Advisory Research Inc Top Holdings and 13F Report (2025) About Advisory Research IncInvestment ActivityAdvisory 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 $28,079,163John Bean Technologies $23,961,098TriMas $23,260,788Philip Morris International $20,719,469PHINIA $18,851,225 Largest New Holdings this Quarter 233912104 - Daily Journal $13,828,029 Holding13765N107 - Cannae $5,499,000 Holding039653100 - Arcosa $2,714,239 Holding69007J304 - OUTFRONT MEDIA INC $1,276,351 Holding Largest Purchases this Quarter Daily Journal 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 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$28,079,163$4,614,595 ▲19.7%375,0894.9%Computer and TechnologyJBTJohn Bean Technologies$23,961,098$1,165,910 ▲5.1%196,0814.2%IndustrialsTRSTriMas$23,260,788$5,592,483 ▲31.7%992,7784.1%IndustrialsPMPhilip Morris International$20,719,469$1,547,297 ▲8.1%130,5333.7%Consumer StaplesPHINPHINIA$18,851,225$1,236,835 ▲7.0%444,2903.3%Auto/Tires/TrucksVVIViad$17,056,564$1,935,868 ▲12.8%481,9603.0%Business ServicesLEGHLegacy Housing$16,066,451$4,139,031 ▲34.7%637,0522.8%FinanceKAROPENLANE$15,645,836$6,159,864 ▲64.9%811,5062.8%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$13,922,495$1,062,904 ▼-7.1%83,8702.5%Computer and TechnologyDJCODaily Journal$13,828,029$13,828,029 ▲New Holding34,7702.4%Consumer StaplesMTGMGIC Investment$13,060,831$1,942,655 ▼-12.9%527,0712.3%FinanceAVGOBroadcom$12,206,048$4,084,310 ▼-25.1%72,9022.2%Computer and TechnologyPFGCPerformance Food Group$11,904,425$99,624 ▲0.8%151,3982.1%Retail/WholesaleACWIiShares MSCI ACWI ETF$11,682,580$9,481,985 ▲430.9%100,3742.1%ManufacturingUNHUnitedHealth Group$11,017,943$702,337 ▼-6.0%21,0371.9%MedicalABBVAbbVie$10,782,935$725,986 ▼-6.3%51,4651.9%MedicalAEPAmerican Electric Power$10,731,323$873,616 ▼-7.5%98,2091.9%UtilitiesTPRTapestry$10,663,250$6,165,245 ▼-36.6%151,4451.9%Retail/WholesaleMSFTMicrosoft$10,359,727$471,869 ▼-4.4%27,5971.8%Computer and TechnologyCMECME Group$10,301,360$1,979,041 ▲23.8%38,8311.8%FinanceKDPKeurig Dr Pepper$9,656,153$528,425 ▼-5.2%282,1791.7%Consumer StaplesSSBSouthState$9,580,436$2,403,022 ▼-20.1%103,2151.7%FinanceGSKGSK$8,803,634$570,447 ▼-6.1%227,2491.6%MedicalVZVerizon Communications$8,465,781$420,443 ▼-4.7%186,6351.5%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$7,405,185$4,551,593 ▲159.5%73,5591.3%ETFEEXEmerald$7,093,540$1,948,624 ▲37.9%1,804,9721.3%Consumer DiscretionaryGOOGLAlphabet$6,379,493$2,537,014 ▼-28.5%41,2541.1%Computer and TechnologyAAPLApple$6,234,109$4,636,986 ▲290.3%28,0651.1%Computer and TechnologyHUBBHubbell$5,531,696$366,309 ▼-6.2%16,7171.0%IndustrialsCNNECannae$5,499,000$5,499,000 ▲New Holding300,0001.0%FinanceKBKB Financial Group$5,015,893$588,555 ▼-10.5%92,6980.9%FinanceULUnilever$4,898,823$311,983 ▼-6.0%82,2640.9%Consumer StaplesWALWestern Alliance Bancorporation$4,879,366$6,800,949 ▼-58.2%63,5090.9%FinanceLAMRLamar Advertising$4,823,501$214,590 ▼-4.3%42,3930.9%FinanceNICNicolet Bankshares$4,806,662$66,357 ▼-1.4%44,1140.8%FinanceSHViShares Short Treasury Bond ETF$4,650,697$1,102,943 ▼-19.2%42,1030.8%ETFFLUTTER ENTMT PLC$4,284,334$541,247 ▼-11.2%19,3380.8%SHSFERGUSON ENTERPRISES INC$4,261,277$8,492 ▼-0.2%26,5950.8%COMMON STOCK NEWMETAMeta Platforms$4,124,449$3,202,846 ▲347.5%7,1560.7%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$4,088,1690.0%69,6570.