Advisory Research Inc
Net buyer this quarter
$1B
118
+$38.2M
41.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MYE | $65.6M | 6.54% | 4.94% | +21.8% | Q2 2025 |
 OPLN | $63.2M | 6.31% | 1.25% | +19.7% | Q4 2018 |
 TRS | $54.6M | 5.44% | 3.38% | +8.2% | Q4 2016 |
 TSM | $40.3M | 4.02% | 0.00% | +3.3% | Q1 2017 |
 BELFB | $39.3M | 3.92% | Not reported | -1.2% | Q2 2023 |
 PRSU | $36.8M | 3.67% | 2.41% | -1.1% | Q3 2013 |
 GOOGL | $33.9M | 3.38% | 0.00% | +1.7% | Q4 2016 |
 KDP | $28.4M | 2.83% | 0.06% | +3.4% | Q1 2024 |
 JBTM | $27.5M | 2.75% | 0.37% | +34.9% | Q3 2023 |
 DJCO | $25M | 2.49% | 3.01% | -0.9% | Q1 2025 |
 AVGO | $24.7M | 2.47% | 0.00% | +2.8% | Q4 2016 |
 LEGH | $24.2M | 2.41% | 3.87% | -0.5% | Q1 2024 |
 MTG | $23M | 2.30% | 0.40% | +2.9% | Q1 2022 |
 PM | $22.1M | 2.20% | 0.01% | +2.2% | Q3 2013 |
 NPK | $20.2M | 2.02% | 2.26% | +9.6% | Q1 2026 |
 AEP | $20.1M | 2.00% | 0.03% | +4.1% | Q1 2014 |
 ABBV | $19.1M | 1.91% | 0.00% | +4.1% | Q1 2014 |
 TPR | $18.7M | 1.86% | 0.06% | +2.7% | Q1 2024 |
 ACVA | $18.1M | 1.80% | 1.49% | -17.1% | Q4 2025 |
 MSFT | $16.3M | 1.63% | 0.00% | +2.2% | Q3 2013 |
 LTM | $16M | 1.59% | 0.00% | +178.1% | Q2 2018 |
 CME | $14.8M | 1.48% | 0.02% | +3.8% | Q1 2014 |
 KB | $14.2M | 1.42% | 0.04% | +3.8% | Q2 2017 |
 LAMR | $12.9M | 1.29% | Not reported | +9.4% | Q4 2019 |
 HUBB | $12.8M | 1.28% | 0.05% | +2.8% | Q4 2019 |
 GSK | $11.3M | 1.13% | 0.01% | +5.6% | Q3 2013 |
 MPC | $10.3M | 1.03% | 0.01% | +3.3% | Q1 2014 |
 META | $10.2M | 1.02% | Not reported | +3.6% | Q1 2014 |
 MTDR | $9.34M | 0.93% | 0.15% | -23.6% | Q4 2017 |
 CMCSA | $9.24M | 0.92% | 0.01% | +3.6% | Q3 2013 |
 BTI | $8.61M | 0.86% | 0.01% | +7.1% | Q1 2017 |
 LRCX | $8.59M | 0.86% | 0.00% | -0.6% | Q1 2014 |
 APA | $8.51M | 0.85% | 0.07% | -30.0% | Q1 2026 |
 FERG | $7.88M | 0.79% | 0.02% | +4.1% | Q1 2021 |
 INTU | $7.42M | 0.74% | 0.01% | +4.4% | Q1 2014 |
 PFGC | $5.87M | 0.59% | 0.03% | -2.2% | Q3 2021 |
 NIC | $5.86M | 0.58% | 0.17% | -2.0% | Q3 2021 |
 MPTI | $5.85M | 0.58% | 1.36% | +16.8% | Q4 2025 |
 DAC | $5.8M | 0.58% | 0.26% | 0.0% | Q3 2021 |
 STLD | $4.8M | 0.48% | 0.01% | -0.4% | Q2 2021 |
 SSB | $4.64M | 0.46% | 0.05% | -1.4% | Q4 2017 |
 MFP | $4.43M | 0.44% | Not reported | New | Q2 2026 |
 ACA | $4.19M | 0.42% | 0.06% | -8.1% | Q1 2025 |
 ACMR | $3.65M | 0.36% | 0.07% | +1.5% | Q3 2023 |
 CALM | $3.59M | 0.36% | 0.09% | -1.7% | Q4 2015 |
 VVV | $3.58M | 0.36% | 0.07% | -3.1% | Q3 2016 |
 AMGN | $3.19M | 0.32% | 0.00% | -0.3% | Q1 2014 |
 NTAP | $3.19M | 0.32% | 0.01% | -0.7% | Q1 2014 |
 HQY | $3.16M | 0.32% | 0.04% | -4.8% | Q2 2018 |
 HD | $3.16M | 0.31% | 0.00% | -1.4% | Q1 2014 |
