| Viper Energy Partners (VNOM) | 1.0 | $15M | +26% | 995k | 14.56 | |
| TechTarget (TTGT) | 1.0 | $14M | -18% | 208k | 69.45 | |
| Tupperware Brands Corporation (TUP) | 1.0 | $14M | +76% | 545k | 26.41 | |
| Snap-on Incorporated (SNA) | 1.0 | $14M | +177% | 62k | 230.75 | |
| SM Energy (SM) | 1.0 | $14M | -39% | 872k | 16.37 | |
| Accel Entmt (ACEL) | 1.0 | $14M | +21% | 1.3M | 10.93 | |
| Johnson & Johnson (JNJ) | 1.0 | $14M | -3% | 86k | 164.35 | |
| Brunswick Corporation (BC) | 1.0 | $14M | -3% | 147k | 95.37 | |
| Sterling Bancorp (STL) | 1.0 | $14M | -3% | 608k | 23.02 | |
| Rexnord (RXN) | 1.0 | $14M | 295k | 47.09 | ||
| UnitedHealth (UNH) | 1.0 | $14M | -42% | 37k | 372.08 | |
| Ruth's Hospitality (RUTH) | 1.0 | $14M | 547k | 24.83 | ||
| I N G Groep N V Adr (ING) | 0.9 | $14M | -50% | 1.1M | 12.23 | |
| Citizens Financial (CFG) | 0.9 | $13M | +5% | 303k | 44.15 | |
| Potlatch Corporation (PCH) | 0.9 | $13M | -10% | 249k | 52.92 | |
| Kohl's Corporation (KSS) | 0.9 | $13M | NEW | 216k | 59.61 | |
| Fox Corp (FOXA) | 0.9 | $13M | NEW | 353k | 36.11 | |
| Fiat Chrysler Automobiles (STLA) | 0.9 | $12M | NEW | 696k | 17.79 | |
| Epsilon Energy (EPSN) | 0.9 | $12M | 3.2M | 3.90 | ||
| Invesco S&P 500 Equal Weight E Etf (RSP) | 0.8 | $12M | -61% | 82k | 141.66 | |
| Taiwan Semiconductor-SP Adr (TSM) | 0.8 | $11M | -74% | 96k | 118.28 | |
| Actuant Corp (EPAC) | 0.8 | $11M | -2% | 426k | 26.12 | |
| Cabot Oil & Gas Corporation (COG) | 0.8 | $11M | -7% | 587k | 18.78 | |
| Franklin Resources (BEN) | 0.8 | $11M | NEW | 367k | 29.60 | |
| KB Financial Group Incorporate Adr (KB) | 0.8 | $11M | -50% | 216k | 49.43 | |
| Leggett & Platt (LEG) | 0.8 | $11M | 234k | 45.65 | ||
| Austerlitz Acquisition Corp (ASZ.U) | 0.7 | $11M | NEW | 1.0M | 10.03 | |
| First Merchants Corporation (FRME) | 0.7 | $10M | -2% | 224k | 46.50 | |
| Atlantic Cap Bancshares (ACBI) | 0.7 | $10M | -2% | 424k | 24.10 | |
| Fortune Brands (FBHS) | 0.7 | $10M | -44% | 106k | 95.82 | |
| First Interstate Bancsystem (FIBK) | 0.7 | $10M | -2% | 216k | 46.04 | |
| Texas Capital Bancshares (TCBI) | 0.7 | $9.9M | -2% | 140k | 70.92 | |
| Dominion Resources (D) | 0.7 | $9.9M | -13% | 130k | 75.96 | |
| Horizon Ban (HBNC) | 0.7 | $9.7M | -2% | 524k | 18.58 | |
| Pioneer Natural Resources (PXD) | 0.7 | $9.6M | -52% | 60k | 158.83 | |
| Soaring Eagle Acquisition (SRNGU) | 0.7 | $9.6M | NEW | 944k | 10.12 | |
| Nextera Energy (NEE) | 0.7 | $9.5M | -31% | 125k | 75.61 | |
| Brink's Company (BCO) | 0.7 | $9.4M | -29% | 119k | 79.23 | |
| World Fuel Services Corporation (INT) | 0.6 | $9.1M | 258k | 35.20 | ||
| Store Capital Corp reit (STOR) | 0.6 | $9.1M | -2% | 271k | 33.50 | |
| Monarch Casino & Resort (MCRI) | 0.6 | $9.0M | NEW | 149k | 60.62 | |
