Advisory Research Inc Top Holdings and 13F Report (2025) About Advisory Research IncInvestment ActivityAdvisory Research Inc has $650.93 million in total holdings as of June 30, 2025.Advisory Research Inc owns shares of 142 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 12.64% of the portfolio was purchased this quarter.About 7.81% of the portfolio was sold this quarter.This quarter, Advisory Research Inc has purchased 148 new stocks and bought additional shares in 80 stocks.Advisory Research Inc sold shares of 42 stocks and completely divested from 13 stocks this quarter.Largest Holdings Bel Fuse $38,182,918TriMas $29,949,034Philip Morris International $26,768,328Broadcom $23,442,968Taiwan Semiconductor Manufacturing $21,879,167 Largest New Holdings this Quarter 749527107 - REV Group $3,453,607 Holding47233W109 - Jefferies Financial Group $1,950,245 Holding01644J108 - Alkami Technology $1,869,886 Holding628464109 - Myers Industries $1,774,952 Holding91879Q109 - Vail Resorts $1,741,001 Holding Largest Purchases this Quarter Eagle Materials 37,905 shares (about $7.66M)Viad 144,824 shares (about $4.18M)SouthState 43,714 shares (about $4.02M)Alphabet 21,168 shares (about $3.73M)REV Group 72,570 shares (about $3.45M) Largest Sales this Quarter John Bean Technologies 62,220 shares (about $7.48M)PHINIA 114,773 shares (about $5.11M)Western Alliance Bancorporation 18,679 shares (about $1.46M)Verizon Communications 28,926 shares (about $1.25M)HealthEquity 6,776 shares (about $709.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAdvisory Research Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBELFBBel Fuse$38,182,918$1,540,474 ▲4.2%390,8585.9%Computer and TechnologyTRSTriMas$29,949,034$1,545,655 ▲5.4%1,046,8034.6%IndustrialsPMPhilip Morris International$26,768,328$2,994,394 ▲12.6%146,9744.1%Consumer StaplesAVGOBroadcom$23,442,968$3,347,499 ▲16.7%85,0463.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$21,879,167$2,883,445 ▲15.2%96,6013.4%Computer and TechnologyKAROPENLANE$20,519,198$677,876 ▲3.4%839,2313.2%Auto/Tires/TrucksVVIViad$18,070,183$4,175,276 ▲30.0%626,7842.8%Business ServicesMTGMGIC Investment$17,949,615$3,275,960 ▲22.3%644,7422.8%FinanceMSFTMicrosoft$16,131,210$2,404,013 ▲17.5%32,4302.5%Computer and TechnologyJBTJohn Bean Technologies$16,098,124$7,482,577 ▼-31.7%133,8612.5%IndustrialsDJCODaily Journal Corp. (S.C.)$15,977,940$1,296,308 ▲8.8%37,8402.5%Consumer StaplesTPRTapestry$15,398,364$2,099,976 ▲15.8%175,3602.4%Retail/WholesaleLEGHLegacy Housing$14,921,769$486,170 ▲3.4%658,5072.3%FinancePHINPHINIA$14,660,212$5,106,251 ▼-25.8%329,5172.3%Auto/Tires/TrucksCMECME Group$14,121,558$3,419,040 ▲31.9%51,2362.2%FinanceSSBSouthState$13,521,845$4,022,990 ▲42.4%146,9292.1%FinancePFGCPerformance Food Group$12,617,110$625,673 ▼-4.7%144,2451.9%Retail/WholesaleAEPAmerican Electric Power$11,799,250$1,609,107 ▲15.8%113,7171.8%UtilitiesABBVAbbVie$11,159,653$1,606,726 ▲16.8%60,1211.7%MedicalGOOGLAlphabet$11,000,651$3,730,444 ▲51.3%62,4221.7%Computer and TechnologyKDPKeurig Dr Pepper$10,958,343$1,629,496 ▲17.5%331,4681.7%Consumer StaplesEXPEagle Materials$9,892,071$7,660,979 ▲343.4%48,9441.5%ConstructionGSKGSK$9,232,179$505,805 ▲5.8%240,4211.4%MedicalEEXEmerald$8,614,289$139,826 ▼-1.6%1,776,1421.3%Consumer DiscretionaryHUBBHubbell$8,135,879$1,308,537 ▲19.2%19,9211.2%IndustrialsKBKB Financial Group$8,074,375$418,482 ▲5.5%97,7651.2%FinanceSGOViShares 0-3 Month Treasury Bond ETF$7,934,070$527,414 ▲7.1%78,7971.2%ETFUNHUnitedHealth Group$7,500,773$937,792 ▲14.3%24,0431.2%MedicalVZVerizon Communications$6,824,083$1,251,631 ▼-15.5%157,7091.0%Computer and TechnologyAAPLApple$6,697,015$938,866 ▲16.3%32,6411.0%Computer and TechnologyFERGUSON ENTERPRISES INC$6,675,507$884,493 ▲15.3%30,6571.0%COMMON STOCK NEWLAMRLamar Advertising$6,256,166$1,111,304 ▲21.6%51,5501.0%FinanceMETAMeta Platforms$6,041,306$759,500 ▲14.4%8,1850.9%Computer and TechnologyFLUTTER ENTMT PLC$6,012,390$486,363 ▲8.8%21,0400.9%SHSULUnilever$5,308,170$276,061 ▲5.5%86,7770.8%Consumer StaplesNICNicolet Bankshares$5,258,026$189,171 ▼-3.5%42,5820.8%FinanceSHViShares Short Treasury Bond ETF$4,649,0130.0%42,1030.7%ETFVGSHVanguard Short-Term Treasury ETF$4,094,4380.0%69,6570.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,667,386$45,606 ▲1.3%44,2280.6%ETFHMCHonda Motor$3,600,660$339,357 ▲10.4%124,8930.6%Auto/Tires/TrucksHDHome Depot$3,529,277$753,079 ▲27.1%9,6260.5%Retail/WholesaleWALWestern Alliance Bancorporation$3,495,812$1,456,575 ▼-29.4%44,8300.5%FinanceVOOVanguard S&P 500 ETF$3,488,840$94,861 ▲2.8%6,1420.5%ETFREVGREV Group$3,453,607$3,453,607 ▲New Holding72,5700.5%TransportationDACDanaos$3,174,926$1,064,288 ▲50.4%36,8150.5%TransportationIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,078,0840.0%57,7610.5%ManufacturingABGAsbury Automotive Group$3,063,092$163,161 ▼-5.1%12,8410.5%Retail/WholesalePBIPitney Bowes$2,975,015$174,440 ▼-5.5%272,6870.5%Computer and TechnologyACAArcosa$2,915,623$136,135 ▼-4.5%33,6250.4%ConstructionFRMEFirst Merchants$2,889,275$148,221 ▼-4.9%75,4380.4%FinanceVVVValvoline$2,851,573$150,912 ▼-5.0%75,2990.4%Retail/WholesaleARESAres Management$2,789,386$754,113 ▲37.1%16,1050.4%FinanceSTLDSteel Dynamics$2,773,721$892,486 ▲47.4%21,6680.4%Basic MaterialsMLRMiller Industries$2,701,034$135,247 ▼-4.8%60,7520.4%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$2,633,6940.0%12,8680.4%ETFORCLOracle$2,632,961$867,087 ▲49.1%12,0430.4%Computer and TechnologyLAM RESEARCH CORP$2,627,304$842,867 ▲47.2%26,9910.4%COM NEWWBSWebster Financial$2,595,248$249,522 ▼-8.8%47,5320.4%FinanceOSWOneSpaWorld$2,561,351$155,046 ▼-5.7%125,6180.4%Consumer