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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.15 Million 0.72% of portfolio
51,127
Q3 2025 Reduced 35.12%
$0
$4.1 Million 0.57% of portfolio
69,657
Q2 2024 Added 120.66%
$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%
$0
$3.39 Million 0.47% of portfolio
5,529
Q3 2025 Reduced 9.98%
$0
$3.12 Million 0.44% of portfolio
57,761
Q3 2024 Added 72.08%
$0
$3.08 Million 0.43% of portfolio
38,557
Q3 2025 Added 48.8%
$0
$2.12 Million 0.3% of portfolio
11,658
Q3 2025 Reduced 9.4%
$0
$1.96 Million 0.27% of portfolio
36,890
Q3 2025 Added 106.9%
$0
$1.89 Million 0.27% of portfolio
9,972
Q3 2025 Reduced 4.06%
$0
$1.67 Million 0.23% of portfolio
17,518
Q1 2023 Reduced 10.73%
$0
$1.44 Million 0.2% of portfolio
24,026
Q3 2025 Added 0.37%
$0
$1.46 Million 0.2% of portfolio
4,966
Q3 2025 Added 1.31%
$0
$1.07 Million 0.15% of portfolio
10,683
Q3 2025 Added 3.95%
$0
$926,000 0.13% of portfolio
11,171
Q1 2025 Reduced 3.08%
$0
$581,000 0.08% of portfolio
873
Q3 2025 Added 90.61%
$0
$229,000 0.03% of portfolio
2,231
Q4 2023 New

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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