| Trinity Industries (TRN) | 0.6 | $8.9M | -2% | 312k | 28.49 | |
| Lam Research Corporation (LRCX) | 0.6 | $8.6M | 14k | 595.27 | ||
| Worthington Industries (WOR) | 0.6 | $8.5M | -4% | 127k | 67.09 | |
| KLA-Tencor Corporation (KLAC) | 0.6 | $8.4M | 25k | 330.39 | ||
| Lamar Advertising Co-a (LAMR) | 0.6 | $8.3M | 89k | 93.92 | ||
| Addus Homecare Corp (ADUS) | 0.6 | $8.3M | -2% | 79k | 104.59 | |
| Ferguson Plc F (FERG) | 0.6 | $8.2M | NEW | 68k | 120.14 | |
| Artisan Partners (APAM) | 0.5 | $7.3M | +476% | 140k | 52.17 | |
| PGT (PGTI) | 0.5 | $7.0M | -8% | 279k | 25.25 | |
| Hilltop Holdings (HTH) | 0.5 | $7.0M | -37% | 204k | 34.13 | |
| Casey's General Stores (CASY) | 0.5 | $6.9M | -2% | 32k | 216.20 | |
| Arrow Electronics (ARW) | 0.5 | $6.9M | -2% | 62k | 110.82 | |
| Imperial Oil (IMO) | 0.5 | $6.6M | -6% | 273k | 24.18 | |
| Vanguard S/T Corp Bond ETF Etf (VCSH) | 0.5 | $6.6M | -67% | 80k | 82.50 | |
| Ecopetrol SA Adr (EC) | 0.5 | $6.4M | -53% | 499k | 12.82 | |
| Lovesac Company (LOVE) | 0.4 | $6.1M | +51% | 108k | 56.60 | |
| STAAR Surgical Company (STAA) | 0.4 | $6.0M | -11% | 57k | 105.41 | |
| Callaway Golf Company (ELY) | 0.4 | $5.8M | +35% | 217k | 26.75 | |
| Graftech International (EAF) | 0.4 | $5.7M | NEW | 468k | 12.23 | |
| Cambium Networks Corp (CMBM) | 0.4 | $5.4M | +425% | 117k | 46.72 | |
| Landcadia Holdings Iii (LCY) | 0.4 | $5.3M | NEW | 528k | 10.01 | |
| Kornit Digital (KRNT) | 0.4 | $5.2M | +5% | 53k | 99.12 | |
| B&G Foods (BGS) | 0.4 | $5.2M | NEW | 166k | 31.06 | |
| Winmark Corporation (WINA) | 0.4 | $5.1M | -2% | 28k | 186.44 | |
| iShares Select Dividend ETF Etf (DVY) | 0.3 | $4.8M | -50% | 42k | 114.11 | |
| Vanguard S&P 500 ETF Etf (VOO) | 0.3 | $4.8M | -50% | 13k | 364.29 | |
| iShares MBS ETF Etf (MBB) | 0.3 | $4.7M | -50% | 44k | 108.42 | |
| Axonics Modulation Technolog (AXNX) | 0.3 | $4.7M | +60% | 78k | 59.90 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.3 | $4.5M | -50% | 31k | 147.08 | |
| Eargo (EAR) | 0.3 | $4.4M | +278% | 89k | 49.95 | |
| Vanguard Intermediate-Term Cor Etf (VCIT) | 0.3 | $4.4M | -34% | 47k | 93.03 | |
| Evolution Petroleum Corporation (EPM) | 0.3 | $4.3M | -4% | 1.3M | 3.38 | |
| Avid Technology (AVID) | 0.3 | $4.2M | +388% | 200k | 21.11 | |
| Inmode Ltd. Inmd (INMD) | 0.3 | $3.9M | 54k | 72.37 | ||
| Viacomcbs (VIAC) | 0.3 | $3.9M | -81% | 87k | 45.10 | |
| Exp World Holdings Inc equities (EXPI) | 0.3 | $3.9M | +42% | 85k | 45.54 | |
| Microsoft Corporation (MSFT) | 0.3 | $3.9M | +2% | 16k | 235.75 | |
| Vicor Corporation (VICR) | 0.2 | $3.4M | -7% | 40k | 85.03 | |
| Luxfer Holdings Adr (LXFR) | 0.2 | $3.4M | NEW | 161k | 21.28 | |
| IShares Short-Term Corporate B Etf (IGSB) | 0.2 | $3.4M | -57% | 62k | 54.69 | |
