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: $1.00B1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.3M	0.1%	14,573 SH	New
ABBVIE INC	COM	$19.1M	1.9%Prev: 1.7%	76,085 SH	Increased+15,964 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.8M	0.2%Prev: 0.4%	14,255 SH	Decreased+6,586 SH
ACI WORLDWIDE INC	COM	$792K	0.1%	15,742 SH	New
ACM RESH INC	COM CL A	$3.6M	0.4%	28,732 SH	New
ACV AUCTIONS INC	COM CL A	$18.1M	1.8%	2,511,972 SH	New
ADVANCE AUTO PARTS INC	COM	$2.1M	0.2%	34,110 SH	New
ALKAMI TECHNOLOGY INC	COM	$2.8M	0.3%Prev: 0.3%	155,711 SH	Increased+93,671 SH
ALLISON TRANSMISSION HLDGS I	COM	$1.5M	0.1%Prev: 0.2%	13,326 SH	Increased+1,714 SH
ALPHABET INC	CAP STK CL A	$33.9M	3.4%Prev: 1.7%	94,824 SH	Increased+32,402 SH
AMERICAN ELEC PWR CO INC	COM	$20.1M	2.0%Prev: 1.8%	146,846 SH	Increased+33,129 SH
AMERICAN EXPRESS CO	COM	$1.3M	0.1%Prev: 0.3%	3,987 SH	Decreased-1,314 SH
AMGEN INC	COM	$3.2M	0.3%	8,800 SH	New
AMPHASTAR PHARMACEUTICALS IN	COM	$511K	0.1%Prev: 0.1%	25,337 SH	Increased+10,439 SH
APA CORPORATION	COM	$8.5M	0.8%	261,415 SH	New
APPLE INC	COM	$3.1M	0.3%Prev: 1.0%	10,795 SH	Decreased-21,846 SH
ARCOSA INC	COM	$4.2M	0.4%Prev: 0.4%	28,846 SH	Increased-4,779 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$1.8M	0.2%Prev: 0.4%	15,846 SH	Decreased-259 SH
ASBURY AUTOMOTIVE GROUP INC	COM	$2.0M	0.2%Prev: 0.5%	10,149 SH	Decreased-2,692 SH
ATOMERA INC	COM	$174K	0.0%Prev: 0.0%	20,000 SH	Increased
AUTOZONE INC	COM	$1.2M	0.1%Prev: 0.3%	368 SH	Decreased-222 SH
AXOS FINANCIAL INC	COM	$1.7M	0.2%Prev: 0.3%	17,011 SH	Decreased-9,434 SH
BANK OF AMER CORP	COM	$1.6M	0.2%	28,666 SH	New
BEL FUSE INC	CL B	$39.3M	3.9%Prev: 5.9%	117,896 SH	Increased-272,962 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.2%Prev: 0.2%	3,058 SH	Decreased-140 SH
BLACKSTONE INC	COM	$549K	0.1%Prev: 0.1%	4,667 SH	Decreased
BOWHEAD SPECIALTY HLDGS INC	COM SHS	$2.9M	0.3%	96,768 SH	New
BOYD GAMING CORP	COM	$824K	0.1%Prev: 0.1%	9,325 SH	Increased+1,119 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$8.6M	0.9%	139,453 SH	New
BROADCOM INC	COM	$24.7M	2.5%Prev: 3.6%	65,495 SH	Increased-19,551 SH
CAL MAINE FOODS INC	COM NEW	$3.6M	0.4%	44,612 SH	New
CDW CORP	COM	$2.1M	0.2%Prev: 0.3%	14,771 SH	Increased+4,419 SH
CHESAPEAKE UTILS CORP	COM	$1.1M	0.1%Prev: 0.2%	9,350 SH	Decreased-1,957 SH
CHEVRON CORPORATION	COM	$921K	0.1%	5,556 SH	New
CME GROUP INC	COM	$14.8M	1.5%Prev: 2.2%	67,088 SH	Increased+15,852 SH
COMCAST CORP NEW	CL A	$9.2M	0.9%	376,554 SH	New
