Institutions / Advisory Research Inc
Advisory Research Inc
CIK 902584 · Institution · as of Dec 31, 2025
Portfolio value
$795.73M
Positions
143
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 143 →
| Company | Value | % of portfolio |
|---|---|---|
| Trimas Corp | $38.85M | 4.9% |
| OPENLANE Inc | $33.75M | 4.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $32.41M | 4.1% |
| Daily Journal Corp | $31.95M | 4.0% |
| Tapestry Inc | $29.57M | 3.7% |
| Philip Morris International Inc. | $28.64M | 3.6% |
| Broadcom Inc. | $28.53M | 3.6% |
| Alphabet Inc. | $28.38M | 3.6% |
| Myers Industries Inc | $24.39M | 3.1% |
| Pursuit Attractions & Hospitality, Inc. | $23.40M | 2.9% |
| Bel Fuse Inc. | $22.86M | 2.9% |
| Mgic Investment Corp | $22.34M | 2.8% |
| Microsoft Corp | $20.19M | 2.5% |
| JBT MAREL Corp | $19.65M | 2.5% |
| CME Group Inc | $17.04M | 2.1% |
| Phinia Inc. | $16.90M | 2.1% |
| Keurig Dr Pepper Inc | $16.50M | 2.1% |
| AbbVie Inc. | $16.15M | 2.0% |
| Gsk PLC | $15.88M | 2.0% |
| American Electric Power Co Inc | $15.72M | 2.0% |
| Legacy Housing CorpLEGH | $14.27M | 1.8% |
| Performance Food Group Co | $12.21M | 1.5% |
| Kb Finl Group Inc | $10.50M | 1.3% |
| Meta Platforms Inc | $10.44M | 1.3% |
| Hubbell Inc | $10.42M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.