| Matador Resources (MTDR) | 0.2 | $3.2M | -9% | 138k | 23.45 | |
| Cdw (CDW) | 0.2 | $3.2M | 19k | 165.73 | ||
| Blackline (BL) | 0.2 | $3.2M | -9% | 29k | 108.39 | |
| Cue Biopharma (CUE) | 0.2 | $3.1M | NEW | 256k | 12.20 | |
| Goosehead Ins (GSHD) | 0.2 | $3.1M | -5% | 29k | 107.19 | |
| Enova Intl (ENVA) | 0.2 | $3.1M | +49% | 87k | 35.48 | |
| Sprout Social Cl A Ord (SPT) | 0.2 | $3.1M | +47% | 53k | 57.76 | |
| Yalla Group Limited Sponsored Adr (YALA) | 0.2 | $2.8M | -19% | 111k | 25.01 | |
| Textainer Group Holdings (TGH) | 0.2 | $2.7M | +118% | 95k | 28.65 | |
| Plug Power (PLUG) | 0.2 | $2.7M | -18% | 76k | 35.84 | |
| Rh (RH) | 0.2 | $2.7M | -20% | 4.4k | 596.49 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.6M | -6% | 1.3k | 2062.67 | |
| iShares MCSI ACWI ETF Etf (ACWI) | 0.2 | $2.6M | NEW | 27k | 95.15 | |
| Provention Bio (PRVB) | 0.2 | $2.5M | NEW | 238k | 10.50 | |
| Novocure Ltd ord (NVCR) | 0.2 | $2.5M | -26% | 19k | 132.20 | |
| Astec Industries (ASTE) | 0.2 | $2.5M | -4% | 33k | 75.42 | |
| North Atlantic Acquisition A (NAAC) | 0.2 | $2.3M | NEW | 232k | 9.95 | |
| Cerence (CRNC) | 0.2 | $2.3M | -21% | 26k | 89.57 | |
| Ares Capital Corporation (ARCC) | 0.2 | $2.2M | -15% | 120k | 18.71 | |
| Gores Guggenheim (GGPIU) | 0.2 | $2.2M | NEW | 221k | 9.93 | |
| Kadant (KAI) | 0.2 | $2.2M | +22% | 12k | 185.00 | |
| Fnf (FNF) | 0.1 | $2.1M | 52k | 40.66 | ||
| Constellation Brands (STZ) | 0.1 | $2.1M | +3% | 9.0k | 228.01 | |
| Amazon (AMZN) | 0.1 | $2.0M | 656.00 | 3094.51 | ||
| Berkshire Hathaway (BRK.B) | 0.1 | $2.0M | 7.8k | 255.46 | ||
| Brightcove (BCOV) | 0.1 | $2.0M | +485% | 100k | 20.12 | |
| American Express Company (AXP) | 0.1 | $2.0M | -3% | 14k | 141.40 | |
| Hercules Technology Growth Capital (HTGC) | 0.1 | $2.0M | -19% | 123k | 16.03 | |
| Main Street Capital Corporation (MAIN) | 0.1 | $2.0M | -19% | 50k | 39.14 | |
| AutoZone (AZO) | 0.1 | $1.9M | 1.4k | 1403.98 | ||
| Axogen (AXGN) | 0.1 | $1.9M | +253% | 92k | 20.26 | |
| Austerlitz Acquisition Corp (AUS.U) | 0.1 | $1.8M | NEW | 180k | 10.04 | |
| Sixth Street Specialty Lending (TSLX) | 0.1 | $1.8M | -12% | 86k | 21.03 | |
| Pontem Corporation (PNTM) | 0.1 | $1.8M | NEW | 183k | 9.68 | |
| TJX Companies (TJX) | 0.1 | $1.8M | -3% | 27k | 66.17 | |
| L Catterton Asia Acquisition (LCAAU) | 0.1 | $1.7M | NEW | 175k | 9.95 | |
| Gentherm (THRM) | 0.1 | $1.7M | +48% | 24k | 74.12 | |
| Carvana Co cl a (CVNA) | 0.1 | $1.7M | +11% | 6.6k | 262.35 | |
| Montrose Environmental Group (MEG) | 0.1 | $1.7M | NEW | 35k | 50.18 | |
| Broadcom (AVGO) | 0.1 | $1.7M | -25% | 3.7k | 463.71 | |
| Rent-A-Center (RCII) | 0.1 | $1.7M | -11% | 30k | 57.64 | |
| Vericel (VCEL) | 0.1 | $1.7M | -27% | 31k | 55.54 | |
