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

About Advisory Research Inc

Investment Activity

Advisory Research Inc has $1.00 billion in total holdings as of June 30, 2025.
Advisory Research Inc owns shares of 136 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 7.44% of the portfolio was purchased this quarter.
About 2.75% of the portfolio was sold this quarter.
This quarter, Advisory Research Inc has purchased 137 new stocks and bought additional shares in 77 stocks.
Advisory Research Inc sold shares of 47 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Myers Industries: $65,601,495
OPENLANE: $63,243,891
TriMas: $54,557,763
Taiwan Semiconductor Manufacturing: $40,332,219
Bel Fuse: $39,264,084

Largest New Holdings this Quarter

59739R104 - MIDERA FOOD PROCESSING INC: $4,428,560 Holding
464288257 - iShares MSCI ACWI ETF: $351,206 Holding
22978P205 - CUE BIOPHARMA INC: $270,564 Holding

Largest Purchases this Quarter

Myers Industries: 332,157 shares (about $11.73M)
OPENLANE: 251,945 shares (about $10.39M)
LATAM AIRLINES GROUP SA: 175,499 shares (about $10.23M)
JBT MAREL CORPORATION: 49,122 shares (about $7.12M)
MIDERA FOOD PROCESSING INC: 110,714 shares (about $4.43M)

Largest Sales this Quarter

ACV AUCTIONS INC: 516,670 shares (about $3.71M)
APA: 111,932 shares (about $3.65M)
Matador Resources: 57,806 shares (about $2.88M)
Webster Financial: 18,994 shares (about $1.45M)
Bel Fuse: 1,468 shares (about $488.90K)

