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CIK: 0000902584
Total reported value
$1.0B
$1.0B
149 檔
14.4%
According to the latest 13F quarterly dataset, Advisory Research Inc managed an equity portfolio of $1.0B at the end of Q3 2025, spanning 149 distinct U.S. exchange-listed positions.
Advisory Research Inc executed strategic sector rebalancing during Q3 2025, establishing 19 new positions while fully exiting 18 holdings and trimming 52 positions.
In terms of portfolio concentration, the top 5 core holdings (including TSM, OPLN, TRS) accounted for 14.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
MYE
市值: $12.0M
Top Position Liquidated / Trimmed
SSBUSD
前期市值: $9.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.85% | +0.62% | +8.66% | |
| 2 | OPLN | Openlane Inc | Stock-Other | 3.85% | +1.72% | +21.26% | |
| 3 | TRS | Trimas CORP | Stock-Other | 3.81% | +0.49% | -28.30% | |
| 4 | PM | Philip Morris International | Stock-Consumer Staples | 3.73% | -0.23% | +19.25% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.71% | +0.05% | +0.80% | |
| 6 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 3.58% | +1.02% | -50.48% | |
| 7 | DJCO | Daily Journal CORP | Stock-Other | 3.51% | +0.01% | +51.87% | |
| 8 | PRSU | Pursuit Attractions And Hosp | Stock-Other | 3.45% | +0.67% | +15.95% | |
| 9 | TPR | Tapestry Inc | Stock-Consumer Disc | 3.39% | -0.29% | +30.08% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.93% | +0.08% | +47.26% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | -0.31% | +28.74% | |
| 12 | MTG | Mgic Investment CORP | Stock-Financials | 2.79% | -0.26% | +16.34% | |
| 13 | JBTM | Jbt Marel CORP | Stock-Industrials | 2.44% | +0.54% | -1.34% | |
| 14 | LEGH | Legacy Housing CORP | Stock-Other | 2.38% | +0.09% | -0.02% | |
| 15 | CME | Cme Group Inc | Stock-Financials | 2.17% | -0.87% | +19.25% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 2.13% | -0.04% | +16.43% | |
| 17 | PHIN | Phinia Inc | Stock-Consumer Disc | 2.07% | -0.31% | EXIT | |
| 18 | AEP | American Electric Power | Stock-Utilities | 1.97% | -0.27% | +17.53% | |
| 19 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 1.93% | +0.02% | -2.13% | |
| 20 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.80% | -0.26% | +31.75% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.62% | -0.22% | +105.28% | |
| 22 | MYE | Myers Industries Inc | Stock-Other | 1.57% | +2.57% | +476.42% | |
| 23 | DRVN | Driven Brands Holdings Inc | Stock-Other | 1.41% | — | — | |
| 24 | KB | Kb Financial Group Inc-adr | Stock-Financials | 1.31% | -0.18% | +23.27% | |
| 25 | HUBB | Hubbell Inc | Stock-Industrials | 1.29% | -0.15% | +15.00% | |
| 26 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.27% | +0.11% | +13.96% | |
| 27 | EEX | Emerald Holding Inc | Stock-Other | 1.19% | -1.04% | EXIT | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.07% | — | +17.56% | |
| 29 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.97% | -0.12% | +7.02% | |
| 30 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.95% | +0.11% | +14.71% | |
| 31 | HLLY | Holley Inc | Stock-Other | 0.93% | -0.04% | — | |
| 32 | UL | Unilever PLC | Stock-Consumer Staples | 0.83% | — | +23.57% | |
| 33 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.74% | -0.08% | -1.19% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.68% | +0.03% | -35.12% | |
| 35 | SSB | Southstate Bank CORP | Stock-Financials | 0.62% | -0.08% | — | |
| 36 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.59% | — | +15.99% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.54% | -0.05% | — | |
| 38 | WAL | Western Alliance Bancorp | Stock-Financials | 0.53% | -0.02% | +4.08% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.06% | +1.87% | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.09% | -15.07% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.49% | -0.10% | +0.54% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.49% | +0.34% | +2.38% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.05% | +5.26% | |
