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CIK: 0000902584
Total reported value
$1.0B
$1.0B
160 檔
8.9%
According to the latest 13F quarterly dataset, Advisory Research Inc managed an equity portfolio of $1.0B at the end of Q2 2024, spanning 160 distinct U.S. exchange-listed positions.
During Q2 2024, Advisory Research Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MLR | Miller Industries Inc/tenn | Stock-Other | 3.90% | — | +1.56% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | -0.31% | -9.84% | |
| 3 | ESGRP | Enstar Group Limited - Deposita | Stock-Other | 3.33% | — | +1.86% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.05% | +0.62% | +39.81% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.03% | +0.05% | +6.29% | |
| 6 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 2.94% | +1.02% | +0.13% | |
| 7 | TRS | Trimas CORP | Stock-Other | 2.56% | +0.49% | +5.10% | |
| 8 | PRSU | Pursuit Attractions And Hosp | Stock-Other | 2.36% | +0.67% | +0.05% | |
| 9 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.36% | — | +3.97% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.34% | — | +32.74% | |
| 11 | PHIN | Phinia Inc | Stock-Consumer Disc | 2.30% | -0.31% | EXIT | |
| 12 | GO | Grocery Outlet Holding CORP | Stock-Other | 2.25% | — | — | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.22% | +0.02% | +3.82% | |
| 14 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 2.07% | +0.02% | +4.36% | |
| 15 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.98% | -0.29% | +2.77% | |
| 16 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.94% | -0.26% | +115.07% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.08% | +316.63% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.83% | -0.04% | +6.08% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.82% | -0.23% | — | |
| 20 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.79% | +0.11% | +3.42% | |
| 21 | DVN | Devon Energy CORP | Stock-Energy | 1.61% | — | +2.16% | |
| 22 | JBTM | Jbt Marel CORP | Stock-Industrials | 1.58% | +0.54% | +6.24% | |
| 23 | LEGH | Legacy Housing CORP | Stock-Other | 1.53% | +0.09% | +4.84% | |
| 24 | HUBB | Hubbell Inc | Stock-Industrials | 1.52% | -0.15% | -36.96% | |
| 25 | AEP | American Electric Power | Stock-Utilities | 1.46% | -0.27% | — | |
| 26 | MCRI | Monarch Casino & Resort Inc | Stock-Other | 1.37% | — | -20.69% | |
| 27 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 1.29% | -0.08% | -31.99% | |
| 28 | MTG | Mgic Investment CORP | Stock-Financials | 1.24% | -0.26% | +185.24% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.21% | -0.09% | +13.22% | |
| 30 | KB | Kb Financial Group Inc-adr | Stock-Financials | 1.14% | -0.18% | -44.06% | |
| 31 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 1.08% | — | -30.80% | |
| 32 | EEX | Emerald Holding Inc | Stock-Other | 0.99% | -1.04% | EXIT | |
| 33 | EME | Emcor Group Inc | Stock-Industrials | 0.99% | -0.03% | — | |
| 34 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.94% | +0.11% | +6.77% | |
| 35 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.90% | +0.10% | +18.63% | |
| 36 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.80% | — | — | |
| 37 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.80% | — | — | |
| 38 | ESI | Element Solutions Inc | Stock-Materials | 0.79% | -0.01% | -1.00% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.76% | -0.05% | +120.66% | |
| 40 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.69% | -0.08% | -0.01% | |
| 41 | FA | First Advantage CORP | Stock-Other | 0.68% | — | +0.21% | |
| 42 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 0.64% | — | -13.45% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.02% | -3.17% | |
| 44 | UL | Unilever PLC | Stock-Consumer Staples | 0.57% | — | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.06% | +6.32% | |
| 46 | HQY | Healthequity Inc | Stock-Healthcare | 0.50% | -0.06% | +0.03% | |
| 47 | SKY | Champion Homes Inc | Stock-Consumer Disc | 0.48% | — | -0.37% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.48% | -0.03% | -3.84% | |
| 49 | CASS | Cass Information Systems Inc | Stock-Other | 0.47% | — | +0.67% | |
| 50 | DSGR | Distribution Solutions Group | Stock-Other | 0.45% | — | — |
According to official SEC Form 13F filings, Advisory Research Inc reported a total U.S. public equity portfolio value of $1.0B across 160 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MLR, MSFT, ESGRP) accounted for 8.9% of total reported equity market value during Q2 2024.
During Q2 2024, Advisory Research Inc's top holdings by market value included MLR (3.9%)、MSFT (3.4%)、ESGRP (3.3%). The largest single position, MLR, represented 3.9% of total portfolio value.
In Q2 2024, Advisory Research Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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