COMMERCIAL METALS CO	COM	$988K	0.1%	15,744 SH	New
CONOCOPHILLIPS	COM	$795K	0.1%Prev: 0.2%	7,648 SH	Decreased-4,944 SH
CUE BIOPHARMA INC	COM	$271K	0.0%Prev: 0.0%	8,573 SH	Increased-248,652 SH
DAILY JOURNAL CORP	COM	$25.0M	2.5%Prev: 2.5%	41,510 SH	Increased+3,670 SH
DANAOS CORPORATION	SHS	$5.8M	0.6%Prev: 0.5%	47,412 SH	Increased+10,597 SH
EAGLE MATLS INC	COM	$2.8M	0.3%Prev: 1.5%	12,588 SH	Decreased-36,356 SH
ELEMENT SOLUTIONS INC	COM	$1.6M	0.2%Prev: 0.2%	33,577 SH	Increased-29,350 SH
EMCOR GROUP INC	COM	$3.0M	0.3%Prev: 0.3%	3,603 SH	Increased-27 SH
ENCOMPASS HEALTH CORP	COM	$1.5M	0.2%Prev: 0.3%	15,247 SH	Decreased-300 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$7.9M	0.8%Prev: 1.0%	33,184 SH	Increased+2,527 SH
FIRST MERCHANTS CORP	COM	$2.9M	0.3%Prev: 0.4%	65,315 SH	Decreased-10,123 SH
FLYWIRE CORPORATION	COM VTG	$1.8M	0.2%	104,995 SH	New
FULLER H B CO	COM	$685K	0.1%Prev: 0.1%	11,760 SH	Increased+1,509 SH
GENIUS SPORTS LIMITED	SHARES CL A	$556K	0.1%Prev: 0.1%	91,730 SH	Decreased+11,979 SH
GENPACT LIMITED	SHS	$595K	0.1%	21,629 SH	New
GSK PLC	SPONSORED ADR	$11.3M	1.1%Prev: 1.4%	215,664 SH	Increased-24,757 SH
HEALTHEQUITY INC	COM	$3.2M	0.3%Prev: 0.4%	35,026 SH	Increased+12,734 SH
HEARTBEAM INC	COM	$38K	0.0%Prev: 0.0%	50,000 SH	Decreased
HOLLEY INC	COM	$805K	0.1%	315,821 SH	New
HOME DEPOT INC	COM	$3.2M	0.3%Prev: 0.5%	8,950 SH	Decreased-676 SH
HUBBELL INC	COM	$12.8M	1.3%Prev: 1.2%	24,441 SH	Increased+4,520 SH
INTUIT	COM	$7.4M	0.7%	28,443 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.5M	0.3%Prev: 0.3%	16,408 SH	Increased+6,014 SH
INVESCO LTD	SHS	$1.3M	0.1%	50,775 SH	New
ISHARES TR	0-3 MTH TREASURY	$7.7M	0.8%	76,730 SH	New
ISHARES TR	ISHS 1-5YR INVS	$3.3M	0.3%Prev: 0.1%	63,572 SH	Increased+45,742 SH
ISHARES TR	ISHS 5-10YR INVT	$3.1M	0.3%Prev: 0.5%	57,761 SH	Decreased
ISHARES TR	MBS ETF	$1.7M	0.2%Prev: 0.3%	17,518 SH	Increased
ISHARES TR	MSCI ACWI ETF	$351K	0.0%	2,237 SH	New
ISHARES TR	TRUST ISHARE 0-1	$4.1M	0.4%	37,117 SH	New
JACKSON FINANCIAL INC	COM CL A	$993K	0.1%	9,700 SH	New
JBT MAREL CORPORATION	COM	$27.5M	2.7%Prev: 2.5%	189,869 SH	Increased+56,008 SH
JEFFERIES FINANCIAL GROUP IN	COM	$2.9M	0.3%	58,168 SH	New
JPMORGAN CHASE & CO	COM	$1.7M	0.2%	5,227 SH	New
KB FINL GROUP INC	SPONSORED ADR	$14.2M	1.4%Prev: 1.2%	135,607 SH	Increased+37,842 SH
KEURIG DR PEPPER INC	COM	$28.4M	2.8%Prev: 1.7%	867,771 SH	Increased+536,303 SH
LAM RESEARCH CORP	COM NEW	$8.6M	0.9%Prev: 0.4%	19,824 SH	Increased-7,167 SH
LAMAR ADVERTISING CO	CL A	$12.9M	1.3%	82,766 SH	New
