Advisory Research Inc Reduced Holdings in Q3 2025

Advisory Research Inc

  • $713 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BELFB
Bel Fuse Inc.

Technology
-197K
- 50.48%
$95.52 - $150.97 $18.8M - $29.8M
194K $27.3M
EXP
Eagle Materials Inc

Basic Materials
-35K
- 71.51%
$209.12 - $242.26 $7.32M - $8.48M
13.9K $3.25M
UNH
Unitedhealth Group Inc

Healthcare
-21.4K
- 89.21%
$237.77 - $353.61 $5.1M - $7.58M
2.59K $895K
AAPL
Apple Inc.

Technology
-20.9K
- 63.9%
$202.38 - $256.87 $4.22M - $5.36M
11.8K $3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-27.7K
- 35.12%
$100.37 - $100.74 $2.78M - $2.79M
51.1K $5.15M
TRS
Trimas Corp

Consumer Cyclical
-296K
- 28.3%
$29.05 - $40.02 $8.61M - $11.9M
751K $29M
SHV
Ishares Tr

ETFs
-6.35K
- 15.07%
$110.06 - $110.49 $698K - $701K
35.8K $3.95M
REVG
Rev Group, Inc.

Industrials
-22.6K
- 31.16%
$46.09 - $63.91 $1.04M - $1.45M
50K $2.83M
RYI
Ryerson Holding Corp

Industrials
-13.4K
- 51.23%
$20.6 - $24.55 $276K - $328K
12.7K $291K
CDW
Cdw Corp

Technology
-369
- 3.56%
$156.97 - $182.84 $57.9K - $67.5K
9.98K $1.59M
VIG
Vanguard Dividend Appreciation

ETFs
-1.21K
- 9.4%
N/A
11.7K $2.12M
FRME
First Merchants Corp

Financial Services
-3.09K
- 4.1%
$37.07 - $41.88 $115K - $129K
72.3K $2.73M
PI
Impinj Inc

Technology
-3.45K
- 48.36%
$111.65 - $200.78 $385K - $692K
3.68K $664K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-613
- 9.98%
$567.77 - $614.76 $348K - $377K
5.53K $3.39M
FSK
Fs Kkr Capital Corp

Financial Services
-317
- 3.06%
$14.93 - $22.48 $4.73K - $7.13K
10.1K $150K
ABT
Abbott Laboratories

Healthcare
-306
- 3.32%
$120.51 - $136.62 $36.9K - $41.8K
8.9K $1.19M
RRX
Regal Rexnord Corp

Industrials
-317
- 4.06%
$137.95 - $159.91 $43.7K - $50.7K
7.48K $1.07M
JPM
Jpmorgan Chase & CO

Financial Services
-725
- 10.55%
$282.78 - $316.06 $205K - $229K
6.15K $1.94M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-226
- 2.14%
$22.65 - $25.1 $5.12K - $5.67K
10.3K $236K
UNP
Union Pacific Corp

Industrials
-223
- 3.61%
$214.91 - $237.16 $47.9K - $52.9K
5.96K $1.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-127
- 3.97%
$459.11 - $506.91 $58.3K - $64.4K
3.07K $1.54M
MCD
Mcdonalds Corp

Consumer Cyclical
-197
- 4.48%
$291.67 - $316.99 $57.5K - $62.4K
4.2K $1.28M
AXP
American Express CO

Financial Services
-230
- 4.34%
$294.27 - $342.31 $67.7K - $78.7K
5.07K $1.68M
FDUS
Fidus Investment Corp

Financial Services
-171
- 1.62%
$20.18 - $21.99 $3.45K - $3.76K
10.4K $210K
Phinia Inc
-55.6K
- 16.87%
N/A
274K $0
Flutter Entmt PLC
-20.2K
- 96.15%
N/A
811 $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
-422
- 4.06%
$181.56 - $190.33 $76.6K - $80.3K
9.97K $1.89M
HTGC
Hercules Capital, Inc.

Financial Services
-112
- 0.94%
$18.34 - $19.53 $2.05K - $2.19K
11.8K $223K
COP
Conocophillips

Energy
-535
- 4.25%
$91.0 - $98.99 $48.7K - $53K
12.1K $1.14M
MAIN
Main Street Capital Corp

Financial Services
-80
- 2.25%
$59.28 - $67.54 $4.74K - $5.4K
3.47K $220K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-192
- 1.5%
$220.33 - $265.97 $42.3K - $51.1K
12.6K $3.09M
AZO
Autozone Inc

Consumer Cyclical
-70
- 11.86%
$3649.42 - $4354.54 $255K - $305K
520 $2.23M
GTES
Gates Industrial Corp PLC

Industrials
-2.49K
- 4.24%
$23.38 - $26.14 $58.1K - $65K
56.2K $1.39M
CVX
Chevron Corp

Energy
-375
- 4.07%
$145.57 - $161.83 $54.6K - $60.7K
8.83K $1.37M
BAC
Bank Of America Corp

Financial Services
-1.3K
- 3.72%
$44.92 - $52.42 $58.2K - $67.9K
33.5K $1.73M
ESI
Element Solutions Inc

Basic Materials
-2.63K
- 4.18%
$23.13 - $26.99 $60.8K - $71K
60.3K $1.52M
CPK
Chesapeake Utilities Corp

Utilities
-467
- 4.13%
$119.5 - $135.26 $55.8K - $63.2K
10.8K $1.46M
TJX
Tjx Companies Inc

Consumer Cyclical
-530
- 4.65%
$121.35 - $144.54 $64.3K - $76.6K
10.9K $1.57M
NIC
Nicolet Bankshares Inc

Financial Services
-506
- 1.19%
$125.31 - $140.41 $63.4K - $71K
42.1K $5.66M
PFGC
Performance Food Group CO

Consumer Defensive
-3.07K
- 2.13%
$88.19 - $102.08 $271K - $313K
141K $13.9M
LEGH
Legacy Housing Corp

Consumer Cyclical
-136
- 0.02%
$21.94 - $28.2 $2.98K - $3.84K
658K $18.1M
Activity Summary
Buys All Purchases 84 New Holdings 13 Increased Positions 71 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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