| Pitney Bowes (PBI) | 0.1 | $1.7M | NEW | 207k | 8.24 | |
| Chevron Corporation (CVX) | 0.1 | $1.7M | -3% | 16k | 104.81 | |
| Medtronic (MDT) | 0.1 | $1.7M | -2% | 14k | 118.09 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.6M | 7.4k | 220.40 | ||
| Peloton Interactive Inc cl a (PTON) | 0.1 | $1.6M | +73% | 15k | 112.44 | |
| Ross Acquisition Corp Ii (ROSS.U) | 0.1 | $1.6M | NEW | 163k | 9.96 | |
| Beam Therapeutics (BEAM) | 0.1 | $1.6M | +207% | 20k | 80.06 | |
| Natera (NTRA) | 0.1 | $1.6M | +108% | 16k | 101.56 | |
| L3harris Technologies (LHX) | 0.1 | $1.6M | -3% | 7.9k | 202.65 | |
| Barings Bdc (BBDC) | 0.1 | $1.6M | -11% | 160k | 9.98 | |
| Veracyte (VCYT) | 0.1 | $1.6M | +109% | 30k | 53.74 | |
| Pimco Corp & Income Strategy F Etf (PCN) | 0.1 | $1.6M | -50% | 90k | 17.32 | |
| Vulcan Materials Company (VMC) | 0.1 | $1.6M | -6% | 9.2k | 168.79 | |
| Moderna (MRNA) | 0.1 | $1.5M | +31% | 12k | 130.99 | |
| International Game Technology (IGT) | 0.1 | $1.5M | 95k | 16.05 | ||
| Oaktree Specialty Lending Corp (OCSL) | 0.1 | $1.5M | -17% | 246k | 6.20 | |
| Illinois Tool Works (ITW) | 0.1 | $1.5M | NEW | 6.8k | 221.46 | |
| Vanguard FTSE Developed ETF Etf (VEA) | 0.1 | $1.5M | -48% | 31k | 49.11 | |
| Castle Biosciences (CSTL) | 0.1 | $1.5M | +56% | 22k | 68.48 | |
| Magnite Ord (MGNI) | 0.1 | $1.5M | -16% | 36k | 41.62 | |
| Home Depot (HD) | 0.1 | $1.5M | +23% | 4.9k | 305.23 | |
| Priveterra Acquisition Corp (PMGMU) | 0.1 | $1.4M | NEW | 146k | 9.94 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.1 | $1.4M | -11% | 15k | 95.47 | |
| Abbott Laboratories (ABT) | 0.1 | $1.4M | -46% | 12k | 119.82 | |
| Deluxe Corporation (DLX) | 0.1 | $1.4M | NEW | 33k | 41.95 | |
| Upwork (UPWK) | 0.1 | $1.4M | +20% | 31k | 44.76 | |
| Golub Capital BDC (GBDC) | 0.1 | $1.4M | -23% | 95k | 14.62 | |
| Pacific Biosciences of California (PACB) | 0.1 | $1.4M | +96% | 42k | 33.31 | |
| Quanterix Ord (QTRX) | 0.1 | $1.4M | +32% | 23k | 58.48 | |
| Owl Rock Capital Corporation (ORCC) | 0.1 | $1.4M | -8% | 98k | 13.77 | |
| Workiva Inc equity us cm (WK) | 0.1 | $1.3M | +11% | 15k | 88.26 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.3M | 3.6k | 369.46 | ||
| Sandbridge X2 Corp (SBII.U) | 0.1 | $1.3M | NEW | 126k | 9.99 | |
| Us Foods Hldg Corp call (USFD) | 0.1 | $1.2M | 32k | 38.11 | ||
| Blackrock Tcp Cap Corp (TCPC) | 0.1 | $1.2M | -8% | 89k | 13.83 | |
| Wisdom Tree Intl LV DVD Fund Etf (DOL) | 0.1 | $1.2M | -50% | 26k | 47.31 | |
| Chegg (CHGG) | 0.1 | $1.2M | -52% | 14k | 85.68 | |
| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $1.2M | -50% | 5.5k | 221.25 | |
| Ii-vi (IIVI) | 0.1 | $1.2M | +65% | 18k | 68.38 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.2M | -4% | 11k | 109.31 | |
