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: $813.5M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.1M	0.1%	11,063 SH	New
ABBVIE INC	COM	$15.9M	2.0%Prev: 1.9%	73,072 SH	Increased+21,607 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.5M	0.3%Prev: 0.3%	12,458 SH	Increased+7,216 SH
ACI WORLDWIDE INC	COM	$643K	0.1%	15,667 SH	New
ACM RESH INC	COM CL A	$1.1M	0.1%	28,299 SH	New
ACV AUCTIONS INC	COM CL A	$12.8M	1.6%	3,028,642 SH	New
ADVANCE AUTO PARTS INC	COM	$1.8M	0.2%	33,983 SH	New
ALKAMI TECHNOLOGY INC	COM	$2.5M	0.3%	160,791 SH	New
ALLISON TRANSMISSION HLDGS I	COM	$1.5M	0.2%Prev: 0.2%	13,237 SH	Increased+2,430 SH
ALPHABET INC	CAP STK CL A	$26.8M	3.3%Prev: 1.1%	93,261 SH	Increased+52,007 SH
AMERICAN ELEC PWR CO INC	COM	$18.5M	2.3%Prev: 1.9%	141,085 SH	Increased+42,876 SH
AMERICAN EXPRESS CO	COM	$1.2M	0.1%Prev: 0.3%	3,973 SH	Decreased-1,416 SH
AMGEN INC	COM	$3.1M	0.4%	8,822 SH	New
AMPHASTAR PHARMACEUTICALS IN	COM	$496K	0.1%Prev: 0.1%	25,335 SH	Increased+11,446 SH
APA CORPORATION	COM	$15.8M	1.9%	373,347 SH	New
APPLE INC	COM	$2.8M	0.3%Prev: 1.1%	10,895 SH	Decreased-17,170 SH
ARCOSA INC	COM	$3.3M	0.4%Prev: 0.5%	31,374 SH	Increased-3,821 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$1.7M	0.2%Prev: 0.3%	15,811 SH	Increased+4,060 SH
ASBURY AUTOMOTIVE GROUP INC	COM	$2.2M	0.3%Prev: 0.5%	11,495 SH	Decreased-2,030 SH
ATOMERA INC	COM	$76K	0.0%Prev: 0.0%	20,000 SH	Decreased
AUTOZONE INC	COM	$1.2M	0.2%Prev: 0.4%	363 SH	Decreased-235 SH
AXOS FINANCIAL INC	COM	$1.4M	0.2%Prev: 0.2%	16,917 SH	Increased-3,453 SH
BANK AMERICA CORP	COM	$1.4M	0.2%Prev: 0.3%	28,487 SH	Decreased-6,874 SH
BEL FUSE INC	CL B	$23.6M	2.9%Prev: 4.9%	119,364 SH	Decreased-255,725 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.2%Prev: 0.3%	3,031 SH	Decreased-223 SH
BLACKSTONE INC	COM	$537K	0.1%Prev: 0.1%	4,667 SH	Decreased
BOWHEAD SPECIALTY HLDGS INC	COM SHS	$756K	0.1%	33,720 SH	New
BOYD GAMING CORP	COM	$763K	0.1%Prev: 0.1%	9,286 SH	Increased+1,635 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$7.6M	0.9%	130,231 SH	New
BROADCOM INC	COM	$19.7M	2.4%Prev: 2.2%	63,687 SH	Increased-9,215 SH
CAL MAINE FOODS INC	COM NEW	$3.6M	0.4%	45,383 SH	New
CDW CORP	COM	$1.4M	0.2%Prev: 0.3%	11,726 SH	Decreased+1,206 SH
CHESAPEAKE UTILS CORP	COM	$1.2M	0.1%Prev: 0.3%	9,206 SH	Decreased-2,377 SH
CHEVRON CORPORATION	COM	$1.2M	0.1%	5,566 SH	New
CME GROUP INC	COM	$19.1M	2.3%Prev: 1.8%	64,632 SH	Increased+25,801 SH
COMCAST CORP NEW	CL A	$10.4M	1.3%	363,428 SH	New
