Advisory Research Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $527 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bel Fuse Inc. with a value of $28.1M, John Bean Technologies Corp with a value of $24.7M, Trimas Corp with a value of $23.3M, Philip Morris International Inc. with a value of $20.7M, and Viad Corp with a value of $19.7M.

Examining the 13F form we can see an decrease of $21.3M in the current position value, from $548M to 527M.

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 $527 Million
Consumer Cyclical: $100 Million
Technology: $96.7 Million
Industrials: $71.3 Million
Financial Services: $68.5 Million
ETFs: $50.5 Million
Consumer Defensive: $48.3 Million
Healthcare: $30.2 Million
Communication Services: $26.8 Million
Other: $34 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $527 Million
  • Prior Value $548 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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