Advisory Research Inc Top Holdings and 13F Report (2024) About Advisory Research IncInvestment ActivityAdvisory Research Inc has $562.88 million in total holdings as of September 30, 2024.Advisory Research Inc owns shares of 156 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 13.82% of the portfolio was purchased this quarter.About 12.71% of the portfolio was sold this quarter.This quarter, Advisory Research Inc has purchased 160 new stocks and bought additional shares in 39 stocks.Advisory Research Inc sold shares of 93 stocks and completely divested from 12 stocks this quarter.Largest Holdings Miller Industries $22,627,889Bel Fuse $19,312,361PHINIA $17,051,814Broadcom $16,922,454Taiwan Semiconductor Manufacturing $15,851,975 Largest New Holdings this Quarter HOWARD HUGHES HOLDINGS INC $7,667,119 HoldingCME Group $6,961,287 HoldingFERGUSON ENTERPRISES INC $5,075,598 HoldingStock Yards Bancorp $1,402,214 HoldingiShares iBonds Dec 2025 Term Treasury ETF $1,314,096 Holding Largest Purchases this Quarter Broadcom 88,076 shares (about $15.19M)HOWARD HUGHES HOLDINGS INC 99,020 shares (about $7.67M)Western Alliance Bancorporation 85,843 shares (about $7.42M)CME Group 31,549 shares (about $6.96M)FERGUSON ENTERPRISES INC 25,561 shares (about $5.08M) Largest Sales this Quarter Grocery Outlet 406,905 shares (about $7.14M)Monarch Casino & Resort 81,238 shares (about $6.44M)Microsoft 11,312 shares (about $4.87M)Verizon Communications 107,399 shares (about $4.82M)Enstar Group 13,116 shares (about $4.22M) 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 PortfolioSectorMLRMiller Industries$22,627,889$378,749 ▼-1.6%370,9494.0%Auto/Tires/TrucksBELFBBel Fuse$19,312,361$517,852 ▲2.8%245,9863.4%Computer and TechnologyPHINPHINIA$17,051,814$2,736,944 ▲19.1%370,4503.0%Auto/Tires/TrucksAVGOBroadcom$16,922,454$15,193,138 ▲878.6%98,1013.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$15,851,975$357,241 ▼-2.2%91,2762.8%Computer and TechnologyVVIViad$15,606,867$2,361,591 ▲17.8%435,5812.8%Business ServicesESGREnstar Group$14,392,117$4,217,974 ▼-22.7%44,7532.6%FinanceTRSTriMas$13,635,292$38,703 ▲0.3%534,0892.4%Industrial ProductsUNHUnitedHealth Group$13,175,155$380,626 ▼-2.8%22,5342.3%MedicalMSFTMicrosoft$12,498,858$4,867,528 ▼-28.0%29,0472.2%Computer and TechnologyMTGMGIC Investment$12,306,932$4,496,200 ▲57.6%480,7402.2%FinanceMRKMerck & Co., Inc.$11,783,526$387,806 ▲3.4%103,7652.1%MedicalPFGCPerformance Food Group$11,627,914$1,392,400 ▼-10.7%148,3722.1%Retail/WholesalePMPhilip Morris International$11,362,848$234,424 ▼-2.0%93,5982.0%Consumer StaplesTPRTapestry$11,344,946$231,987 ▼-2.0%241,4852.0%Retail/WholesaleKDPKeurig Dr Pepper$11,318,386$633,824 ▲5.9%301,9852.0%Consumer StaplesAEPAmerican Electric Power$10,985,599$1,932,781 ▲21.4%107,0722.0%UtilitiesABBVAbbVie$10,944,135$242,110 ▼-2.2%55,4191.9%MedicalGSKGSK$10,713,727$238,821 ▼-2.2%262,0771.9%MedicalGOOGLAlphabet$10,165,162$1,144,371 ▲12.7%61,2911.8%Computer and TechnologyLEGHLegacy Housing$9,652,772$49,367 ▼-0.5%352,9351.7%FinanceJBTJohn Bean Technologies$9,520,006$822,066 ▲9.5%96,6401.7%Industrial ProductsVZVerizon Communications$8,835,214$4,823,278 ▼-35.3%196,7321.6%Computer and TechnologyWALWestern Alliance Bancorporation$8,613,453$7,424,561 ▲624.5%99,5891.5%FinanceHUBBHubbell$7,721,066$1,744,254 ▼-18.4%18,0251.4%Industrial ProductsHOWARD HUGHES HOLDINGS INC$7,667,119$7,667,119 ▲New Holding99,0201.4%COMEMEEMCOR Group$7,108,504$920,046 ▲14.9%16,5111.3%ConstructionCMECME Group$6,961,287$6,961,287 ▲New Holding31,5491.2%FinanceABGAsbury Automotive Group$6,829,400$356,453 ▼-5.0%28,6241.2%Retail/WholesaleKBKB Financial Group$6,476,481$119,548 ▼-1.8%104,8821.2%FinanceLAMRLamar Advertising$5,959,165$348,692 ▲6.2%44,6051.1%FinanceULUnilever$5,746,800$2,142,894 ▲59.5%88,4671.0%Consumer StaplesEEXEmerald$5,659,354$1,041,553 ▲22.6%1,134,1391.0%Consumer DiscretionaryFLUTTER ENTMT PLC$5,291,819$271,923 ▼-4.9%22,3020.9%SHSFERGUSON ENTERPRISES INC$5,075,598$5,075,598 ▲New Holding25,5610.9%COMMON STOCK NEWSHViShares Short Treasury Bond ETF$4,657,302$1,789,993 ▼-27.8%42,0980.8%ETFHMCHonda Motor$4,640,608$454,152 ▲10.8%146,2530.8%Auto/Tires/TrucksVUSBVanguard Ultra-Short Bond ETF$4,575,503$251,448 ▼-5.2%91,6200.8%ETFDSGRDistribution Solutions Group$4,551,497$1,463,380 ▲47.4%118,1900.8%Business ServicesNICNicolet Bankshares$4,262,038$60,534 ▲1.4%44,5680.8%FinanceFAFirst Advantage$4,192,915$244,909 ▼-5.5%211,2300.7%Business ServicesVGSHVanguard Short-Term Treasury Index ETF$4,111,1560.0%69,6570.7%ETFESIElement Solutions$3,980,542$215,026 ▼-5.1%146,5590.7%Basic MaterialsVCITVanguard Intermediate-Term Corporate Bond ETF$3,595,304$1,274,340 ▲54.9%42,9290.6%ETFSKYSkyline Champion$3,405,304$194,442 ▼-5.4%35,9020.6%ConstructionVOOVanguard S&P 500 ETF$3,399,7780.0%6,4430.6%ETFSSBSouthState$3,392,651$683,175 ▲25.2%34,9110.6%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,102,921$1,299,755 ▲72.1%57,7610.6%ManufacturingHDHome Depot$3,027,654$147,898 ▼-4.7%7,4720.5%Retail/WholesaleFRMEFirst Merchants$2,962,980$1,043,460 ▲54.4%79,6500.5%FinanceVIGVanguard Dividend Appreciation ETF$2,769,8690.0%13,9850.5%ETFEXPEagle Materials$2,656,448$680,292 ▲34.4%9,2350.5%ConstructionWBSWebster Financial$2,440,593$104,546 ▼-4.1%52,3620.4%FinanceCASSCass Information Systems$2,435,913$126,929 ▼-5.0%58,7250.4%Computer and TechnologyHQYHealthEquity$2,378,151$137,099 ▼-5.5%29,0550.4%MedicalAEOAmerican Eagle Outfitters$2,375,803$1,134,569 ▲91.4%106,1100.4%Retail/WholesaleGOGrocery Outlet$2,351,437$7,141,184 ▼-75.2%133,9850.4%Consumer StaplesALGAlamo Group$2,311,068$678,189 ▲41.5%12,8300.4%Industrial ProductsOSWOneSpaWorld$2,207,882$130,743 ▼-5.6%133,7300.4%Consumer DiscretionaryFNDFloor & Decor$2,130,261$122,307 ▼-5.4%17,1560.4%Retail/WholesaleCDWCDW$2,121,336$64,043 ▼-2.9%9,3740.4%Computer and TechnologyBCBrunswick$2,092,147$249,364 ▼-10.6%24,9600.4%Consumer DiscretionaryPBIPitney Bowes$2,053,440$394,931 ▲23.8%288,0000.4%Computer and TechnologyMCRIMonarch Casino & Resort$2,016,391$6,439,736 ▼-76.2%25,4370.4%Consumer DiscretionaryDACDanaos$1,987,127$80,581 ▼-3.9%22,9090.4%TransportationBRK.BBerkshire Hathaway$1,973,135$129,333 ▼-6.2%4,2870.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,970,626$358 ▲0.0%10,9990.4%ETFAZOAutoZone$1,953,025$126,002 ▼-6.1%6200.3%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$1,921,090$140,812 ▼-6.8%24,1890.3%ETFBELFABel Fuse$1,913,2320.0%19,2420.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,883,402$310,386 ▼-14.1%8,9320.3%FinanceACNAccenture$1,792,144$90,844 ▼-4.8%5,0700.3%Computer and TechnologySTLDSteel Dynamics$1,775,459$100,864 ▼-5.4%14,0820.3%Basic MaterialsARESAres Management$1,767,537$87,738 ▼-4.7%11,3420.3%FinanceAXPAmerican Express$1,756,562$116,345 ▼-6.2%6,4770.3%FinanceVVVValvoline$1,705,388$94,163 ▼-5.2%40,7500.3%Basic MaterialsMBBiShares MBS ETF$1,678,4000.0%17,5180.3%ETFAAPLApple$1,676,202$233,699 ▲16.2%7,1940.3%Computer and TechnologyNTAPNetApp$1,668,620$77,935 ▼-4.5%13,5100.3%Computer and TechnologyBACBank of America$1,616,008$295,616 ▼-15.5%40,7260.3%FinanceUNPUnion Pacific$1,613,458$121,761 ▲8.2%6,5460.3%TransportationALKTAlkami Technology$1,586,021$460,957 ▼-22.5%50,2860.3%Computer and TechnologyPZZAPapa Johns International$1,553,072$80,536 ▼-4.9%28,8300.3%Retail/WholesaleIBTEiShares iBonds Dec 2024 Term Treasury ETF$1,540,3200.0%64,1800.3%ManufacturingATRAptarGroup$1,507,388$72,886 ▼-4.6%9,4100.3%Industrial ProductsCPKChesapeake Utilities$1,483,335$96,108 ▼-6.1%11,9460.3%UtilitiesLMTLockheed Martin$1,480,106$1,456,139 ▼-49.6%2,5320.3%AerospaceALTGAlta Equipment Group$1,450,718$75,454 ▼-4.9%215,2400.3%Industrial ProductsCVXChevron$1,440,448$114,871 ▲8.7%9,7810.3%Oils/EnergyTJXTJX Companies$1,427,406$90,388 ▼-6.0%12,1440.3%Retail/WholesaleLRCXLam Research$1,427,324$61,206 ▼-4.1%1,7490.3%Computer and TechnologyPIImpinj$1,426,650$48,717 ▼-3.3%6,5890.3%Computer and TechnologySYBTStock Yards Bancorp$1,402,214$1,402,214 ▲New Holding22,6200.2%FinanceEHCEncompass Health$1,388,813$44,358 ▼-3.1%14,3710.2%MedicalVOVanguard Mid-Cap ETF$1,344,2140.0%5,0950.2%ETFORCLOracle$1,331,165$68,330 ▼-4.9%7,8120.2%Computer and TechnologyIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,314,096$1,314,096 ▲New Holding56,1100.2%ManufacturingGTESGates Industrial$1,283,537$2,470,760 ▼-65.8%73,1360.2%Industrial ProductsABTAbbott Laboratories$1,256,732$80,947 ▼-6.1%11,0230.2%MedicalCTLPCantaloupe$1,249,490$1,249,490 ▲New Holding168,8500.2%Business ServicesShowing 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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