COMMERCIAL METALS CO	COM	$957K	0.1%	15,577 SH	New
CONOCOPHILLIPS	COM	$996K	0.1%Prev: 0.2%	7,543 SH	Decreased-5,693 SH
COPART INC	COM	$923K	0.1%	27,788 SH	New
CUE BIOPHARMA INC	COM	$59K	0.0%Prev: 0.0%	257,225 SH	Decreased
DAILY JOURNAL CORP	COM	$20.2M	2.5%Prev: 2.4%	41,873 SH	Increased+7,103 SH
DANAOS CORPORATION	SHS	$5.3M	0.7%Prev: 0.3%	47,407 SH	Increased+22,933 SH
EAGLE MATLS INC	COM	$2.5M	0.3%Prev: 0.4%	13,011 SH	Increased+1,972 SH
ELEMENT SOLUTIONS INC	COM	$1.4M	0.2%Prev: 0.2%	41,617 SH	Increased-14,155 SH
EMCOR GROUP INC	COM	$2.7M	0.3%Prev: 0.2%	3,624 SH	Increased+1,186 SH
EMERALD HOLDING INC	COM	$8.4M	1.0%Prev: 1.3%	1,867,195 SH	Increased+62,223 SH
ENCOMPASS HEALTH CORP	COM	$1.5M	0.2%Prev: 0.3%	15,128 SH	Decreased+639 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$7.4M	0.9%Prev: 0.8%	31,866 SH	Increased+5,271 SH
FIRST MERCHANTS CORP	COM	$2.6M	0.3%Prev: 0.6%	67,634 SH	Decreased-11,674 SH
FLYWIRE CORPORATION	COM VTG	$1.3M	0.2%	108,514 SH	New
FULLER H B CO	COM	$719K	0.1%Prev: 0.1%	11,662 SH	Increased+2,118 SH
GENIUS SPORTS LIMITED	SHARES CL A	$401K	0.0%Prev: 0.1%	90,412 SH	Decreased+16,046 SH
GENPACT LIMITED	SHS	$800K	0.1%	21,479 SH	New
GSK PLC	SPONSORED ADR	$11.3M	1.4%Prev: 1.6%	204,282 SH	Increased-22,967 SH
HEALTHEQUITY INC	COM	$3.1M	0.4%Prev: 0.5%	36,809 SH	Increased+7,741 SH
HEARTBEAM INC	COM	$61K	0.0%Prev: 0.0%	50,000 SH	Decreased
HOLLEY INC	COM	$1.0M	0.1%	326,561 SH	New
HOME DEPOT INC	COM	$3.0M	0.4%Prev: 0.5%	9,074 SH	Increased+1,502 SH
HUBBELL INC	COM	$11.7M	1.4%Prev: 1.0%	23,779 SH	Increased+7,062 SH
INTUIT	COM	$11.8M	1.4%	27,247 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.1M	0.4%Prev: 0.3%	16,405 SH	Increased+6,013 SH
INVESCO LTD	SHS	$1.2M	0.2%	50,281 SH	New
ISHARES TR	0-3 MNTH TREASRY	$6.1M	0.7%Prev: 1.3%	60,111 SH	Decreased-13,448 SH
ISHARES TR	ISHS 1-5YR INVS	$2.3M	0.3%Prev: 0.2%	44,418 SH	Increased+26,588 SH
ISHARES TR	ISHS 5-10YR INVT	$3.1M	0.4%Prev: 0.5%	57,761 SH	Increased
ISHARES TR	MBS ETF	$1.7M	0.2%Prev: 0.3%	17,518 SH	Increased
ISHARES TR	TRUST ISHARE 0-1	$4.1M	0.5%	37,117 SH	New
JACKSON FINANCIAL INC	COM CL A	$1.0M	0.1%	9,608 SH	New
JBT MAREL CORPORATION	COM	$18.0M	2.2%Prev: 4.2%	140,747 SH	Decreased-55,334 SH
JEFFERIES FINANCIAL GROUP IN	COM	$2.5M	0.3%	60,038 SH	New
JPMORGAN CHASE & CO	COM	$1.5M	0.2%	5,234 SH	New
KB FINL GROUP INC	SPONSORED ADR	$13.0M	1.6%Prev: 0.9%	130,613 SH	Increased+37,915 SH
KEURIG DR PEPPER INC	COM	$22.1M	2.7%Prev: 1.7%	839,297 SH	Increased+557,118 SH
