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: $650.9M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.3M	0.2%	9,205 SH	New
ABBVIE INC	COM	$11.2M	1.7%Prev: 2.0%	60,121 SH	Decreased-12,951 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.3M	0.4%Prev: 0.3%	7,669 SH	Decreased-4,789 SH
ADDUS HOMECARE CORP	COM	$592K	0.1%	5,139 SH	New
ALKAMI TECHNOLOGY INC	COM	$1.9M	0.3%Prev: 0.3%	62,040 SH	Decreased-98,751 SH
ALLISON TRANSMISSION HLDGS I	COM	$1.1M	0.2%Prev: 0.2%	11,612 SH	Decreased-1,625 SH
ALPHABET INC	CAP STK CL A	$11.0M	1.7%Prev: 3.3%	62,422 SH	Decreased-30,839 SH
AMERICAN EAGLE OUTFITTERS IN	COM	$1.5M	0.2%	159,133 SH	New
AMERICAN ELEC PWR CO INC	COM	$11.8M	1.8%Prev: 2.3%	113,717 SH	Decreased-27,368 SH
AMERICAN EXPRESS CO	COM	$1.7M	0.3%Prev: 0.1%	5,301 SH	Increased+1,328 SH
AMPHASTAR PHARMACEUTICALS IN	COM	$342K	0.1%Prev: 0.1%	14,898 SH	Decreased-10,437 SH
APPLE INC	COM	$6.7M	1.0%Prev: 0.3%	32,641 SH	Increased+21,746 SH
ARCOSA INC	COM	$2.9M	0.4%Prev: 0.4%	33,625 SH	Decreased+2,251 SH
ARES CAPITAL CORP	COM	$698K	0.1%	31,789 SH	New
ARES MANAGEMENT CORPORATION	CL A COM STK	$2.8M	0.4%Prev: 0.2%	16,105 SH	Increased+294 SH
ASBURY AUTOMOTIVE GROUP INC	COM	$3.1M	0.5%Prev: 0.3%	12,841 SH	Increased+1,346 SH
ATOMERA INC	COM	$101K	0.0%Prev: 0.0%	20,000 SH	Increased
AUTOZONE INC	COM	$2.2M	0.3%Prev: 0.2%	590 SH	Increased+227 SH
AXOS FINANCIAL INC	COM	$2.0M	0.3%Prev: 0.2%	26,445 SH	Increased+9,528 SH
BANK AMERICA CORP	COM	$1.6M	0.3%Prev: 0.2%	34,812 SH	Increased+6,325 SH
BEL FUSE INC	CL A	$2.5M	0.4%	28,250 SH	New
BEL FUSE INC	CL B	$38.2M	5.9%Prev: 2.9%	390,858 SH	Increased+271,494 SH
BELLRING BRANDS INC	COMMON STOCK	$943K	0.1%	16,281 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.2%Prev: 0.2%	3,198 SH	Increased+167 SH
BLACKSTONE INC	COM	$698K	0.1%Prev: 0.1%	4,667 SH	Increased
BLACKSTONE SECD LENDING FD	COMMON STOCK	$338K	0.1%	10,979 SH	New
BLOCK H & R INC	COM	$890K	0.1%	16,220 SH	New
BOYD GAMING CORP	COM	$642K	0.1%Prev: 0.1%	8,206 SH	Decreased-1,080 SH
BROADCOM INC	COM	$23.4M	3.6%Prev: 2.4%	85,046 SH	Increased+21,359 SH
CANTALOUPE INC	COM	$378K	0.1%	34,350 SH	New
CARLYLE SECURED LENDING INC	COM	$142K	0.0%	10,387 SH	New
CASS INFORMATION SYS INC	COM	$1.7M	0.3%	38,439 SH	New
CDW CORP	COM	$1.8M	0.3%Prev: 0.2%	10,352 SH	Increased-1,374 SH
CHESAPEAKE UTILS CORP	COM	$1.4M	0.2%Prev: 0.1%	11,307 SH	Increased+2,101 SH
CHEVRON CORP NEW	COM	$1.3M	0.2%	9,209 SH	New
CME GROUP INC	COM	$14.1M	2.2%Prev: 2.3%	51,236 SH	Decreased-13,396 SH
CONOCOPHILLIPS	COM	$1.1M	0.2%Prev: 0.1%	12,592 SH	Increased+5,049 SH
