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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$23.4 Million 3.8% of portfolio
85,046
Q2 2025 Added 16.66%
$26.8B
$15.4 Million 2.49% of portfolio
175,360
Q2 2025 Added 15.79%
$99.2B
$14.1 Million 2.29% of portfolio
51,236
Q2 2025 Added 31.95%
$15.3B
$12.6 Million 2.04% of portfolio
144,245
Q2 2025 Reduced 4.72%
$57.5B
$11.8 Million 1.91% of portfolio
113,717
Q2 2025 Added 15.79%
$49.3B
$11 Million 1.77% of portfolio
331,468
Q2 2025 Added 17.47%
$23.2B
$8.14 Million 1.32% of portfolio
19,921
Q2 2025 Added 19.17%
$32.2B
$8.07 Million 1.31% of portfolio
97,765
Q2 2025 Added 5.47%
$182B
$6.82 Million 1.11% of portfolio
157,709
Q2 2025 Reduced 15.5%
$10.2B
$6.26 Million 1.01% of portfolio
51,550
Q2 2025 Added 21.6%
$155B
$5.31 Million 0.86% of portfolio
86,777
Q2 2025 Added 5.49%
$57.2B
$3.6 Million 0.58% of portfolio
124,893
Q2 2025 Added 10.41%
$33.2B
$2.79 Million 0.45% of portfolio
16,105
Q2 2025 Added 37.05%
$10.2B
$2.6 Million 0.42% of portfolio
47,532
Q2 2025 Reduced 8.77%
$150B
$2.29 Million 0.37% of portfolio
7,669
Q2 2025 Added 46.3%
$23.4B
$2.24 Million 0.36% of portfolio
21,021
Q2 2025 Added 48.6%
$17.2B
$2.13 Million 0.34% of portfolio
21,668
Q2 2025 Added 47.44%
$14B
$1.95 Million 0.32% of portfolio
35,660
Q2 2025 New
$11.8B
$1.91 Million 0.31% of portfolio
15,547
Q2 2025 Added 7.3%
$30.2B
$1.94 Million 0.31% of portfolio
3,630
Q2 2025 Added 48.89%
$22.2B
$1.85 Million 0.3% of portfolio
10,352
Q2 2025 Reduced 1.6%
$113B
$1.76 Million 0.28% of portfolio
3,798
Q2 2025 Added 43.27%
$36.8B
$1.62 Million 0.26% of portfolio
10,110
Q2 2025 Added 7.3%
$155B
$1.41 Million 0.23% of portfolio
11,399
Q2 2025 Reduced 1.96%
$135B
$1.42 Million 0.23% of portfolio
6,185
Q2 2025 Reduced 2.29%
$14.1B
$1.27 Million 0.21% of portfolio
15,755
Q2 2025 Added 7.46%
$120B
$1.13 Million 0.18% of portfolio
12,592
Q2 2025 Reduced 4.87%
$15.3B
$782,000 0.13% of portfolio
10,687
Q2 2025 Added 7.35%
$123B
$698,000 0.11% of portfolio
4,667
Q4 2024 Reduced 24.32%
$16.9B
$545,000 0.09% of portfolio
1,737
Q2 2025 Reduced 4.72%
$14B
$431,000 0.07% of portfolio
3,141
Q2 2025 Added 7.64%

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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