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CIK: 0000902584
Total reported value
$1.0B
$1.0B
156 檔
9.2%
During the Q3 2024 filing period, Advisory Research Inc (CIK: 0000902584) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 156 reported positions.
In Q3 2024, Advisory Research Inc adopted a defensive or profit-taking posture, trimming 93 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MLR | Miller Industries Inc/tenn | Stock-Other | 4.02% | — | -1.65% | |
| 2 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 3.43% | +1.02% | +2.76% | |
| 3 | PHIN | Phinia Inc | Stock-Consumer Disc | 3.03% | -0.31% | EXIT | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.01% | +0.05% | +878.56% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.82% | +0.62% | -2.20% | |
| 6 | PRSU | Pursuit Attractions And Hosp | Stock-Other | 2.77% | +0.67% | +17.83% | |
| 7 | ESGRP | Enstar Group Limited - Deposita | Stock-Other | 2.56% | — | -22.66% | |
| 8 | TRS | Trimas CORP | Stock-Other | 2.42% | +0.49% | +0.28% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.34% | +0.02% | -2.81% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.31% | -28.03% | |
| 11 | MTG | Mgic Investment CORP | Stock-Financials | 2.19% | -0.26% | +57.56% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.09% | — | +3.40% | |
| 13 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 2.07% | +0.02% | -10.69% | |
| 14 | PM | Philip Morris International | Stock-Consumer Staples | 2.02% | -0.23% | -2.02% | |
| 15 | TPR | Tapestry Inc | Stock-Consumer Disc | 2.02% | -0.29% | -2.00% | |
| 16 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 2.01% | +0.11% | +5.93% | |
| 17 | AEP | American Electric Power | Stock-Utilities | 1.95% | -0.27% | +21.35% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.94% | -0.04% | -2.16% | |
| 19 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.90% | -0.26% | -2.18% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | +0.08% | +12.69% | |
| 21 | LEGH | Legacy Housing CORP | Stock-Other | 1.71% | +0.09% | -0.51% | |
| 22 | JBTM | Jbt Marel CORP | Stock-Industrials | 1.69% | +0.54% | +9.45% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.57% | — | -35.31% | |
| 24 | WAL | Western Alliance Bancorp | Stock-Financials | 1.53% | -0.02% | +624.49% | |
| 25 | HUBB | Hubbell Inc | Stock-Industrials | 1.37% | -0.15% | -18.43% | |
| 26 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 1.36% | — | — | |
| 27 | EME | Emcor Group Inc | Stock-Industrials | 1.26% | -0.03% | +14.87% | |
| 28 | CME | Cme Group Inc | Stock-Financials | 1.24% | -0.87% | — | |
| 29 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 1.21% | -0.08% | -4.96% | |
| 30 | KB | Kb Financial Group Inc-adr | Stock-Financials | 1.15% | -0.18% | -1.81% | |
| 31 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.06% | +0.11% | +6.21% | |
| 32 | UL | Unilever PLC | Stock-Consumer Staples | 1.02% | — | +59.46% | |
| 33 | EEX | Emerald Holding Inc | Stock-Other | 1.01% | -1.04% | EXIT | |
| 34 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.94% | — | -4.89% | |
| 35 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.90% | -0.12% | — | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.83% | -0.09% | -27.76% | |
| 37 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.82% | — | +10.85% | |
| 38 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.81% | +0.10% | -5.21% | |
| 39 | DSGR | Distribution Solutions Group | Stock-Other | 0.81% | — | +47.39% | |
| 40 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.76% | -0.08% | +1.44% | |
| 41 | FA | First Advantage CORP | Stock-Other | 0.74% | — | -5.52% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.73% | -0.05% | — | |
| 43 | ESI | Element Solutions Inc | Stock-Materials | 0.71% | -0.01% | -5.13% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.64% | -0.10% | +54.91% | |
| 45 | SKY | Champion Homes Inc | Stock-Consumer Disc | 0.60% | — | -5.40% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.02% | — | |
