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CIK: 0000902584
Total reported value
$1.0B
$1.0B
143 檔
16.6%
During the Q4 2025 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 143 reported positions.
Advisory Research Inc executed strategic sector rebalancing during Q4 2025, establishing 13 new positions while fully exiting 19 holdings and trimming 54 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRS | Trimas CORP | Stock-Other | 4.88% | +0.49% | +46.02% | |
| 2 | OPLN | Openlane Inc | Stock-Other | 4.24% | +1.72% | +11.37% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.07% | +0.62% | +1.60% | |
| 4 | DJCO | Daily Journal CORP | Stock-Other | 4.02% | +0.01% | +14.09% | |
| 5 | TPR | Tapestry Inc | Stock-Consumer Disc | 3.72% | -0.29% | +1.45% | |
| 6 | PM | Philip Morris International | Stock-Consumer Staples | 3.60% | -0.23% | +1.87% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.59% | +0.05% | -3.86% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.57% | +0.08% | -1.36% | |
| 9 | MYE | Myers Industries Inc | Stock-Other | 3.07% | +2.57% | +84.53% | |
| 10 | PRSU | Pursuit Attractions And Hosp | Stock-Other | 2.94% | +0.67% | -4.40% | |
| 11 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 2.87% | +1.02% | -30.36% | |
| 12 | MTG | Mgic Investment CORP | Stock-Financials | 2.81% | -0.26% | +1.92% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.54% | -0.31% | -0.02% | |
| 14 | JBTM | Jbt Marel CORP | Stock-Industrials | 2.47% | +0.54% | -1.27% | |
| 15 | CME | Cme Group Inc | Stock-Financials | 2.14% | -0.87% | +2.14% | |
| 16 | PHIN | Phinia Inc | Stock-Consumer Disc | 2.12% | -0.31% | EXIT | |
| 17 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 2.07% | +0.11% | +55.93% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 2.03% | -0.04% | +0.99% | |
| 19 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 2.00% | -0.26% | +2.23% | |
| 20 | AEP | American Electric Power | Stock-Utilities | 1.98% | -0.27% | +1.99% | |
| 21 | LEGH | Legacy Housing CORP | Stock-Other | 1.79% | +0.09% | +11.02% | |
| 22 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 1.53% | +0.02% | -3.83% | |
| 23 | KB | Kb Financial Group Inc-adr | Stock-Financials | 1.32% | -0.18% | +1.26% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.22% | -5.83% | |
| 25 | HUBB | Hubbell Inc | Stock-Industrials | 1.31% | -0.15% | +2.41% | |
| 26 | ACVA | Acv Auctions Inc-a | Stock-Other | 1.10% | +0.22% | — | |
| 27 | EEX | Emerald Holding Inc | Stock-Other | 1.01% | -1.04% | EXIT | |
| 28 | HLLY | Holley Inc | Stock-Other | 1.00% | -0.04% | -14.19% | |
| 29 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.96% | +0.11% | +2.18% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.91% | +0.03% | +41.19% | |
| 31 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.89% | -0.12% | -2.62% | |
| 32 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.84% | -0.08% | +128.88% | |
| 33 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.79% | — | — | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.60% | +0.34% | +1.71% | |
| 35 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.60% | -0.08% | -5.89% | |
| 36 | SSB | Southstate Bank CORP | Stock-Financials | 0.56% | -0.08% | -1.22% | |
| 37 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.53% | — | -1.82% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.51% | -0.05% | — | |
| 39 | STLD | Steel Dynamics Inc | Stock-Materials | 0.49% | +0.02% | +2.12% | |
| 40 | DAC | Danaos Corporation | Stock-Other | 0.47% | -0.08% | +2.38% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.47% | -0.10% | — | |
| 42 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 0.47% | -0.11% | +46.80% | |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.09% | -6.34% | |
| 44 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.46% | +0.10% | +61.79% | |
| 45 | CALM | Cal-maine Foods Inc | Stock-Consumer Staples | 0.44% | -0.08% | — | |
