Advisory Research Inc Portfolio Holdings

Advisory Research Inc

  • $618 Million
  • Q2 2025

Advisory Research Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $618 Million distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bel Fuse Inc. with a value of $38.2M, Trimas Corp with a value of $29.9M, Philip Morris International Inc. with a value of $26.8M, Viad Corp with a value of $25.7M, and Broadcom Inc. with a value of $23.4M.

Examining the 13F form we can see an increase of $90.9M in the current position value, from $527M to 618M.

Advisory Research Inc is based out at Chicago, IL

Below you can find more details about Advisory Research Inc portfolio as well as his latest detailed transactions.

Portfolio value $618 Million
Technology: $141 Million
Consumer Cyclical: $111 Million
Financial Services: $87.4 Million
Industrials: $77.2 Million
Consumer Defensive: $56.6 Million
ETFs: $40.8 Million
Communication Services: $33.3 Million
Healthcare: $25.9 Million
Other: $44 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.58B
$38.2 Million 6.18% of portfolio
390,858
Q2 2025 Added 4.2%
$1.5B
$29.9 Million 4.85% of portfolio
1,046,803
Q2 2025 Added 5.44%
$224B
$26.8 Million 4.33% of portfolio
146,974
Q2 2025 Added 12.6%
$845M
$25.7 Million 4.16% of portfolio
626,784
Q2 2025 Added 30.05%
$150B
$23.4 Million 3.8% of portfolio
85,046
Q2 2025 Added 16.66%
$1.56T
$21.9 Million 3.54% of portfolio
96,601
Q2 2025 Added 15.18%
$3.06B
$20.5 Million 3.32% of portfolio
839,231
Q2 2025 Added 3.42%
$8.32B
$17.9 Million 2.91% of portfolio
644,742
Q2 2025 Added 22.33%
$4.01B
$16.8 Million 2.73% of portfolio
133,861
Q2 2025 Reduced 31.73%
$3.86T
$16.1 Million 2.61% of portfolio
32,430
Q2 2025 Added 17.51%
$547M
$16 Million 2.59% of portfolio
37,840
Q2 2025 Added 8.83%
$26.6B
$15.4 Million 2.49% of portfolio
175,360
Q2 2025 Added 15.79%
$544M
$14.9 Million 2.42% of portfolio
658,507
Q2 2025 Added 3.37%
$95.4B
$14.1 Million 2.29% of portfolio
51,236
Q2 2025 Added 31.95%
$6.71B
$13.5 Million 2.19% of portfolio
146,929
Q2 2025 Added 42.35%
$15.3B
$12.6 Million 2.04% of portfolio
144,245
Q2 2025 Reduced 4.72%
$386B
$11.2 Million 1.81% of portfolio
60,121
Q2 2025 Added 16.82%
$1.68T
$11 Million 1.78% of portfolio
62,422
Q2 2025 Added 51.31%
$38.5B
$11 Million 1.77% of portfolio
331,468
Q2 2025 Added 17.47%
$7.82B
$9.89 Million 1.6% of portfolio
48,944
Q2 2025 Added 343.37%
$292M
$8.61 Million 1.39% of portfolio
1,776,142
Q2 2025 Reduced 1.6%
$25.2B
$8.14 Million 1.32% of portfolio
19,921
Q2 2025 Added 19.17%
$31.4B
$8.07 Million 1.31% of portfolio
97,765
Q2 2025 Added 5.47%
$0
$7.93 Million 1.28% of portfolio
78,797
Q2 2025 Added 7.12%
$319B
$7.5 Million 1.21% of portfolio
24,043
Q2 2025 Added 14.29%
$167B
$6.82 Million 1.11% of portfolio
157,709
Q2 2025 Reduced 15.5%
$4.35T
$6.7 Million 1.08% of portfolio
32,641
Q2 2025 Added 16.31%
$10.3B
$6.26 Million 1.01% of portfolio
51,550
Q2 2025 Added 21.6%
$1.46T
$6.04 Million 0.98% of portfolio
8,185
Q2 2025 Added 14.38%
$153B
$5.31 Million 0.86% of portfolio
86,777
Q2 2025 Added 5.49%
$1.73B
$5.26 Million 0.85% of portfolio
42,582
Q2 2025 Reduced 3.47%
$0
$4.65 Million 0.75% of portfolio
42,103
Q1 2025 Reduced 19.17%
$0
$4.09 Million 0.66% of portfolio
69,657
Q2 2024 Added 120.66%
$0
$3.67 Million 0.59% of portfolio
44,228
Q2 2025 Added 1.26%
$52B
$3.6 Million 0.58% of portfolio
124,893
Q2 2025 Added 10.41%
$389B
$3.53 Million 0.57% of portfolio
9,626
Q2 2025 Added 27.13%
$8.42B
$3.5 Million 0.57% of portfolio
44,830
Q2 2025 Reduced 29.41%
$3.19B
$3.45 Million 0.56% of portfolio
72,570
Q2 2025 New
$0
$3.49 Million 0.56% of portfolio
6,142
Q2 2025 Added 2.79%
$1.85B
$3.17 Million 0.51% of portfolio
36,815
Q2 2025 Added 50.42%
$0
$3.08 Million 0.5% of portfolio
57,761
Q3 2024 Added 72.08%
$5.19B
$3.06 Million 0.5% of portfolio
12,841
Q2 2025 Reduced 5.06%
$1.74B
$2.98 Million 0.48% of portfolio
272,687
Q2 2025 Reduced 5.54%
$4.93B
$2.92 Million 0.47% of portfolio
33,625
Q2 2025 Reduced 4.46%
$2.1B
$2.89 Million 0.47% of portfolio
75,438
Q2 2025 Reduced 4.88%
$5.84B
$2.85 Million 0.46% of portfolio
75,299
Q2 2025 Reduced 5.03%
$25.6B
$2.79 Million 0.45% of portfolio
16,105
Q2 2025 Added 37.05%
$464M
$2.7 Million 0.44% of portfolio
60,752
Q2 2025 Reduced 4.77%
$708B
$2.63 Million 0.43% of portfolio
12,043
Q2 2025 Added 49.1%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $618 Million
  • Prior Value $527 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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