| FMC Corporation (FMC) | 0.1 | $1.2M | -4% | 11k | 110.57 | |
| Texas Roadhouse (TXRH) | 0.1 | $1.2M | -40% | 12k | 95.95 | |
| Titan International (TWI) | 0.1 | $1.2M | NEW | 128k | 9.28 | |
| New Mountain Finance Corp (NMFC) | 0.1 | $1.2M | -13% | 94k | 12.40 | |
| Tpi Composites (TPIC) | 0.1 | $1.2M | -35% | 21k | 56.42 | |
| Darden Restaurants (DRI) | 0.1 | $1.1M | -8% | 8.1k | 142.04 | |
| Trimas Corporation (TRS) | 0.1 | $1.1M | -91% | 38k | 30.32 | |
| Open Lending Corp (LPRO) | 0.1 | $1.1M | +21% | 32k | 35.43 | |
| Invesco S&P Spinoff ETF Etf (CSD) | 0.1 | $1.1M | -50% | 18k | 62.90 | |
| Phreesia (PHR) | 0.1 | $1.1M | +34% | 21k | 52.10 | |
| Tesla Motors (TSLA) | 0.1 | $1.1M | +9% | 1.7k | 668.07 | |
| Wayfair (W) | 0.1 | $1.1M | +79% | 3.5k | 314.83 | |
| Vail Resorts (MTN) | 0.1 | $1.1M | 3.7k | 291.57 | ||
| Twist Bioscience Corp (TWST) | 0.1 | $1.1M | +104% | 8.7k | 123.82 | |
| Diebold Incorporated (DBD) | 0.1 | $1.1M | NEW | 76k | 14.13 | |
| Chesapeake Utilities Corporation (CPK) | 0.1 | $1.1M | -8% | 9.3k | 116.03 | |
| Thunder Bridge Cap Prtnrs Ii (TBCPU) | 0.1 | $1.1M | NEW | 108k | 9.89 | |
| McDonald's Corporation (MCD) | 0.1 | $1.1M | 4.8k | 224.03 | ||
| EXACT Sciences Corporation (EXAS) | 0.1 | $1.1M | +16% | 8.1k | 131.78 | |
| Party City Hold (PRTY) | 0.1 | $1.0M | +78% | 179k | 5.80 | |
| Nanostring Technologies (NSTG) | 0.1 | $1.0M | +61% | 16k | 65.73 | |
| Hanesbrands (HBI) | 0.1 | $1.0M | NEW | 52k | 19.67 | |
| Fs Kkr Capital Corp. Ii | 0.1 | $1.0M | -12% | 52k | 19.54 | |
| Ithax Acquisition Corp (ITHXU) | 0.1 | $1.0M | NEW | 100k | 10.02 | |
| Cree (CREE) | 0.1 | $998k | +17% | 9.2k | 108.17 | |
| Fs Kkr Capital Corp (FSK) | 0.1 | $986k | -7% | 50k | 19.84 | |
| Acceleron Pharma (XLRN) | 0.1 | $980k | -3% | 7.2k | 135.55 | |
| Upstart Hldgs (UPST) | 0.1 | $978k | NEW | 7.6k | 128.87 | |
| Vanguard Short-Term Treasury E Etf (VGSH) | 0.1 | $956k | -69% | 16k | 61.54 | |
| Silvergate Capital Cl A Ord (SI) | 0.1 | $948k | NEW | 6.7k | 142.15 | |
| At&t (T) | 0.1 | $934k | -52% | 31k | 30.28 | |
| Organogenesis Hldgs (ORGO) | 0.1 | $923k | NEW | 51k | 18.22 | |
| Hannon Armstrong (HASI) | 0.1 | $922k | +40% | 16k | 56.10 | |
| Haymaker Acquisition Corp Ii (HYACU) | 0.1 | $908k | NEW | 91k | 9.94 | |
| NetApp (NTAP) | 0.1 | $908k | +14% | 13k | 72.66 | |
| IShares Intermediate-Term Corp Etf (IGIB) | 0.1 | $904k | -31% | 15k | 59.20 | |
| United Rentals (URI) | 0.1 | $897k | -14% | 2.7k | 329.17 | |
| Walt Disney Company (DIS) | 0.1 | $863k | +7% | 4.7k | 184.52 | |
| Teladoc (TDOC) | 0.1 | $861k | +33% | 4.7k | 181.72 | |
| Ftac Hera Acquisition Corp (HERAU) | 0.1 | $859k | NEW | 86k | 9.99 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $832k | 2.7k | 309.29 | ||