LATAM AIRLINES GROUP SA	SPONSORED ADR	$16.0M	1.6%	274,022 SH	New
LEGACY HOUSING CORP	COM	$24.2M	2.4%Prev: 2.3%	920,286 SH	Increased+261,779 SH
LOCKHEED MARTIN CORP	COM	$2.7M	0.3%Prev: 0.3%	5,343 SH	Increased+1,545 SH
M-TRON INDS INC	COM	$5.9M	0.6%	59,011 SH	New
MARATHON PETE CORP	COM	$10.3M	1.0%	40,268 SH	New
MATADOR RES CO	COM	$9.3M	0.9%Prev: 0.1%	187,674 SH	Increased+167,929 SH
MCDONALDS CORP	COM	$975K	0.1%Prev: 0.2%	3,608 SH	Decreased-787 SH
META PLATFORMS INC	CL A	$10.2M	1.0%Prev: 0.9%	18,191 SH	Increased+10,006 SH
MGIC INVT CORP WIS	COM	$23.0M	2.3%Prev: 2.8%	816,952 SH	Increased+172,210 SH
MICROSOFT CORP	COM	$16.3M	1.6%Prev: 2.5%	43,670 SH	Increased+11,240 SH
MIDERA FOOD PROCESSING INC	COM	$4.4M	0.4%	110,714 SH	New
MOLSON COORS BEVERAGE CO	CL B	$2.9M	0.3%	75,007 SH	New
MONTE ROSA THERAPEUTICS INC	COM	$760K	0.1%	31,396 SH	New
MYERS INDS INC	COM	$65.6M	6.5%Prev: 0.3%	1,857,873 SH	Increased+1,735,378 SH
NATIONAL PRESTO INDS INC	COM	$20.2M	2.0%	161,764 SH	New
NETAPP INC	COM	$3.2M	0.3%Prev: 0.3%	20,588 SH	Increased-433 SH
NICOLET BANKSHARES INC	COM	$5.9M	0.6%Prev: 0.8%	35,434 SH	Increased-7,148 SH
NRG ENERGY INC	COM NEW	$1.8M	0.2%Prev: 0.2%	11,983 SH	Increased+1,873 SH
NVENT ELEC PLC	SHS	$2.1M	0.2%	12,168 SH	New
OPENLANE INC	COM	$63.2M	6.3%Prev: 3.2%	1,533,557 SH	Increased+694,326 SH
ORACLE CORP	COM	$1.7M	0.2%Prev: 0.4%	11,821 SH	Decreased-222 SH
PATRICK INDS INC	COM	$736K	0.1%Prev: 0.1%	8,195 SH	Increased+1,064 SH
PERFORMANCE FOOD GROUP CO	COM	$5.9M	0.6%Prev: 1.9%	52,549 SH	Decreased-91,696 SH
PHILIP MORRIS INTL INC	COM	$22.1M	2.2%Prev: 4.1%	122,120 SH	Decreased-24,854 SH
PROGRESS SOFTWARE CORP	COM	$570K	0.1%Prev: 0.1%	16,981 SH	Decreased+2,334 SH
PROSHARES TR	S&P 500 DV ARIST	$251K	0.0%Prev: 0.0%	4,462 SH	Increased+2,231 SH
PURSUIT ATTRACTIONS AND HOSP	COM	$36.8M	3.7%Prev: 2.8%	657,648 SH	Increased+30,864 SH
RALLIANT CORP	COM	$1.2M	0.1%	15,969 SH	New
REGAL REXNORD CORPORATION	COM	$1.5M	0.1%Prev: 0.2%	6,117 SH	Increased-1,683 SH
SOUTHSTATE BK CORP	COM	$4.6M	0.5%	46,447 SH	New
SPDR SERIES TRUST	ST STR SP BIOT	$1.8M	0.2%	11,071 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$329K	0.0%	2,164 SH	New
SPIRE INC	COM	$1.5M	0.1%Prev: 0.1%	19,063 SH	Increased+13,339 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$441K	0.0%	591 SH	New
STEEL DYNAMICS INC	COM	$4.8M	0.5%Prev: 0.4%	20,934 SH	Increased-734 SH
STOCK YDS BANCORP INC	COM	$1.4M	0.1%Prev: 0.3%	18,582 SH	Decreased-2,391 SH
SUPER GROUP SGHC LIMITED	ORD SHS	$1.9M	0.2%	142,348 SH	New
