Advisory Research Inc Portfolio Holdings

Advisory Research Inc

  • $713 Million
  • Q3 2025

Advisory Research Inc has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $713 Million distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Viad Corp with a value of $29.8M, Kar Auction Services, Inc. with a value of $29.3M, Taiwan Semiconductor Manufacturing CO LTD with a value of $29.3M, Trimas Corp with a value of $29M, and Philip Morris International Inc. with a value of $28.4M.

Examining the 13F form we can see an increase of $95.6M in the current position value, from $618M to 713M.

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 $713 Million
Technology: $162 Million
Consumer Cyclical: $159 Million
Financial Services: $83 Million
Industrials: $80.9 Million
Consumer Defensive: $65.7 Million
Communication Services: $52.9 Million
ETFs: $40.3 Million
Healthcare: $27.3 Million
Other: $41.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$845M
$29.8 Million 4.17% of portfolio
726,784
Q3 2025 Added 15.95%
$2.97B
$29.3 Million 4.11% of portfolio
1,017,631
Q3 2025 Added 21.26%
$1.46T
$29.3 Million 4.11% of portfolio
104,970
Q3 2025 Added 8.66%
$1.31B
$29 Million 4.07% of portfolio
750,588
Q3 2025 Reduced 28.3%
$237B
$28.4 Million 3.99% of portfolio
175,267
Q3 2025 Added 19.25%
$139B
$28.3 Million 3.97% of portfolio
85,729
Q3 2025 Added 0.8%
$1.53B
$27.3 Million 3.83% of portfolio
193,560
Q3 2025 Reduced 50.48%
$551M
$26.7 Million 3.75% of portfolio
57,467
Q3 2025 Added 51.87%
$24.5B
$25.8 Million 3.62% of portfolio
228,107
Q3 2025 Added 30.08%
$1.65T
$22.3 Million 3.13% of portfolio
91,920
Q3 2025 Added 47.26%
$3.78T
$21.6 Million 3.03% of portfolio
41,750
Q3 2025 Added 28.74%
$8.56B
$21.3 Million 2.98% of portfolio
750,072
Q3 2025 Added 16.34%
$485M
$18.1 Million 2.54% of portfolio
658,371
Q3 2025 Reduced 0.02%
$4.01B
$16.6 Million 2.33% of portfolio
132,071
Q3 2025 Reduced 1.34%
$100B
$16.5 Million 2.31% of portfolio
61,097
Q3 2025 Added 19.25%
$414B
$16.2 Million 2.27% of portfolio
70,001
Q3 2025 Added 16.43%
$15.3B
$13.9 Million 1.94% of portfolio
141,175
Q3 2025 Reduced 2.13%
$1.37T
$12.3 Million 1.73% of portfolio
16,802
Q3 2025 Added 105.28%
$638M
$12 Million 1.68% of portfolio
706,080
Q3 2025 Added 476.42%
$2.33B
$10.7 Million 1.5% of portfolio
665,753
Q3 2025 New
$34.4B
$9.99 Million 1.4% of portfolio
120,510
Q3 2025 Added 23.26%
$23.2B
$9.86 Million 1.38% of portfolio
22,909
Q3 2025 Added 15.0%
$38.4B
$9.64 Million 1.35% of portfolio
377,730
Q3 2025 Added 13.96%
$277M
$9.04 Million 1.27% of portfolio
1,776,142
Q2 2025 Reduced 1.6%
$172B
$8.15 Million 1.14% of portfolio
185,405
Q3 2025 Added 17.56%
$11.3B
$7.24 Million 1.02% of portfolio
59,135
Q3 2025 Added 14.71%
$454M
$7.07 Million 0.99% of portfolio
2,250,000
Q3 2025 New
$150B
$6.36 Million 0.89% of portfolio
107,227
Q3 2025 Added 23.57%
$1.83B
$5.66 Million 0.79% of portfolio
42,076
Q3 2025 Reduced 1.19%
$0
$5.15 Million 0.72% of portfolio
51,127
Q3 2025 Reduced 35.12%
$51.2B
$4.46 Million 0.63% of portfolio
144,865
Q3 2025 Added 15.99%
$8.51B
$4.05 Million 0.57% of portfolio
46,660
Q3 2025 Added 4.08%
$0
$4.1 Million 0.57% of portfolio
69,657
Q2 2024 Added 120.66%
$367B
$3.97 Million 0.56% of portfolio
9,806
Q3 2025 Added 1.87%
$0
$3.95 Million 0.55% of portfolio
35,758
Q3 2025 Reduced 15.07%
$0
$3.74 Million 0.52% of portfolio
44,466
Q3 2025 Added 0.54%
$593B
$3.56 Million 0.5% of portfolio
12,676
Q3 2025 Added 5.26%
$1.94B
$3.48 Million 0.49% of portfolio
38,727
Q3 2025 Added 5.19%
$1.86B
$3.41 Million 0.48% of portfolio
137,205
Q3 2025 Added 121.16%
$0
$3.39 Million 0.47% of portfolio
5,529
Q3 2025 Reduced 9.98%
$265M
$3.31 Million 0.46% of portfolio
28,250
Q2 2025 Added 46.81%
$7.44B
$3.25 Million 0.46% of portfolio
13,944
Q3 2025 Reduced 71.51%
$1.59B
$3.11 Million 0.44% of portfolio
272,687
Q2 2025 Reduced 5.54%
$0
$3.12 Million 0.44% of portfolio
57,761
Q3 2024 Added 72.08%
$4.86B
$3.15 Million 0.44% of portfolio
33,625
Q2 2025 Reduced 4.46%
$4.92B
$3.09 Million 0.43% of portfolio
12,649
Q3 2025 Reduced 1.5%
$0
$3.08 Million 0.43% of portfolio
38,557
Q3 2025 Added 48.8%
$4.3T
$3 Million 0.42% of portfolio
11,785
Q3 2025 Reduced 63.9%
$3.12B
$2.83 Million 0.4% of portfolio
49,955
Q3 2025 Reduced 31.16%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $713 Million
  • Prior Value $618 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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