13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000902584
Total reported value
$1.0B
$1.0B
148 檔
11.5%
As reported in its official Q1 2025 Form 13F filing, Advisory Research Inc's tracked investment portfolio stood at $1.0B with 148 total positions.
In Q1 2025, Advisory Research Inc displayed an active expansion posture, initiating 148 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 4.95% | +1.02% | +19.67% | |
| 2 | JBTM | Jbt Marel CORP | Stock-Industrials | 4.22% | +0.54% | +5.11% | |
| 3 | TRS | Trimas CORP | Stock-Other | 4.10% | +0.49% | +31.65% | |
| 4 | PM | Philip Morris International | Stock-Consumer Staples | 3.65% | -0.23% | +8.07% | |
| 5 | PHIN | Phinia Inc | Stock-Consumer Disc | 3.32% | -0.31% | EXIT | |
| 6 | PRSU | Pursuit Attractions And Hosp | Stock-Other | 3.01% | +0.67% | +12.80% | |
| 7 | LEGH | Legacy Housing CORP | Stock-Other | 2.83% | +0.09% | +34.70% | |
| 8 | OPLN | Openlane Inc | Stock-Other | 2.76% | +1.72% | +64.94% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.45% | +0.62% | -7.09% | |
| 10 | DJCO | Daily Journal CORP | Stock-Other | 2.44% | +0.01% | — | |
| 11 | MTG | Mgic Investment CORP | Stock-Financials | 2.30% | -0.26% | -12.95% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.15% | +0.05% | -25.07% | |
| 13 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 2.10% | +0.02% | +0.84% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.06% | +0.04% | NEW | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.94% | +0.02% | -5.99% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.90% | -0.04% | -6.31% | |
| 17 | AEP | American Electric Power | Stock-Utilities | 1.89% | -0.27% | -7.53% | |
| 18 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.88% | -0.29% | -36.64% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.31% | -4.36% | |
| 20 | CME | Cme Group Inc | Stock-Financials | 1.82% | -0.87% | +23.78% | |
| 21 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.70% | +0.11% | -5.19% | |
| 22 | SSBUSD | Southstate Bank CORP | Stock-Other | 1.69% | — | -20.05% | |
| 23 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.55% | -0.26% | -6.09% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.49% | — | -4.73% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.31% | +0.03% | +159.50% | |
| 26 | EEX | Emerald Holding Inc | Stock-Other | 1.25% | -1.04% | EXIT | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.08% | -28.45% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.10% | -0.03% | +290.33% | |
| 29 | HUBB | Hubbell Inc | Stock-Industrials | 0.98% | -0.15% | -6.21% | |
| 30 | CNNE | Cannae Holdings Inc | Stock-Other | 0.97% | — | — | |
| 31 | KB | Kb Financial Group Inc-adr | Stock-Financials | 0.88% | -0.18% | -10.50% | |
| 32 | UL | Unilever PLC | Stock-Consumer Staples | 0.86% | — | -5.99% | |
| 33 | WAL | Western Alliance Bancorp | Stock-Financials | 0.86% | -0.02% | -58.23% | |
| 34 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.85% | +0.11% | -4.26% | |
| 35 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.85% | -0.08% | -1.36% | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.82% | -0.09% | -19.17% | |
| 37 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.76% | — | -11.22% | |
| 38 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.75% | -0.12% | -0.20% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.22% | +347.53% | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.72% | -0.05% | — | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.63% | -0.10% | +1.74% | |
| 42 | FRME | First Merchants CORP | Stock-Other | 0.57% | -0.04% | -0.26% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | -8.39% | |
| 44 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.54% | — | -12.76% | |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.53% | -0.07% | — | |
| 46 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 0.53% | -0.08% | -8.74% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.06% | +1.22% | |
| 48 | VVV | Valvoline Inc | Stock-Consumer Disc | 0.49% | -0.03% | +93.16% | |
| 49 | ACA | Arcosa Inc | Stock-Industrials | 0.48% | +0.01% | — | |
| 50 | MLR | Miller Industries Inc/tenn | Stock-Other | 0.48% | — | -76.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BELFB | Bel Fuse Inc-cl B | — | NEW | New buy |
| 2 | JBTM | Jbt Marel CORP | — | NEW | New buy |
| 3 | TRS | Trimas CORP | — | NEW | New buy |
| 4 | PM | Philip Morris International | — | NEW | New buy |
| 5 | PHIN | Phinia Inc | — | NEW | New buy |
| 6 | PRSU | Pursuit Attractions And Hosp | — | NEW | New buy |
| 7 | LEGH | Legacy Housing CORP | — | NEW | New buy |
| 8 | OPLN | Openlane Inc | — | NEW | New buy |
| 9 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 10 | DJCO | Daily Journal CORP | — | NEW | New buy |
| 11 | MTG | Mgic Investment CORP | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | PFGC | Performance Food Group Co | — | NEW | New buy |
| 14 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 15 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 16 | ABBV | Abbvie Inc | — | NEW | New buy |
| 17 | AEP | American Electric Power | — | NEW | New buy |
| 18 | TPR | Tapestry Inc | — | NEW | New buy |
| 19 | MSFT | Microsoft CORP | — | NEW | New buy |
| 20 | CME | Cme Group Inc | — | NEW | New buy |
| 21 | KDP | Keurig Dr Pepper Inc | — | NEW | New buy |
| 22 | SSBUSD | Southstate Bank CORP | — | NEW | New buy |
| 23 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 24 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 25 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 26 | EEX | Emerald Holding Inc | — | NEW | New buy |
| 27 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 28 | AAPL | Apple Inc | — | NEW | New buy |
| 29 | HUBB | Hubbell Inc | — | NEW | New buy |
| 30 | CNNE | Cannae Holdings Inc | — | NEW | New buy |
| 31 | KB | Kb Financial Group Inc-adr | — | NEW | New buy |
| 32 | UL | Unilever PLC | — | NEW | New buy |
| 33 | WAL | Western Alliance Bancorp | — | NEW | New buy |
| 34 | LAMR | Lamar Advertising Co-a | — | NEW | New buy |
| 35 | NIC | Nicolet Bankshares Inc | — | NEW | New buy |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 37 | FLUT | Flutter Entertainment plc | — | NEW | New buy |
| 38 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 39 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 40 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 41 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 42 | FRME | First Merchants CORP | — | NEW | New buy |
| 43 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 44 | HMC | Honda Motor Co Ltd-spons Adr | — | NEW | New buy |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | New buy |
| 46 | ABG | Asbury Automotive Group | — | NEW | New buy |
| 47 | HD | Home Depot Inc | — | NEW | New buy |
| 48 | VVV | Valvoline Inc | — | NEW | New buy |
| 49 | ACA | Arcosa Inc | — | NEW | New buy |
| 50 | MLR | Miller Industries Inc/tenn | — | NEW | New buy |
According to official SEC Form 13F filings, Advisory Research Inc reported a total U.S. public equity portfolio value of $1.0B across 148 disclosed positions in Q1 2025.
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, TRS) accounted for 11.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
BELFB
市值: $28.1M
During Q1 2025, Advisory Research Inc's top holdings by market value included BELFB (5.0%)、JBTM (4.2%)、TRS (4.1%). The largest single position, BELFB, represented 5.0% of total portfolio value.
In Q1 2025, Advisory Research Inc made 148 total portfolio adjustments, initiating 148 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.
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.