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 $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PM Philip Morris International Inc. Consumer Defensive	$261B	$26.8 Million 4.33% of portfolio	146,974	Q2 2025 Added 12.6%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.27T	$21.9 Million 3.54% of portfolio	96,601	Q2 2025 Added 15.18%
MSFT Microsoft Corp Technology	$3.95T	$16.1 Million 2.61% of portfolio	32,430	Q2 2025 Added 17.51%
ABBV Abb Vie Inc. Healthcare	$351B	$11.2 Million 1.81% of portfolio	60,121	Q2 2025 Added 16.82%
GOOGL Alphabet Inc. Communication Services	$1.21T	$11 Million 1.78% of portfolio	62,422	Q2 2025 Added 51.31%
UNH Unitedhealth Group Inc Healthcare	$245B	$7.5 Million 1.21% of portfolio	24,043	Q2 2025 Added 14.29%
AAPL Apple Inc. Technology	$3.69T	$6.7 Million 1.08% of portfolio	32,641	Q2 2025 Added 16.31%
META Meta Platforms, Inc. Communication Services	$1.78T	$6.04 Million 0.98% of portfolio	8,185	Q2 2025 Added 14.38%
HD Home Depot, Inc. Consumer Cyclical	$405B	$3.53 Million 0.57% of portfolio	9,626	Q2 2025 Added 27.13%
ORCL Oracle Corp Technology	$684B	$2.63 Million 0.43% of portfolio	12,043	Q2 2025 Added 49.1%
JPM Jpmorgan Chase & CO Financial Services	$859B	$1.99 Million 0.32% of portfolio	6,872	Q2 2025 Reduced 1.91%
BAC Bank Of America Corp Financial Services	$381B	$1.65 Million 0.27% of portfolio	34,812	Q2 2025 Reduced 1.55%
AXP American Express CO Financial Services	$227B	$1.69 Million 0.27% of portfolio	5,301	Q2 2025 Reduced 1.63%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$1.55 Million 0.25% of portfolio	3,198	Q2 2025 Reduced 1.72%
CVX Chevron Corp Energy	$302B	$1.32 Million 0.21% of portfolio	9,209	Q2 2025 Reduced 2.41%
MCD Mcdonalds Corp Consumer Cyclical	$222B	$1.28 Million 0.21% of portfolio	4,395	Q2 2025 Reduced 1.39%
ABT Abbott Laboratories Healthcare	$229B	$1.25 Million 0.2% of portfolio	9,205	Q2 2025 Reduced 1.8%

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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Advisory Research Inc Portfolio Holdings