CUE BIOPHARMA INC	COM	$176K	0.0%Prev: 0.0%	257,225 SH	Increased
DAILY JOURNAL CORP	COM	$16.0M	2.5%Prev: 2.5%	37,840 SH	Decreased-4,033 SH
DANAOS CORPORATION	SHS	$3.2M	0.5%Prev: 0.7%	36,815 SH	Decreased-10,592 SH
DISTRIBUTION SOLUTIONS GRP I	COM	$2.3M	0.3%	82,131 SH	New
EAGLE MATLS INC	COM	$9.9M	1.5%Prev: 0.3%	48,944 SH	Increased+35,933 SH
ELEMENT SOLUTIONS INC	COM	$1.4M	0.2%Prev: 0.2%	62,927 SH	Increased+21,310 SH
EMCOR GROUP INC	COM	$1.9M	0.3%Prev: 0.3%	3,630 SH	Decreased+6 SH
EMERALD HOLDING INC	COM	$8.6M	1.3%Prev: 1.0%	1,776,142 SH	Increased-91,053 SH
ENCOMPASS HEALTH CORP	COM	$1.9M	0.3%Prev: 0.2%	15,547 SH	Increased+419 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$6.7M	1.0%Prev: 0.9%	30,657 SH	Decreased-1,209 SH
FIDUS INVT CORP	COM	$214K	0.0%	10,574 SH	New
FIRST MERCHANTS CORP	COM	$2.9M	0.4%Prev: 0.3%	75,438 SH	Increased+7,804 SH
FLUTTER ENTMT PLC	SHS	$6.0M	0.9%	21,040 SH	New
FS KKR CAP CORP	COM	$215K	0.0%	10,374 SH	New
FULLER H B CO	COM	$617K	0.1%Prev: 0.1%	10,251 SH	Decreased-1,411 SH
GATES INDL CORP PLC	ORD SHS	$1.4M	0.2%	58,687 SH	New
GENIUS SPORTS LIMITED	SHARES CL A	$829K	0.1%Prev: 0.0%	79,751 SH	Increased-10,661 SH
GSK PLC	SPONSORED ADR	$9.2M	1.4%Prev: 1.4%	240,421 SH	Decreased+36,139 SH
HEALTHEQUITY INC	COM	$2.3M	0.4%Prev: 0.4%	22,292 SH	Decreased-14,517 SH
HEARTBEAM INC	COM	$63K	0.0%Prev: 0.0%	50,000 SH	Increased
HERCULES CAPITAL INC	COM	$218K	0.0%	11,948 SH	New
HILLENBRAND INC	COM	$687K	0.1%	34,217 SH	New
HOME DEPOT INC	COM	$3.5M	0.5%Prev: 0.4%	9,626 SH	Increased+552 SH
HONDA MOTOR LTD	ADR ECH CNV IN 3	$3.6M	0.6%	124,893 SH	New
HUBBELL INC	COM	$8.1M	1.2%Prev: 1.4%	19,921 SH	Decreased-3,858 SH
IMPINJ INC	COM	$791K	0.1%	7,124 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.9M	0.3%Prev: 0.4%	10,394 SH	Decreased-6,011 SH
ISHARES TR	0-3 MNTH TREASRY	$7.9M	1.2%Prev: 0.7%	78,797 SH	Increased+18,686 SH
ISHARES TR	1 3 YR TREAS BD	$926K	0.1%	11,171 SH	New
ISHARES TR	ISHS 1-5YR INVS	$941K	0.1%Prev: 0.3%	17,830 SH	Decreased-26,588 SH
ISHARES TR	ISHS 5-10YR INVT	$3.1M	0.5%Prev: 0.4%	57,761 SH	Increased
ISHARES TR	MBS ETF	$1.6M	0.3%Prev: 0.2%	17,518 SH	Decreased
ISHARES TR	SHORT TREAS BD	$4.6M	0.7%	42,103 SH	New
JBT MAREL CORPORATION	COM	$16.1M	2.5%Prev: 2.2%	133,861 SH	Decreased-6,886 SH
JEFFERIES FINL GROUP INC	COM	$2.0M	0.3%	35,660 SH	New
JPMORGAN CHASE & CO.	COM	$2.0M	0.3%	6,872 SH	New
KB FINL GROUP INC	SPONSORED ADR	$8.1M	1.2%Prev: 1.6%	97,765 SH	Decreased-32,848 SH
KEURIG DR PEPPER INC	COM	$11.0M	1.7%Prev: 2.7%	331,468 SH	Decreased-507,829 SH
LAM RESEARCH CORP	COM NEW	$2.6M	0.4%Prev: 0.5%	26,991 SH	Decreased+7,040 SH
