ADVISORY RESEARCH INC

CIK 0000902584 • 6 13F filings • May 14, 2025 – Aug 13, 2026

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Filer information

Filed by: ADVISORY RESEARCH INC, Chief Compliance Officer
Address: 180 N. STETSON AVENUE, SUITE 5500, CHICAGO, IL, 60601
Phone: 312-233-8997
AUM: $795.7M

AUM over time

$1.00B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $795.7M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$970K	0.1%Prev: 0.2%	7,740 SH	Decreased-1,159 SH
ABBVIE INC	COM	$16.2M	2.0%Prev: 2.1%	70,693 SH	Decreased+692 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.7M	0.3%Prev: 0.4%	9,898 SH	Decreased-1,127 SH
ACI WORLDWIDE INC	COM	$471K	0.1%Prev: 0.1%	9,842 SH	Decreased+490 SH
ACM RESH INC	COM CL A	$1.1M	0.1%Prev: 0.1%	27,324 SH	Increased+1,389 SH
ACV AUCTIONS INC	COM CL A	$8.8M	1.1%	1,092,747 SH	New
ADDUS HOMECARE CORP	COM	$604K	0.1%Prev: 0.1%	5,623 SH	Decreased+286 SH
ALKAMI TECHNOLOGY INC	COM	$3.0M	0.4%Prev: 0.4%	129,656 SH	Decreased-7,549 SH
ALLISON TRANSMISSION HLDGS I	COM	$1.2M	0.2%Prev: 0.1%	12,704 SH	Increased+635 SH
ALPHABET INC	CAP STK CL A	$28.4M	3.6%Prev: 2.9%	90,667 SH	Increased-1,253 SH
AMERICAN ELEC PWR CO INC	COM	$15.7M	2.0%Prev: 2.0%	136,315 SH	Increased+2,666 SH
AMERICAN EXPRESS CO	COM	$1.5M	0.2%Prev: 0.2%	4,167 SH	Decreased-904 SH
AMGEN INC	COM	$3.1M	0.4%Prev: 0.4%	9,499 SH	Increased+55 SH
AMPHASTAR PHARMACEUTICALS IN	COM	$406K	0.1%Prev: 0.1%	15,161 SH	Decreased-307 SH
APPLE INC	COM	$3.2M	0.4%Prev: 0.4%	11,792 SH	Increased+7 SH
ARCOSA INC	COM	$3.4M	0.4%Prev: 0.4%	31,774 SH	Increased-1,851 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$2.8M	0.3%Prev: 0.4%	17,110 SH	Increased+207 SH
ASBURY AUTOMOTIVE GROUP INC	COM	$2.8M	0.3%Prev: 0.4%	11,929 SH	Decreased-720 SH
ATOMERA INC	COM	$44K	0.0%Prev: 0.0%	20,000 SH	Decreased
AUTOZONE INC	COM	$1.3M	0.2%Prev: 0.3%	382 SH	Decreased-138 SH
AXOS FINANCIAL INC	COM	$2.5M	0.3%Prev: 0.3%	28,999 SH	Increased+1,530 SH
BANK AMERICA CORP	COM	$1.7M	0.2%Prev: 0.2%	31,157 SH	Decreased-2,360 SH
BEL FUSE INC	CL B	$22.9M	2.9%Prev: 3.6%	134,790 SH	Decreased-58,770 SH
BELLRING BRANDS INC	COMMON STOCK	$625K	0.1%Prev: 0.1%	23,379 SH	Decreased-1,314 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.2%Prev: 0.2%	3,193 SH	Increased+122 SH
BLACKSTONE INC	COM	$719K	0.1%Prev: 0.1%	4,667 SH	Decreased
BLOCK H & R INC	COM	$764K	0.1%Prev: 0.1%	17,526 SH	Decreased+689 SH
BOYD GAMING CORP	COM	$764K	0.1%Prev: 0.1%	8,964 SH	Increased+445 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$6.7M	0.8%Prev: 0.4%	117,802 SH	Increased+66,334 SH
BROADCOM INC	COM	$28.5M	3.6%Prev: 3.7%	82,424 SH	Increased-3,305 SH
CAL MAINE FOODS INC	COM NEW	$3.5M	0.4%	43,851 SH	New
CANTALOUPE INC	COM	$264K	0.0%Prev: 0.0%	24,860 SH	Decreased-9,490 SH
CDW CORP	COM	$1.5M	0.2%Prev: 0.2%	10,958 SH	Decreased+975 SH
CHESAPEAKE UTILS CORP	COM	$1.2M	0.2%Prev: 0.2%	9,728 SH	Decreased-1,112 SH
