Advisory Research Inc Portfolio Holdings by Sector

Advisory Research Inc

$618 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology AVGO TSM 2 stocks	$45,321 7.34% of portfolio	2	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SGOV SHV VGSH VCIT VOO IGIB VIG VCSH 17 stocks	$40,804 6.61% of portfolio	9	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology BELFB BELFA 2 stocks	$40,720 6.59% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services SSB KB NIC WAL FRME WBS AX SYBT 8 stocks	$39,498 6.4% of portfolio	3	5	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical TRS MYE 2 stocks	$31,723 5.14% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials VVI CASS 2 stocks	$27,343 4.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$26,768 4.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KAR ABG 2 stocks	$23,582 3.82% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DJCO NCNO ALKT PRGS 4 stocks	$21,121 3.42% of portfolio	3	1	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials JBT GTES RRX HI 4 stocks	$20,005 3.24% of portfolio	1	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$18,763 3.04% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services MTG 1 stocks	$17,949 2.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GENI 3 stocks	$17,870 2.89% of portfolio	3	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$15,398 2.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEGH 1 stocks	$14,921 2.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$14,121 2.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive PFGC 1 stocks	$12,617 2.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEP 1 stocks	$11,799 1.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$11,159 1.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KDP 1 stocks	$10,958 1.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials EXP 1 stocks	$9,892 1.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB NVT 2 stocks	$8,917 1.44% of portfolio	2	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services EEX 1 stocks	$8,614 1.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$7,500 1.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$6,824 1.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6,696 1.08% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$6,256 1.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARES ARCC BX BXSL TSLX HTGC FSK FDUS 10 stocks	$5,770 0.93% of portfolio	5	4	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$5,308 0.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN CDW SAIC CTLP 4 stocks	$5,065 0.82% of portfolio	2	2	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MCRI MTN BYD 3 stocks	$4,419 0.72% of portfolio	2	1	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical MLR ALSN 2 stocks	$3,804 0.62% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$3,639 0.59% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical HMC 1 stocks	$3,600 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$3,529 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials REVG 1 stocks	$3,453 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Marine Shipping \| Industrials DAC 1 stocks	$3,174 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials PBI 1 stocks	$2,975 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical AEO TJX 2 stocks	$2,937 0.48% of portfolio	1	1	-	-	0 Calls 0 Puts
Infrastructure Operations \| Industrials ACA 1 stocks	$2,915 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VVV 1 stocks	$2,851 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials STLD RS 2 stocks	$2,670 0.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical OSW 1 stocks	$2,561 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare EHC ADUS 2 stocks	$2,497 0.4% of portfolio	2	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY BEAT 2 stocks	$2,397 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials DSGR 1 stocks	$2,256 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology NTAP 1 stocks	$2,239 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$2,190 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP MTDR 2 stocks	$2,072 0.34% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ESI FUL 2 stocks	$2,041 0.33% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services JEF 1 stocks	$1,950 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME 1 stocks	$1,941 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities CPK SR 2 stocks	$1,776 0.29% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$1,759 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP 1 stocks	$1,690 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$1,623 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1,553 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$1,423 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$1,318 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$1,284 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services UNM 1 stocks	$1,272 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1,251 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive BRBR 1 stocks	$943 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials UFPI 1 stocks	$929 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare SUPN AMPH 2 stocks	$921 0.15% of portfolio	2	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical HRB 1 stocks	$890 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology PI 1 stocks	$791 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate WSR 1 stocks	$763 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical PATK 1 stocks	$657 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials RYI 1 stocks	$563 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials OC 1 stocks	$431 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare CUE 1 stocks	$174 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ATOM 1 stocks	$100 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisory Research Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisory Research Inc with notifications on news.

Account

Advisory Research Inc Portfolio Holdings by Sector

Advisory Research Inc

Track Advisory Research Inc Portfolio

Portfolio Update

News