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CIK: 0000902584
Total reported value
$1.0B
$1.0B
152 檔
11.0%
According to the latest 13F quarterly dataset, Advisory Research Inc managed an equity portfolio of $1.0B at the end of Q4 2024, spanning 152 distinct U.S. exchange-listed positions.
Advisory Research Inc executed strategic sector rebalancing during Q4 2024, establishing 10 new positions while fully exiting 14 holdings and trimming 50 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 4.30% | +1.02% | +27.42% | |
| 2 | JBTM | Jbt Marel CORP | Stock-Industrials | 3.94% | +0.54% | +93.03% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.75% | +0.05% | -0.82% | |
| 4 | PHIN | Phinia Inc | Stock-Consumer Disc | 3.32% | -0.31% | EXIT | |
| 5 | TRS | Trimas CORP | Stock-Other | 3.08% | +0.49% | +41.19% | |
| 6 | PRSU | Pursuit Attractions And Hosp | Stock-Other | 3.02% | +0.67% | -1.91% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.96% | +0.62% | -1.10% | |
| 8 | MLR | Miller Industries Inc/tenn | Stock-Other | 2.95% | — | -26.77% | |
| 9 | TPR | Tapestry Inc | Stock-Consumer Disc | 2.60% | -0.29% | -1.03% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 2.42% | -0.23% | +29.05% | |
| 11 | MTG | Mgic Investment CORP | Stock-Financials | 2.39% | -0.26% | +25.94% | |
| 12 | SSBUSD | Southstate Bank CORP | Stock-Other | 2.13% | — | +269.81% | |
| 13 | WAL | Western Alliance Bancorp | Stock-Financials | 2.11% | -0.02% | +52.66% | |
| 14 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 2.11% | +0.02% | +1.19% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.31% | -0.66% | |
| 16 | ESGRP | Enstar Group Limited - Deposita | Stock-Other | 2.00% | — | -16.43% | |
| 17 | LEGH | Legacy Housing CORP | Stock-Other | 1.94% | +0.09% | +34.00% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.88% | +0.02% | -0.69% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | +0.08% | -5.92% | |
| 20 | AEP | American Electric Power | Stock-Utilities | 1.63% | -0.27% | -0.81% | |
| 21 | OPLN | Openlane Inc | Stock-Other | 1.62% | +1.72% | — | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.62% | -0.04% | -0.88% | |
| 23 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.59% | +0.11% | -1.45% | |
| 24 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 1.39% | — | +10.10% | |
| 25 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.36% | -0.26% | -7.67% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.30% | — | -0.42% | |
| 27 | HUBB | Hubbell Inc | Stock-Industrials | 1.24% | -0.15% | -1.12% | |
| 28 | EME | Emcor Group Inc | Stock-Industrials | 1.23% | -0.03% | -1.04% | |
| 29 | CME | Cme Group Inc | Stock-Financials | 1.21% | -0.87% | -0.56% | |
| 30 | EEX | Emerald Holding Inc | Stock-Other | 1.05% | -1.04% | EXIT | |
| 31 | KB | Kb Financial Group Inc-adr | Stock-Financials | 0.98% | -0.18% | -1.25% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.95% | -0.09% | +23.73% | |
| 33 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.94% | — | -2.34% | |
| 34 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.90% | +0.11% | -0.73% | |
| 35 | UL | Unilever PLC | Stock-Consumer Staples | 0.82% | — | -1.09% | |
| 36 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.78% | -0.08% | +0.35% | |
| 37 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.77% | -0.12% | +4.25% | |
| 38 | ESI | Element Solutions Inc | Stock-Materials | 0.71% | -0.01% | +13.97% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.67% | -0.05% | — | |
| 40 | FA | First Advantage CORP | Stock-Other | 0.66% | — | +0.58% | |
| 41 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.62% | — | -11.34% | |
| 42 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 0.60% | -0.08% | -48.22% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.02% | +1.23% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.57% | -0.10% | — | |
| 45 | FRME | First Merchants CORP | Stock-Other | 0.53% | -0.04% | -0.17% | |
| 46 | SKY | Champion Homes Inc | Stock-Consumer Disc | 0.52% | — | -0.60% | |