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,571,113$61,238 ▲1.7%43,6780.6%ETFFRMEFirst Merchants$3,207,215$8,371 ▼-0.3%79,3080.6%FinanceVOOVanguard S&P 500 ETF$3,070,612$281,109 ▼-8.4%5,9750.5%ETFHMCHonda Motor$3,069,011$449,030 ▼-12.8%113,1220.5%Auto/Tires/TrucksIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,033,6080.0%57,7610.5%ManufacturingABGAsbury Automotive Group$2,986,861$286,209 ▼-8.7%13,5250.5%Retail/WholesaleHDHome Depot$2,775,062$33,351 ▲1.2%7,5720.5%Retail/WholesaleVVVValvoline$2,759,876$1,331,100 ▲93.2%79,2840.5%Retail/WholesaleACAArcosa$2,714,239$2,714,239 ▲New Holding35,1950.5%ConstructionMLRMiller Industries$2,702,952$8,807,198 ▼-76.5%63,7940.5%Auto/Tires/TrucksWBSWebster Financial$2,685,858$13,403 ▼-0.5%52,1020.5%FinancePBIPitney Bowes$2,612,518$1,665 ▼-0.1%288,6760.5%Computer and TechnologyNCNOnCino$2,584,186$675,652 ▲35.4%94,0730.5%Computer and TechnologyHQYHealthEquity$2,568,740$1,502 ▼-0.1%29,0680.5%MedicalVIGVanguard Dividend Appreciation ETF$2,496,263$216,687 ▼-8.0%12,8680.4%ETFEXPEagle Materials$2,449,885$395,923 ▲19.3%11,0390.4%ConstructionDSGRDistribution Solutions Group$2,436,448$30,072 ▼-1.2%87,0160.4%Business ServicesAZOAutoZone$2,280,042$129,634 ▼-5.4%5980.4%Retail/WholesaleOSWOneSpaWorld$2,236,797$1,578 ▼-0.1%133,2220.4%Consumer DiscretionaryVCSHVanguard Short-Term Corporate Bond ETF$2,000,497$91,018 ▲4.8%25,3420.4%ETFMCRIMonarch Casino & Resort$1,956,346$22,003 ▼-1.1%25,1620.3%Consumer DiscretionaryDACDanaos$1,909,706$105,965 ▲5.9%24,4740.3%TransportationSTLDSteel Dynamics$1,838,176$96,937 ▲5.6%14,6960.3%Basic MaterialsRSPInvesco S&P 500 Equal Weight ETF$1,800,128$105,492 ▼-5.5%10,3920.3%ETFCASSCass Information Systems$1,790,075$31,183 ▼-1.7%41,3890.3%Computer and TechnologyTECHTARGET INC$1,756,762$9,597 ▼-0.5%118,6200.3%COM NEWBRK.BBerkshire Hathaway$1,733,015$566,665 ▼-24.6%3,2540.3%FinanceARESAres Management$1,722,814$60,843 ▲3.7%11,7510.3%FinanceJPMJPMorgan Chase & Co.$1,718,572$277,189 ▼-13.9%7,0060.3%FinanceCDWCDW$1,685,935$74,361 ▼-4.2%10,5200.3%Computer and TechnologyMBBiShares MBS ETF$1,642,8380.0%17,5180.3%ETFACNAccenture$1,635,714$63,656 ▲4.0%5,2420.3%Computer and TechnologyCVXChevron$1,578,548$81,470 ▼-4.9%9,4360.3%EnergySYBTStock Yards Bancorp$1,566,488$1,174 ▼-0.1%22,6830.3%FinanceUNPUnion Pacific$1,495,399$75,597 ▼-4.8%6,3300.3%TransportationCPKChesapeake Utilities$1,487,605$74,489 ▼-4.8%11,5830.3%UtilitiesBACBank of America$1,475,615$70,190 ▼-4.5%35,3610.3%FinanceEHCEncompass Health$1,467,446$4,051 ▲0.3%14,4890.3%MedicalALGAlamo Group$1,463,282$823,152 ▼-36.0%8,2110.3%IndustrialsAXPAmerican Express$1,449,910$64,303 ▼-4.2%5,3890.3%FinanceTJXTJX Companies$1,416,169$63,580 ▼-4.3%11,6270.2%Retail/WholesaleSKYSkyline Champion$1,393,066$1,988,632 ▼-58.8%14,7010.2%ConstructionMCDMcDonald's$1,392,233$65,910 ▼-4.5%4,4570.2%Retail/WholesaleCOPConocoPhillips$1,390,045$165,512 ▲13.5%13,2360.2%EnergyBELFABel Fuse$1,386,5790.0%19,2420.2%Computer and TechnologyATRAptarGroup$1,382,012$16,470 ▼-1.2%9,3140.2%IndustrialsFNDFloor & Decor$1,371,530$18,267 ▼-1.3%17,0440.2%Retail/WholesaleHOWARD HUGHES HOLDINGS INC$1,355,219$6,720,980 ▼-83.2%18,2940.2%COMLAM RESEARCH CORP$1,332,736$77,135 ▲6.1%18,3320.2%COM NEWBCBrunswick$1,328,803$19,063 ▼-1.4%24,6760.2%Consumer DiscretionaryAXAxos Financial$1,314,272$3,549 ▲0.3%20,3700.2%FinanceAEOAmerican Eagle Outfitters$1,297,884$173,731 ▲15.5%111,6940.2%Retail/WholesaleOUTFRONT MEDIA INC$1,276,351$1,276,351 ▲New Holding79,0800.2%COM NEWESIElement Solutions$1,261,005$2,515,521 ▼-66.6%55,7720.2%Basic MaterialsABTAbbott Laboratories$1,243,461$252,698 ▼-16.9%9,3740.2%MedicalNTAPNetApp$1,242,585$62,630 ▲5.3%14,1460.2%Computer and TechnologyVOVanguard Mid-Cap ETF$1,212,411$105,258 ▼-8.0%4,6880.2%ETFUNMUnum Group$1,194,285$3,258 ▲0.3%14,6610.2%FinanceVEAVanguard FTSE Developed Markets ETF$1,186,576$26,787 ▲2.3%23,3440.2%ETFLMTLockheed Martin$1,184,228$53,158 ▲4.7%2,6510.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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