Advisory Research Inc Reduced Holdings in Q2 2025

Advisory Research Inc

  • $618 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JBT
John Bean Technologies Corp

Industrials
-62.2K
- 31.73%
N/A
134K $16.8M
VZ
Verizon Communications Inc

Communication Services
-28.9K
- 15.5%
$41.67 - $45.62 $1.21M - $1.32M
158K $6.82M
WAL
Western Alliance Bancorporation

Financial Services
-18.7K
- 29.41%
$61.0 - $79.94 $1.14M - $1.49M
44.8K $3.5M
FRME
First Merchants Corp

Financial Services
-3.87K
- 4.88%
$34.13 - $40.19 $132K - $156K
75.4K $2.89M
COP
Conocophillips

Energy
-644
- 4.87%
$82.66 - $106.1 $53.2K - $68.3K
12.6K $1.13M
CVX
Chevron Corp

Energy
-227
- 2.41%
$133.73 - $168.51 $30.4K - $38.3K
9.21K $1.32M
NCNO
N Cino, Inc.

Technology
-10.4K
- 11.06%
$21.45 - $28.12 $223K - $293K
83.7K $2.34M
HQY
Healthequity, Inc.

Healthcare
-6.78K
- 23.31%
$76.77 - $113.06 $520K - $766K
22.3K $2.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-56
- 1.72%
$483.48 - $539.8 $27.1K - $30.2K
3.2K $1.55M
DSGR
Distribution Solutions Group, Inc.

Industrials
-4.89K
- 5.61%
$24.17 - $28.6 $118K - $140K
82.1K $2.26M
CASS
Cass Information Systems Inc

Industrials
-2.95K
- 7.13%
$39.19 - $44.2 $116K - $130K
38.4K $1.67M
CTLP
Cantaloupe, Inc.

Technology
-28.5K
- 45.35%
$7.24 - $11.01 $206K - $314K
34.4K $377K
MCD
Mcdonalds Corp

Consumer Cyclical
-62
- 1.39%
$285.55 - $321.23 $17.7K - $19.9K
4.4K $1.28M
AZO
Autozone Inc

Consumer Cyclical
-8
- 1.34%
$3478.38 - $3880.15 $27.8K - $31K
590 $2.19M
WBS
Webster Financial Corp

Financial Services
-4.57K
- 8.77%
$41.76 - $54.91 $191K - $251K
47.5K $2.6M
UNP
Union Pacific Corp

Industrials
-145
- 2.29%
$208.27 - $238.46 $30.2K - $34.6K
6.19K $1.42M
MAIN
Main Street Capital Corp

Financial Services
-823
- 18.82%
$49.15 - $59.32 $40.5K - $48.8K
3.55K $209K
HTGC
Hercules Capital, Inc.

Financial Services
-87
- 0.72%
$16.24 - $19.1 $1.41K - $1.66K
11.9K $218K
TJX
Tjx Companies Inc

Consumer Cyclical
-228
- 1.96%
$119.13 - $135.03 $27.2K - $30.8K
11.4K $1.41M
FSK
Fs Kkr Capital Corp

Financial Services
-260
- 2.44%
$17.95 - $21.5 $4.67K - $5.59K
10.4K $215K
MLR
Miller Industries Inc

Consumer Cyclical
-3.04K
- 4.77%
$38.99 - $47.29 $119K - $144K
60.8K $2.7M
Phinia Inc
-115K
- 25.83%
N/A
330K $0
ABT
Abbott Laboratories

Healthcare
-169
- 1.8%
$123.95 - $138.08 $20.9K - $23.3K
9.21K $1.25M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-166
- 1.55%
$19.16 - $23.81 $3.18K - $3.95K
10.6K $251K
RS
Reliance Steel & Aluminum CO

Basic Materials
-86
- 4.72%
$262.08 - $316.81 $22.5K - $27.2K
1.74K $545K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-684
- 5.06%
$210.85 - $245.99 $144K - $168K
12.8K $3.06M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
-1.6K
- 6.34%
$72.42 - $87.18 $116K - $139K
23.6K $2.04M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-1.71K
- 7.54%
$63.06 - $78.98 $108K - $135K
21K $1.66M
VVV
Valvoline Inc

Energy
-3.99K
- 5.03%
$31.48 - $38.2 $125K - $152K
75.3K $2.85M
CDW
Cdw Corp

Technology
-168
- 1.6%
$144.49 - $190.68 $24.3K - $32K
10.4K $1.85M
BAC
Bank Of America Corp

Financial Services
-549
- 1.55%
$34.39 - $47.46 $18.9K - $26.1K
34.8K $1.65M
ACA
Arcosa, Inc.

Industrials
-1.57K
- 4.46%
$70.66 - $90.53 $111K - $142K
33.6K $2.92M
GTES
Gates Industrial Corp PLC

Industrials
-3.25K
- 5.25%
$15.56 - $23.13 $50.6K - $75.2K
58.7K $1.35M
RRX
Regal Rexnord Corp

Industrials
-118
- 1.49%
$94.06 - $147.0 $11.1K - $17.3K
7.8K $1.13M
AXP
American Express CO

Financial Services
-88
- 1.63%
$231.39 - $318.98 $20.4K - $28.1K
5.3K $1.69M
JPM
Jpmorgan Chase & CO

Financial Services
-134
- 1.91%
$210.28 - $289.91 $28.2K - $38.8K
6.87K $1.99M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
-7.6K
- 5.71%
$15.0 - $20.49 $114K - $156K
126K $2.56M
PBI
Pitney Bowes Inc

Industrials
-16K
- 5.54%
$7.81 - $10.94 $125K - $175K
273K $2.98M
NIC
Nicolet Bankshares Inc

Financial Services
-1.53K
- 3.47%
$100.68 - $125.35 $154K - $192K
42.6K $5.26M
PFGC
Performance Food Group CO

Consumer Defensive
-7.15K
- 4.72%
$71.62 - $89.56 $512K - $641K
144K $12.6M
EEX
Emerald Holding, Inc.

Communication Services
-28.8K
- 1.6%
$3.29 - $4.92 $94.9K - $142K
1.78M $8.61M
Activity Summary
Buys All Purchases 87 New Holdings 7 Increased Positions 80 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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