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
137 檔
16.4%
At the close of Q1 2026, Advisory Research Inc disclosed equity holdings valued at approximately $1.0B, spread across 137 reported holdings.
Advisory Research Inc executed strategic sector rebalancing during Q1 2026, establishing 13 new positions while fully exiting 19 holdings and trimming 56 positions.
In terms of portfolio concentration, the top 5 core holdings (including TRS, OPLN, MYE) accounted for 16.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRS | Trimas CORP | Stock-Other | 4.95% | +0.49% | +2.16% | |
| 2 | OPLN | Openlane Inc | Stock-Other | 4.59% | +1.72% | +13.08% | |
| 3 | MYE | Myers Industries Inc | Stock-Other | 3.97% | +2.57% | +17.10% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.40% | +0.62% | -23.32% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.30% | +0.08% | +2.86% | |
| 6 | PRSU | Pursuit Attractions And Hosp | Stock-Other | 3.00% | +0.67% | -4.26% | |
| 7 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 2.91% | +1.02% | -11.44% | |
| 8 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 2.72% | +0.11% | +42.49% | |
| 9 | MTG | Mgic Investment CORP | Stock-Financials | 2.56% | -0.26% | +3.90% | |
| 10 | NPK | National Presto Inds Inc | Stock-Other | 2.49% | -0.47% | — | |
| 11 | DJCO | Daily Journal CORP | Stock-Other | 2.48% | +0.01% | -36.13% | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 2.43% | -0.23% | -33.04% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.42% | +0.05% | -22.73% | |
| 14 | CME | Cme Group Inc | Stock-Financials | 2.35% | -0.87% | +3.57% | |
| 15 | LEGH | Legacy Housing CORP | Stock-Other | 2.32% | +0.09% | +26.59% | |
| 16 | AEP | American Electric Power | Stock-Utilities | 2.27% | -0.27% | +3.50% | |
| 17 | JBTM | Jbt Marel CORP | Stock-Industrials | 2.21% | +0.54% | +7.94% | |
| 18 | TPR | Tapestry Inc | Stock-Consumer Disc | 2.15% | -0.29% | -46.34% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.95% | -0.04% | +3.37% | |
| 20 | APA | Apa CORP | Stock-Energy | 1.95% | -1.10% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.31% | +2.38% | |
| 22 | MTDR | Matador Resources Co | Stock-Energy | 1.91% | -0.98% | +993.89% | |
| 23 | KB | Kb Financial Group Inc-adr | Stock-Financials | 1.60% | -0.18% | +7.04% | |
| 24 | ACVA | Acv Auctions Inc-a | Stock-Other | 1.58% | +0.22% | +177.16% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.45% | -0.71% | — | |
| 26 | HUBB | Hubbell Inc | Stock-Industrials | 1.43% | -0.15% | +1.36% | |
| 27 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.39% | -0.26% | -36.92% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.28% | -0.36% | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.22% | +10.98% | |
| 30 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.18% | +0.11% | +25.18% | |
| 31 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.17% | -0.14% | — | |
| 32 | EEX | Emerald Holding Inc | Stock-Other | 1.04% | -1.04% | EXIT | |
| 33 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.94% | -0.08% | +10.55% | |
| 34 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.91% | -0.12% | -0.26% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.74% | +0.03% | -16.73% | |
| 36 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.66% | -0.08% | -8.67% | |
| 37 | DAC | Danaos Corporation | Stock-Other | 0.66% | -0.08% | +19.57% | |
| 38 | LTM | Latam Airlines Group Sa-adr | Stock-Other | 0.60% | +0.99% | — | |
| 39 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 0.57% | +0.02% | -60.41% | |
| 40 | SSB | Southstate Bank CORP | Stock-Financials | 0.54% | -0.08% | -0.42% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.52% | +0.34% | -29.02% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.52% | -0.10% | +14.66% | |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.09% | +10.83% | |
| 44 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.50% | +0.10% | +11.59% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.50% | -0.05% | — | |