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
MYE Myers Industries	$65,601,495	$11,728,464 â–²	21.8%	1,857,873	6.5%	Materials
KAR OPENLANE	$63,243,891	$10,390,212 â–²	19.7%	1,533,557	6.3%	Industrials
TRS TriMas	$54,557,763	$4,138,302 â–²	8.2%	1,211,587	5.4%	Materials
TSM Taiwan Semiconductor Manufacturing	$40,332,219	$1,274,157 â–²	3.3%	84,453	4.0%	Technology
BELFB Bel Fuse	$39,264,084	$488,903 â–¼	-1.2%	117,896	3.9%	Technology
PURSUIT ATTRACTIONS AND HOSP	$36,808,558	$424,253 â–¼	-1.1%	657,648	3.7%	COM
GOOGL Alphabet	$33,887,253	$558,569 â–²	1.7%	94,824	3.4%	Communication Services
KDP Keurig Dr Pepper	$28,402,145	$931,954 â–²	3.4%	867,771	2.8%	Consumer Staples
JBT MAREL CORPORATION	$27,531,005	$7,122,690 â–²	34.9%	189,869	2.7%	COM
DJCO Daily Journal Corp. (S.C.)	$24,955,397	$218,232 â–¼	-0.9%	41,510	2.5%	Technology
AVGO Broadcom	$24,740,736	$682,972 â–²	2.8%	65,495	2.5%	Technology
LEGH Legacy Housing	$24,175,913	$132,217 â–¼	-0.5%	920,286	2.4%	Consumer Discretionary
MTG MGIC Investment	$23,038,046	$638,138 â–²	2.8%	816,952	2.3%	Finance
PM Philip Morris International	$22,092,729	$464,939 â–²	2.1%	122,120	2.2%	Consumer Staples
NPK National Presto Industries	$20,218,882	$1,766,109 â–²	9.6%	161,764	2.0%	Industrials
AEP American Electric Power	$20,090,001	$788,162 â–²	4.1%	146,846	2.0%	Utilities
ABBV AbbVie	$19,146,029	$758,191 â–²	4.1%	76,085	1.9%	Healthcare
TPR Tapestry	$18,658,180	$481,297 â–²	2.6%	127,464	1.9%	Consumer Discretionary
ACV AUCTIONS INC	$18,061,079	$3,714,857 â–¼	-17.1%	2,511,972	1.8%	COM CL A
MSFT Microsoft	$16,289,783	$348,028 â–²	2.2%	43,670	1.6%	Technology
LATAM AIRLINES GROUP SA	$15,967,262	$10,226,327 â–²	178.1%	274,022	1.6%	SPONSORED ADR
CME CME Group	$14,815,043	$542,358 â–²	3.8%	67,088	1.5%	Finance
KB KB Financial Group	$14,233,311	$524,170 â–²	3.8%	135,607	1.4%	Finance
LAMR Lamar Advertising	$12,909,841	$1,111,358 â–²	9.4%	82,766	1.3%	Real Estate
HUBB Hubbell	$12,787,531	$346,358 â–²	2.8%	24,441	1.3%	Industrials
GSK GSK	$11,305,107	$596,644 â–²	5.6%	215,664	1.1%	Healthcare
MPC Marathon Petroleum	$10,295,320	$327,513 â–²	3.3%	40,268	1.0%	Energy
META Meta Platforms	$10,246,808	$354,873 â–²	3.6%	18,191	1.0%	Communication Services
MTDR Matador Resources	$9,342,412	$2,877,583 â–¼	-23.5%	187,674	0.9%	Energy
CMCSA Comcast	$9,244,401	$322,243 â–²	3.6%	376,554	0.9%	Communication Services
BTI British American Tobacco	$8,612,617	$569,551 â–²	7.1%	139,453	0.9%	Consumer Staples
LAM RESEARCH CORP	$8,590,334	$55,033 â–¼	-0.6%	19,824	0.9%	COM NEW
APA APA	$8,514,287	$3,645,625 â–¼	-30.0%	261,415	0.8%	Energy
FERGUSON ENTERPRISES INC	$7,875,559	$312,801 â–²	4.1%	33,184	0.8%	COMMON STOCK NEW
SGOV iShares 0-3 Month Treasury Bond ETF	$7,724,409	$1,673,035 â–²	27.6%	76,730	0.8%	ETF
INTU Intuit	$7,423,623	$312,156 â–²	4.4%	28,443	0.7%	Technology
VUSB Vanguard Ultra-Short Bond ETF	$5,981,167	$1,903,189 â–²	46.7%	120,152	0.6%	ETF
PFGC Performance Food Group	$5,874,452	$134,483 â–¼	-2.2%	52,549	0.6%	Consumer Staples
NIC Nicolet Bankshares	$5,860,429	$120,569 â–¼	-2.0%	35,434	0.6%	Finance
MPTI M-tron Industries	$5,850,941	$839,602 â–²	16.8%	59,011	0.6%	Technology
DAC Danaos	$5,801,806	$612 â–²	0.0%	47,412	0.6%	Industrials
VCSH Vanguard Short-Term Corporate Bond ETF	$5,021,882	$1,352,124 â–²	36.8%	63,544	0.5%	ETF
STLD Steel Dynamics	$4,803,516	$17,898 â–¼	-0.4%	20,934	0.5%	Materials
SOUTHSTATE BK CORP	$4,640,055	$64,036 â–¼	-1.4%	46,447	0.5%	COM
VGSH Vanguard Short-Term Treasury ETF	$4,554,907	$500,869 â–²	12.4%	78,263	0.5%	ETF
MIDERA FOOD PROCESSING INC	$4,428,560	$4,428,560 â–²	New Holding	110,714	0.4%	COM
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,228,870	$14,877 â–²	0.4%	51,166	0.4%	ETF
ACA Arcosa	$4,191,035	$367,293 â–¼	-8.1%	28,846	0.4%	Materials
SHV iShares Short Treasury Bond ETF	$4,095,861		0.0%	37,117	0.4%	ETF