SUPERNUS PHARMACEUTICALS	COM	$920K	0.1%	19,782 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$40.3M	4.0%	84,453 SH	New
TAPESTRY INC	COM	$18.7M	1.9%Prev: 2.4%	127,464 SH	Increased-47,896 SH
TD SYNNEX CORPORATION	COM	$1.6M	0.2%	5,978 SH	New
TENNANT CO	COM	$1.7M	0.2%	19,779 SH	New
TEREX CORP NEW	COM	$2.5M	0.2%	33,912 SH	New
TJX COS INC NEW	COM	$1.4M	0.1%Prev: 0.2%	9,301 SH	Increased-2,098 SH
TOAST INC	CL A	$611K	0.1%	21,952 SH	New
TRIMAS CORP	COM NEW	$54.6M	5.4%Prev: 4.6%	1,211,587 SH	Increased+164,784 SH
UNION PAC CORP	COM	$1.6M	0.2%Prev: 0.2%	5,757 SH	Increased-428 SH
UNITEDHEALTH GROUP INC	COM	$883K	0.1%Prev: 1.2%	2,124 SH	Decreased-21,919 SH
UNUM GROUP	COM	$1.6M	0.2%Prev: 0.2%	18,176 SH	Increased+2,421 SH
VAIL RESORTS INC	COM	$1.7M	0.2%Prev: 0.3%	12,174 SH	Decreased+1,094 SH
VALVOLINE INC	COM	$3.6M	0.4%Prev: 0.4%	90,637 SH	Increased+15,338 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$782K	0.1%	10,655 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$6.0M	0.6%Prev: 0.2%	120,152 SH	Increased+98,909 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.6M	0.2%Prev: 0.2%	20,059 SH	Increased+15,157 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.7M	0.3%Prev: 0.5%	3,942 SH	Decreased-2,200 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.2M	0.4%Prev: 0.6%	51,166 SH	Increased+6,938 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.6M	0.5%Prev: 0.6%	78,263 SH	Increased+8,606 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$5.0M	0.5%Prev: 0.3%	63,544 SH	Increased+37,632 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.8M	0.3%Prev: 0.4%	11,658 SH	Increased-1,210 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.8M	0.2%Prev: 0.2%	24,652 SH	Increased+714 SH
WEBSTER FINL CORP	COM	$915K	0.1%Prev: 0.4%	11,974 SH	Decreased-35,558 SH
WESTERN ALLIANCE BANCORP	COM	$2.1M	0.2%Prev: 0.5%	26,098 SH	Decreased-18,732 SH

Sold (vs prior filing)

ABBOTT LABS — $1.3M
ADDUS HOMECARE CORP — $592K
AMERICAN EAGLE OUTFITTERS IN — $1.5M
ARES CAPITAL CORP — $698K
BANK AMERICA CORP — $1.6M
BEL FUSE INC — $2.5M
BELLRING BRANDS INC — $943K
BLACKSTONE SECD LENDING FD — $338K
BLOCK H & R INC — $890K
CANTALOUPE INC — $378K
CARLYLE SECURED LENDING INC — $142K
CASS INFORMATION SYS INC — $1.7M
CHEVRON CORP NEW — $1.3M
DISTRIBUTION SOLUTIONS GRP I — $2.3M
EMERALD HOLDING INC — $8.6M
FIDUS INVT CORP — $214K
FLUTTER ENTMT PLC — $6.0M
FS KKR CAP CORP — $215K
GATES INDL CORP PLC — $1.4M
HERCULES CAPITAL INC — $218K
… and 33 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