Advisory Research Inc Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About Advisory Research IncInvestment ActivityAdvisory Research Inc has $502.93 million in total holdings as of March 31, 2024.Advisory Research Inc owns shares of 157 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 19.63% of the portfolio was purchased this quarter.About 56.04% of the portfolio was sold this quarter.This quarter, Advisory Research Inc has purchased 331 new stocks and bought additional shares in 47 stocks.Advisory Research Inc sold shares of 67 stocks and completely divested from 187 stocks this quarter.Largest Holdings Microsoft $18,832,397Miller Industries $18,606,038Enstar Group $17,655,830Viad $14,591,160Hubbell $14,549,764 Largest New Holdings this Quarter Verizon Communications $12,274,559 HoldingTapestry $11,385,075 HoldingKeurig Dr Pepper $8,454,278 HoldingLegacy Housing $7,281,400 HoldingPHINIA $5,786,597 Holding Largest Purchases this Quarter Verizon Communications 292,530 shares (about $12.27M)Tapestry 239,787 shares (about $11.39M)Keurig Dr Pepper 275,653 shares (about $8.45M)TriMas 306,875 shares (about $8.20M)Legacy Housing 338,355 shares (about $7.28M) Largest Sales this Quarter iShares MSCI ACWI ETF 98,080 shares (about $10.80M)Apple 51,795 shares (about $8.88M)Alkami Technology 279,905 shares (about $6.88M)Element Solutions 187,265 shares (about $4.68M)Valvoline 99,750 shares (about $4.45M) 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 PortfolioSectorMSFTMicrosoft$18,832,397$1,060,642 ▼-5.3%44,7623.7%Computer and TechnologyMLRMiller Industries$18,606,038$1,009,014 ▲5.7%371,3783.7%Auto/Tires/TrucksESGREnstar Group$17,655,830$236,488 ▲1.4%56,8153.5%FinanceVVIViad$14,591,160$69,265 ▼-0.5%369,4902.9%Business ServicesHUBBHubbell$14,549,764$258,995 ▲1.8%35,0552.9%Industrial ProductsBELFBBel Fuse$14,419,518$2,949,400 ▲25.7%239,0902.9%Computer and TechnologyTRSTriMas$13,544,492$8,202,769 ▲153.6%506,7152.7%Industrial ProductsAVGOBroadcom$12,501,267$3,006,030 ▼-19.4%9,4322.5%Computer and TechnologyVZVerizon Communications$12,274,559$12,274,559 ▲New Holding292,5302.4%Computer and TechnologyPFGCPerformance Food Group$11,882,613$63,817 ▼-0.5%159,1992.4%Retail/WholesaleTPRTapestry$11,385,075$11,385,075 ▲New Holding239,7872.3%Retail/WholesaleUNHUnitedHealth Group$11,047,795$249,332 ▲2.3%22,3322.2%MedicalRSReliance$10,460,246$486,236 ▼-4.4%31,3012.1%Basic MaterialsABGAsbury Automotive Group$10,441,045$1,721,194 ▼-14.2%44,2832.1%Retail/WholesaleMCRIMonarch Casino & Resort$10,086,155$808,317 ▲8.7%134,5002.0%Consumer DiscretionaryMRKMerck & Co., Inc.