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: $761.4M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.2M	0.2%	8,899 SH	New
ABBVIE INC	COM	$16.2M	2.1%Prev: 1.9%	70,001 SH	Decreased-6,084 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.7M	0.4%Prev: 0.2%	11,025 SH	Increased-3,230 SH
ACI WORLDWIDE INC	COM	$494K	0.1%Prev: 0.1%	9,352 SH	Decreased-6,390 SH
ACM RESH INC	COM CL A	$1.0M	0.1%Prev: 0.4%	25,935 SH	Decreased-2,797 SH
ADDUS HOMECARE CORP	COM	$630K	0.1%	5,337 SH	New
ALKAMI TECHNOLOGY INC	COM	$3.4M	0.4%Prev: 0.3%	137,205 SH	Increased-18,506 SH
ALLISON TRANSMISSION HLDGS I	COM	$1.0M	0.1%Prev: 0.1%	12,069 SH	Decreased-1,257 SH
ALPHABET INC	CAP STK CL A	$22.3M	2.9%Prev: 3.4%	91,920 SH	Decreased-2,904 SH
AMERICAN ELEC PWR CO INC	COM	$15.0M	2.0%Prev: 2.0%	133,649 SH	Decreased-13,197 SH
AMERICAN EXPRESS CO	COM	$1.7M	0.2%Prev: 0.1%	5,071 SH	Increased+1,084 SH
AMGEN INC	COM	$2.7M	0.4%Prev: 0.3%	9,444 SH	Decreased+644 SH
AMPHASTAR PHARMACEUTICALS IN	COM	$412K	0.1%Prev: 0.1%	15,468 SH	Decreased-9,869 SH
APPLE INC	COM	$3.0M	0.4%Prev: 0.3%	11,785 SH	Decreased+990 SH
ARCOSA INC	COM	$3.2M	0.4%Prev: 0.4%	33,625 SH	Decreased+4,779 SH
ARES CAPITAL CORP	COM	$657K	0.1%	32,181 SH	New
ARES MANAGEMENT CORPORATION	CL A COM STK	$2.7M	0.4%Prev: 0.2%	16,903 SH	Increased+1,057 SH
ASBURY AUTOMOTIVE GROUP INC	COM	$3.1M	0.4%Prev: 0.2%	12,649 SH	Increased+2,500 SH
ATOMERA INC	COM	$88K	0.0%Prev: 0.0%	20,000 SH	Decreased
AUTOZONE INC	COM	$2.2M	0.3%Prev: 0.1%	520 SH	Increased+152 SH
AXOS FINANCIAL INC	COM	$2.3M	0.3%Prev: 0.2%	27,469 SH	Increased+10,458 SH
BANK AMERICA CORP	COM	$1.7M	0.2%	33,517 SH	New
BEL FUSE INC	CL A	$3.3M	0.4%	28,250 SH	New
BEL FUSE INC	CL B	$27.3M	3.6%Prev: 3.9%	193,560 SH	Decreased+75,664 SH
BELLRING BRANDS INC	COMMON STOCK	$898K	0.1%	24,693 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.2%Prev: 0.2%	3,071 SH	Increased+13 SH
BLACKSTONE INC	COM	$797K	0.1%Prev: 0.1%	4,667 SH	Increased
BLACKSTONE SECD LENDING FD	COMMON STOCK	$322K	0.0%	12,355 SH	New
BLOCK H & R INC	COM	$851K	0.1%	16,837 SH	New
BOYD GAMING CORP	COM	$736K	0.1%Prev: 0.1%	8,519 SH	Decreased-806 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$2.7M	0.4%Prev: 0.9%	51,468 SH	Decreased-87,985 SH
BROADCOM INC	COM	$28.3M	3.7%Prev: 2.5%	85,729 SH	Increased+20,234 SH
CANTALOUPE INC	COM	$363K	0.0%	34,350 SH	New
CARLYLE SECURED LENDING INC	COM	$142K	0.0%	11,340 SH	New
CDW CORP	COM	$1.6M	0.2%Prev: 0.2%	9,983 SH	Decreased-4,788 SH
CHESAPEAKE UTILS CORP	COM	$1.5M	0.2%Prev: 0.1%	10,840 SH	Increased+1,490 SH
CHEVRON CORP NEW	COM	$1.4M	0.2%	8,834 SH	New
CME GROUP INC	COM	$16.5M	2.2%Prev: 1.5%	61,097 SH	Increased-5,991 SH
CONOCOPHILLIPS	COM	$1.1M	0.1%Prev: 0.1%	12,057 SH	Increased+4,409 SH
