Advisory Research Inc Top Holdings and 13F Report (2025) About Advisory Research IncInvestment ActivityAdvisory Research Inc has $601.66 million in total holdings as of December 31, 2024.Advisory Research Inc owns shares of 152 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 12.72% of the portfolio was purchased this quarter.About 7.50% of the portfolio was sold this quarter.This quarter, Advisory Research Inc has purchased 156 new stocks and bought additional shares in 72 stocks.Advisory Research Inc sold shares of 50 stocks and completely divested from 14 stocks this quarter.Largest Holdings Bel Fuse $25,849,891John Bean Technologies $23,709,234Broadcom $22,557,157PHINIA $19,997,293TriMas $18,543,048 Largest New Holdings this Quarter OPENLANE $9,761,499 HoldingiShares 0-3 Month Treasury Bond ETF $2,843,671 HoldingTECHTARGET INC $2,363,892 HoldingnCino $2,333,038 HoldingLAM RESEARCH CORP $1,247,484 Holding Largest Purchases this Quarter John Bean Technologies 89,900 shares (about $11.43M)OPENLANE 492,011 shares (about $9.76M)SouthState 94,193 shares (about $9.37M)Bel Fuse 67,460 shares (about $5.56M)TriMas 220,000 shares (about $5.41M) Largest Sales this Quarter Miller Industries 99,291 shares (about $6.49M)Vanguard Ultra-Short Bond ETF 70,377 shares (about $3.49M)Asbury Automotive Group 13,803 shares (about $3.35M)Enstar Group 7,351 shares (about $2.37M)Distribution Solutions Group 30,100 shares (about $1.04M) 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$25,849,891$5,563,426 ▲27.4%313,4464.3%Computer and TechnologyJBTJohn Bean Technologies$23,709,234$11,426,290 ▲93.0%186,5403.9%Industrial ProductsAVGOBroadcom$22,557,157$186,632 ▼-0.8%97,2963.7%Computer and TechnologyPHINPHINIA$19,997,293$2,152,717 ▲12.1%415,1403.3%Auto/Tires/TrucksTRSTriMas$18,543,048$5,409,800 ▲41.2%754,0893.1%Industrial ProductsVVIViad$18,162,780$353,768 ▼-1.9%427,2593.0%Business ServicesTSMTaiwan Semiconductor Manufacturing$17,827,918$198,081 ▼-1.1%90,2733.0%Computer and TechnologyMLRMiller Industries$17,755,567$6,489,660 ▼-26.8%271,6583.0%Auto/Tires/TrucksTPRTapestry$15,614,305$161,888 ▼-1.0%239,0072.6%Retail/WholesalePMPhilip Morris International$14,536,507$3,271,963 ▲29.0%120,7852.4%Consumer StaplesMTGMGIC Investment$14,355,621$2,957,277 ▲25.9%605,4672.4%FinanceSSBSouthState$12,843,272$9,370,324 ▲269.8%129,1042.1%FinanceWALWestern Alliance Bancorporation$12,700,474$4,380,828 ▲52.7%152,0292.1%FinancePFGCPerformance Food Group$12,693,576$148,723 ▲1.2%150,1312.1%Retail/WholesaleMSFTMicrosoft$12,161,972$81,350 ▼-0.7%28,8542.0%Computer and TechnologyESGREnstar Group$12,045,314$2,367,390 ▼-16.4%37,4022.0%FinanceLEGHLegacy Housing$11,672,035$2,961,600 ▲34.0%472,9351.9%FinanceUNHUnitedHealth