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
$9.92B
$2.83 Million 0.4% of portfolio
47,532
Q2 2025 Reduced 8.77%
$123B
$2.85 Million 0.4% of portfolio
5,706
Q3 2025 Added 50.24%
$24.4B
$2.7 Million 0.38% of portfolio
16,903
Q3 2025 Added 4.95%
$123B
$2.73 Million 0.38% of portfolio
51,468
Q3 2025 New
$2.14B
$2.73 Million 0.38% of portfolio
72,348
Q3 2025 Reduced 4.1%
$152B
$2.72 Million 0.38% of portfolio
11,025
Q3 2025 Added 43.76%
$5.57B
$2.7 Million 0.38% of portfolio
75,299
Q2 2025 Reduced 5.03%
$1.63B
$2.66 Million 0.37% of portfolio
125,618
Q2 2025 Reduced 5.71%
$183B
$2.67 Million 0.37% of portfolio
9,444
Q3 2025 New
$23.8B
$2.6 Million 0.36% of portfolio
21,926
Q3 2025 Added 4.31%
$29.5B
$2.51 Million 0.35% of portfolio
3,857
Q3 2025 Added 6.25%
$1.81B
$2.49 Million 0.35% of portfolio
23,567
Q2 2025 Reduced 6.34%
$9.3B
$2.45 Million 0.34% of portfolio
54,195
Q3 2025 New
$12B
$2.33 Million 0.33% of portfolio
35,660
Q2 2025 New
$4.74B
$2.33 Million 0.33% of portfolio
27,469
Q3 2025 Added 3.87%
$2.83B
$2.27 Million 0.32% of portfolio
83,668
Q2 2025 Reduced 11.06%
$17.2B
$2.19 Million 0.31% of portfolio
22,353
Q3 2025 Added 3.16%
$0
$2.12 Million 0.3% of portfolio
11,658
Q3 2025 Reduced 9.4%
$8.6B
$2.11 Million 0.3% of portfolio
22,292
Q2 2025 Reduced 23.31%
$11.3B
$2.06 Million 0.29% of portfolio
16,183
Q3 2025 Added 4.09%
$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%
$881B
$1.94 Million 0.27% of portfolio
6,147
Q3 2025 Reduced 10.55%
$38.8B
$1.7 Million 0.24% of portfolio
10,524
Q3 2025 Added 4.09%
$413B
$1.73 Million 0.24% of portfolio
33,517
Q3 2025 Reduced 3.72%
$255B
$1.68 Million 0.24% of portfolio
5,071
Q3 2025 Reduced 4.34%
$5.89B
$1.66 Million 0.23% of portfolio
11,080
Q2 2025 New
$0
$1.67 Million 0.23% of portfolio
17,518
Q1 2023 Reduced 10.73%
$1.42B
$1.57 Million 0.22% of portfolio
116,295
Q3 2025 New
$662B
$1.54 Million 0.22% of portfolio
3,071
Q3 2025 Reduced 3.97%
$19.6B
$1.59 Million 0.22% of portfolio
9,983
Q3 2025 Reduced 3.56%
$170B
$1.57 Million 0.22% of portfolio
10,869
Q3 2025 Reduced 4.65%
$1.95B
$1.47 Million 0.21% of portfolio
20,973
Q2 2025 Reduced 7.54%
$6.27B
$1.52 Million 0.21% of portfolio
60,298
Q3 2025 Reduced 4.18%
$6.04B
$1.39 Million 0.2% of portfolio
56,201
Q3 2025 Reduced 4.24%
$0
$1.44 Million 0.2% of portfolio
24,026
Q3 2025 Added 0.37%
$136B
$1.41 Million 0.2% of portfolio
5,962
Q3 2025 Reduced 3.61%
$0
$1.46 Million 0.2% of portfolio
4,966
Q3 2025 Added 1.31%
$2.39B
$1.46 Million 0.2% of portfolio
10,840
Q3 2025 Reduced 4.13%
$1.09B
$1.34 Million 0.19% of portfolio
83,315
Q3 2025 New
$303B
$1.37 Million 0.19% of portfolio
8,834
Q3 2025 Reduced 4.07%
$224B
$1.28 Million 0.18% of portfolio
4,198
Q3 2025 Reduced 4.48%
$15.4B
$1.28 Million 0.18% of portfolio
16,410
Q3 2025 Added 4.16%
$228B
$1.19 Million 0.17% of portfolio
8,899
Q3 2025 Reduced 3.32%
$113B
$1.14 Million 0.16% of portfolio
12,057
Q3 2025 Reduced 4.25%
$0
$1.07 Million 0.15% of portfolio
10,683
Q3 2025 Added 3.95%
$9.13B
$1.07 Million 0.15% of portfolio
7,483
Q3 2025 Reduced 4.06%
$17.7B
$1.1 Million 0.15% of portfolio
11,145
Q3 2025 Added 4.29%
$7.87B
$1.02 Million 0.14% of portfolio
12,069
Q3 2025 Added 3.94%

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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