LAMAR ADVERTISING CO NEW	CL A	$6.3M	1.0%	51,550 SH	New
LEGACY HOUSING CORP	COM	$14.9M	2.3%Prev: 2.3%	658,507 SH	Decreased-266,812 SH
LOCKHEED MARTIN CORP	COM	$1.8M	0.3%Prev: 0.4%	3,798 SH	Decreased-1,594 SH
MAIN STR CAP CORP	COM	$210K	0.0%	3,551 SH	New
MATADOR RES CO	COM	$942K	0.1%Prev: 1.9%	19,745 SH	Decreased-225,735 SH
MCDONALDS CORP	COM	$1.3M	0.2%Prev: 0.1%	4,395 SH	Increased+784 SH
META PLATFORMS INC	CL A	$6.0M	0.9%Prev: 1.2%	8,185 SH	Decreased-9,376 SH
MGIC INVT CORP WIS	COM	$17.9M	2.8%Prev: 2.6%	644,742 SH	Decreased-149,581 SH
MICROSOFT CORP	COM	$16.1M	2.5%Prev: 1.9%	32,430 SH	Increased-10,307 SH
MILLER INDS INC TENN	COM NEW	$2.7M	0.4%	60,752 SH	New
MONARCH CASINO & RESORT INC	COM	$2.0M	0.3%	23,567 SH	New
MYERS INDS INC	COM	$1.8M	0.3%Prev: 4.0%	122,495 SH	Decreased-1,403,221 SH
NCINO INC	COM	$2.3M	0.4%	83,668 SH	New
NETAPP INC	COM	$2.2M	0.3%Prev: 0.3%	21,021 SH	Increased+284 SH
NICOLET BANKSHARES INC	COM	$5.3M	0.8%Prev: 0.7%	42,582 SH	Decreased+6,419 SH
NRG ENERGY INC	COM NEW	$1.6M	0.2%Prev: 0.2%	10,110 SH	Decreased-1,789 SH
NVENT ELECTRIC PLC	SHS	$783K	0.1%	10,687 SH	New
ONESPAWORLD HOLDINGS LIMITED	COM	$2.6M	0.4%	125,618 SH	New
OPENLANE INC	COM	$20.5M	3.2%Prev: 4.6%	839,231 SH	Decreased-442,381 SH
ORACLE CORP	COM	$2.6M	0.4%Prev: 0.2%	12,043 SH	Increased+72 SH
ORRSTOWN FINL SVCS INC	COM	$504K	0.1%	15,833 SH	New
OWENS CORNING NEW	COM	$432K	0.1%	3,141 SH	New
PATRICK INDS INC	COM	$658K	0.1%Prev: 0.1%	7,131 SH	Decreased-988 SH
PERFORMANCE FOOD GROUP CO	COM	$12.6M	1.9%Prev: 0.6%	144,245 SH	Increased+90,493 SH
PHILIP MORRIS INTL INC	COM	$26.8M	4.1%Prev: 2.4%	146,974 SH	Increased+27,424 SH
PHINIA INC	COMMON STOCK	$14.7M	2.3%Prev: 0.3%	329,517 SH	Increased+292,314 SH
PITNEY BOWES INC	COM	$3.0M	0.5%	272,687 SH	New
PROGRESS SOFTWARE CORP	COM	$935K	0.1%Prev: 0.1%	14,647 SH	Increased-1,950 SH
PROSHARES TR	S&P 500 DV ARIST	$225K	0.0%Prev: 0.0%	2,231 SH	Decreased
PURSUIT ATTRACTIONS AND HOSP	COM	$18.1M	2.8%Prev: 3.0%	626,784 SH	Decreased-38,444 SH
REGAL REXNORD CORPORATION	COM	$1.1M	0.2%Prev: 0.1%	7,800 SH	Decreased+1,681 SH
RELIANCE INC	COM	$545K	0.1%	1,737 SH	New
REV GROUP INC	COM	$3.5M	0.5%	72,570 SH	New
RYERSON HLDG CORP	COM	$563K	0.1%	26,109 SH	New
SCIENCE APPLICATIONS INTL CO	COM	$549K	0.1%	4,871 SH	New
SIXTH STREET SPECIALTY LENDI	COM	$252K	0.0%	10,564 SH	New
SOUTHSTATE CORPORATION	COM	$13.5M	2.1%	146,929 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$283K	0.0%	458 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$852K	0.1%	10,277 SH	New
SPIRE INC	COM	$418K	0.1%Prev: 0.2%	5,724 SH	Decreased-13,228 SH
