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CIK: 0000902584
Total reported value
$1.0B
$1.0B
142 檔
14.0%
In Q2 2025, Advisory Research Inc's U.S. equity holdings reached a combined market value of $1.0B, distributed across 142 disclosed stock positions.
In Q2 2025, Advisory Research Inc displayed an active expansion posture, initiating 7 new positions and adding to 80 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 | 5.87% | +1.02% | +4.20% | |
| 2 | TRS | Trimas CORP | Stock-Other | 4.60% | +0.49% | +5.44% | |
| 3 | PM | Philip Morris International | Stock-Consumer Staples | 4.11% | -0.23% | +12.60% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.60% | +0.05% | +16.66% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.36% | +0.62% | +15.18% | |
| 6 | OPLN | Openlane Inc | Stock-Other | 3.15% | +1.72% | +3.42% | |
| 7 | PRSU | Pursuit Attractions And Hosp | Stock-Other | 2.78% | +0.67% | +30.05% | |
| 8 | MTG | Mgic Investment CORP | Stock-Financials | 2.76% | -0.26% | +22.33% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.31% | +17.51% | |
| 10 | JBTM | Jbt Marel CORP | Stock-Industrials | 2.47% | +0.54% | -31.73% | |
| 11 | DJCO | Daily Journal CORP | Stock-Other | 2.45% | +0.01% | +8.83% | |
| 12 | TPR | Tapestry Inc | Stock-Consumer Disc | 2.37% | -0.29% | +15.79% | |
| 13 | LEGH | Legacy Housing CORP | Stock-Other | 2.29% | +0.09% | +3.37% | |
| 14 | PHIN | Phinia Inc | Stock-Consumer Disc | 2.25% | -0.31% | EXIT | |
| 15 | CME | Cme Group Inc | Stock-Financials | 2.17% | -0.87% | +31.95% | |
| 16 | SSBUSD | Southstate Bank CORP | Stock-Other | 2.08% | — | +42.35% | |
| 17 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 1.94% | +0.02% | -4.72% | |
| 18 | AEP | American Electric Power | Stock-Utilities | 1.81% | -0.27% | +15.79% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.71% | -0.04% | +16.82% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.69% | +0.08% | +51.31% | |
| 21 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.68% | +0.11% | +17.47% | |
| 22 | EXP | Eagle Materials Inc | Stock-Materials | 1.52% | -0.02% | +343.37% | |
| 23 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.42% | -0.26% | +5.80% | |
| 24 | EEX | Emerald Holding Inc | Stock-Other | 1.32% | -1.04% | EXIT | |
| 25 | HUBB | Hubbell Inc | Stock-Industrials | 1.25% | -0.15% | +19.17% | |
| 26 | KB | Kb Financial Group Inc-adr | Stock-Financials | 1.24% | -0.18% | +5.47% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.22% | +0.03% | +7.12% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.15% | +0.02% | +14.29% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.05% | — | -15.50% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.03% | -0.03% | +16.30% | |
| 31 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.03% | -0.12% | +15.27% | |
| 32 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.96% | +0.11% | +21.60% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.22% | +14.38% | |
| 34 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.92% | — | +8.80% | |
| 35 | UL | Unilever PLC | Stock-Consumer Staples | 0.82% | — | +5.49% | |
| 36 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.81% | -0.08% | -3.47% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.71% | -0.09% | — | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.63% | -0.05% | — | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.56% | -0.10% | +1.26% | |
| 40 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.55% | — | +10.41% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.06% | +27.13% | |
| 42 | WAL | Western Alliance Bancorp | Stock-Financials | 0.54% | -0.02% | -29.41% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | +2.79% | |
| 44 | 1RG | Rev Group Inc | Stock-Other | 0.53% | — | — | |
| 45 | DAC | Danaos Corporation | Stock-Other | 0.49% | -0.08% | +50.42% | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.47% | -0.07% | — | |
