Advisory Research Inc Incresed Positions in Q1 2025

Advisory Research Inc

  • $527 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
81.5K
+ 430.88%
$115.16 - $124.13 $9.38M - $10.1M
100K $11.7M
PM
Philip Morris International Inc.

Consumer Defensive
9.75K
+ 8.07%
$117.15 - $158.79 $1.14M - $1.55M
131K $20.7M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
319K
+ 64.94%
$19.28 - $22.3 $6.16M - $7.12M
812K $15.6M
TRS
Trimas Corp

Consumer Cyclical
239K
+ 31.65%
$20.49 - $25.42 $4.89M - $6.07M
993K $23.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
45.2K
+ 159.5%
$100.34 - $100.68 $4.54M - $4.55M
73.6K $7.41M
AAPL
Apple Inc.

Technology
20.9K
+ 290.33%
$209.68 - $247.1 $4.38M - $5.16M
28.1K $6.23M
LEGH
Legacy Housing Corp

Consumer Cyclical
164K
+ 34.7%
$22.54 - $28.49 $3.7M - $4.68M
637K $16.1M
META
Meta Platforms, Inc.

Communication Services
5.56K
+ 347.53%
$576.36 - $736.67 $3.2M - $4.09M
7.16K $4.12M
CME
Cme Group Inc.

Financial Services
7.46K
+ 23.78%
$225.82 - $266.54 $1.68M - $1.99M
38.8K $10.3M
BELFB
Bel Fuse Inc.

Technology
61.6K
+ 19.67%
$73.55 - $86.91 $4.53M - $5.36M
375K $28.1M
VVV
Valvoline Inc

Energy
38.2K
+ 93.16%
$34.44 - $40.19 $1.32M - $1.54M
79.3K $2.76M
JBT
John Bean Technologies Corp

Industrials
9.54K
+ 5.11%
$121.81 - $131.22 $1.16M - $1.25M
196K $24.7M
EEX
Emerald Holding, Inc.

Communication Services
496K
+ 37.87%
$3.65 - $4.83 $1.81M - $2.39M
1.8M $7.09M
NCNO
N Cino, Inc.

Technology
24.6K
+ 35.4%
$27.36 - $34.81 $673K - $856K
94.1K $2.58M
COP
Conocophillips

Energy
1.58K
+ 13.52%
$88.6 - $105.85 $140K - $167K
13.2K $1.39M
EXP
Eagle Materials Inc

Basic Materials
1.78K
+ 19.28%
$207.49 - $262.13 $370K - $468K
11K $2.45M
EHC
Encompass Health Corp

Healthcare
40
+ 0.28%
$91.05 - $102.2 $3.64K - $4.09K
14.5K $1.47M
UNM
Unum Group

Financial Services
40
+ 0.27%
$71.8 - $83.34 $2.87K - $3.33K
14.7K $1.19M
VCIT
Vanguard Intermediate Term Cor

ETFs
749
+ 1.74%
$79.17 - $82.04 $59.3K - $61.4K
43.7K $3.57M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.15K
+ 4.77%
$77.7 - $78.94 $89.6K - $91K
25.3K $2M
RYI
Ryerson Holding Corp

Industrials
67
+ 0.28%
$17.63 - $25.87 $1.18K - $1.73K
24.3K $557K
GENI
Genius Sports LTD

Communication Services
210
+ 0.28%
$8.32 - $11.08 $1.75K - $2.33K
74.4K $744K
VEA
Vanguard Ftse Developed Market

ETFs
527
+ 2.31%
$47.4 - $52.99 $25K - $27.9K
23.3K $1.19M
STLD
Steel Dynamics Inc

Basic Materials
775
+ 5.57%
N/A
14.7K $1.44M
DAC
Danaos Corp

Industrials
1.36K
+ 5.87%
$76.71 - $85.73 $104K - $116K
24.5K $1.91M
SR
Spire Inc

Utilities
15
+ 0.28%
$65.62 - $78.25 $984 - $1.17K
5.31K $415K
NRG
Nrg Energy, Inc.

Utilities
26
+ 0.28%
$84.82 - $113.33 $2.21K - $2.95K
9.42K $899K
RS
Reliance Steel & Aluminum CO

Basic Materials
4
+ 0.22%
$266.61 - $302.66 $1.07K - $1.21K
1.82K $526K
HRB
H&R Block Inc

Consumer Cyclical
41
+ 0.27%
$49.96 - $55.97 $2.05K - $2.29K
15.1K $830K
WSR
Whitestone Reit

Real Estate
150
+ 0.26%
$13.25 - $14.58 $1.99K - $2.19K
57.1K $831K
PATK
Patrick Industries Inc

Consumer Cyclical
19
+ 0.29%
$82.13 - $97.92 $1.56K - $1.86K
6.63K $560K
BXSL
Blackstone Secured Lending Fund

Financial Services
143
+ 1.46%
$31.3 - $34.5 $4.48K - $4.93K
9.92K $321K
SAIC
Science Applications International Corp

Technology
12
+ 0.27%
$95.77 - $119.82 $1.15K - $1.44K
4.53K $508K
Lam Research Corp
1.06K
+ 6.14%
N/A
18.3K $0
Phinia Inc
29.2K
+ 7.02%
N/A
444K $0
Orrstown Finl Svcs Inc
41
+ 0.28%
N/A
14.7K $0
BRBR
Bellring Brands, Inc.

Consumer Defensive
40
+ 0.26%
$65.4 - $79.39 $2.62K - $3.18K
15.2K $1.13M
LMT
Lockheed Martin Corp

Industrials
119
+ 4.7%
$423.19 - $506.29 $50.4K - $60.2K
2.65K $1.18M
UFPI
Ufp Industries Inc

Basic Materials
24
+ 0.28%
$103.91 - $118.67 $2.49K - $2.85K
8.73K $933K
MTDR
Matador Resources CO

Energy
26
+ 0.27%
$44.79 - $63.77 $1.16K - $1.66K
9.5K $485K
BYD
Boyd Gaming Corp

Consumer Cyclical
21
+ 0.28%
$65.83 - $79.52 $1.38K - $1.67K
7.65K $503K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
43
+ 0.25%
$31.17 - $40.0 $1.34K - $1.72K
17.2K $564K
OC
Owens Corning

Industrials
8
+ 0.27%
$137.83 - $191.19 $1.1K - $1.53K
2.92K $416K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
26
+ 0.27%
$81.1 - $94.7 $2.11K - $2.46K
9.59K $777K
AX
Axos Financial, Inc.

Financial Services
55
+ 0.27%
$61.63 - $73.1 $3.39K - $4.02K
20.4K $1.31M
FUL
Fuller H B CO

Basic Materials
26
+ 0.27%
$52.88 - $64.28 $1.37K - $1.67K
9.54K $535K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
36
+ 0.26%
$26.24 - $38.48 $945 - $1.39K
13.9K $402K
ADUS
Addus Home Care Corp

Healthcare
13
+ 0.27%
$89.83 - $135.92 $1.17K - $1.77K
4.79K $473K
HI
Hillenbrand, Inc.

Industrials
55
+ 0.28%
$24.14 - $35.33 $1.33K - $1.94K
19.8K $477K
Activity Summary
Buys All Purchases 66 New Holdings 4 Increased Positions 62 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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