CHEVRON CORP NEW	COM	$1.2M	0.1%Prev: 0.2%	7,781 SH	Decreased-1,053 SH
CME GROUP INC	COM	$17.0M	2.1%Prev: 2.2%	62,402 SH	Increased+1,305 SH
CONOCOPHILLIPS	COM	$968K	0.1%Prev: 0.1%	10,345 SH	Decreased-1,712 SH
COPART INC	COM	$706K	0.1%	18,036 SH	New
CUE BIOPHARMA INC	COM	$79K	0.0%Prev: 0.0%	257,225 SH	Decreased
DAILY JOURNAL CORP	COM	$32.0M	4.0%Prev: 3.5%	65,564 SH	Increased+8,097 SH
DANAOS CORPORATION	SHS	$3.7M	0.5%Prev: 0.5%	39,648 SH	Increased+921 SH
DRIVEN BRANDS HLDGS INC	COM	$2.2M	0.3%Prev: 1.4%	146,201 SH	Decreased-519,552 SH
EAGLE MATLS INC	COM	$2.7M	0.3%Prev: 0.4%	13,176 SH	Decreased-768 SH
ELEMENT SOLUTIONS INC	COM	$1.2M	0.2%Prev: 0.2%	49,127 SH	Decreased-11,171 SH
EMCOR GROUP INC	COM	$2.4M	0.3%Prev: 0.3%	3,946 SH	Decreased+89 SH
EMERALD HOLDING INC	COM	$8.0M	1.0%Prev: 1.2%	1,789,157 SH	Decreased+13,015 SH
ENCOMPASS HEALTH CORP	COM	$1.8M	0.2%Prev: 0.3%	17,086 SH	Decreased+903 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$7.1M	0.9%Prev: 1.0%	31,948 SH	Decreased-861 SH
FIRST MERCHANTS CORP	COM	$2.6M	0.3%Prev: 0.4%	68,439 SH	Decreased-3,909 SH
FLYWIRE CORPORATION	COM VTG	$1.6M	0.2%Prev: 0.2%	109,894 SH	Decreased-6,401 SH
FULLER H B CO	COM	$621K	0.1%Prev: 0.1%	10,436 SH	Decreased-220 SH
GATES INDL CORP PLC	ORD SHS	$1.1M	0.1%Prev: 0.2%	51,984 SH	Decreased-4,217 SH
GENIUS SPORTS LIMITED	SHARES CL A	$958K	0.1%Prev: 0.1%	86,973 SH	Decreased+4,298 SH
GENPACT LIMITED	SHS	$967K	0.1%Prev: 0.1%	20,672 SH	Increased+1,028 SH
GSK PLC	SPONSORED ADR	$15.9M	2.0%Prev: 1.8%	323,838 SH	Increased+7,074 SH
HEALTHEQUITY INC	COM	$1.9M	0.2%Prev: 0.3%	21,069 SH	Decreased-1,223 SH
HEARTBEAM INC	COM	$120K	0.0%Prev: 0.0%	50,000 SH	Increased
HOLLEY INC	COM	$8.0M	1.0%Prev: 0.9%	1,930,756 SH	Increased-319,244 SH
HOME DEPOT INC	COM	$3.3M	0.4%Prev: 0.5%	9,727 SH	Decreased-79 SH
HONDA MOTOR LTD	ADR ECH CNV IN 3	$4.2M	0.5%Prev: 0.6%	142,234 SH	Decreased-2,631 SH
HUBBELL INC	COM	$10.4M	1.3%Prev: 1.3%	23,460 SH	Increased+551 SH
IMPINJ INC	COM	$674K	0.1%Prev: 0.1%	3,873 SH	Increased+194 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.0M	0.4%Prev: 0.2%	15,512 SH	Increased+5,540 SH
INVESCO LTD	SHS	$1.2M	0.1%	43,861 SH	New
ISHARES TR	0-3 MNTH TREASRY	$7.2M	0.9%Prev: 0.7%	72,188 SH	Increased+21,061 SH
ISHARES TR	1 3 YR TREAS BD	$924K	0.1%Prev: 0.1%	11,154 SH	Decreased-17 SH
ISHARES TR	ISHS 1-5YR INVS	$2.0M	0.2%Prev: 0.3%	36,890 SH	Decreased
ISHARES TR	ISHS 5-10YR INVT	$3.1M	0.4%Prev: 0.4%	57,761 SH	Decreased
ISHARES TR	MBS ETF	$1.7M	0.2%Prev: 0.2%	17,518 SH	Increased
ISHARES TR	MSCI ACWI ETF	$2.3M	0.3%Prev: 0.1%	16,180 SH	Increased+13,352 SH
ISHARES TR	RUSSELL 2000 ETF	$1.3M	0.2%	5,364 SH	New
ISHARES TR	TRUST ISHARE 0-1	$3.7M	0.5%	33,491 SH	New
JBT MAREL CORPORATION	COM	$19.6M	2.5%Prev: 2.4%	130,399 SH	Increased-1,672 SH
JEFFERIES FINL GROUP INC	COM	$2.1M	0.3%Prev: 0.3%	33,653 SH	Decreased-2,007 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.2%Prev: 0.3%	5,580 SH	Decreased-567 SH