| 47 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 0.47% | -0.08% | -5.06% | |
| 48 | PBI | Pitney Bowes Inc | Stock-Other | 0.46% | — | -5.54% | |
| 49 | ACA | Arcosa Inc | Stock-Industrials | 0.45% | +0.01% | -4.46% | |
| 50 | FRME | First Merchants CORP | Stock-Other | 0.44% | -0.04% | -4.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | +16.66% | Add |
| 2 | EXP | Eagle Materials Inc | +1.1% | +343.37% | Add |
| 3 | BELFB | Bel Fuse Inc-cl B | +0.9% | +4.20% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | +15.18% | Add |
| 5 | MSFT | Microsoft CORP | +0.7% | +17.51% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +51.31% | Add |
| 7 | 1RG | Rev Group Inc | +0.5% | NEW | New buy |
| 8 | TRS | Trimas CORP | +0.5% | +5.44% | Add |
| 9 | TPR | Tapestry Inc | +0.5% | +15.79% | Add |
| 10 | PM | Philip Morris International | +0.5% | +12.60% | Add |
| 11 | MTG | Mgic Investment CORP | +0.5% | +22.33% | Add |
| 12 | OPLN | Openlane Inc | +0.4% | +3.42% | Add |
| 13 | SSBUSD | Southstate Bank CORP | +0.4% | +42.35% | Add |
| 14 | KB | Kb Financial Group Inc-adr | +0.4% | +5.47% | Add |
| 15 | CME | Cme Group Inc | +0.4% | +31.95% | Add |
| 16 | JEF | Jefferies Financial Group In | +0.3% | NEW | New buy |
| 17 | ALKT | Alkami Technology Inc | +0.3% | NEW | New buy |
| 18 | FERG | Ferguson Enterprises Inc | +0.3% | +15.27% | Add |
| 19 | HUBB | Hubbell Inc | +0.3% | +19.17% | Add |
| 20 | MYE | Myers Industries Inc | +0.3% | NEW | New buy |
| 21 | MTN | Vail Resorts Inc | +0.3% | NEW | New buy |
| 22 | META | Meta Platforms Inc-class A | +0.2% | +14.38% | Add |
| 23 | ORCL | Oracle CORP | +0.2% | +49.10% | Add |
| 24 | LRCX | Lam Research CORP | +0.2% | +47.23% | Add |
| 25 | FLUT | Flutter Entertainment plc | +0.2% | +8.80% | Add |
| 26 | DAC | Danaos Corporation | +0.2% | +50.42% | Add |
| 27 | BELFA | Bel Fuse Inc-cl A | +0.2% | +46.81% | Add |
| 28 | EME | Emcor Group Inc | +0.1% | +48.89% | Add |
| 29 | ARES | Ares Management CORP - A | +0.1% | +37.05% | Add |
| 30 | NTAP | Netapp Inc | +0.1% | +48.60% | Add |
| 31 | LAMR | Lamar Advertising Co-a | +0.1% | +21.60% | Add |
| 32 | STLD | Steel Dynamics Inc | +0.1% | +47.44% | Add |
| 33 | NRG | Nrg Energy Inc | +0.1% | +7.30% | Add |
| 34 | AX | Axos Financial Inc | +0.1% | +29.82% | Add |
| 35 | EEX | Emerald Holding Inc | +0.1% | -1.60% | Trim |
| 36 | ACN | Accenture plc | +0.1% | +46.30% | Add |
| 37 | LMT | Lockheed Martin CORP | +0.1% | +43.27% | Add |
| 38 | HD | Home Depot Inc | +0.1% | +27.13% | Add |
| 39 | MTDR | Matador Resources Co | +0.1% | +107.86% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | NEW | New buy |
| 41 | EHC | Encompass Health CORP | 0% | +7.30% | Add |
| 42 | NVT | nVent Electric plc | 0% | +7.35% | Add |
| 43 | 9HI | Hillenbrand Inc | 0% | +72.87% | Add |
| 44 | PRGS | Progress Software CORP | 0% | +7.22% | Add |
| 45 | CGBD | Carlyle Secured Lending Inc | 0% | NEW | New buy |
| 46 | DJCO | Daily Journal CORP | 0% | +8.83% | Add |
| 47 | HMC | Honda Motor Co Ltd-spons Adr | 0% | +10.41% | Add |
| 48 | JPM | Jpmorgan Chase & Co | 0% | -1.91% | Trim |
| 49 | AEO | American Eagle Outfitters | 0% | +42.47% | Add |
| 50 | RRX | Regal Rexnord CORP | 0% | -1.49% | Trim |
According to official SEC Form 13F filings, Advisory Research Inc reported a total U.S. public equity portfolio value of $1.0B across 142 disclosed positions in Q2 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, TRS, PM) accounted for 14.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
1RG
市值: $3.5M
Top Position Liquidated / Trimmed
ACWI
前期市值: $11.7M
During Q2 2025, Advisory Research Inc's top holdings by market value included BELFB (5.9%)、TRS (4.6%)、PM (4.1%). The largest single position, BELFB, represented 5.9% of total portfolio value.
In Q2 2025, Advisory Research Inc made 142 total portfolio adjustments, initiating 7 new buys, adding to 80 positions, trimming 42 holdings, and fully liquidating 13 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.