$9,975,024$4,023,023 ▲67.6%75,5972.0%MedicalKBKB Financial Group$9,942,819$2,503,526 ▲33.7%190,9512.0%FinanceWSOWatsco$9,879,586$6,256,654 ▲172.7%22,8712.0%ConstructionABBVAbbVie$9,724,140$227,989 ▲2.4%53,4001.9%MedicalFERGFerguson$9,323,248$1,830,880 ▲24.4%42,6831.9%Industrial ProductsTSMTaiwan Semiconductor Manufacturing$9,082,290$452,094 ▲5.2%66,7571.8%Computer and TechnologyDVNDevon Energy$8,850,634$3,848,398 ▲76.9%176,3781.8%Oils/EnergyJBTJohn Bean Technologies$8,717,408$6,634,293 ▲318.5%83,1101.7%Industrial ProductsKDPKeurig Dr Pepper$8,454,278$8,454,278 ▲New Holding275,6531.7%Consumer StaplesLEGHLegacy Housing$7,281,400$7,281,400 ▲New Holding338,3551.4%FinanceCNNECannae$6,305,440$1,271,972 ▲25.3%283,5181.3%FinanceEEXEmerald$6,267,352$382,116 ▲6.5%920,3161.2%Consumer DiscretionaryOTEXOpen Text$6,035,843$264,432 ▲4.6%155,4431.2%Computer and TechnologyPHINPHINIA$5,786,597$5,786,597 ▲New Holding150,5751.2%Auto/Tires/TrucksSHViShares Short Treasury Bond ETF$5,689,825$1,002,598 ▼-15.0%51,4731.1%ETFGSKGSK$5,340,445$315,823 ▼-5.6%124,5731.1%MedicalALKTAlkami Technology$4,997,513$6,877,265 ▼-57.9%203,3991.0%Computer and TechnologyLAMRLamar Advertising$4,696,497$267,358 ▼-5.4%39,3310.9%FinanceGTESGates Industrial$4,377,257$110,953 ▲2.6%247,1630.9%ConstructionVUSBVanguard Ultra-Short Bond ETF$4,037,086$300,273 ▼-6.9%81,4750.8%ETFESIElement Solutions$3,897,954$4,677,880 ▼-54.5%156,0430.8%Basic MaterialsNICNicolet Bankshares$3,778,315$144,033 ▲4.0%43,9390.8%FinanceEQNREquinor ASA$3,685,786$1,173,400 ▲46.7%136,3590.7%Oils/EnergyFAFirst Advantage$3,618,698$32,602 ▲0.9%223,1010.7%Business ServicesSKYSkyline Champion$3,238,371$16,152 ▲0.5%38,0940.6%ConstructionVOOVanguard S&P 500 ETF$3,198,5780.0%6,6540.6%ETFARESAres Management$2,982,209$473,143 ▼-13.7%22,4260.6%FinanceCASSCass Information Systems$2,956,241$274,810 ▲10.2%61,3710.6%Computer and TechnologyHDHome Depot$2,827,516$275,425 ▼-8.9%7,3710.6%Retail/WholesaleWBSWebster Financial$2,777,424$93,417 ▲3.5%54,7060.6%FinanceBCBrunswick$2,720,609$196,418 ▲7.8%28,1870.5%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$2,655,8800.0%14,5440.5%ETFHQYHealthEquity$2,507,673$362,029 ▲16.9%30,7200.5%MedicalSSBSouthState$2,447,201$57,481 ▲2.4%28,7800.5%FinanceVCSHVanguard Short-Term Corporate Bond ETF$2,410,448$160,032 ▼-6.2%31,1790.5%ETFMTGMGIC Investment$2,391,742$525,595 ▼-18.0%106,9650.5%FinanceFNDFloor & Decor$2,361,0280.0%18,2150.5%ConstructionCDWCDW$2,334,760$16,114 ▼-0.7%9,1280.5%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$2,231,1740.0%27,7130.4%ETFJPMJPMorgan Chase & Co.$2,124,983$5,408 ▼-0.3%10,6090.4%FinanceAZOAutoZone$2,111,6050.0%6700.4%Retail/WholesaleALGAlamo Group$2,052,687$833,405 ▼-28.9%8,9900.4%Industrial ProductsLMTLockheed Martin$2,026,446$372,084 ▼-15.5%4,4550.4%AerospaceGOOGLAlphabet$1,970,391$139,912 ▲7.6%13,0550.