Advisory Research Inc Top Holdings and 13F Report (2025)

About Advisory Research Inc

Investment Activity

Advisory Research Inc has $567.30 million in total holdings as of March 31, 2025.
Advisory Research Inc owns shares of 148 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 13.98% of the portfolio was purchased this quarter.
About 14.80% of the portfolio was sold this quarter.
This quarter, Advisory Research Inc has purchased 152 new stocks and bought additional shares in 62 stocks.
Advisory Research Inc sold shares of 70 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Bel Fuse: $28,079,163
John Bean Technologies: $23,961,098
TriMas: $23,260,788
Philip Morris International: $20,719,469
PHINIA: $18,851,225

Largest New Holdings this Quarter

233912104 - Daily Journal Corp. (S.C.): $13,828,029 Holding
13765N107 - Cannae: $5,499,000 Holding
039653100 - Arcosa: $2,714,239 Holding
69007J304 - OUTFRONT MEDIA INC: $1,276,351 Holding

Largest Purchases this Quarter

Daily Journal Corp. (S.C.): 34,770 shares (about $13.83M)
iShares MSCI ACWI ETF: 81,467 shares (about $9.48M)
OPENLANE: 319,495 shares (about $6.16M)
TriMas: 238,689 shares (about $5.59M)
Cannae: 300,000 shares (about $5.50M)