Group$11,320,282$78,915 ▼-0.7%22,3781.9%MedicalGOOGLAlphabet$10,914,952$687,343 ▼-5.9%57,6601.8%Computer and TechnologyAEPAmerican Electric Power$9,795,177$80,055 ▼-0.8%106,2041.6%UtilitiesKAROPENLANE$9,761,499$9,761,499 ▲New Holding492,0111.6%Auto/Tires/TrucksABBVAbbVie$9,761,064$86,895 ▼-0.9%54,9301.6%MedicalKDPKeurig Dr Pepper$9,559,584$140,172 ▼-1.4%297,6211.6%Consumer StaplesHOWARD HUGHES HOLDINGS INC$8,385,818$769,200 ▲10.1%109,0201.4%COMGSKGSK$8,183,567$679,884 ▼-7.7%241,9741.4%MedicalVZVerizon Communications$7,834,202$33,112 ▼-0.4%195,9041.3%Computer and TechnologyHUBBHubbell$7,466,437$84,198 ▼-1.1%17,8241.2%Industrial ProductsEMEEMCOR Group$7,416,771$77,617 ▼-1.0%16,3401.2%ConstructionCMECME Group$7,285,202$41,336 ▼-0.6%31,3711.2%FinanceEEXEmerald$6,310,050$843,500 ▲15.4%1,309,1391.0%Consumer DiscretionaryKBKB Financial Group$5,893,422$74,368 ▼-1.2%103,5751.0%FinanceSHViShares Short Treasury Bond ETF$5,735,410$1,099,999 ▲23.7%52,0881.0%ETFFLUTTER ENTMT PLC$5,629,299$134,652 ▼-2.3%21,7810.9%SHSLAMRLamar Advertising$5,390,507$39,687 ▼-0.7%44,2790.9%FinanceULUnilever$4,961,413$54,659 ▼-1.1%87,5030.8%Consumer StaplesNICNicolet Bankshares$4,691,890$16,261 ▲0.3%44,7230.8%FinanceFERGUSON ENTERPRISES INC$4,625,250$188,669 ▲4.3%26,6480.8%COMMON STOCK NEWESIElement Solutions$4,247,547$520,552 ▲14.0%167,0290.7%Basic MaterialsVGSHVanguard Short-Term Treasury Index ETF$4,052,6440.0%69,6570.7%ETFFAFirst Advantage$3,979,114$22,776 ▲0.6%212,4460.7%Business ServicesHMCHonda Motor$3,702,176$473,361 ▼-11.3%129,6730.6%Auto/Tires/TrucksABGAsbury Automotive Group$3,601,948$3,354,543 ▼-48.2%14,8210.6%Retail/WholesaleVOOVanguard S&P 500 ETF$3,514,119$42,566 ▲1.2%6,5220.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,445,9110.0%42,9290.6%ETFFRMEFirst Merchants$3,171,853$5,385 ▼-0.2%79,5150.5%FinanceSKYSkyline Champion$3,144,025$18,942 ▼-0.6%35,6870.5%ConstructionDSGRDistribution Solutions Group$3,030,296$1,035,440 ▼-25.5%88,0900.5%Business ServicesIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,975,2690.0%57,7610.5%ManufacturingHDHome Depot$2,910,034$3,501 ▲0.1%7,4810.5%Retail/WholesaleWBSWebster Financial$2,891,4300.0%52,3620.5%FinanceSGOViShares 0-3 Month Treasury Bond ETF$2,843,671$2,843,671 ▲New Holding28,3460.5%ETFHQYHealthEquity$2,790,706$2,879 ▲0.1%29,0850.5%MedicalVIGVanguard Dividend Appreciation ETF$2,738,6830.0%13,9850.5%ETFOSWOneSpaWorld$2,652,988$8,239 ▼-0.3%133,3160.4%Consumer DiscretionaryALGAlamo Group$2,385,2250.0%12,8300.4%Industrial ProductsTECHTARGET INC$2,363,892$2,363,892 ▲New Holding119,2680.4%COM NEWNCNOnCino$2,333,038$2,333,038 ▲New Holding69,4770.4%Computer and TechnologyEXPEagle Materials$2,283,764$4,935 ▲0.2%9,2550.4%ConstructionACWIiShares MSCI ACWI ETF$2,221,623$1,890,735 ▲571.4%18,9070.4%ManufacturingPBIPitney Bowes$2,091,346$6,226 ▲0.3%288,8600.3%Computer and TechnologyAZOAutoZone$2,023,664$38,424 ▲1.9%6320.3%Retail/WholesaleMCRIMonarch Casino & Resort$2,007,610$631 ▲0.0%25,4450.3%Consumer DiscretionaryARESAres Management$2,006,812$1,062 ▼-0.1%11,3360.3%FinanceGOGrocery Outlet$2,001,202$90,304 ▼-4.3%128,2000.3%Consumer StaplesBRK.BBerkshire Hathaway$1,957,263$14,052 ▲0.7%4,3180.3%FinanceJPMJPMorgan Chase & Co.$1,950,281$190,809 ▼-8.9%8,1360.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,927,759$350 ▲0.0%11,0010.3%ETFCDWCDW$1,911,655$280,204 ▲17.2%10,9840.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,886,9840.0%24,1890.3%ETFDACDanaos$1,850,898$16,574 ▲0.9%23,1160.3%TransportationAAPLApple$1,800,520$1,002 ▼-0.1%7,1900.3%Computer and TechnologyACNAccenture$1,772,318$11,257 ▼-0.6%5,0380.3%Computer and TechnologyBELFABel Fuse$1,733,3190.0%19,2420.3%Computer and TechnologyCASSCass Information Systems$1,722,720$679,720 ▼-28.3%42,1100.3%Computer and TechnologyFNDFloor & Decor$1,721,918$11,465 ▲0.7%17,2710.3%Retail/WholesaleAXPAmerican Express$1,670,334$251,975 ▼-13.1%5,6280.3%FinanceBACBank of America$1,628,040$161,868 ▼-9.0%37,0430.3%FinanceSYBTStock Yards Bancorp$1,625,547$5,729 ▲0.4%22,7000.3%FinanceBCBrunswick$1,618,940$4,528 ▲0.3%25,0300.3%Consumer DiscretionaryAEOAmerican Eagle Outfitters$1,612,706$156,148 ▼-8.8%96,7430.3%Retail/WholesaleMBBiShares MBS ETF$1,606,0500.0%17,5180.3%ETFSTLDSteel Dynamics$1,587,968$18,365 ▼-1.1%13,9210.3%Basic MaterialsNTAPNetApp$1,559,303$8,938 ▼-0.6%13,4330.3%Computer and TechnologyUNPUnion Pacific$1,516,466$23,716 ▲1.6%6,6500.3%TransportationVVVValvoline$1,485,009$10,673 ▲0.7%41,0450.2%Retail/WholesaleATRAptarGroup$1,480,667$2,356 ▲0.2%9,4250.2%Industrial ProductsCPKChesapeake Utilities$1,475,980$26,333 ▲1.8%12,1630.2%UtilitiesTJXTJX Companies$1,467,721$604 ▲0.0%12,1490.2%Retail/WholesaleCVXChevron$1,437,247$20,567 ▲1.5%9,9230.2%Oils/EnergyAXAxos Financial$1,419,003$576,612 ▲68.4%20,3150.2%FinanceMCDMcDonald's$1,353,207$219,157 ▲19.3%4,6680.2%Retail/WholesaleVOVanguard Mid-Cap ETF$1,345,7420.0%5,0950.2%ETFGTESGates Industrial$1,338,037$166,370 ▼-11.1%65,0480.2%Industrial ProductsEHCEncompass Health$1,334,365$7,203 ▲0.5%14,4490.2%MedicalORCLOracle$1,301,7920.0%7,8120.2%Computer and TechnologyABTAbbott Laboratories$1,275,768$28,956 ▲2.3%11,2790.2%MedicalLAM RESEARCH CORP$1,247,484$1,247,484 ▲New Holding17,2710.2%COM NEWLMTLockheed Martin$1,230,4000.0%2,5320.2%AerospaceALTGAlta Equipment Group$1,219,579$188,090 ▼-13.4%186,4800.2%Industrial ProductsSUPER MICRO COMPUTER INC$1,194,450$1,194,450 ▲New Holding39,1880.2%COM NEWShowing largest 100 holdings. 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