| Voya Financial (VOYA) | 0.1 | $827k | 13k | 63.62 | ||
| Solar Cap (SLRC) | 0.1 | $824k | -24% | 46k | 17.76 | |
| KBR (KBR) | 0.1 | $804k | NEW | 21k | 38.39 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $799k | +132% | 12k | 65.21 | |
| Wisdomtree Largecap Div Largec Etf (DLN) | 0.1 | $770k | -50% | 6.7k | 114.69 | |
| Lemonade (LMND) | 0.1 | $755k | +160% | 8.1k | 93.16 | |
| Omnicell (OMCL) | 0.1 | $750k | NEW | 5.8k | 129.87 | |
| Fidus Invt (FDUS) | 0.1 | $742k | -11% | 48k | 15.55 | |
| Forum Merger Iv Corp (FMIVU) | 0.1 | $742k | NEW | 75k | 9.89 | |
| Alpha Capital Acquisition (ASPCU) | 0.1 | $739k | NEW | 74k | 10.00 | |
| Authentic Equity Acquisiti A (AEAC) | 0.1 | $736k | NEW | 76k | 9.70 | |
| Guardant Health (GH) | 0.1 | $730k | -49% | 4.8k | 152.56 | |
| Viewray (VRAY) | 0.0 | $692k | NEW | 159k | 4.35 | |
| Middleby Corporation (MIDD) | 0.0 | $692k | +24% | 4.2k | 165.87 | |
| Stellus Capital Investment (SCM) | 0.0 | $689k | -10% | 54k | 12.70 | |
| Whitehorse Finance (WHF) | 0.0 | $687k | -11% | 45k | 15.17 | |
| Turning Point Therapeutics I (TPTX) | 0.0 | $686k | -16% | 7.2k | 94.65 | |
| Adapthealth Corp -a (AHCO) | 0.0 | $683k | NEW | 19k | 36.75 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $674k | -16% | 9.1k | 74.48 | |
| Macrogenics (MGNX) | 0.0 | $672k | NEW | 21k | 31.83 | |
| Michael Kors Holdings Ord (CPRI) | 0.0 | $666k | NEW | 13k | 51.03 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $664k | -36% | 30k | 22.16 | |
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $660k | -4% | 12k | 56.05 | |
| Triton International (TRTN) | 0.0 | $652k | +85% | 12k | 55.01 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $642k | NEW | 3.6k | 179.18 | |
| Lennar Corporation (LEN) | 0.0 | $641k | -23% | 6.3k | 101.20 | |
| Apple (AAPL) | 0.0 | $632k | -16% | 5.2k | 122.13 | |
| Mason Industrial Technolgy I (MIT.U) | 0.0 | $619k | NEW | 62k | 9.94 | |
| CoStar (CSGP) | 0.0 | $601k | -14% | 731.00 | 822.16 | |
| Facebook Inc cl a (FB) | 0.0 | $588k | NEW | 2.0k | 294.44 | |
| Marvell Technology Group | 0.0 | $560k | +22% | 11k | 48.97 | |
| Hess (HES) | 0.0 | $552k | -30% | 7.8k | 70.82 | |
| T. Rowe Price (TROW) | 0.0 | $552k | -2% | 3.2k | 171.59 | |
| Tzp Strategies Acquisi Cl A (TZPS) | 0.0 | $544k | NEW | 56k | 9.71 | |
| Albany International (AIN) | 0.0 | $540k | NEW | 6.5k | 83.53 | |
| Fastenal Company (FAST) | 0.0 | $534k | -4% | 11k | 50.28 | |
| iShares Short Treasury Bond ET Etf (SHV) | 0.0 | $504k | -64% | 4.6k | 110.53 | |
| Ritchie Bros. Auctioneers Inco (RBA) | 0.0 | $502k | -64% | 8.6k | 58.51 | |
| Axon Enterprise (AXON) | 0.0 | $502k | -25% | 3.5k | 142.45 | |