| 44 | DAC | Danaos Corporation | Stock-Other | 0.46% | -0.08% | +5.19% | |
| 45 | ALKT | Alkami Technology Inc | Stock-Other | 0.45% | -0.03% | +121.16% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.02% | -9.98% | |
| 47 | BELFA | Bel Fuse Inc-cl A | Stock-Other | 0.43% | — | — | |
| 48 | EXP | Eagle Materials Inc | Stock-Materials | 0.43% | -0.02% | -71.51% | |
| 49 | ACA | Arcosa Inc | Stock-Industrials | 0.41% | +0.01% | — | |
| 50 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.41% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.8% | +47.26% | Add |
| 2 | AVGO | Broadcom Inc | +1.6% | +0.80% | Add |
| 3 | TPR | Tapestry Inc | +1.5% | +30.08% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1.4% | +8.66% | Add |
| 5 | OPLN | Openlane Inc | +1.1% | +21.26% | Add |
| 6 | DJCO | Daily Journal CORP | +1.1% | +51.87% | Add |
| 7 | MSFT | Microsoft CORP | +1% | +28.74% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.9% | +105.28% | Add |
| 9 | MTG | Mgic Investment CORP | +0.5% | +16.34% | Add |
| 10 | PRSU | Pursuit Attractions And Hosp | +0.4% | +15.95% | Add |
| 11 | KB | Kb Financial Group Inc-adr | +0.4% | +23.27% | Add |
| 12 | CME | Cme Group Inc | +0.4% | +19.25% | Add |
| 13 | HUBB | Hubbell Inc | +0.3% | +15.00% | Add |
| 14 | ORCL | Oracle CORP | +0.3% | +5.26% | Add |
| 15 | LRCX | Lam Research CORP | +0.3% | +2.38% | Add |
| 16 | GSK | Gsk Plc-spon Adr | +0.3% | +31.75% | Add |
| 17 | ABBV | Abbvie Inc | +0.2% | +16.43% | Add |
| 18 | FERG | Ferguson Enterprises Inc | +0.2% | +7.02% | Add |
| 19 | BELFA | Bel Fuse Inc-cl A | +0.2% | — | Add |
| 20 | EME | Emcor Group Inc | +0.2% | +6.25% | Add |
| 21 | LMT | Lockheed Martin CORP | +0.2% | +50.24% | Add |
| 22 | DAC | Danaos Corporation | +0.1% | +5.19% | Add |
| 23 | NTAP | Netapp Inc | +0.1% | +4.31% | Add |
| 24 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +113.60% | Add |
| 25 | LAMR | Lamar Advertising Co-a | +0.1% | +14.71% | Add |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +106.90% | Add |
| 27 | STLD | Steel Dynamics Inc | +0.1% | +3.16% | Add |
| 28 | PM | Philip Morris International | +0.1% | +19.25% | Add |
| 29 | AEP | American Electric Power | +0.1% | +17.53% | Add |
| 30 | AX | Axos Financial Inc | +0.1% | +3.87% | Add |
| 31 | ACN | Accenture plc | +0.1% | +43.76% | Add |
| 32 | NRG | Nrg Energy Inc | +0.1% | +4.09% | Add |
| 33 | HMC | Honda Motor Co Ltd-spons Adr | +0.1% | +15.99% | Add |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +48.80% | Add |
| 35 | ARES | Ares Management CORP - A | +0.1% | +4.96% | Add |
| 36 | NVT | nVent Electric plc | +0.1% | +4.29% | Add |
| 37 | 9HI | Hillenbrand Inc | +0.1% | +10.67% | Add |
| 38 | MTDR | Matador Resources Co | 0% | +9.54% | Add |
| 39 | HD | Home Depot Inc | 0% | +1.87% | Add |
| 40 | SUPN | Supernus Pharmaceuticals Inc | 0% | +3.57% | Add |
| 41 | EHC | Encompass Health CORP | 0% | +4.09% | Add |
| 42 | BYD | Boyd Gaming CORP | 0% | +3.81% | Add |
| 43 | EXP | Eagle Materials Inc | — | -71.51% | Add |
| 44 | XBI | Ss Spdr S&p Biotech ETF | — | +3.95% | Add |
| 45 | GENI | Genius Sports Limited | — | +3.67% | Add |
| 46 | PATK | Patrick Industries Inc | — | +3.88% | Add |
| 47 | ADUS | Addus Homecare CORP | — | +3.85% | Add |
| 48 | ATOM | Atomera Inc | — | — | Unchanged |
| 49 | MCRI | Monarch Casino & Resort Inc | 0% | — | Trim |
| 50 | FUL | H.b. Fuller Co. | 0% | +3.95% | Add |
According to official SEC Form 13F filings, Advisory Research Inc reported a total U.S. public equity portfolio value of $1.0B across 149 disclosed positions in Q3 2025.
During Q3 2025, Advisory Research Inc's top holdings by market value included TSM (3.9%)、OPLN (3.9%)、TRS (3.8%). The largest single position, TSM, represented 3.9% of total portfolio value.
In Q3 2025, Advisory Research Inc made 158 total portfolio adjustments, initiating 19 new buys, adding to 69 positions, trimming 52 holdings, and fully liquidating 18 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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