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,970,390$8,976 ▲0.5%11,6340.4%ETFSTLDSteel Dynamics$1,950,262$313,951 ▼-13.9%13,1570.4%Basic MaterialsBRK.BBerkshire Hathaway$1,946,167$10,092 ▼-0.5%4,6280.4%FinanceVVVValvoline$1,903,095$4,445,859 ▼-70.0%42,6990.4%Basic MaterialsOSWOneSpaWorld$1,869,677$985,781 ▲111.5%141,3210.4%Consumer DiscretionaryCHXChampionX$1,857,164$181,962 ▲10.9%51,7460.4%ConstructionBACBank of America$1,857,0560.0%48,9730.4%FinanceEXPEagle Materials$1,849,2590.0%6,8050.4%ConstructionVGSHVanguard Short-Term Treasury Index ETF$1,833,0960.0%31,5670.4%ETFAXPAmerican Express$1,809,452$22,997 ▼-1.3%7,9470.4%FinanceFRMEFirst Merchants$1,800,666$189,158 ▲11.7%51,5950.4%FinanceIPGInterpublic Group of Companies$1,799,773$33,544 ▼-1.8%55,1570.4%Business ServicesIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,732,0060.0%33,5660.3%ManufacturingACNAccenture$1,639,119$308,830 ▼-15.9%4,7290.3%Business ServicesMBBiShares MBS ETF$1,619,0140.0%17,5180.3%ETFLRCXLam Research$1,565,199$2,091,790 ▼-57.2%1,6110.3%Computer and TechnologyDACDanaos$1,554,899$299,486 ▼-16.2%21,5360.3%TransportationTRNTrinity Industries$1,551,1610.0%55,6970.3%TransportationVEAVanguard FTSE Developed Markets ETF$1,545,6880.0%30,8090.3%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$1,536,4690.0%64,1800.3%ManufacturingUNPUnion Pacific$1,511,240$4,919 ▼-0.3%6,1450.3%TransportationCVXChevron$1,437,9580.0%9,1160.3%Oils/EnergyATRAptarGroup$1,412,280$294,974 ▲26.4%9,8150.3%Industrial ProductsCPKChesapeake Utilities$1,385,8870.0%12,9160.3%UtilitiesVOVanguard Mid-Cap ETF$1,375,4790.0%5,5050.3%ETFBELFABel Fuse$1,362,526$654,426 ▲92.4%19,2420.3%Computer and TechnologyTJXTJX Companies$1,334,789$5,172 ▼-0.4%13,1610.3%Retail/WholesaleNTAPNetApp$1,308,556$247,519 ▼-15.9%12,4660.3%Computer and TechnologyRRXRegal Rexnord$1,290,0560.0%7,1630.3%Industrial ProductsAEOAmerican Eagle Outfitters$1,263,220$1,263,220 ▲New Holding48,9810.3%Retail/WholesaleNRGNRG Energy$1,190,797$597,903 ▼-33.4%17,5920.2%UtilitiesEHCEncompass Health$1,146,935$64,246 ▼-5.3%13,8890.2%MedicalALTGAlta Equipment Group$1,146,334$1,146,334 ▲New Holding88,5200.2%Industrial ProductsABTAbbott Laboratories$1,136,1450.0%9,9960.2%MedicalHRBH&R Block$1,087,997$134,367 ▲14.1%22,1540.2%Consumer DiscretionaryFLFoot Locker$1,073,5940.0%37,6700.2%Retail/WholesaleHSYHershey$1,030,6560.0%5,2990.2%Consumer StaplesUFPIUFP Industries$1,027,271$57,200 ▼-5.3%8,3510.2%ConstructionBLKBBlackbaud$1,022,020$789,739 ▼-43.6%13,7850.2%Computer and TechnologyPBIPitney Bowes$1,006,097$619,692 ▲160.4%232,3550.2%Computer and TechnologyCOPConocoPhillips$998,0020.0%7,8410.2%Oils/EnergyShowing largest 100 holdings. 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