Largest Sales this Quarter

Miller Industries: 207,864 shares (about $8.81M)
Western Alliance Bancorporation: 88,520 shares (about $6.80M)
HOWARD HUGHES HOLDINGS INC: 90,726 shares (about $6.72M)
Tapestry: 87,562 shares (about $6.17M)
EMCOR Group: 13,902 shares (about $5.14M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BELFB Bel Fuse	$28,079,163	$4,614,595 ▲	19.7%	375,089	4.9%	Computer and Technology
JBT John Bean Technologies	$23,961,098	$1,165,910 ▲	5.1%	196,081	4.2%	Industrials
TRS TriMas	$23,260,788	$5,592,483 ▲	31.7%	992,778	4.1%	Industrials
PM Philip Morris International	$20,719,469	$1,547,297 ▲	8.1%	130,533	3.7%	Consumer Staples
PHIN PHINIA	$18,851,225	$1,236,835 ▲	7.0%	444,290	3.3%	Auto/Tires/Trucks
VVI Viad	$17,056,564	$1,935,868 ▲	12.8%	481,960	3.0%	Business Services
LEGH Legacy Housing	$16,066,451	$4,139,031 ▲	34.7%	637,052	2.8%	Finance
KAR OPENLANE	$15,645,836	$6,159,864 ▲	64.9%	811,506	2.8%	Auto/Tires/Trucks
TSM Taiwan Semiconductor Manufacturing	$13,922,495	$1,062,904 ▼	-7.1%	83,870	2.5%	Computer and Technology
DJCO Daily Journal Corp. (S.C.)	$13,828,029	$13,828,029 ▲	New Holding	34,770	2.4%	Consumer Staples
MTG MGIC Investment	$13,060,831	$1,942,655 ▼	-12.9%	527,071	2.3%	Finance
AVGO Broadcom	$12,206,048	$4,084,310 ▼	-25.1%	72,902	2.2%	Computer and Technology
PFGC Performance Food Group	$11,904,425	$99,624 ▲	0.8%	151,398	2.1%	Retail/Wholesale
ACWI iShares MSCI ACWI ETF	$11,682,580	$9,481,985 ▲	430.9%	100,374	2.1%	Manufacturing
UNH UnitedHealth Group	$11,017,943	$702,337 ▼	-6.0%	21,037	1.9%	Medical
ABBV AbbVie	$10,782,935	$725,986 ▼	-6.3%	51,465	1.9%	Medical
AEP American Electric Power	$10,731,323	$873,616 ▼	-7.5%	98,209	1.9%	Utilities
TPR Tapestry	$10,663,250	$6,165,245 ▼	-36.6%	151,445	1.9%	Retail/Wholesale
MSFT Microsoft	$10,359,727	$471,869 ▼	-4.4%	27,597	1.8%	Computer and Technology
CME CME Group	$10,301,360	$1,979,041 ▲	23.8%	38,831	1.8%	Finance
KDP Keurig Dr Pepper	$9,656,153	$528,425 ▼	-5.2%	282,179	1.7%	Consumer Staples
SSB SouthState	$9,580,436	$2,403,022 ▼	-20.1%	103,215	1.7%	Finance
GSK GSK	$8,803,634	$570,447 ▼	-6.1%	227,249	1.6%	Medical
VZ Verizon Communications	$8,465,781	$420,443 ▼	-4.7%	186,635	1.5%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$7,405,185	$4,551,593 ▲	159.5%	73,559	1.3%	ETF
EEX Emerald	$7,093,540	$1,948,624 ▲	37.9%	1,804,972	1.3%	Consumer Discretionary
GOOGL Alphabet	$6,379,493	$2,537,014 ▼	-28.5%	41,254	1.1%	Computer and Technology
AAPL Apple	$6,234,109	$4,636,986 ▲	290.3%	28,065	1.1%	Computer and Technology
HUBB Hubbell	$5,531,696	$366,309 ▼	-6.2%	16,717	1.0%	Industrials
CNNE Cannae	$5,499,000	$5,499,000 ▲	New Holding	300,000	1.0%	Finance
KB KB Financial Group	$5,015,893	$588,555 ▼	-10.5%	92,698	0.9%	Finance
UL Unilever	$4,898,823	$311,983 ▼	-6.0%	82,264	0.9%	Consumer Staples
WAL Western Alliance Bancorporation	$4,879,366	$6,800,949 ▼	-58.2%	63,509	0.9%	Finance
LAMR Lamar Advertising	$4,823,501	$214,590 ▼	-4.3%	42,393	0.9%	Finance
NIC Nicolet Bankshares	$4,806,662	$66,357 ▼	-1.4%	44,114	0.8%	Finance
SHV iShares Short Treasury Bond ETF	$4,650,697	$1,102,943 ▼	-19.2%	42,103	0.8%	ETF
FLUTTER ENTMT PLC	$4,284,334	$541,247 ▼	-11.2%	19,338	0.8%	SHS
FERGUSON ENTERPRISES INC	$4,261,277	$8,492 ▼	-0.2%	26,595	0.8%	COMMON STOCK NEW
META Meta Platforms	$4,124,449	$3,202,846 ▲	347.5%	7,156	0.7%	Computer and Technology
VGSH Vanguard Short-Term Treasury ETF	$4,088,169		0.0%	69,657	0.7%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$3,571,113	$61,238 ▲	1.7%	43,678	0.6%	ETF
FRME First Merchants	$3,207,215	$8,371 ▼	-0.3%	79,308	0.6%	Finance
VOO Vanguard S&P 500 ETF	$3,070,612	$281,109 ▼	-8.4%	5,975	0.5%	ETF
HMC Honda Motor	$3,069,011	$449,030 ▼	-12.8%	113,122	0.5%	Auto/Tires/Trucks
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$3,033,608		0.0%	57,761	0.5%	Manufacturing
ABG Asbury Automotive Group	$2,986,861	$286,209 ▼	-8.7%	13,525	0.5%	Retail/Wholesale
HD Home Depot	$2,775,062	$33,351 ▲	1.2%	7,572	0.5%	Retail/Wholesale
VVV Valvoline	$2,759,876	$1,331,100 ▲	93.2%	79,284	0.5%	Retail/Wholesale
ACA Arcosa	$2,714,239	$2,714,239 ▲	New Holding	35,195	0.5%	Construction