DiscretionaryBELFABel Fuse$2,538,262$809,369 ▲46.8%28,2500.4%Computer and TechnologyNCNOnCino$2,340,194$291,028 ▼-11.1%83,6680.4%Computer and TechnologyHQYHealthEquity$2,335,310$709,854 ▼-23.3%22,2920.4%MedicalACNAccenture$2,292,187$725,406 ▲46.3%7,6690.4%Computer and TechnologyDSGRDistribution Solutions Group$2,256,138$134,191 ▼-5.6%82,1310.3%Business ServicesNTAPNetApp$2,239,788$732,531 ▲48.6%21,0210.3%Computer and TechnologyAZOAutoZone$2,190,216$29,698 ▼-1.3%5900.3%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$2,060,004$45,315 ▲2.2%25,9120.3%ETFMCRIMonarch Casino & Resort$2,037,131$137,872 ▼-6.3%23,5670.3%Consumer DiscretionaryAXAXOS FINANCIAL$2,010,878$461,943 ▲29.8%26,4450.3%FinanceJPMJPMorgan Chase & Co.$1,992,262$38,848 ▼-1.9%6,8720.3%FinanceJEFJefferies Financial Group$1,950,245$1,950,245 ▲New Holding35,6600.3%FinanceEMEEMCOR Group$1,941,728$637,614 ▲48.9%3,6300.3%ConstructionEHCEncompass Health$1,906,529$129,743 ▲7.3%15,5470.3%MedicalRSPInvesco S&P 500 Equal Weight ETF$1,889,052$363 ▲0.0%10,3940.3%ETFALKTAlkami Technology$1,869,886$1,869,886 ▲New Holding62,0400.3%Computer and TechnologyCDWCDW$1,848,764$30,003 ▼-1.6%10,3520.3%Computer and TechnologyMYEMyers Industries$1,774,952$1,774,952 ▲New Holding122,4950.3%IndustrialsLMTLockheed Martin$1,759,006$531,222 ▲43.3%3,7980.3%AerospaceMTNVail Resorts$1,741,001$1,741,001 ▲New Holding11,0800.3%Consumer DiscretionaryAXPAmerican Express$1,690,913$28,070 ▼-1.6%5,3010.3%FinanceCASSCass Information Systems$1,670,175$128,178 ▼-7.1%38,4390.3%Computer and TechnologySYBTStock Yards Bancorp$1,656,447$135,056 ▼-7.5%20,9730.3%FinanceBACBank of America$1,647,304$25,979 ▼-1.6%34,8120.3%FinanceMBBiShares MBS ETF$1,644,7650.0%17,5180.3%ETFNRGNRG Energy$1,623,464$110,479 ▲7.3%10,1100.2%UtilitiesBRK.BBerkshire Hathaway$1,553,492$27,203 ▼-1.7%3,1980.2%FinanceAEOAmerican Eagle Outfitters$1,530,859$456,363 ▲42.5%159,1330.2%Retail/WholesaleESIElement Solutions$1,425,297$162,061 ▲12.8%62,9270.2%Basic MaterialsUNPUnion Pacific$1,423,045$33,362 ▼-2.3%6,1850.2%TransportationTJXTJX Companies$1,407,663$28,156 ▼-2.0%11,3990.2%Retail/WholesaleVOVanguard Mid-Cap ETF$1,371,727$59,884 ▲4.6%4,9020.2%ETFVEAVanguard FTSE Developed Markets ETF$1,364,681$33,863 ▲2.5%23,9380.2%ETFCPKChesapeake Utilities$1,359,328$33,181 ▼-2.4%11,3070.2%UtilitiesGTESGates Industrial$1,351,562$74,848 ▼-5.2%58,6870.2%IndustrialsCVXChevron$1,318,637$32,504 ▼-2.4%9,2090.2%EnergyMCDMcDonald's$1,284,087$18,115 ▼-1.4%4,3950.2%Retail/WholesaleUNMUnum Group$1,272,374$88,351 ▲7.5%15,7550.2%FinanceABTAbbott Laboratories$1,251,972$22,986 ▼-1.8%9,2050.2%MedicalRRXRegal Rexnord$1,130,688$17,105 ▼-1.5%7,8000.2%IndustrialsCOPConocoPhillips$1,130,006$57,793 ▼-4.9%12,5920.2%EnergyShowing largest 100 holdings. 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