LAM RESEARCH CORP	COM NEW	$4.3M	0.5%Prev: 0.2%	19,951 SH	Increased+1,619 SH
LAMAR ADVERTISING CO	CL A	$9.6M	1.2%	75,641 SH	New
LATAM AIRLINES GROUP SA	SPONSORED ADR	$4.9M	0.6%	98,523 SH	New
LEGACY HOUSING CORP	COM	$18.9M	2.3%Prev: 2.8%	925,319 SH	Increased+288,267 SH
LOCKHEED MARTIN CORP	COM	$3.3M	0.4%Prev: 0.2%	5,392 SH	Increased+2,741 SH
M-TRON INDS INC	COM	$3.4M	0.4%	50,543 SH	New
MARATHON PETE CORP	COM	$9.5M	1.2%	38,987 SH	New
MATADOR RES CO	COM	$15.5M	1.9%Prev: 0.1%	245,480 SH	Increased+235,981 SH
MCDONALDS CORP	COM	$1.1M	0.1%Prev: 0.2%	3,611 SH	Decreased-846 SH
META PLATFORMS INC	CL A	$10.0M	1.2%Prev: 0.7%	17,561 SH	Increased+10,405 SH
MGIC INVT CORP WIS	COM	$20.9M	2.6%Prev: 2.3%	794,323 SH	Increased+267,252 SH
MICROSOFT CORP	COM	$15.8M	1.9%Prev: 1.8%	42,737 SH	Increased+15,140 SH
MOLSON COORS BEVERAGE CO	CL B	$3.2M	0.4%	75,226 SH	New
MONTE ROSA THERAPEUTICS INC	COM	$514K	0.1%	31,236 SH	New
MYERS INDS INC	COM	$32.3M	4.0%	1,525,716 SH	New
NATIONAL PRESTO INDS INC	COM	$20.2M	2.5%	147,634 SH	New
NETAPP INC	COM	$2.1M	0.3%Prev: 0.2%	20,737 SH	Increased+6,591 SH
NICOLET BANKSHARES INC	COM	$5.4M	0.7%Prev: 0.8%	36,163 SH	Increased-7,951 SH
NRG ENERGY INC	COM NEW	$1.7M	0.2%Prev: 0.2%	11,899 SH	Increased+2,477 SH
NVENT ELEC PLC	SHS	$1.4M	0.2%	12,133 SH	New
OPENLANE INC	COM	$37.4M	4.6%Prev: 2.8%	1,281,612 SH	Increased+470,106 SH
ORACLE CORP	COM	$1.8M	0.2%Prev: 0.2%	11,971 SH	Increased+3,894 SH
PATRICK INDS INC	COM	$902K	0.1%Prev: 0.1%	8,119 SH	Increased+1,486 SH
PERFORMANCE FOOD GROUP CO	COM	$4.6M	0.6%Prev: 2.1%	53,752 SH	Decreased-97,646 SH
PHILIP MORRIS INTL INC	COM	$19.8M	2.4%Prev: 3.7%	119,550 SH	Decreased-10,983 SH
PHINIA INC	COMMON STOCK	$2.5M	0.3%Prev: 3.3%	37,203 SH	Decreased-407,087 SH
PROGRESS SOFTWARE CORP	COM	$426K	0.1%Prev: 0.1%	16,597 SH	Decreased+2,936 SH
PROSHARES TR	S&P 500 DV ARIST	$237K	0.0%Prev: 0.0%	2,231 SH	Increased
PURSUIT ATTRACTIONS AND HOSP	COM	$24.4M	3.0%Prev: 3.0%	665,228 SH	Increased+183,268 SH
RALLIANT CORP	COM	$658K	0.1%	15,827 SH	New
REGAL REXNORD CORPORATION	COM	$1.1M	0.1%Prev: 0.2%	6,119 SH	Increased-1,799 SH
SOUTHSTATE BK CORP	COM	$4.4M	0.5%	47,088 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.7M	0.2%	13,145 SH	New
SPIRE INC	COM	$1.7M	0.2%Prev: 0.1%	18,952 SH	Increased+13,643 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$394K	0.0%	606 SH	New
STEEL DYNAMICS INC	COM	$3.8M	0.5%Prev: 0.3%	21,012 SH	Increased+6,316 SH
STOCK YDS BANCORP INC	COM	$1.3M	0.2%Prev: 0.3%	19,476 SH	Decreased-3,207 SH
SUPER GROUP SGHC LIMITED	ORD SHS	$1.5M	0.2%	141,263 SH	New