KB FINL GROUP INC	SPONSORED ADR	$10.5M	1.3%Prev: 1.3%	122,024 SH	Increased+1,514 SH
KEURIG DR PEPPER INC	COM	$16.5M	2.1%Prev: 1.3%	589,003 SH	Increased+211,273 SH
LAM RESEARCH CORP	COM NEW	$4.8M	0.6%Prev: 0.5%	28,106 SH	Increased+473 SH
LAMAR ADVERTISING CO NEW	CL A	$7.6M	1.0%Prev: 1.0%	60,425 SH	Increased+1,290 SH
LEGACY HOUSING CORP	COM	$14.3M	1.8%Prev: 2.4%	730,944 SH	Decreased+72,573 SH
LOCKHEED MARTIN CORP	COM	$2.8M	0.4%Prev: 0.4%	5,825 SH	Decreased+119 SH
M-TRON INDS INC	COM	$1.9M	0.2%	35,599 SH	New
MAGNUM ICE CREAM CO NV	ORD SHS	$301K	0.0%	18,967 SH	New
MATADOR RES CO	COM	$952K	0.1%Prev: 0.1%	22,441 SH	Decreased+812 SH
MCDONALDS CORP	COM	$1.2M	0.1%Prev: 0.2%	3,820 SH	Decreased-378 SH
META PLATFORMS INC	CL A	$10.4M	1.3%Prev: 1.6%	15,823 SH	Decreased-979 SH
MGIC INVT CORP WIS	COM	$22.3M	2.8%Prev: 2.8%	764,479 SH	Increased+14,407 SH
MICROSOFT CORP	COM	$20.2M	2.5%Prev: 2.8%	41,743 SH	Decreased-7 SH
MOLSON COORS BEVERAGE CO	CL B	$3.7M	0.5%Prev: 0.3%	79,559 SH	Increased+25,364 SH
MONTE ROSA THERAPEUTICS INC	COM	$991K	0.1%	63,220 SH	New
MYERS INDS INC	COM	$24.4M	3.1%Prev: 1.6%	1,302,928 SH	Increased+596,848 SH
NCINO INC	COM	$1.7M	0.2%Prev: 0.3%	65,965 SH	Decreased-17,703 SH
NETAPP INC	COM	$2.4M	0.3%Prev: 0.3%	22,417 SH	Decreased+491 SH
NICOLET BANKSHARES INC	COM	$4.8M	0.6%Prev: 0.7%	39,596 SH	Decreased-2,480 SH
NRG ENERGY INC	COM NEW	$1.8M	0.2%Prev: 0.2%	11,113 SH	Increased+589 SH
NVENT ELECTRIC PLC	SHS	$1.2M	0.2%Prev: 0.1%	11,763 SH	Increased+618 SH
ONESPAWORLD HOLDINGS LIMITED	COM	$1.2M	0.2%Prev: 0.3%	58,171 SH	Decreased-67,447 SH
OPENLANE INC	COM	$33.8M	4.2%Prev: 3.8%	1,133,355 SH	Increased+115,724 SH
ORACLE CORP	COM	$2.5M	0.3%Prev: 0.5%	12,913 SH	Decreased+237 SH
PATRICK INDS INC	COM	$846K	0.1%Prev: 0.1%	7,804 SH	Increased+396 SH
PERFORMANCE FOOD GROUP CO	COM	$12.2M	1.5%Prev: 1.9%	135,766 SH	Decreased-5,409 SH
PHILIP MORRIS INTL INC	COM	$28.6M	3.6%Prev: 3.7%	178,542 SH	Increased+3,275 SH
PHINIA INC	COMMON STOCK	$16.9M	2.1%Prev: 2.1%	269,625 SH	Increased-4,305 SH
PROGRESS SOFTWARE CORP	COM	$617K	0.1%Prev: 0.1%	14,359 SH	Decreased-850 SH
PROSHARES TR	S&P 500 DV ARIST	$232K	0.0%Prev: 0.0%	2,231 SH	Increased
PURSUIT ATTRACTIONS AND HOSP	COM	$23.4M	2.9%Prev: 3.5%	694,821 SH	Decreased-31,963 SH
RALLIANT CORP	COM	$783K	0.1%	15,381 SH	New
REGAL REXNORD CORPORATION	COM	$926K	0.1%Prev: 0.1%	6,598 SH	Decreased-885 SH
RELIANCE INC	COM	$547K	0.1%Prev: 0.1%	1,892 SH	Increased+110 SH
REV GROUP INC	COM	$2.9M	0.4%Prev: 0.4%	47,204 SH	Increased-2,751 SH
SOUTHSTATE BK CORP	COM	$4.4M	0.6%Prev: 0.6%	47,285 SH	Decreased-585 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.2M	0.2%Prev: 0.1%	1,798 SH	Increased+925 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.6M	0.2%	13,012 SH	New
SPIRE INC	COM	$521K	0.1%Prev: 0.1%	6,297 SH	Increased+334 SH
STEEL DYNAMICS INC	COM	$3.9M	0.5%Prev: 0.4%	22,827 SH	Increased+474 SH