| 47 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.60% | — | +25.21% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.55% | -0.07% | +72.08% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.06% | -4.66% | |
| 50 | FRME | First Merchants CORP | Stock-Other | 0.53% | -0.04% | +54.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WAL | Western Alliance Bancorp | +1.4% | +624.49% | Add |
| 2 | HHH | Howard Hughes Holdings Inc | +1.4% | NEW | New buy |
| 3 | CME | Cme Group Inc | +1.2% | NEW | New buy |
| 4 | MTG | Mgic Investment CORP | +1% | +57.56% | Add |
| 5 | FERG | Ferguson Enterprises Inc | +0.9% | NEW | New buy |
| 6 | PHIN | Phinia Inc | +0.7% | +19.12% | Add |
| 7 | BELFB | Bel Fuse Inc-cl B | +0.5% | +2.76% | Add |
| 8 | AEP | American Electric Power | +0.5% | +21.35% | Add |
| 9 | UL | Unilever PLC | +0.5% | +59.46% | Add |
| 10 | PRSU | Pursuit Attractions And Hosp | +0.4% | +17.83% | Add |
| 11 | DSGR | Distribution Solutions Group | +0.4% | +47.39% | Add |
| 12 | EME | Emcor Group Inc | +0.3% | +14.87% | Add |
| 13 | SYBT | Stock Yards Bancorp Inc | +0.3% | NEW | New buy |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +72.08% | Add |
| 15 | TLT | iShares 20+ Year Treasury Bond ETF | +0.2% | NEW | New buy |
| 16 | KDP | Keurig Dr Pepper Inc | +0.2% | +5.93% | Add |
| 17 | VCIT | Vanguard Int-term Corporate | +0.2% | +54.91% | Add |
| 18 | UTE0 | Cantaloupe Inc | +0.2% | NEW | New buy |
| 19 | AEO | American Eagle Outfitters | +0.2% | +91.41% | Add |
| 20 | FRME | First Merchants CORP | +0.2% | +54.36% | Add |
| 21 | PM | Philip Morris International | +0.2% | -2.02% | Trim |
| 22 | SSBUSD | Southstate Bank CORP | +0.2% | +25.21% | Add |
| 23 | EXP | Eagle Materials Inc | +0.2% | +34.42% | Add |
| 24 | LEGH | Legacy Housing CORP | +0.2% | -0.51% | Trim |
| 25 | META | Meta Platforms Inc-class A | +0.2% | NEW | New buy |
| 26 | FLUT | Flutter Entertainment plc | +0.1% | -4.89% | Trim |
| 27 | PBI | Pitney Bowes Inc | +0.1% | +23.81% | Add |
| 28 | AX | Axos Financial Inc | +0.1% | NEW | New buy |
| 29 | MLR | Miller Industries Inc/tenn | +0.1% | -1.65% | Trim |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | -2.81% | Trim |
| 31 | LAMR | Lamar Advertising Co-a | +0.1% | +6.21% | Add |
| 32 | SKY | Champion Homes Inc | +0.1% | -5.40% | Trim |
| 33 | ABBV | Abbvie Inc | +0.1% | -2.16% | Trim |
| 34 | JBTM | Jbt Marel CORP | +0.1% | +9.45% | Add |
| 35 | ALG | Alamo Group Inc | +0.1% | +41.53% | Add |
| 36 | NIC | Nicolet Bankshares Inc | +0.1% | +1.44% | Add |
| 37 | FA | First Advantage CORP | +0.1% | -5.52% | Trim |
| 38 | AAPL | Apple Inc | +0.1% | +16.20% | Add |
| 39 | PI | Impinj Inc | +0.1% | -3.30% | Trim |
| 40 | BELFA | Bel Fuse Inc-cl A | +0.1% | — | Unchanged |
| 41 | TPR | Tapestry Inc | 0% | -2.00% | Trim |
| 42 | FND | Floor & Decor Holdings Inc-a | 0% | -5.43% | Trim |
| 43 | HD | Home Depot Inc | 0% | -4.66% | Trim |
| 44 | UNP | Union Pacific CORP | 0% | +8.16% | Add |
| 45 | BX | Blackstone Inc | 0% | — | Unchanged |
| 46 | EEX | Emerald Holding Inc | 0% | +22.56% | Add |
| 47 | HMC | Honda Motor Co Ltd-spons Adr | 0% | +10.85% | Add |
| 48 | ALSN | Allison Transmission Holding | 0% | -2.88% | Trim |
| 49 | ACN | Accenture plc | 0% | -4.82% | Trim |
| 50 | ORCL | Oracle CORP | 0% | -4.88% | Trim |
According to official SEC Form 13F filings, Advisory Research Inc reported a total U.S. public equity portfolio value of $1.0B across 156 disclosed positions in Q3 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, BELFB, PHIN) accounted for 9.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
HHH
市值: $7.7M
Top Position Liquidated / Trimmed
DVN
前期市值: $8.5M
During Q3 2024, Advisory Research Inc's top holdings by market value included MLR (4.0%)、BELFB (3.4%)、PHIN (3.0%). The largest single position, MLR, represented 4.0% of total portfolio value.
In Q3 2024, Advisory Research Inc made 152 total portfolio adjustments, initiating 8 new buys, adding to 39 positions, trimming 93 holdings, and fully liquidating 12 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.