CUE BIOPHARMA INC	COM	$185K	0.0%Prev: 0.0%	257,225 SH	Decreased+248,652 SH
DAILY JOURNAL CORP	COM	$26.7M	3.5%Prev: 2.5%	57,467 SH	Increased+15,957 SH
DANAOS CORPORATION	SHS	$3.5M	0.5%Prev: 0.6%	38,727 SH	Decreased-8,685 SH
DRIVEN BRANDS HLDGS INC	COM	$10.7M	1.4%	665,753 SH	New
EAGLE MATLS INC	COM	$3.2M	0.4%Prev: 0.3%	13,944 SH	Increased+1,356 SH
ELEMENT SOLUTIONS INC	COM	$1.5M	0.2%Prev: 0.2%	60,298 SH	Decreased+26,721 SH
EMCOR GROUP INC	COM	$2.5M	0.3%Prev: 0.3%	3,857 SH	Decreased+254 SH
EMERALD HOLDING INC	COM	$9.0M	1.2%	1,776,142 SH	New
ENCOMPASS HEALTH CORP	COM	$2.1M	0.3%Prev: 0.2%	16,183 SH	Increased+936 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$7.4M	1.0%Prev: 0.8%	32,809 SH	Decreased-375 SH
FIDUS INVT CORP	COM	$211K	0.0%	10,403 SH	New
FIRST MERCHANTS CORP	COM	$2.7M	0.4%Prev: 0.3%	72,348 SH	Decreased+7,033 SH
FLUTTER ENTMT PLC	SHS	$206K	0.0%	811 SH	New
FLYWIRE CORPORATION	COM VTG	$1.6M	0.2%Prev: 0.2%	116,295 SH	Decreased+11,300 SH
FS KKR CAP CORP	COM	$150K	0.0%	10,057 SH	New
FULLER H B CO	COM	$632K	0.1%Prev: 0.1%	10,656 SH	Decreased-1,104 SH
GATES INDL CORP PLC	ORD SHS	$1.4M	0.2%	56,201 SH	New
GENIUS SPORTS LIMITED	SHARES CL A	$1.0M	0.1%Prev: 0.1%	82,675 SH	Increased-9,055 SH
GENPACT LIMITED	SHS	$823K	0.1%Prev: 0.1%	19,644 SH	Increased-1,985 SH
GROCERY OUTLET HLDG CORP	COM	$1.3M	0.2%	83,315 SH	New
GSK PLC	SPONSORED ADR	$13.7M	1.8%Prev: 1.1%	316,764 SH	Increased+101,100 SH
HEALTHEQUITY INC	COM	$2.1M	0.3%Prev: 0.3%	22,292 SH	Decreased-12,734 SH
HEARTBEAM INC	COM	$83K	0.0%Prev: 0.0%	50,000 SH	Increased
HERCULES CAPITAL INC	COM	$224K	0.0%	11,836 SH	New
HILLENBRAND INC	COM	$1.0M	0.1%	37,868 SH	New
HOLLEY INC	COM	$7.1M	0.9%Prev: 0.1%	2,250,000 SH	Increased+1,934,179 SH
HOME DEPOT INC	COM	$4.0M	0.5%Prev: 0.3%	9,806 SH	Increased+856 SH
HONDA MOTOR LTD	ADR ECH CNV IN 3	$4.5M	0.6%	144,865 SH	New
HUBBELL INC	COM	$9.9M	1.3%Prev: 1.3%	22,909 SH	Decreased-1,532 SH
IMPINJ INC	COM	$665K	0.1%	3,679 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.9M	0.2%Prev: 0.3%	9,972 SH	Decreased-6,436 SH
ISHARES TR	0-3 MNTH TREASRY	$5.1M	0.7%	51,127 SH	New
ISHARES TR	1 3 YR TREAS BD	$927K	0.1%	11,171 SH	New
ISHARES TR	ISHS 1-5YR INVS	$2.0M	0.3%Prev: 0.3%	36,890 SH	Decreased-26,682 SH
ISHARES TR	ISHS 5-10YR INVT	$3.1M	0.4%Prev: 0.3%	57,761 SH	Increased
ISHARES TR	MBS ETF	$1.7M	0.2%Prev: 0.2%	17,518 SH	Increased
ISHARES TR	MSCI ACWI ETF	$391K	0.1%Prev: 0.0%	2,828 SH	Increased+591 SH
ISHARES TR	SHORT TREAS BD	$4.0M	0.5%	35,758 SH	New
JBT MAREL CORPORATION	COM	$18.5M	2.4%Prev: 2.7%	132,071 SH	Decreased-57,798 SH
JEFFERIES FINL GROUP INC	COM	$2.3M	0.3%	35,660 SH	New
JPMORGAN CHASE & CO.	COM	$1.9M	0.3%	6,147 SH	New
KB FINL GROUP INC	SPONSORED ADR	$10.0M	1.3%Prev: 1.4%	120,510 SH	Decreased-15,097 SH