ACMR ACM Research	$3,645,803	$54,943 â–²	1.5%	28,732	0.4%	Technology
CALM Cal-Maine Foods	$3,593,943	$62,112 â–¼	-1.7%	44,612	0.4%	Consumer Staples
VVV Valvoline	$3,583,787	$115,457 â–¼	-3.1%	90,637	0.4%	Consumer Discretionary
RSP Invesco S&P 500 Equal Weight ETF	$3,491,026	$638 â–²	0.0%	16,408	0.3%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$3,331,809	$1,003,861 â–²	43.1%	63,572	0.3%	ETF
AMGN Amgen	$3,186,656	$7,967 â–¼	-0.2%	8,800	0.3%	Healthcare
NTAP NetApp	$3,186,199	$23,059 â–¼	-0.7%	20,588	0.3%	Technology
HQY HealthEquity	$3,163,548	$161,041 â–¼	-4.8%	35,026	0.3%	Healthcare
HD Home Depot	$3,156,486	$43,732 â–¼	-1.4%	8,950	0.3%	Consumer Discretionary
AAPL Apple	$3,123,641	$28,936 â–¼	-0.9%	10,795	0.3%	Technology
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$3,071,152		0.0%	57,761	0.3%	ETF
EME EMCOR Group	$2,990,058	$17,427 â–¼	-0.6%	3,603	0.3%	Industrials
TAP Molson Coors Beverage	$2,922,273	$8,532 â–¼	-0.3%	75,007	0.3%	Consumer Staples
JEF Jefferies Financial Group	$2,907,236	$93,463 â–¼	-3.1%	58,168	0.3%	Finance
BOWHEAD SPECIALTY HLDGS INC	$2,896,266	$1,887,026 â–²	187.0%	96,768	0.3%	COM SHS
FRME First Merchants	$2,853,612	$101,317 â–¼	-3.4%	65,315	0.3%	Finance
EXP Eagle Materials	$2,832,300	$95,175 â–¼	-3.3%	12,588	0.3%	Materials
ALKT Alkami Technology	$2,821,484	$92,050 â–¼	-3.2%	155,711	0.3%	Technology
VIG Vanguard Dividend Appreciation ETF	$2,758,516		0.0%	11,658	0.3%	ETF
LMT Lockheed Martin	$2,722,045	$24,964 â–¼	-0.9%	5,343	0.3%	Industrials
VOO Vanguard S&P 500 ETF	$2,707,405	$2,060 â–¼	-0.1%	3,942	0.3%	ETF
TEX Terex	$2,454,889	$80,425 â–¼	-3.2%	33,912	0.2%	Industrials
WAL Western Alliance Bancorporation	$2,145,256	$5,343 â–¼	-0.2%	26,098	0.2%	Finance
AAP Advance Auto Parts	$2,122,324	$7,902 â–²	0.4%	34,110	0.2%	Consumer Discretionary
CDW CDW	$2,077,393	$428,249 â–²	26.0%	14,771	0.2%	Technology
NVT nVent Electric	$2,063,814	$5,936 â–²	0.3%	12,168	0.2%	Industrials
ABG Asbury Automotive Group	$2,040,761	$270,654 â–¼	-11.7%	10,149	0.2%	Consumer Discretionary
SGHC Super Group (SGHC)	$1,928,815	$14,702 â–²	0.8%	142,348	0.2%	Consumer Discretionary
FLYW Flywire	$1,844,762	$61,829 â–¼	-3.2%	104,995	0.2%	Finance
ACN Accenture	$1,773,892	$223,619 â–²	14.4%	14,255	0.2%	Technology
ARES Ares Management	$1,763,818	$3,896 â–²	0.2%	15,846	0.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,756,455	$23,940 â–²	1.4%	24,652	0.2%	ETF
XBI SPDR S&P Biotech ETF	$1,751,986	$14,243 â–²	0.8%	11,071	0.2%	ETF
NRG NRG Energy	$1,750,237	$12,269 â–²	0.7%	11,983	0.2%	Utilities
ORCL Oracle	$1,732,368	$21,983 â–¼	-1.3%	11,821	0.2%	Technology
TNC Tennant	$1,731,454	$55,238 â–¼	-3.1%	19,779	0.2%	Industrials
JPM JPMorgan Chase & Co.	$1,710,954	$2,291 â–¼	-0.1%	5,227	0.2%	Finance
MTN Vail Resorts	$1,657,490	$50,512 â–¼	-3.0%	12,174	0.2%	Consumer Discretionary
AX Axos Financial	$1,656,701	$9,155 â–²	0.6%	17,011	0.2%	Finance
MBB iShares MBS ETF	$1,655,801		0.0%	17,518	0.2%	ETF
BAC Bank of America	$1,633,389	$10,199 â–²	0.6%	28,666	0.2%	Finance
UNM Unum Group	$1,624,934	$8,314 â–²	0.5%	18,176	0.2%	Finance
VO Vanguard Mid-Cap ETF	$1,616,154	$1,216,043 â–²	303.9%	20,059	0.2%	ETF
ESI Element Solutions	$1,603,302	$383,910 â–¼	-19.3%	33,577	0.2%	Materials
SNX TD SYNNEX	$1,598,159	$6,684 â–¼	-0.4%	5,978	0.2%	Technology
UNP Union Pacific	$1,565,904	$544 â–¼	0.0%	5,757	0.2%	Industrials
EHC Encompass Health	$1,541,167	$12,029 â–²	0.8%	15,247	0.2%	Healthcare
BRK.B Berkshire Hathaway	$1,530,193	$13,511 â–²	0.9%	3,058	0.2%	Finance
ALSN Allison Transmission	$1,502,373	$10,034 â–²	0.7%	13,326	0.1%	Industrials
SR Spire	$1,488,630	$8,668 â–²	0.6%	19,063	0.1%	Utilities
RRX Regal Rexnord	$1,457,008	$476 â–¼	0.0%	6,117	0.1%	Industrials

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

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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