| Q1 2026 | |||||
| TRS | $40.2M | 4.95% | 3.08% | +2.2% | Q4 2016 |
| OPLN | $37.4M | 4.59% | 1.21% | +13.1% | Q4 2018 |
| MYE | $32.3M | 3.97% | 4.07% | +17.1% | Q2 2025 |
| TSM | $27.6M | 3.40% | 0.00% | -23.3% | Q1 2017 |
| GOOGL | $26.8M | 3.30% | 0.00% | +2.9% | Q4 2016 |
| PRSU | $24.4M | 3.00% | 2.42% | -4.3% | Q3 2013 |
| BELFB | $23.6M | 2.91% | Not reported | -11.4% | Q2 2023 |
| KDP | $22.1M | 2.72% | 0.06% | +42.5% | Q1 2024 |
| MTG | $20.9M | 2.56% | 0.37% | +3.9% | Q1 2022 |
| NPK | $20.2M | 2.49% | 2.06% | New | Q1 2026 |
| DJCO | $20.2M | 2.48% | 3.04% | -36.1% | Q1 2025 |
| PM | $19.8M | 2.43% | 0.01% | -33.0% | Q3 2013 |
| AVGO | $19.7M | 2.42% | 0.00% | -22.7% | Q4 2016 |
| CME | $19.1M | 2.35% | 0.02% | +3.6% | Q1 2014 |
| LEGH | $18.9M | 2.32% | 3.89% | +26.6% | Q1 2024 |
| AEP | $18.5M | 2.27% | 0.03% | +3.5% | Q1 2014 |
| JBTM | $18M | 2.21% | 0.27% | +7.9% | Q3 2023 |
| TPR | $17.5M | 2.15% | 0.06% | -46.3% | Q1 2024 |
| ABBV | $15.9M | 1.95% | 0.00% | +3.4% | Q1 2014 |
| APA | $15.8M | 1.95% | 0.11% | New | Q1 2026 |
| MSFT | $15.8M | 1.94% | 0.00% | +2.4% | Q3 2013 |
| MTDR | $15.5M | 1.91% | 0.20% | +993.9% | Q4 2017 |
| KB | $13M | 1.60% | 0.04% | +7.0% | Q2 2017 |
| ACVA | $12.8M | 1.58% | 1.74% | +177.2% | Q4 2025 |
| INTU | $11.8M | 1.45% | 0.01% | Not reported | Q1 2014 |
| HUBB | $11.7M | 1.43% | 0.04% | +1.4% | Q4 2019 |
| GSK | $11.3M | 1.39% | 0.00% | -36.9% | Q3 2013 |
| CMCSA | $10.4M | 1.28% | 0.01% | Not reported | Q3 2013 |
| META | $10M | 1.24% | Not reported | +11.0% | Q1 2014 |
| LAMR | $9.58M | 1.18% | Not reported | +25.2% | Q4 2019 |
| MPC | $9.52M | 1.17% | 0.01% | Not reported | Q1 2014 |
| EEX | $8.42M | 1.04% | 0.94% | +4.4% | Q2 2018 |
| BTI | $7.61M | 0.94% | 0.01% | +10.6% | Q1 2017 |
| FERG | $7.43M | 0.91% | 0.02% | -0.3% | Q1 2021 |
| NIC | $5.37M | 0.66% | 0.17% | -8.7% | Q3 2021 |
| DAC | $5.34M | 0.66% | 0.26% | +19.6% | Q3 2021 |
| LTM | $4.87M | 0.60% | 0.00% | Not reported | Q2 2018 |
| PFGC | $4.6M | 0.57% | 0.03% | -60.4% | Q3 2021 |
| SSB | $4.36M | 0.54% | 0.05% | -0.4% | Q4 2017 |
| LRCX | $4.26M | 0.52% | 0.00% | -29.0% | Q1 2014 |
| STLD | $3.78M | 0.46% | 0.01% | -8.0% | Q2 2021 |
| CALM | $3.59M | 0.44% | 0.10% | +3.5% | Q4 2015 |
| MPTI | $3.38M | 0.42% | 1.42% | +42.0% | Q4 2025 |
| ACA | $3.33M | 0.41% | 0.06% | -1.3% | Q1 2025 |
 LMT | $3.26M | 0.40% | 0.00% | -7.4% | Q1 2014 |
 TAP | $3.24M | 0.40% | Not reported | -5.5% | Q1 2014 |
| VVV | $3.15M | 0.39% | 0.07% | +31.5% | Q3 2016 |
| AMGN | $3.1M | 0.38% | 0.00% | -7.1% | Q1 2014 |
| HQY | $3.08M | 0.38% | 0.04% | +74.7% | Q2 2018 |
| HD | $2.98M | 0.37% | 0.00% | -6.7% | Q1 2014 |