| Atomera (ATOM) | 0.0 | $490k | NEW | 20k | 24.50 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.0 | $490k | -67% | 3.8k | 129.66 | |
| Diamondhead Holdings Corp (DHHCU) | 0.0 | $486k | NEW | 49k | 9.92 | |
| Trinity Cap (TRIN) | 0.0 | $476k | NEW | 32k | 14.92 | |
| Servicenow (NOW) | 0.0 | $471k | -37% | 942.00 | 500.00 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $471k | 3.8k | 123.30 | ||
| Tailwind Internatnal Acq Cor (TWNI.U) | 0.0 | $465k | NEW | 47k | 9.89 | |
| Adt (ADT) | 0.0 | $459k | NEW | 54k | 8.44 | |
| Altria (MO) | 0.0 | $454k | -70% | 8.9k | 51.13 | |
| Spartan Acquisition Corp Iii (SPAQ.U) | 0.0 | $451k | NEW | 45k | 10.02 | |
| QuinStreet (QNST) | 0.0 | $439k | +85% | 22k | 20.30 | |
| Tempur-Pedic International (TPX) | 0.0 | $432k | -65% | 12k | 36.59 | |
| Carnival Corporation (CCL) | 0.0 | $423k | 16k | 26.55 | ||
| Teradyne (TER) | 0.0 | $422k | -40% | 3.5k | 121.65 | |
| Draftkings Inc Com Cl A (DKNG) | 0.0 | $421k | -70% | 6.9k | 61.33 | |
| Horizon Therapeutics (HZNP) | 0.0 | $421k | +17% | 4.6k | 92.12 | |
| Verizon Communications (VZ) | 0.0 | $420k | -57% | 7.2k | 58.17 | |
| Energy Select Sector SPDR Fund Etf (XLE) | 0.0 | $418k | +44% | 8.5k | 49.10 | |
| General Electric Company (GE) | 0.0 | $417k | NEW | 32k | 13.13 | |
| Etsy (ETSY) | 0.0 | $416k | -41% | 2.1k | 201.65 | |
| Amer (UHAL) | 0.0 | $415k | +10% | 677.00 | 613.00 | |
| Itt (ITT) | 0.0 | $414k | 4.6k | 90.87 | ||
| Iron Mountain (IRM) | 0.0 | $412k | +25% | 11k | 37.05 | |
| Avery Dennison Corporation (AVY) | 0.0 | $404k | +25% | 2.2k | 183.47 | |
| SPDR S&P Oil & Gas Exp Etf (XOP) | 0.0 | $401k | -50% | 4.9k | 81.26 | |
| Vanguard FTSE All-World Ex-US Etf (VEU) | 0.0 | $397k | -50% | 6.5k | 60.75 | |
| Fluor Corporation (FLR) | 0.0 | $396k | -59% | 17k | 23.09 | |
| Asml Holding (ASML) | 0.0 | $390k | -10% | 631.00 | 618.07 | |
| View Inc Com Cl A (VIEW) | 0.0 | $380k | NEW | 51k | 7.40 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $374k | NEW | 4.0k | 94.54 | |
| Stride (LRN) | 0.0 | $373k | +23% | 12k | 30.11 | |
| Ptc (PTC) | 0.0 | $373k | NEW | 2.7k | 137.49 | |
| Keysight Technologies (KEYS) | 0.0 | $371k | +14% | 2.6k | 143.46 | |
| Dolby Laboratories (DLB) | 0.0 | $359k | 3.6k | 98.79 | ||
| Quanta Services (PWR) | 0.0 | $352k | 4.0k | 87.91 | ||
| Dentsply Sirona (XRAY) | 0.0 | $351k | NEW | 5.5k | 63.84 | |
| Gates Industrial Corpratin P ord (GTES) | 0.0 | $342k | NEW | 21k | 16.00 | |
| 1life Healthcare (ONEM) | 0.0 | $329k | -86% | 8.4k | 39.14 | |
| Arista Networks (ANET) | 0.0 | $328k | +13% | 1.1k | 302.30 | |
| Danimer Scientific Inc Com Cl A (DNMR) | 0.0 | $316k | NEW | 8.4k | 37.76 | |
| Cognex Corporation (CGNX) | 0.0 | $314k | 3.8k | 82.87 | ||