| 46 | ACA | Arcosa Inc | Stock-Industrials | 0.42% | +0.01% | -5.50% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.06% | -0.81% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.40% | -0.03% | +0.06% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.40% | +0.05% | +3.25% | |
| 50 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.39% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MYE | Myers Industries Inc | +1.5% | +84.53% | Add |
| 2 | TRS | Trimas CORP | +1.1% | +46.02% | Add |
| 3 | KDP | Keurig Dr Pepper Inc | +0.8% | +55.93% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.36% | Trim |
| 5 | DJCO | Daily Journal CORP | +0.5% | +14.09% | Add |
| 6 | BTI | British American Tob-sp Adr | +0.5% | +128.88% | Add |
| 7 | OPLN | Openlane Inc | +0.4% | +11.37% | Add |
| 8 | TPR | Tapestry Inc | +0.3% | +1.45% | Add |
| 9 | ACWI | Ishares Msci Acwi ETF | +0.2% | +472.14% | Add |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +41.19% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.60% | Add |
| 12 | GSK | Gsk Plc-spon Adr | +0.2% | +2.23% | Add |
| 13 | VUSB | Vanguard Ultra Short Bond Et | +0.2% | +61.79% | Add |
| 14 | TAP | Molson Coors Beverage Co - B | +0.2% | +46.80% | Add |
| 15 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +55.56% | Add |
| 16 | LRCX | Lam Research CORP | +0.1% | +1.71% | Add |
| 17 | STLD | Steel Dynamics Inc | +0.1% | +2.12% | Add |
| 18 | HLLY | Holley Inc | +0.1% | -14.19% | Trim |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +105.96% | Add |
| 20 | PHIN | Phinia Inc | +0.1% | -1.57% | Trim |
| 21 | AMGN | Amgen Inc | 0% | +0.58% | Add |
| 22 | JBTM | Jbt Marel CORP | 0% | -1.27% | Trim |
| 23 | XBI | Ss Spdr S&p Biotech ETF | 0% | +5.49% | Add |
| 24 | ALSN | Allison Transmission Holding | 0% | +5.26% | Add |
| 25 | MTG | Mgic Investment CORP | 0% | +1.92% | Add |
| 26 | HUBB | Hubbell Inc | 0% | +2.41% | Add |
| 27 | WSR | Whitestone Reit | 0% | +5.25% | Add |
| 28 | AEP | American Electric Power | 0% | +1.99% | Add |
| 29 | KB | Kb Financial Group Inc-adr | 0% | +1.26% | Add |
| 30 | LAMR | Lamar Advertising Co-a | 0% | +2.18% | Add |
| 31 | DAC | Danaos Corporation | 0% | +2.38% | Add |
| 32 | ACA | Arcosa Inc | 0% | -5.50% | Trim |
| 33 | AAPL | Apple Inc | 0% | +0.06% | Add |
| 34 | G | Genpact Limited | 0% | +5.23% | Add |
| 35 | NVT | nVent Electric plc | 0% | +5.55% | Add |
| 36 | PATK | Patrick Industries Inc | 0% | +5.35% | Add |
| 37 | ACMR | Acm Research Inc-class A | 0% | +5.36% | Add |
| 38 | BEAT | Heartbeam Inc | 0% | — | Unchanged |
| 39 | SR | Spire Inc | 0% | +5.60% | Add |
| 40 | AX | Axos Financial Inc | — | +5.57% | Add |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | — | +3.25% | Add |
| 42 | SUPN | Supernus Pharmaceuticals Inc | — | +4.83% | Add |
| 43 | UNM | Unum Group | — | +5.58% | Add |
| 44 | NRG | Nrg Energy Inc | — | +5.60% | Add |
| 45 | ARES | Ares Management CORP - A | — | +1.22% | Add |
| 46 | VEA | Vanguard Ftse Developed ETF | — | — | Unchanged |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | — | +3.97% | Add |
| 48 | RS | Reliance Inc | — | +6.17% | Add |
| 49 | ATOM | Atomera Inc | — | — | Unchanged |
| 50 | BYD | Boyd Gaming CORP | — | +5.22% | Add |
According to official SEC Form 13F filings, Advisory Research Inc reported a total U.S. public equity portfolio value of $1.0B across 143 disclosed positions in Q4 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 TRS, OPLN, TSM) accounted for 16.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
ACVA
市值: $8.8M
Top Position Liquidated / Trimmed
VZ
前期市值: $8.1M
During Q4 2025, Advisory Research Inc's top holdings by market value included TRS (4.9%)、OPLN (4.2%)、TSM (4.1%). The largest single position, TRS, represented 4.9% of total portfolio value.
In Q4 2025, Advisory Research Inc made 149 total portfolio adjustments, initiating 13 new buys, adding to 63 positions, trimming 54 holdings, and fully liquidating 19 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.
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