| Q4 2025 | |||||
| TRS | $38.9M | 4.88% | 2.91% | +46.0% | Q4 2016 |
| OPLN | $33.8M | 4.24% | 1.07% | +11.4% | Q4 2018 |
| TSM | $32.4M | 4.07% | 0.00% | +1.6% | Q1 2017 |
| DJCO | $32M | 4.02% | 3.63% | +14.1% | Q1 2025 |
| TPR | $29.6M | 3.72% | 0.11% | +1.5% | Q1 2024 |
| PM | $28.6M | 3.60% | 0.01% | +1.9% | Q3 2013 |
| AVGO | $28.5M | 3.59% | 0.00% | -3.9% | Q4 2016 |
| GOOGL | $28.4M | 3.57% | 0.00% | -1.4% | Q4 2016 |
| MYE | $24.4M | 3.07% | 3.49% | +84.5% | Q2 2025 |
| PRSU | $23.4M | 2.94% | 2.48% | -4.4% | Q3 2013 |
| BELFB | $22.9M | 2.87% | Not reported | -30.4% | Q2 2023 |
| MTG | $22.3M | 2.81% | 0.35% | +1.9% | Q1 2022 |
| MSFT | $20.2M | 2.54% | 0.00% | 0.0% | Q3 2013 |
| JBTM | $19.6M | 2.47% | 0.25% | -1.3% | Q3 2023 |
| CME | $17M | 2.14% | 0.02% | +2.1% | Q1 2014 |
 PHIN | $16.9M | 2.12% | 0.71% | -1.6% | Q1 2024 |
| KDP | $16.5M | 2.07% | 0.04% | +55.9% | Q1 2024 |
| ABBV | $16.2M | 2.03% | 0.00% | +1.0% | Q1 2014 |
| GSK | $15.9M | 2.00% | 0.01% | +2.2% | Q3 2013 |
| AEP | $15.7M | 1.98% | 0.03% | +2.0% | Q1 2014 |
| LEGH | $14.3M | 1.79% | 3.07% | +11.0% | Q1 2024 |
| PFGC | $12.2M | 1.53% | 0.09% | -3.8% | Q3 2021 |
| KB | $10.5M | 1.32% | 0.03% | +1.3% | Q2 2017 |
| META | $10.4M | 1.31% | Not reported | -5.8% | Q1 2014 |
| HUBB | $10.4M | 1.31% | 0.04% | +2.4% | Q4 2019 |
| ACVA | $8.76M | 1.10% | 0.63% | New | Q4 2025 |
| EEX | $8M | 1.01% | 0.91% | +0.7% | Q2 2018 |
 HLLY | $7.97M | 1.00% | 1.61% | -14.2% | Q3 2021 |
| LAMR | $7.65M | 0.96% | Not reported | +2.2% | Q4 2019 |
| FERG | $7.11M | 0.89% | 0.02% | -2.6% | Q1 2021 |
| BTI | $6.67M | 0.84% | 0.01% | +128.9% | Q1 2017 |
 UL | $6.32M | 0.79% | 0.00% | +1.5% | Q3 2013 |
| LRCX | $4.81M | 0.60% | 0.00% | +1.7% | Q1 2014 |
| NIC | $4.8M | 0.60% | 0.27% | -5.9% | Q3 2021 |
| SSB | $4.45M | 0.56% | 0.05% | -1.2% | Q4 2017 |
 HMC | $4.19M | 0.53% | 0.01% | -1.8% | Q2 2024 |
| STLD | $3.87M | 0.49% | 0.02% | +2.1% | Q2 2021 |
| DAC | $3.73M | 0.47% | 0.22% | +2.4% | Q3 2021 |
| TAP | $3.71M | 0.47% | Not reported | +46.8% | Q1 2014 |
| CALM | $3.49M | 0.44% | 0.09% | Not reported | Q4 2015 |
| ACA | $3.38M | 0.42% | 0.06% | -5.5% | Q1 2025 |
| HD | $3.35M | 0.42% | 0.00% | -0.8% | Q1 2014 |
 AAPL | $3.21M | 0.40% | 0.00% | +0.1% | Q3 2013 |
| AMGN | $3.11M | 0.39% | 0.00% | +0.6% | Q1 2014 |
 ALKT | $2.99M | 0.38% | 0.12% | -5.5% | Q3 2022 |
| REVG | $2.87M | 0.36% | 0.10% | -5.5% | Q2 2025 |
| WBS | $2.82M | 0.35% | 0.03% | -5.6% | Q1 2022 |
| LMT | $2.82M | 0.35% | 0.00% | +2.1% | Q1 2014 |
 ABG | $2.77M | 0.35% | 0.06% | -5.7% | Q1 2021 |
 ARES | $2.77M | 0.35% | 0.01% | +1.2% | Q3 2020 |
| Q3 2025 | |||||