| Valmont Industries (VMI) | 0.0 | $310k | NEW | 1.3k | 237.37 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $301k | NEW | 2.1k | 141.12 | |
| Lyft (LYFT) | 0.0 | $289k | NEW | 4.6k | 63.07 | |
| Delphi Automotive Inc international (APTV) | 0.0 | $287k | -34% | 2.1k | 137.98 | |
| Regis Corporation (RGS) | 0.0 | $286k | NEW | 23k | 12.55 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $268k | -12% | 1.5k | 182.44 | |
| Tripadvisor (TRIP) | 0.0 | $265k | -86% | 4.9k | 53.81 | |
| Domino's Pizza (DPZ) | 0.0 | $264k | -44% | 719.00 | 367.18 | |
| Molina Healthcare (MOH) | 0.0 | $260k | -36% | 1.1k | 233.39 | |
| Zumiez (ZUMZ) | 0.0 | $257k | -89% | 6.0k | 42.92 | |
| NVIDIA Corporation (NVDA) | 0.0 | $250k | -8% | 469.00 | 533.05 | |
| Kinder Morgan (KMI) | 0.0 | $245k | 15k | 16.62 | ||
| Relx Adr (RELX) | 0.0 | $241k | -55% | 9.6k | 25.19 | |
| Elastic N V ord (ESTC) | 0.0 | $239k | -29% | 2.2k | 111.11 | |
| Novo Nordisk A/S Adr (NVO) | 0.0 | $237k | -56% | 3.5k | 67.44 | |
| Cc Neuberger Principal Holdn (PRPC.U) | 0.0 | $225k | NEW | 23k | 10.00 | |
| Insulet Corporation (PODD) | 0.0 | $220k | -4% | 844.00 | 260.66 | |
| Winnebago Industries (WGO) | 0.0 | $219k | -15% | 2.9k | 76.65 | |
| Malibu Boats (MBUU) | 0.0 | $216k | -88% | 2.7k | 79.50 | |
| Kkr Acquisition Holding I (KAHC.U) | 0.0 | $214k | NEW | 21k | 10.03 | |
| Pontem Corporation (PNTM.U) | 0.0 | $210k | NEW | 21k | 9.91 | |
| Generac Holdings (GNRC) | 0.0 | $210k | NEW | 642.00 | 327.10 | |
| Barclays PLC- Adr (BCS) | 0.0 | $210k | -99% | 21k | 10.21 | |
| Rio Tinto Adr (RIO) | 0.0 | $206k | -54% | 2.7k | 77.53 | |
| Ventas (VTR) | 0.0 | $203k | NEW | 3.8k | 53.28 | |
| North Atlantic Acquisition Unt (NAACU) | 0.0 | $149k | NEW | 15k | 9.93 | |
| Velocity Acquisition Corp (VELOU) | 0.0 | $128k | NEW | 13k | 9.84 | |
| Primavera Capital Acquist (PV.U) | 0.0 | $114k | NEW | 11k | 10.26 | |
| North Atlantic Acquistion - CW W (NAACW) | 0.0 | $72k | NEW | 120k | 0.60 | |
| Pontem Corp Class A CW27 W (PNTM.WS) | 0.0 | $66k | NEW | 88k | 0.75 | |
| Authentic Equity Acquisition - W (AEACW) | 0.0 | $24k | NEW | 38k | 0.63 | |
| Primavera Cap Acq Cl A -CW26 W (PV.WS) | 0.0 | $18k | NEW | 22k | 0.81 | |
| Diamondhead Holdings a - CW28 W (DHHCW) | 0.0 | $15k | NEW | 25k | 0.60 | |
| Leo Holdings II CL A - CW38 W (LHC.WS) | 0.0 | $14k | NEW | 20k | 0.70 | |
| TZP Strategies - CL A - CW27 W (TZPSW) | 0.0 | $13k | NEW | 19k | 0.70 | |
Past Filings by Advisory Research
SEC 13F filings are viewable for Advisory Research going back to 2010
- 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
- Advisory Research 2017 Q4 filed Feb. 8, 2018
- Advisory Research 2017 Q3 filed Nov. 14, 2017
- Advisory Research 2017 Q2 restated filed Aug. 22, 2017