| 47 | DSGR | Distribution Solutions Group | Stock-Other | 0.50% | — | -25.47% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.49% | -0.07% | — | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.06% | +0.12% | |
| 50 | WBS | Webster Financial CORP | Stock-Financials | 0.48% | -0.17% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JBTM | Jbt Marel CORP | +2.3% | +93.03% | Add |
| 2 | OPLN | Openlane Inc | +1.6% | NEW | New buy |
| 3 | SSBUSD | Southstate Bank CORP | +1.5% | +269.81% | Add |
| 4 | BELFB | Bel Fuse Inc-cl B | +0.9% | +27.42% | Add |
| 5 | AVGO | Broadcom Inc | +0.7% | -0.82% | Trim |
| 6 | TRS | Trimas CORP | +0.7% | +41.19% | Add |
| 7 | TPR | Tapestry Inc | +0.6% | -1.03% | Trim |
| 8 | WAL | Western Alliance Bancorp | +0.6% | +52.66% | Add |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | NEW | New buy |
| 10 | PM | Philip Morris International | +0.4% | +29.05% | Add |
| 11 | TTGT | Techtarget Inc | +0.4% | NEW | New buy |
| 12 | NCNO | Ncino Inc | +0.4% | NEW | New buy |
| 13 | ACWI | Ishares Msci Acwi ETF | +0.3% | +571.41% | Add |
| 14 | PHIN | Phinia Inc | +0.3% | +12.06% | Add |
| 15 | PRSU | Pursuit Attractions And Hosp | +0.3% | -1.91% | Trim |
| 16 | LEGH | Legacy Housing CORP | +0.2% | +34.00% | Add |
| 17 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 18 | MTG | Mgic Investment CORP | +0.2% | +25.94% | Add |
| 19 | SMCI | Super Micro Computer Inc | +0.2% | NEW | New buy |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.10% | Trim |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +23.73% | Add |
| 22 | AX | Axos Financial Inc | +0.1% | +68.45% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 24 | ORRF | Orrstown Finl Services Inc | +0.1% | NEW | New buy |
| 25 | 9HI | Hillenbrand Inc | +0.1% | +155.09% | Add |
| 26 | WBS | Webster Financial CORP | +0.1% | — | Unchanged |
| 27 | ✓ | +0.1% | -0.31% | Trim | |
| 28 | IEV | Ishares Europe ETF | +0.1% | NEW | New buy |
| 29 | PFGC | Performance Food Group Co | 0% | +1.19% | Add |
| 30 | EEX | Emerald Holding Inc | 0% | +15.43% | Add |
| 31 | HQY | Healthequity Inc | 0% | +0.10% | Add |
| 32 | HHH | Howard Hughes Holdings Inc | 0% | +10.10% | Add |
| 33 | BRBR | Bellring Brands Inc | 0% | +0.50% | Add |
| 34 | UNM | Unum Group | 0% | +0.53% | Add |
| 35 | ATOM | Atomera Inc | 0% | — | Unchanged |
| 36 | NIC | Nicolet Bankshares Inc | 0% | +0.35% | Add |
| 37 | ARES | Ares Management CORP - A | 0% | -0.05% | Trim |
| 38 | SYBT | Stock Yards Bancorp Inc | 0% | +0.35% | Add |
| 39 | COP | Conocophillips | 0% | +31.48% | Add |
| 40 | CUE1EUR | Cue Biopharma Inc | 0% | — | Unchanged |
| 41 | MCD | Mcdonald's CORP | 0% | +19.33% | Add |
| 42 | ALSN | Allison Transmission Holding | 0% | +0.52% | Add |
| 43 | SUPN | Supernus Pharmaceuticals Inc | 0% | +0.48% | Add |
| 44 | MTDR | Matador Resources Co | 0% | +0.53% | Add |
| 45 | GENI | Genius Sports Limited | 0% | +0.42% | Add |
| 46 | GOOGL | Alphabet Inc-cl A | — | -5.92% | Trim |
| 47 | FLUT | Flutter Entertainment plc | — | -2.34% | Trim |
| 48 | ESI | Element Solutions Inc | — | +13.97% | Add |
| 49 | FRME | First Merchants CORP | — | -0.17% | Trim |
| 50 | AAPL | Apple Inc | — | -0.06% | Trim |
According to official SEC Form 13F filings, Advisory Research Inc reported a total U.S. public equity portfolio value of $1.0B across 152 disclosed positions in Q4 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 BELFB, JBTM, AVGO) accounted for 11.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
OPLN
市值: $9.8M
Top Position Liquidated / Trimmed
MRK
前期市值: $11.8M
During Q4 2024, Advisory Research Inc's top holdings by market value included BELFB (4.3%)、JBTM (3.9%)、AVGO (3.8%). The largest single position, BELFB, represented 4.3% of total portfolio value.
In Q4 2024, Advisory Research Inc made 146 total portfolio adjustments, initiating 10 new buys, adding to 72 positions, trimming 50 holdings, and fully liquidating 14 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.