| TSM | $29.3M | 3.85% | 0.00% | +8.7% | Q1 2017 |
| OPLN | $29.3M | 3.85% | 0.96% | +21.3% | Q4 2018 |
| TRS | $29M | 3.81% | 1.85% | -28.3% | Q4 2016 |
| PM | $28.4M | 3.73% | 0.01% | +19.3% | Q3 2013 |
| AVGO | $28.3M | 3.71% | 0.00% | +0.8% | Q4 2016 |
| BELFB | $27.3M | 3.58% | Not reported | -50.5% | Q2 2023 |
| DJCO | $26.7M | 3.51% | 4.17% | +51.9% | Q1 2025 |
| PRSU | $26.3M | 3.45% | 2.57% | +16.0% | Q3 2013 |
| TPR | $25.8M | 3.39% | 0.11% | +30.1% | Q1 2024 |
| GOOGL | $22.3M | 2.93% | 0.00% | +47.3% | Q4 2016 |
| MSFT | $21.6M | 2.84% | 0.00% | +28.7% | Q3 2013 |
| MTG | $21.3M | 2.79% | 0.33% | +16.3% | Q1 2022 |
| JBTM | $18.5M | 2.44% | 0.25% | -1.3% | Q3 2023 |
| LEGH | $18.1M | 2.38% | 2.76% | 0.0% | Q1 2024 |
| CME | $16.5M | 2.17% | 0.02% | +19.3% | Q1 2014 |
| ABBV | $16.2M | 2.13% | 0.00% | +16.4% | Q1 2014 |
| PHIN | $15.7M | 2.07% | 0.70% | -16.9% | Q1 2024 |
| AEP | $15M | 1.97% | 0.03% | +17.5% | Q1 2014 |
| PFGC | $14.7M | 1.93% | 0.09% | -2.1% | Q3 2021 |
| GSK | $13.7M | 1.80% | 0.01% | +31.8% | Q3 2013 |
| META | $12.3M | 1.62% | Not reported | +105.3% | Q1 2014 |
| MYE | $12M | 1.57% | 1.89% | +476.4% | Q2 2025 |
 DRVN | $10.7M | 1.41% | 0.40% | Not reported | Q2 2022 |
| KB | $9.99M | 1.31% | 0.03% | +23.3% | Q2 2017 |
| HUBB | $9.86M | 1.29% | 0.04% | +15.0% | Q4 2019 |
| KDP | $9.64M | 1.27% | 0.03% | +14.0% | Q1 2024 |
| EEX | $9.04M | 1.19% | 0.90% | Not reported | Q2 2018 |
 VZ | $8.15M | 1.07% | 0.00% | +17.6% | Q3 2013 |
| FERG | $7.37M | 0.97% | 0.02% | +7.0% | Q1 2021 |
| LAMR | $7.24M | 0.95% | Not reported | +14.7% | Q4 2019 |
| HLLY | $7.07M | 0.93% | 1.88% | Not reported | Q3 2021 |
| UL | $6.36M | 0.83% | 0.00% | +23.6% | Q3 2013 |
| NIC | $5.66M | 0.74% | 0.28% | -1.2% | Q3 2021 |
| SSB | $4.73M | 0.62% | 0.05% | -67.4% | Q4 2017 |
| HMC | $4.46M | 0.59% | 0.01% | +16.0% | Q2 2024 |
 WAL | $4.05M | 0.53% | 0.04% | +4.1% | Q1 2021 |
| HD | $3.97M | 0.52% | 0.00% | +1.9% | Q1 2014 |
| LRCX | $3.7M | 0.49% | 0.00% | +2.4% | Q1 2014 |
 ORCL | $3.56M | 0.47% | 0.00% | +5.3% | Q1 2014 |
| DAC | $3.48M | 0.46% | 0.21% | +5.2% | Q3 2021 |
| ALKT | $3.41M | 0.45% | 0.13% | +121.2% | Q3 2022 |
| BELFA | $3.29M | 0.43% | 1.30% | Not reported | Q4 2023 |
 EXP | $3.25M | 0.43% | 0.04% | -71.5% | Q4 2015 |
| ACA | $3.15M | 0.41% | 0.07% | Not reported | Q1 2025 |
| STLD | $3.12M | 0.41% | 0.02% | +3.2% | Q2 2021 |
 PBI | $3.11M | 0.41% | 0.16% | Not reported | Q1 2014 |
| ABG | $3.09M | 0.41% | 0.06% | -1.5% | Q1 2021 |
| AAPL | $3M | 0.39% | 0.00% | -63.9% | Q3 2013 |
| LMT | $2.85M | 0.37% | 0.00% | +50.2% | Q1 2014 |
| REVG | $2.83M | 0.37% | 0.10% | -31.2% | Q2 2025 |