MLR Miller Industries	$2,702,952	$8,807,198 ▼	-76.5%	63,794	0.5%	Auto/Tires/Trucks
WBS Webster Financial	$2,685,858	$13,403 ▼	-0.5%	52,102	0.5%	Finance
PBI Pitney Bowes	$2,612,518	$1,665 ▼	-0.1%	288,676	0.5%	Computer and Technology
NCNO nCino	$2,584,186	$675,652 ▲	35.4%	94,073	0.5%	Computer and Technology
HQY HealthEquity	$2,568,740	$1,502 ▼	-0.1%	29,068	0.5%	Medical
VIG Vanguard Dividend Appreciation ETF	$2,496,263	$216,687 ▼	-8.0%	12,868	0.4%	ETF
EXP Eagle Materials	$2,449,885	$395,923 ▲	19.3%	11,039	0.4%	Construction
DSGR Distribution Solutions Group	$2,436,448	$30,072 ▼	-1.2%	87,016	0.4%	Business Services
AZO AutoZone	$2,280,042	$129,634 ▼	-5.4%	598	0.4%	Retail/Wholesale
OSW OneSpaWorld	$2,236,797	$1,578 ▼	-0.1%	133,222	0.4%	Consumer Discretionary
VCSH Vanguard Short-Term Corporate Bond ETF	$2,000,497	$91,018 ▲	4.8%	25,342	0.4%	ETF
MCRI Monarch Casino & Resort	$1,956,346	$22,003 ▼	-1.1%	25,162	0.3%	Consumer Discretionary
DAC Danaos	$1,909,706	$105,965 ▲	5.9%	24,474	0.3%	Transportation
STLD Steel Dynamics	$1,838,176	$96,937 ▲	5.6%	14,696	0.3%	Basic Materials
RSP Invesco S&P 500 Equal Weight ETF	$1,800,128	$105,492 ▼	-5.5%	10,392	0.3%	ETF
CASS Cass Information Systems	$1,790,075	$31,183 ▼	-1.7%	41,389	0.3%	Computer and Technology
TECHTARGET INC	$1,756,762	$9,597 ▼	-0.5%	118,620	0.3%	COM NEW
BRK.B Berkshire Hathaway	$1,733,015	$566,665 ▼	-24.6%	3,254	0.3%	Finance
ARES Ares Management	$1,722,814	$60,843 ▲	3.7%	11,751	0.3%	Finance
JPM JPMorgan Chase & Co.	$1,718,572	$277,189 ▼	-13.9%	7,006	0.3%	Finance
CDW CDW	$1,685,935	$74,361 ▼	-4.2%	10,520	0.3%	Computer and Technology
MBB iShares MBS ETF	$1,642,838		0.0%	17,518	0.3%	ETF
ACN Accenture	$1,635,714	$63,656 ▲	4.0%	5,242	0.3%	Computer and Technology
CVX Chevron	$1,578,548	$81,470 ▼	-4.9%	9,436	0.3%	Energy
SYBT Stock Yards Bancorp	$1,566,488	$1,174 ▼	-0.1%	22,683	0.3%	Finance
UNP Union Pacific	$1,495,399	$75,597 ▼	-4.8%	6,330	0.3%	Transportation
CPK Chesapeake Utilities	$1,487,605	$74,489 ▼	-4.8%	11,583	0.3%	Utilities
BAC Bank of America	$1,475,615	$70,190 ▼	-4.5%	35,361	0.3%	Finance
EHC Encompass Health	$1,467,446	$4,051 ▲	0.3%	14,489	0.3%	Medical
ALG Alamo Group	$1,463,282	$823,152 ▼	-36.0%	8,211	0.3%	Industrials
AXP American Express	$1,449,910	$64,303 ▼	-4.2%	5,389	0.3%	Finance
TJX TJX Companies	$1,416,169	$63,580 ▼	-4.3%	11,627	0.2%	Retail/Wholesale
SKY Champion Homes	$1,393,066	$1,988,632 ▼	-58.8%	14,701	0.2%	Construction
MCD McDonald's	$1,392,233	$65,910 ▼	-4.5%	4,457	0.2%	Retail/Wholesale
COP ConocoPhillips	$1,390,045	$165,512 ▲	13.5%	13,236	0.2%	Energy
BELFA Bel Fuse	$1,386,579		0.0%	19,242	0.2%	Computer and Technology
ATR AptarGroup	$1,382,012	$16,470 ▼	-1.2%	9,314	0.2%	Industrials
FND Floor & Decor	$1,371,530	$18,267 ▼	-1.3%	17,044	0.2%	Retail/Wholesale
HOWARD HUGHES HOLDINGS INC	$1,355,219	$6,720,980 ▼	-83.2%	18,294	0.2%	COM
LAM RESEARCH CORP	$1,332,736	$77,135 ▲	6.1%	18,332	0.2%	COM NEW
BC Brunswick	$1,328,803	$19,063 ▼	-1.4%	24,676	0.2%	Consumer Discretionary
AX AXOS FINANCIAL	$1,314,272	$3,549 ▲	0.3%	20,370	0.2%	Finance
AEO American Eagle Outfitters	$1,297,884	$173,731 ▲	15.5%	111,694	0.2%	Retail/Wholesale
OUTFRONT MEDIA INC	$1,276,351	$1,276,351 ▲	New Holding	79,080	0.2%	COM NEW
ESI Element Solutions	$1,261,005	$2,515,521 ▼	-66.6%	55,772	0.2%	Basic Materials
ABT Abbott Laboratories	$1,243,461	$252,698 ▼	-16.9%	9,374	0.2%	Medical
NTAP NetApp	$1,242,585	$62,630 ▲	5.3%	14,146	0.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$1,212,411	$105,258 ▼	-8.0%	4,688	0.2%	ETF
UNM Unum Group	$1,194,285	$3,258 ▲	0.3%	14,661	0.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,186,576	$26,787 ▲	2.3%	23,344	0.2%	ETF
LMT Lockheed Martin	$1,184,228	$53,158 ▲	4.7%	2,651	0.2%	Aerospace

Showing largest 100 holdings. View all holdings.

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Advisory Research Inc Top Holdings and 13F Report (2025)

About Advisory Research Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Advisory Research Inc Top Holdings and 13F Report (2025)

About Advisory Research Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAdvisory Research Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools