Advisory Research Inc Top Holdings and 13F Report (2025) About Advisory Research IncInvestment ActivityAdvisory Research Inc has $813.48 million in total holdings as of June 30, 2025.Advisory Research Inc owns shares of 137 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 18.09% of the portfolio was purchased this quarter.About 16.01% of the portfolio was sold this quarter.This quarter, Advisory Research Inc has purchased 143 new stocks and bought additional shares in 58 stocks.Advisory Research Inc sold shares of 56 stocks and completely divested from 19 stocks this quarter.Largest Holdings TriMas $40,241,515OPENLANE $37,358,990Myers Industries $32,314,665Taiwan Semiconductor Manufacturing $27,639,241Alphabet $26,818,133 Largest New Holdings this Quarter 637215104 - National Presto Industries $20,234,716 Holding03743Q108 - APA $15,844,847 Holding461202103 - Intuit $11,781,058 Holding20030N101 - Comcast $10,434,018 Holding56585A102 - Marathon Petroleum $9,519,846 Holding Largest Purchases this Quarter National Presto Industries 147,634 shares (about $20.23M)APA 373,347 shares (about $15.84M)Matador Resources 223,039 shares (about $14.09M)Intuit 27,247 shares (about $11.78M)Comcast 363,428 shares (about $10.43M) Largest Sales this Quarter PHINIA 232,422 shares (about $15.91M)Tapestry 107,232 shares (about $15.13M)Daily Journal Corp. (S.C.) 23,691 shares (about $11.43M)Philip Morris International 58,992 shares (about $9.75M)Taiwan Semiconductor Manufacturing 24,869 shares (about $8.40M) 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 PortfolioSectorTRSTriMas$40,241,515$850,808 â–²2.2%1,119,6864.9%IndustrialsKAROPENLANE$37,358,990$4,321,692 â–²13.1%1,281,6124.6%Auto/Tires/TrucksMYEMyers Industries$32,314,665$4,718,650 â–²17.1%1,525,7164.0%IndustrialsTSMTaiwan Semiconductor Manufacturing$27,639,241$8,404,479 â–¼-23.3%81,7853.4%Computer and TechnologyGOOGLAlphabet$26,818,133$745,931 â–²2.9%93,2613.3%Computer and TechnologyPURSUIT ATTRACTIONS AND HOSP$24,367,302$1,083,992 â–¼-4.3%665,2283.0%COMBELFBBel Fuse$23,631,685$3,054,040 â–¼-11.4%119,3642.9%Computer and TechnologyKDPKeurig Dr Pepper$22,098,690$6,590,241 â–²42.5%839,2972.7%Consumer StaplesMTGMGIC Investment$20,850,979$783,405 â–²3.9%794,3232.6%FinanceNPKNational Presto Industries$20,234,716$20,234,716 â–²New Holding147,6342.5%Multi-Sector ConglomeratesDJCODaily Journal Corp. (S.C.)$20,197,023$11,427,117 â–¼-36.1%41,8732.5%Consumer StaplesPMPhilip Morris International$19,766,397$9,753,737 â–¼-33.0%119,5502.4%Consumer StaplesAVGOBroadcom$19,711,763$5,799,289 â–¼-22.7%63,6872.4%Computer and TechnologyCMECME Group$19,089,061$658,630 â–²3.6%64,6322.3%FinanceLEGHLegacy Housing$18,904,268$3,971,081 â–²26.6%925,3192.3%FinanceAEPAmerican Electric Power$18,493,422$625,252 â–²3.5%141,0852.3%UtilitiesJBT MAREL CORPORATION$17,997,319$1,323,199 â–²7.9%140,7472.2%COMTPRTapestry$17,522,475$15,131,507 â–¼-46.3%124,1762.2%Retail/WholesaleABBVAbbVie$15,892,429$517,409 â–²3.4%73,0722.0%MedicalAPAAPA$15,844,847$15,844,847 â–²New Holding373,3471.9%EnergyMSFTMicrosoft$15,819,955$367,949 â–²2.4%42,7371.9%Computer and TechnologyMTDRMatador Resources$15,509,426$14,091,604 â–²993.9%245,4801.9%EnergyKBKB Financial Group$13,026,034$856,581 â–²7.0%130,6131.6%FinanceACV AUCTIONS INC$12,841,442$8,208,195 â–²177.2%3,028,6421.6%COM CL AINTUIntuit$11,781,058$11,781,058 â–²New Holding27,2471.4%Computer and TechnologyHUBBHubbell$11,669,306$156,546 â–²1.4%23,7791.4%IndustrialsGSKGSK$11,274,324$6,598,296 â–¼-36.9%204,2821.4%MedicalCMCSAComcast$10,434,018$10,434,018 â–²New Holding363,4281.3%Consumer DiscretionaryMETAMeta Platforms$10,047,175$994,362 â–²11.0%17,5611.2%Computer and TechnologyLAMRLamar Advertising$9,580,689$1,927,259 â–²25.2%75,6411.2%FinanceMPCMarathon Petroleum$9,519,846$9,519,846 â–²New Holding38,9871.2%EnergyEEXEmerald$8,421,050$351,951 â–²4.4%1,867,1951.0%Consumer DiscretionaryBTIBritish American Tobacco$7,614,607$726,724 â–²10.6%130,2310.9%Consumer StaplesFERGUSON ENTERPRISES INC$7,433,063$19,127 â–¼-0.3%31,8660.9%COMMON STOCK NEWSGOViShares 0-3 Month Treasury Bond ETF$6,050,773$1,215,671 â–¼-16.7%60,1110.7%ETFNICNicolet Bankshares$5,374,545$510,212 â–¼-8.7%36,1630.7%FinanceDACDanaos$5,339,924$873,974 â–²19.6%47,4070.7%TransportationLATAM AIRLINES GROUP SA$4,870,977$4,870,977 â–²New Holding98,5230.6%SPONSORED ADRPFGCPerformance Food Group$4,604,396$7,025,319 â–¼-60.4%53,7520.6%Retail/WholesaleSOUTHSTATE BK CORP$4,356,582$18,226 â–¼-0.4%47,0880.5%COMLAM RESEARCH CORP$4,262,731$1,742,397 â–¼-29.0%19,9510.5%COM NEWVCITVanguard Intermediate-Term Corporate Bond ETF$4,219,092$539,530 â–²14.7%50,9860.5%ETFSHViShares Short Treasury Bond ETF$4,097,346$400,274 â–²10.8%37,1170.5%ETFVUSBVanguard Ultra-Short Bond ETF$4,078,387$423,621 â–²11.6%81,9200.5%ETFVGSHVanguard Short-Term Treasury ETF$4,077,7210.0%69,6570.5%ETFSTLDSteel Dynamics$3,782,160$326,700 â–¼-8.0%21,0120.5%Basic MaterialsVCSHVanguard Short-Term Corporate Bond ETF$3,680,902$525,084 â–²16.6%46,4350.5%ETFCALMCal-Maine Foods$3,592,064$121,258 â–²3.5%45,3830.4%Basic MaterialsMPTIM-tron Industries$3,378,800$999,007 â–²42.0%50,5430.4%ConstructionACAArcosa$3,330,037$42,456 â–¼-1.3%31,3740.4%ConstructionLMTLockheed Martin$3,258,871$261,701 â–¼-7.4%5,3920.4%AerospaceTAPMolson Coors Beverage$3,239,232$186,579 â–¼-5.4%75,2260.4%Consumer StaplesVVVValvoline$3,151,000$754,600 â–²31.5%93,5570.4%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$3,148,424$171,383 â–²5.8%16,4050.4%ETFAMGNAmgen$3,104,021$238,202 â–¼-7.1%8,8220.4%MedicalHQYHealthEquity$3,076,128$1,315,392 â–²74.7%36,8090.4%MedicalIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,074,0400.0%57,7610.4%ManufacturingHDHome Depot$2,984,348$214,765 â–¼-6.7%9,0740.4%Retail/WholesaleAAPLApple$2,765,042$227,650 â–¼-7.6%10,8950.3%Computer and TechnologyEMEEMCOR Group$2,675,635$237,736 â–¼-8.2%3,6240.3%ConstructionFRMEFirst Merchants$2,619,465$31,178 â–¼-1.2%67,6340.3%FinancePHINPHINIA$2,546,174$15,906,966 â–¼-86.2%37,2030.3%Auto/Tires/TrucksALKTAlkami Technology$2,519,595$487,885 â–²24.0%160,7910.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$2,507,1690.0%11,6580.3%ETFJEFJefferies Financial Group$2,477,769$1,088,909 â–²78.4%60,0380.3%FinanceACNAccenture$2,470,297$507,622 â–²25.9%12,4580.3%Computer and TechnologyEXPEagle Materials$2,464,934$31,259 â–¼-1.3%13,0110.3%ConstructionVOOVanguard S&P 500 ETF$2,357,335$1,195 â–¼-0.1%3,9450.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,334,610$395,672 â–²20.4%44,4180.3%ManufacturingABGAsbury Automotive Group$2,246,238$84,808 â–¼-3.6%11,4950.3%Retail/WholesaleWBSWebster Financial$2,149,798$963,688 â–¼-31.0%30,9680.3%FinanceNTAPNetApp$2,123,261$172,015 â–¼-7.5%20,7370.3%Computer and TechnologyTEXTerex$2,069,859$2,069,859 â–²New Holding35,0230.3%IndustrialsWALWestern Alliance Bancorporation$1,853,649$45,486 â–¼-2.4%26,1630.2%FinanceAAPAdvance Auto Parts$1,792,603$1,792,603 â–²New Holding33,9830.2%Retail/WholesaleORCLOracle$1,761,054$138,578 â–¼-7.3%11,9710.2%Computer and TechnologyNRGNRG Energy$1,738,920$114,866 â–²7.1%11,8990.2%UtilitiesARESAres Management$1,724,980$141,721 â–¼-7.6%15,8110.2%FinanceSRSpire$1,715,914$1,145,784 â–²201.0%18,9520.2%UtilitiesMBBiShares MBS ETF$1,663,3340.0%17,5180.2%ETFMTNVail Resorts$1,609,774$20,531 â–¼-1.3%12,5450.2%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$1,558,169$18,583 â–²1.2%24,3160.2%ETFALSNAllison Transmission$1,549,523$62,393 â–²4.2%13,2370.2%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$1,539,633$101,779 â–¼-6.2%5,2340.2%FinanceSGHCSuper Group (SGHC)$1,525,640$1,118,610 â–²274.8%141,2630.2%Consumer DiscretionaryTJXTJX Companies$1,472,115$97,417 â–¼-6.2%9,2180.2%Retail/WholesaleEHCEncompass Health$1,463,331$189,397 â–¼-11.5%15,1280.2%MedicalBRK.BBerkshire Hathaway$1,452,455$77,630 â–¼-5.1%3,0310.2%FinanceAXAxos Financial$1,439,468$1,028,058 â–¼-41.7%16,9170.2%FinanceNVTnVent Electric$1,435,091$43,764 â–²3.1%12,1330.2%Computer and TechnologyVOVanguard Mid-Cap ETF$1,426,1360.0%4,9660.2%ETFESIElement Solutions$1,420,804$256,391 â–¼-15.3%41,6170.2%Basic MaterialsCDWCDW$1,419,081$92,943 â–²7.0%11,7260.2%Computer and TechnologyXBISPDR S&P Biotech ETF$1,402,603$36,786 â–¼-2.6%10,9810.2%ETFUNPUnion Pacific$1,397,249$84,432 â–¼-5.7%5,7590.2%TransportationBACBank of America$1,388,741$130,162 â–¼-8.6%28,4870.2%FinanceTNCTennant$1,355,224$1,355,224 â–²New Holding20,4100.2%IndustrialsUNMUnum Group$1,320,601$55,357 â–²4.4%18,0830.2%FinanceSYBTStock Yards Bancorp$1,291,064$20,881 â–¼-1.6%19,4760.2%FinanceFLYWFlywire$1,263,103$16,063 â–¼-1.3%108,5140.2%Computer and TechnologyShowing largest 100 holdings. 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