Advisory Research Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Advisory Research Inc

CIK Number: 0000902584

650.93M
Market Value
140
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 BELFB Bel Fuse Inc.
142.44
-0.04% 390.86K +4.20% 38.18M 70.38 5.87% Share
2 TRS TriMas Corporat...
37.48
-0.9% 1.05M +5.44% 29.95M 25.27 4.60% Share
3 PM Philip Morris I...
157.91
-1.83% 146.97K +12.60% 26.77M 117.64 4.11% Share
4 AVGO Broadcom Inc.
338.18
+1.44% 85.05K +16.66% 23.44M 102.99 3.60% Share
5 TSM Taiwan Semicond...
288.13
-0.12% 96.6K +15.18% 21.88M 136.38 3.36% Share
6 KAR OPENLANE, Inc.
28.61
+0.02% 839.23K +3.42% 20.52M 19.78 3.15% Share
7 MTG MGIC Investment...
27.75
-1.26% 644.74K +22.33% 17.95M 23.02 2.76% Share
8 MSFT Microsoft Corpo...
515.74
-0.76% 32.43K +17.51% 16.13M 294.24 2.48% Share
9 JBTM JBT Marel Corpo...
143.29
+1.54% 133.86K -31.73% 16.1M 114.17 2.47% Share
10 DJCO Daily Journal C...
460.13
-3.35% 37.84K +8.83% 15.98M 399.69 2.45% Share
11 TPR Tapestry, Inc.
115.61
+1.57% 175.36K +15.79% 15.4M 53.37 2.37% Share
12 LEGH Legacy Housing ...
27.20
-0.8% 658.51K +3.37% 14.92M 22.92 2.29% Share
13 PHIN PHINIA Inc.
56.48
-1.58% 329.52K -25.83% 14.66M 41.52 2.25% Share
14 CME CME Group Inc.
265.43
-0.15% 51.24K +31.95% 14.12M 240.46 2.17% Share
15 SSB SouthState Corp...
98.10
-0.37% 146.93K +42.35% 13.52M 94.14 2.08% Share
16 PFGC Performance Foo...
102.44
+0.09% 144.25K -4.72% 12.62M 49.45 1.94% Share
17 AEP American Electr...
113.46
+0.63% 113.72K +15.79% 11.8M 91.86 1.81% Share
18 ABBV AbbVie Inc.
236.58
-3.19% 60.12K +16.82% 11.16M 122.14 1.71% Share
19 GOOGL Alphabet Inc.
245.69
+0.32% 62.42K +51.31% 11M 166.96 1.69% Share
20 KDP Keurig Dr Peppe...
25.74
+0.55% 331.47K +17.47% 10.96M 31.84 1.68% Share
Page 1 of 7