KEURIG DR PEPPER INC	COM	$9.6M	1.3%Prev: 2.8%	377,730 SH	Decreased-490,041 SH
LAM RESEARCH CORP	COM NEW	$3.7M	0.5%Prev: 0.9%	27,633 SH	Decreased+7,809 SH
LAMAR ADVERTISING CO NEW	CL A	$7.2M	1.0%	59,135 SH	New
LEGACY HOUSING CORP	COM	$18.1M	2.4%Prev: 2.4%	658,371 SH	Decreased-261,915 SH
LOCKHEED MARTIN CORP	COM	$2.8M	0.4%Prev: 0.3%	5,706 SH	Increased+363 SH
MAIN STR CAP CORP	COM	$221K	0.0%	3,471 SH	New
MATADOR RES CO	COM	$972K	0.1%Prev: 0.9%	21,629 SH	Decreased-166,045 SH
MCDONALDS CORP	COM	$1.3M	0.2%Prev: 0.1%	4,198 SH	Increased+590 SH
META PLATFORMS INC	CL A	$12.3M	1.6%Prev: 1.0%	16,802 SH	Increased-1,389 SH
MGIC INVT CORP WIS	COM	$21.3M	2.8%Prev: 2.3%	750,072 SH	Decreased-66,880 SH
MICROSOFT CORP	COM	$21.6M	2.8%Prev: 1.6%	41,750 SH	Increased-1,920 SH
MOLSON COORS BEVERAGE CO	CL B	$2.5M	0.3%Prev: 0.3%	54,195 SH	Decreased-20,812 SH
MONARCH CASINO & RESORT INC	COM	$2.5M	0.3%	23,567 SH	New
MYERS INDS INC	COM	$12.0M	1.6%Prev: 6.5%	706,080 SH	Decreased-1,151,793 SH
NCINO INC	COM	$2.3M	0.3%	83,668 SH	New
NETAPP INC	COM	$2.6M	0.3%Prev: 0.3%	21,926 SH	Decreased+1,338 SH
NICOLET BANKSHARES INC	COM	$5.7M	0.7%Prev: 0.6%	42,076 SH	Decreased+6,642 SH
NRG ENERGY INC	COM NEW	$1.7M	0.2%Prev: 0.2%	10,524 SH	Decreased-1,459 SH
NVENT ELECTRIC PLC	SHS	$1.1M	0.1%	11,145 SH	New
ONESPAWORLD HOLDINGS LIMITED	COM	$2.7M	0.3%	125,618 SH	New
OPENLANE INC	COM	$29.3M	3.8%Prev: 6.3%	1,017,631 SH	Decreased-515,926 SH
ORACLE CORP	COM	$3.6M	0.5%Prev: 0.2%	12,676 SH	Increased+855 SH
OWENS CORNING NEW	COM	$463K	0.1%	3,270 SH	New
PATRICK INDS INC	COM	$766K	0.1%Prev: 0.1%	7,408 SH	Increased-787 SH
PERFORMANCE FOOD GROUP CO	COM	$14.7M	1.9%Prev: 0.6%	141,175 SH	Increased+88,626 SH
PHILIP MORRIS INTL INC	COM	$28.4M	3.7%Prev: 2.2%	175,267 SH	Increased+53,147 SH
PHINIA INC	COMMON STOCK	$15.7M	2.1%	273,930 SH	New
PITNEY BOWES INC	COM	$3.1M	0.4%	272,687 SH	New
PROGRESS SOFTWARE CORP	COM	$668K	0.1%Prev: 0.1%	15,209 SH	Increased-1,772 SH
PROSHARES TR	S&P 500 DV ARIST	$230K	0.0%Prev: 0.0%	2,231 SH	Decreased-2,231 SH
PURSUIT ATTRACTIONS AND HOSP	COM	$26.3M	3.5%Prev: 3.7%	726,784 SH	Decreased+69,136 SH
REGAL REXNORD CORPORATION	COM	$1.1M	0.1%Prev: 0.1%	7,483 SH	Decreased+1,366 SH
RELIANCE INC	COM	$500K	0.1%	1,782 SH	New
REV GROUP INC	COM	$2.8M	0.4%	49,955 SH	New
RYERSON HLDG CORP	COM	$291K	0.0%	12,733 SH	New
SCIENCE APPLICATIONS INTL CO	COM	$503K	0.1%	5,061 SH	New
SIXTH STREET SPECIALTY LENDI	COM	$236K	0.0%	10,338 SH	New
SOUTHSTATE BK CORP	COM	$4.7M	0.6%Prev: 0.5%	47,870 SH	Increased+1,423 SH
SPDR S&P 500 ETF TR	TR UNIT	$582K	0.1%	873 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$1.1M	0.1%	10,683 SH	New
SPIRE INC	COM	$486K	0.1%Prev: 0.1%	5,963 SH	Decreased-13,100 SH