STEEL DYNAMICS INC	COM	$2.8M	0.4%Prev: 0.5%	21,668 SH	Decreased+656 SH
STOCK YDS BANCORP INC	COM	$1.7M	0.3%Prev: 0.2%	20,973 SH	Increased+1,497 SH
SUPERNUS PHARMACEUTICALS INC	COM	$580K	0.1%	18,397 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$21.9M	3.4%	96,601 SH	New
TAPESTRY INC	COM	$15.4M	2.4%Prev: 2.2%	175,360 SH	Decreased+51,184 SH
TJX COS INC NEW	COM	$1.4M	0.2%Prev: 0.2%	11,399 SH	Decreased+2,181 SH
TRIMAS CORP	COM NEW	$29.9M	4.6%Prev: 4.9%	1,046,803 SH	Decreased-72,883 SH
UFP INDUSTRIES INC	COM	$930K	0.1%	9,359 SH	New
UNILEVER PLC	SPON ADR NEW	$5.3M	0.8%	86,777 SH	New
UNION PAC CORP	COM	$1.4M	0.2%Prev: 0.2%	6,185 SH	Increased+426 SH
UNITEDHEALTH GROUP INC	COM	$7.5M	1.2%Prev: 0.1%	24,043 SH	Increased+21,918 SH
UNUM GROUP	COM	$1.3M	0.2%Prev: 0.2%	15,755 SH	Decreased-2,328 SH
VAIL RESORTS INC	COM	$1.7M	0.3%Prev: 0.2%	11,080 SH	Increased-1,465 SH
VALVOLINE INC	COM	$2.9M	0.4%Prev: 0.4%	75,299 SH	Decreased-18,258 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.1M	0.2%Prev: 0.5%	21,243 SH	Decreased-60,677 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.4M	0.2%Prev: 0.2%	4,902 SH	Decreased-64 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.5M	0.5%Prev: 0.3%	6,142 SH	Increased+2,197 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$3.7M	0.6%Prev: 0.5%	44,228 SH	Decreased-6,758 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.1M	0.6%Prev: 0.5%	69,657 SH	Increased
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.1M	0.3%Prev: 0.5%	25,912 SH	Decreased-20,523 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.6M	0.4%Prev: 0.3%	12,868 SH	Increased+1,210 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.2%Prev: 0.2%	23,938 SH	Decreased-378 SH
VERIZON COMMUNICATIONS INC	COM	$6.8M	1.0%	157,709 SH	New
WEBSTER FINL CORP	COM	$2.6M	0.4%Prev: 0.3%	47,532 SH	Increased+16,564 SH
WESTERN ALLIANCE BANCORP	COM	$3.5M	0.5%Prev: 0.2%	44,830 SH	Increased+18,667 SH
WHITESTONE REIT	COM	$764K	0.1%	61,189 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.1M
ACI WORLDWIDE INC — $643K
ACM RESH INC — $1.1M
ACV AUCTIONS INC — $12.8M
ADVANCE AUTO PARTS INC — $1.8M
AMGEN INC — $3.1M
APA CORPORATION — $15.8M
BOWHEAD SPECIALTY HLDGS INC — $756K
BRITISH AMERN TOB PLC — $7.6M
CAL MAINE FOODS INC — $3.6M
CHEVRON CORPORATION — $1.2M
COMCAST CORP NEW — $10.4M
COMMERCIAL METALS CO — $957K
COPART INC — $923K
FLYWIRE CORPORATION — $1.3M
GENPACT LIMITED — $800K
HOLLEY INC — $1.0M
INTUIT — $11.8M
INVESCO LTD — $1.2M
ISHARES TR — $4.1M
… and 23 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