SUPERNUS PHARMACEUTICALS	COM	$1.0M	0.1%	19,595 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$27.6M	3.4%	81,785 SH	New
TAPESTRY INC	COM	$17.5M	2.2%Prev: 1.9%	124,176 SH	Increased-27,269 SH
TD SYNNEX CORPORATION	COM	$1.0M	0.1%	6,003 SH	New
TENNANT CO	COM	$1.4M	0.2%	20,410 SH	New
TEREX CORP NEW	COM	$2.1M	0.3%	35,023 SH	New
TJX COS INC NEW	COM	$1.5M	0.2%Prev: 0.2%	9,218 SH	Increased-2,409 SH
TOAST INC	CL A	$578K	0.1%	21,797 SH	New
TRIMAS CORP	COM NEW	$40.2M	4.9%Prev: 4.1%	1,119,686 SH	Increased+126,908 SH
UNION PAC CORP	COM	$1.4M	0.2%Prev: 0.3%	5,759 SH	Decreased-571 SH
UNITEDHEALTH GROUP INC	COM	$575K	0.1%Prev: 1.9%	2,125 SH	Decreased-18,912 SH
UNUM GROUP	COM	$1.3M	0.2%Prev: 0.2%	18,083 SH	Increased+3,422 SH
VAIL RESORTS INC	COM	$1.6M	0.2%	12,545 SH	New
VALVOLINE INC	COM	$3.2M	0.4%Prev: 0.5%	93,557 SH	Increased+14,273 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$785K	0.1%	10,655 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.1M	0.5%Prev: 0.2%	81,920 SH	Increased+60,677 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.4M	0.2%Prev: 0.2%	4,966 SH	Increased+278 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	0.3%Prev: 0.5%	3,945 SH	Decreased-2,030 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.2M	0.5%Prev: 0.6%	50,986 SH	Increased+7,308 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.1M	0.5%Prev: 0.7%	69,657 SH	Decreased
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.7M	0.5%Prev: 0.4%	46,435 SH	Increased+21,093 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.5M	0.3%Prev: 0.4%	11,658 SH	Increased-1,210 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	0.2%Prev: 0.2%	24,316 SH	Increased+972 SH
WEBSTER FINL CORP	COM	$2.1M	0.3%Prev: 0.5%	30,968 SH	Decreased-21,134 SH
WESTERN ALLIANCE BANCORP	COM	$1.9M	0.2%Prev: 0.9%	26,163 SH	Decreased-37,346 SH

Sold (vs prior filing)

ABBOTT LABS — $1.2M
ADDUS HOMECARE CORP — $474K
ALAMO GROUP INC — $1.5M
ALTA EQUIPMENT GROUP INC — $862K
AMERICAN EAGLE OUTFITTERS IN — $1.3M
APTARGROUP INC — $1.4M
ARES CAPITAL CORP — $699K
BEL FUSE INC — $1.4M
BELLRING BRANDS INC — $1.1M
BLACKSTONE SECD LENDING FD — $321K
BLOCK H & R INC — $830K
BRUNSWICK CORP — $1.3M
CANNAE HLDGS INC — $5.5M
CANTALOUPE INC — $495K
CASS INFORMATION SYS INC — $1.8M
CHAMPION HOMES INC — $1.4M
CHEVRON CORP NEW — $1.6M
DISTRIBUTION SOLUTIONS GRP I — $2.4M
EXXON MOBIL CORP — $995K
FIDUS INVT CORP — $203K
… and 38 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