STEEL DYNAMICS INC	COM	$3.1M	0.4%Prev: 0.5%	22,353 SH	Decreased+1,419 SH
STOCK YDS BANCORP INC	COM	$1.5M	0.2%Prev: 0.1%	20,973 SH	Increased+2,391 SH
SUPER GROUP SGHC LIMITED	ORD SHS	$472K	0.1%Prev: 0.2%	35,765 SH	Decreased-106,583 SH
SUPERNUS PHARMACEUTICALS INC	COM	$911K	0.1%	19,054 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$29.3M	3.9%	104,970 SH	New
TAPESTRY INC	COM	$25.8M	3.4%Prev: 1.9%	228,107 SH	Increased+100,643 SH
TJX COS INC NEW	COM	$1.6M	0.2%Prev: 0.1%	10,869 SH	Increased+1,568 SH
TRIMAS CORP	COM NEW	$29.0M	3.8%Prev: 5.4%	750,588 SH	Decreased-460,999 SH
UFP INDUSTRIES INC	COM	$908K	0.1%	9,716 SH	New
UNILEVER PLC	SPON ADR NEW	$6.4M	0.8%	107,227 SH	New
UNION PAC CORP	COM	$1.4M	0.2%Prev: 0.2%	5,962 SH	Decreased+205 SH
UNITEDHEALTH GROUP INC	COM	$896K	0.1%Prev: 0.1%	2,594 SH	Increased+470 SH
UNUM GROUP	COM	$1.3M	0.2%Prev: 0.2%	16,410 SH	Decreased-1,766 SH
VAIL RESORTS INC	COM	$1.7M	0.2%Prev: 0.2%	11,080 SH	Decreased-1,094 SH
VALVOLINE INC	COM	$2.7M	0.4%Prev: 0.4%	75,299 SH	Decreased-15,338 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.3M	0.3%Prev: 0.6%	45,375 SH	Decreased-74,777 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.5M	0.2%Prev: 0.2%	4,966 SH	Decreased-15,093 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.4M	0.4%Prev: 0.3%	5,529 SH	Increased+1,587 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$3.7M	0.5%Prev: 0.4%	44,466 SH	Decreased-6,700 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.1M	0.5%Prev: 0.5%	69,657 SH	Decreased-8,606 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.1M	0.4%Prev: 0.5%	38,557 SH	Decreased-24,987 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.5M	0.3%Prev: 0.3%	11,658 SH	Decreased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.2%Prev: 0.2%	24,026 SH	Decreased-626 SH
VERIZON COMMUNICATIONS INC	COM	$8.1M	1.1%	185,405 SH	New
WEBSTER FINL CORP	COM	$2.8M	0.4%Prev: 0.1%	47,532 SH	Increased+35,558 SH
WESTERN ALLIANCE BANCORP	COM	$4.0M	0.5%Prev: 0.2%	46,660 SH	Increased+20,562 SH
WHITESTONE REIT	COM	$780K	0.1%	63,498 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.3M
ACV AUCTIONS INC — $18.1M
ADVANCE AUTO PARTS INC — $2.1M
APA CORPORATION — $8.5M
BANK OF AMER CORP — $1.6M
BOWHEAD SPECIALTY HLDGS INC — $2.9M
CAL MAINE FOODS INC — $3.6M
CHEVRON CORPORATION — $921K
COMCAST CORP NEW — $9.2M
COMMERCIAL METALS CO — $988K
INTUIT — $7.4M
INVESCO LTD — $1.3M
ISHARES TR — $7.7M
ISHARES TR — $4.1M
JACKSON FINANCIAL INC — $993K
JEFFERIES FINANCIAL GROUP IN — $2.9M
JPMORGAN CHASE & CO — $1.7M
LAMAR ADVERTISING CO — $12.9M
LATAM AIRLINES GROUP SA — $16.0M
M-TRON INDS INC — $5.9M
… and 16 more

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