Advisory Research Inc Top Holdings and 13F Report (2025) About Advisory Research IncInvestment ActivityAdvisory Research Inc has $943.39 million in total holdings as of June 30, 2025.Advisory Research Inc owns shares of 129 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 14.62% of the portfolio was purchased this quarter.About 15.24% of the portfolio was sold this quarter.This quarter, Advisory Research Inc has purchased 136 new stocks and bought additional shares in 17 stocks.Advisory Research Inc sold shares of 91 stocks and completely divested from 17 stocks this quarter.Largest Holdings Myers Industries $55,850,043TriMas $45,315,779OPENLANE $43,326,875Gibraltar Industries $39,082,230Taiwan Semiconductor Manufacturing $36,471,022 Largest New Holdings this Quarter 374689107 - Gibraltar Industries $39,082,230 Holding418056107 - Hasbro $16,114,093 Holding126650100 - CVS Health $12,396,772 Holding894164102 - Travel + Leisure $10,403,688 Holding88031M109 - Tenaris $5,777,732 Holding Largest Purchases this Quarter Gibraltar Industries 986,925 shares (about $39.08M)MIDERA FOOD PROCESSING INC 424,598 shares (about $17.33M)Hasbro 183,783 shares (about $16.11M)CVS Health 144,670 shares (about $12.40M)Meta Platforms 16,146 shares (about $11.71M) Largest Sales this Quarter JBT MAREL CORPORATION 162,344 shares (about $17.14M)OPENLANE 264,091 shares (about $9.01M)Hubbell 16,780 shares (about $7.61M)FERGUSON ENTERPRISES INC 27,037 shares (about $6.02M)ISHARES TR 28,988 shares (about $2.92M) 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 PortfolioSectorMYEMyers Industries$55,850,043$1,316,710 ▼-2.3%1,815,0815.9%MaterialsTRSTriMas$45,315,779$1,445,421 ▼-3.1%1,174,1364.8%MaterialsKAROPENLANE$43,326,875$9,013,426 ▼-17.2%1,269,4664.6%IndustrialsROCKGibraltar Industries$39,082,230$39,082,230 ▲New Holding986,9254.1%IndustrialsTSMTaiwan Semiconductor Manufacturing$36,471,022$2,055,592 ▼-5.3%79,9473.9%TechnologyGOOGLAlphabet$31,321,946$1,305,095 ▼-4.0%91,0313.3%Communication ServicesPURSUIT ATTRACTIONS AND HOSP$29,860,726$2,844,108 ▼-8.7%600,4573.2%COMBELFBBel Fuse$27,626,817$1,153,955 ▼-4.0%113,1692.9%TechnologyDJCODaily Journal Corp. (S.C.)$26,822,654$1,939 ▼0.0%41,5072.8%TechnologyKDPKeurig Dr Pepper$26,167,431$160,741 ▼-0.6%862,4732.8%Consumer StaplesLEGHLegacy Housing$25,698,412$686,188 ▼-2.6%896,3522.7%Consumer DiscretionaryMETAMeta Platforms$24,900,506$11,708,756 ▲88.8%34,3372.6%Communication ServicesNPKNational Presto Industries$23,703,081$263,873 ▼-1.1%159,9832.5%IndustrialsPMPhilip Morris International$22,594,996$707,942 ▼-3.0%118,4102.4%Consumer StaplesAVGOBroadcom$22,034,012$967,177 ▼-4.2%62,7412.3%TechnologyMIDERA FOOD PROCESSING INC$21,851,436$17,332,090 ▲383.5%535,3122.3%COMMSFTMicrosoft$21,568,984$829,359 ▼-3.7%42,0532.3%TechnologyABBVAbbVie$21,067,674$1,164,599 ▲5.9%80,5372.2%HealthcareMTGMGIC Investment$21,012,132$97,908 ▼-0.5%813,1632.2%FinanceAEPAmerican Electric Power$16,817,220$604,589 ▼-3.5%141,7501.8%UtilitiesHASHasbro$16,114,093$16,114,093 ▲New Holding183,7831.7%Consumer DiscretionaryKBKB Financial Group$15,913,629$779,592 ▼-4.7%129,2741.7%FinanceMPCMarathon Petroleum$15,288,123$634,649 ▼-4.0%38,6631.6%EnergyTPRTapestry$14,199,962$463,496 ▼-3.2%123,4351.5%Consumer DiscretionaryNTAPNetApp$12,832,107$8,506,980 ▲196.7%61,0821.4%TechnologyCVSCVS Health$12,396,772$12,396,772 ▲New Holding144,6701.3%HealthcareLATAM AIRLINES GROUP SA$12,331,561$1,339,397 ▼-9.8%247,1751.3%SPONSORED ADRBTIBritish American Tobacco$12,322,688$4,736,445 ▲62.4%226,5201.3%Consumer StaplesLAMRLamar Advertising$11,991,393$63,985 ▲0.5%83,2101.3%Real EstateAPAAPA$10,526,194$332,985 ▼-3.1%253,3991.1%EnergyTNLTravel + Leisure$10,403,688$10,403,688 ▲New Holding168,1541.1%Consumer DiscretionaryGSKGSK$10,275,673$112,862 ▼-1.1%213,3211.1%HealthcareMTDRMatador Resources$9,463,589$216,636 ▼-2.2%183,4741.0%EnergyDACDanaos$6,818,033$498,113 ▼-6.8%44,1840.7%IndustrialsLAM RESEARCH CORP$6,350,098$162,284 ▼-2.5%19,3300.7%COM NEWVUSBVanguard Ultra-Short Bond ETF$5,953,5320.0%120,1520.6%ETFTSTenaris$5,777,732$5,777,732 ▲New Holding104,7070.6%EnergyVGSHVanguard Short-Term Treasury ETF$5,405,057$900,238 ▲20.0%93,9030.6%ETFNICNicolet Bankshares$5,153,225$623,225 ▼-10.8%31,6110.5%FinanceVCSHVanguard Short-Term Corporate Bond ETF$4,828,125$80,649 ▼-1.6%62,5000.5%ETFISHARES TR$4,806,665$2,918,512 ▼-37.8%47,7420.5%0-3 MTH TREASURYSTLDSteel Dynamics$4,559,626$79,558 ▼-1.7%20,5750.5%MaterialsMPTIM-tron Industries$4,232,692$385,509 ▼-8.3%54,0850.4%TechnologyPFGCPerformance Food Group$4,104,407$704,353 ▼-14.6%44,8520.4%Consumer StaplesVCITVanguard Intermediate-Term Corporate Bond ETF$3,930,144$76,665 ▼-1.9%50,1870.4%ETFEMEEMCOR Group$3,786,785$1,068,358 ▲39.3%5,0190.4%IndustrialsAMGNAmgen$3,677,675$31,613 ▼-0.9%8,7250.4%HealthcareAAPLApple$3,558,985$35,966 ▼-1.0%10,6870.4%TechnologyISHARES TR$3,513,582$581,166 ▼-14.2%31,8490.4%TRUST ISHARE 0-1HUBBHubbell$3,475,030$7,611,409 ▼-68.7%7,6610.4%IndustrialsVVVValvoline$3,427,068$695,269 ▲25.5%113,7050.4%Consumer DiscretionarySOUTHSTATE BK CORP$3,282,095$1,342,168 ▼-29.0%32,9660.3%COMIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,256,7940.0%63,5720.3%ETFRSPInvesco S&P 500 Equal Weight ETF$3,175,869$237,353 ▼-7.0%15,2670.3%ETFEXPEagle Materials$3,062,626$909,826 ▲42.3%17,9080.3%MaterialsIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,908,2660.0%57,7610.3%ETFJBT MAREL CORPORATION$2,906,365$17,141,904 ▼-85.5%27,5250.3%COMHQYHealthEquity$2,887,070$211,331 ▼-6.8%32,6370.3%HealthcareVOOVanguard S&P 500 ETF$2,762,7900.0%3,9420.3%ETFVIGVanguard Dividend Appreciation ETF$2,719,9280.0%11,6580.3%ETFLMTLockheed Martin$2,682,729$38,194 ▼-1.4%5,2680.3%IndustrialsTAPMolson Coors Beverage$2,655,016$80,489 ▼-2.9%72,8000.3%Consumer StaplesHDHome Depot$2,545,332$853 ▼0.0%8,9470.3%Consumer DiscretionaryJEFJefferies Financial Group$2,483,139$176,884 ▼-6.6%54,3000.3%FinanceFRMEFirst Merchants$2,428,131$170,099 ▼-6.5%61,0390.3%FinanceTNCTennant$2,352,297$1,022,752 ▲76.9%34,9940.2%IndustrialsMTNVail Resorts$2,272,250$602,220 ▲36.1%16,5640.2%Consumer DiscretionaryCALMCal-Maine Foods$2,039,690$996,603 ▼-32.8%29,9690.2%Consumer StaplesALKTAlkami Technology$1,989,609$142,075 ▼-6.7%145,3330.2%TechnologyEHCEncompass Health$1,760,147$92,211 ▼-5.0%14,4880.2%HealthcareNVTnVent Electric$1,750,118$201,264 ▼-10.3%10,9130.2%IndustrialsFLYWFlywire$1,714,580$122,833 ▼-6.7%97,9760.2%FinanceTEXTerex$1,664,527$119,244 ▼-6.7%31,6450.2%IndustrialsSGHCSuper Group (SGHC)$1,630,019$14,369 ▲0.9%143,6140.2%Consumer DiscretionaryABGAsbury Automotive Group$1,597,738$150,935 ▼-8.6%9,2730.2%Consumer DiscretionaryORCLOracle$1,596,387$26,636 ▼-1.6%11,6270.2%TechnologyVOVanguard Mid-Cap ETF$1,573,0270.0%20,0590.2%ETFMBBiShares MBS ETF$1,569,9630.0%17,5180.2%ETFVEAVanguard FTSE Developed Markets ETF$1,551,796$188,882 ▼-10.9%21,9770.2%ETFMKSIMKS$1,549,172$1,549,172 ▲New Holding5,8380.2%TechnologyALSNAllison Transmission$1,495,032$14,271 ▼-0.9%13,2000.2%IndustrialsARESAres Management$1,494,295$346,535 ▼-18.8%12,8630.2%FinanceSNXTD SYNNEX$1,484,336$51,113 ▼-3.3%5,7790.2%TechnologyXBISPDR S&P Biotech ETF$1,462,009$283,666 ▼-16.2%9,2720.2%ETFIVZInvesco$1,450,817$80,557 ▼-5.3%48,1040.2%FinanceSRSpire$1,447,917$2,587 ▼-0.2%19,0290.2%UtilitiesCDWCDW$1,426,421$466,631 ▼-24.6%11,1300.2%TechnologyAXAxos Financial$1,398,885$73,758 ▼-5.0%16,1590.1%FinanceFERGUSON ENTERPRISES INC$1,368,445$6,018,976 ▼-81.5%6,1470.1%COMMON STOCK NEWBACBank of America$1,365,703$194,587 ▼-12.5%25,0910.1%FinanceJPMJPMorgan Chase & Co.$1,342,839$386,409 ▼-22.3%4,0590.1%FinanceUNPUnion Pacific$1,342,145$224,507 ▼-14.3%4,9320.1%IndustrialsSYBTStock Yards Bancorp$1,331,113$101,373 ▼-7.1%17,2670.1%FinanceBRK.BBerkshire Hathaway$1,315,584$207,147 ▼-13.6%2,6420.1%FinanceABTAbbott Laboratories$1,259,193$181,057 ▼-12.6%12,7410.1%HealthcareTJXTJX Companies$1,233,129$2,514 ▲0.2%9,3200.1%Consumer DiscretionaryAZOAutoZone$1,228,229$186,781 ▲17.9%4340.1%Consumer DiscretionaryACMRACM Research$1,191,385$1,133,608 ▼-48.8%14,7230.1%TechnologyJXNJackson Financial$1,191,296$63,108 ▼-5.0%9,2120.1%FinanceESIElement Solutions$1,074,323$143,850 ▼-11.8%29,6120.1%MaterialsShowing largest 100 holdings. 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