STOCK YDS BANCORP INC	COM	$1.3M	0.2%Prev: 0.2%	19,791 SH	Decreased-1,182 SH
SUPER GROUP SGHC LIMITED	ORD SHS	$450K	0.1%Prev: 0.1%	37,688 SH	Decreased+1,923 SH
SUPERNUS PHARMACEUTICALS INC	COM	$993K	0.1%Prev: 0.1%	19,975 SH	Increased+921 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$32.4M	4.1%Prev: 3.9%	106,654 SH	Increased+1,684 SH
TAPESTRY INC	COM	$29.6M	3.7%Prev: 3.4%	231,408 SH	Increased+3,301 SH
TD SYNNEX CORPORATION	COM	$836K	0.1%	5,567 SH	New
TJX COS INC NEW	COM	$1.5M	0.2%Prev: 0.2%	9,828 SH	Decreased-1,041 SH
TOAST INC	CL A	$735K	0.1%	20,695 SH	New
TRIMAS CORP	COM NEW	$38.9M	4.9%Prev: 3.8%	1,096,013 SH	Increased+345,425 SH
UFP INDUSTRIES INC	COM	$916K	0.1%Prev: 0.1%	10,063 SH	Increased+347 SH
UNILEVER PLC	SPON ADR NEW	$6.3M	0.8%Prev: 0.8%	96,671 SH	Decreased-10,556 SH
UNION PAC CORP	COM	$1.4M	0.2%Prev: 0.2%	6,107 SH	Increased+145 SH
UNITEDHEALTH GROUP INC	COM	$740K	0.1%Prev: 0.1%	2,242 SH	Decreased-352 SH
UNUM GROUP	COM	$1.3M	0.2%Prev: 0.2%	17,325 SH	Increased+915 SH
VAIL RESORTS INC	COM	$1.7M	0.2%Prev: 0.2%	12,705 SH	Increased+1,625 SH
VALVOLINE INC	COM	$2.1M	0.3%Prev: 0.4%	71,152 SH	Decreased-4,147 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$3.7M	0.5%Prev: 0.3%	73,411 SH	Increased+28,036 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.4M	0.2%Prev: 0.2%	4,966 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	0.3%Prev: 0.4%	3,947 SH	Decreased-1,582 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$3.7M	0.5%Prev: 0.5%	44,466 SH	Decreased
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.1M	0.5%Prev: 0.5%	69,657 SH	Decreased
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.2M	0.4%Prev: 0.4%	39,811 SH	Increased+1,254 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.6M	0.3%Prev: 0.3%	11,658 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.2%Prev: 0.2%	24,026 SH	Increased
WEBSTER FINL CORP	COM	$2.8M	0.4%Prev: 0.4%	44,850 SH	Decreased-2,682 SH
WESTERN ALLIANCE BANCORP	COM	$2.3M	0.3%Prev: 0.5%	26,805 SH	Decreased-19,855 SH
WHITESTONE REIT	COM	$928K	0.1%Prev: 0.1%	66,829 SH	Increased+3,331 SH

Sold (vs prior filing)

ARES CAPITAL CORP — $657K
BEL FUSE INC — $3.3M
BLACKSTONE SECD LENDING FD — $322K
CARLYLE SECURED LENDING INC — $142K
FIDUS INVT CORP — $211K
FLUTTER ENTMT PLC — $206K
FS KKR CAP CORP — $150K
GROCERY OUTLET HLDG CORP — $1.3M
HERCULES CAPITAL INC — $224K
HILLENBRAND INC — $1.0M
ISHARES TR — $4.0M
MAIN STR CAP CORP — $221K
MONARCH CASINO & RESORT INC — $2.5M
OWENS CORNING NEW — $463K
PITNEY BOWES INC — $3.1M
RYERSON HLDG CORP — $291K
SCIENCE APPLICATIONS INTL CO — $503K
SIXTH STREET SPECIALTY LENDI — $236K
SPDR SERIES TRUST — $1.1M
VERIZON COMMUNICATIONS INC — $8.1M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0000902584-26-000002	$795.7M	View
Nov 13, 2025	Q3 2025	13F-HR	0000902584-25-000004	$761.4M	View
Aug 13, 2026	Q2 2026