| 46 | STLD | Steel Dynamics Inc | Stock-Materials | 0.46% | +0.02% | -7.95% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.45% | +0.05% | +16.64% | |
| 48 | CALM | Cal-maine Foods Inc | Stock-Consumer Staples | 0.44% | -0.08% | +3.49% | |
| 49 | MPTI | M-tron Industries Inc | Stock-Other | 0.42% | +0.16% | +41.98% | |
| 50 | ACA | Arcosa Inc | Stock-Industrials | 0.41% | +0.01% | -1.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTDR | Matador Resources Co | +1.8% | +993.89% | Add |
| 2 | MYE | Myers Industries Inc | +0.9% | +17.10% | Add |
| 3 | KDP | Keurig Dr Pepper Inc | +0.7% | +42.49% | Add |
| 4 | LEGH | Legacy Housing CORP | +0.5% | +26.59% | Add |
| 5 | ACVA | Acv Auctions Inc-a | +0.5% | +177.16% | Add |
| 6 | OPLN | Openlane Inc | +0.4% | +13.08% | Add |
| 7 | AEP | American Electric Power | +0.3% | +3.50% | Add |
| 8 | KB | Kb Financial Group Inc-adr | +0.3% | +7.04% | Add |
| 9 | LAMR | Lamar Advertising Co-a | +0.2% | +25.18% | Add |
| 10 | CME | Cme Group Inc | +0.2% | +3.57% | Add |
| 11 | DAC | Danaos Corporation | +0.2% | +19.57% | Add |
| 12 | MPTI | M-tron Industries Inc | +0.2% | +41.98% | Add |
| 13 | SR | Spire Inc | +0.1% | +200.97% | Add |
| 14 | HQY | Healthequity Inc | +0.1% | +74.71% | Add |
| 15 | VVV | Valvoline Inc | +0.1% | +31.49% | Add |
| 16 | SGHC | Super Group (SGHC) Limited | +0.1% | +274.82% | Add |
| 17 | HUBB | Hubbell Inc | +0.1% | +1.36% | Add |
| 18 | BTI | British American Tob-sp Adr | +0.1% | +10.55% | Add |
| 19 | TRS | Trimas CORP | +0.1% | +2.16% | Add |
| 20 | PRSU | Pursuit Attractions And Hosp | +0.1% | -4.26% | Trim |
| 21 | NIC | Nicolet Bankshares Inc | +0.1% | -8.67% | Trim |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +16.64% | Add |
| 23 | VCIT | Vanguard Int-term Corporate | +0.1% | +14.66% | Add |
| 24 | LMT | Lockheed Martin CORP | +0.1% | -7.43% | Trim |
| 25 | VUSB | Vanguard Ultra Short Bond Et | 0% | +11.59% | Add |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +10.83% | Add |
| 27 | JEF | Jefferies Financial Group In | 0% | +78.40% | Add |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +20.41% | Add |
| 29 | BELFB | Bel Fuse Inc-cl B | 0% | -11.44% | Trim |
| 30 | EEX | Emerald Holding Inc | 0% | +4.36% | Add |
| 31 | ALSN | Allison Transmission Holding | 0% | +4.20% | Add |
| 32 | EME | Emcor Group Inc | 0% | -8.16% | Trim |
| 33 | NVT | nVent Electric plc | 0% | +3.15% | Add |
| 34 | FERG | Ferguson Enterprises Inc | 0% | -0.26% | Trim |
| 35 | RRX | Regal Rexnord CORP | 0% | -7.26% | Trim |
| 36 | CPRT | Copart Inc | 0% | +54.07% | Add |
| 37 | ESI | Element Solutions Inc | 0% | -15.29% | Trim |
| 38 | RSP | Invesco S&p 500 Equal Weight | 0% | +5.76% | Add |
| 39 | ACIW | Aci Worldwide Inc | 0% | +59.19% | Add |
| 40 | ABT | Abbott Laboratories | 0% | +42.93% | Add |
| 41 | SNX | TD Synnex CORP | 0% | +7.83% | Add |
| 42 | FUL | H.b. Fuller Co. | 0% | +11.75% | Add |
| 43 | AMPH | Amphastar Pharmaceuticals In | 0% | +67.11% | Add |
| 44 | SDY | Ss Spdr S&p Dividend ETF | 0% | +24.15% | Add |
| 45 | IVZ | Invesco Ltd. | 0% | +14.64% | Add |
| 46 | CALM | Cal-maine Foods Inc | — | +3.49% | Add |
| 47 | VEA | Vanguard Ftse Developed ETF | — | +1.21% | Add |
| 48 | PATK | Patrick Industries Inc | — | +4.04% | Add |
| 49 | FRME | First Merchants CORP | — | -1.18% | Trim |
| 50 | ACMR | Acm Research Inc-class A | — | +3.57% | Add |
According to official SEC Form 13F filings, Advisory Research Inc reported a total U.S. public equity portfolio value of $1.0B across 137 disclosed positions in Q1 2026.
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.
Top New Position Initiated
NPK
市值: $20.2M
Top Position Liquidated / Trimmed
UL
前期市值: $6.3M
During Q1 2026, Advisory Research Inc's top holdings by market value included TRS (5.0%)、OPLN (4.6%)、MYE (4.0%). The largest single position, TRS, represented 5.0% of total portfolio value.
In Q1 2026, Advisory Research Inc made 146 total portfolio adjustments, initiating 13 new buys, adding to 58 positions, trimming 56 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.
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.