Advisory Research Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AMGEN INC | $3.11M | 0.4% |
| ALKAMI TECHNOLOGY, INC. | $2.99M | 0.4% |
| INVESCO EXCHANGE TRADED FD T | $2.97M | 0.4% |
| REV GROUP INC | $2.87M | 0.4% |
| WEBSTER FINANCIAL CORP | $2.82M | 0.4% |
| LOCKHEED MARTIN CORP | $2.82M | 0.4% |
| Asbury Automotive Group Inc | $2.77M | 0.3% |
| Ares Management Corporation | $2.77M | 0.3% |
| EAGLE MATERIALS INC | $2.72M | 0.3% |
| Accenture plc | $2.66M | 0.3% |
| FIRST MERCHANTS CORP | $2.57M | 0.3% |
| VANGUARD SPECIALIZED FUNDS | $2.56M | 0.3% |
| ORACLE CORP | $2.52M | 0.3% |
| Axos Financial Inc | $2.50M | 0.3% |
| VANGUARD INDEX FDS | $2.48M | 0.3% |
| EMCOR Group Inc | $2.41M | 0.3% |
| NetApp Inc | $2.40M | 0.3% |
| ISHARES TR | $2.29M | 0.3% |
| Western Alliance Bancorp | $2.25M | 0.3% |
| Driven Brands Holdings Inc.DRVN | $2.17M | 0.3% |
| Jefferies Financial Group Inc. | $2.09M | 0.3% |
| VALVOLINE INC | $2.07M | 0.3% |
| ISHARES TR | $1.95M | 0.2% |
| HEALTHEQUITY, INC. | $1.93M | 0.2% |
| M-tron Industries, Inc.MPTI | $1.89M | 0.2% |
| Encompass Health Corp | $1.81M | 0.2% |
| JPMORGAN CHASE & CO | $1.80M | 0.2% |
| NRG Energy Inc | $1.77M | 0.2% |
| BANK OF AMERICA CORP /DE | $1.71M | 0.2% |
| nCino Inc. | $1.69M | 0.2% |
| VAIL RESORTS INC | $1.69M | 0.2% |
| ISHARES TR | $1.67M | 0.2% |
| Warren E. Buffett | $1.60M | 0.2% |
| Flywire Corp | $1.56M | 0.2% |
| AMERICAN EXPRESS CO | $1.54M | 0.2% |
| TJX Cos Inc/The | $1.51M | 0.2% |
| VANGUARD TAX-MANAGED FDS | $1.50M | 0.2% |
| CDW Corp | $1.49M | 0.2% |
| VANGUARD INDEX FDS | $1.44M | 0.2% |
| Union Pacific Corp | $1.41M | 0.2% |
| SPDR SERIES TRUST | $1.37M | 0.2% |
| UNUM GROUP | $1.34M | 0.2% |
| ISHARES TR | $1.32M | 0.2% |
| AUTOZONE INC | $1.30M | 0.2% |
| Stock Yards Bancorp, Inc. | $1.29M | 0.2% |
| Allison Transmission Holdings Inc | $1.24M | 0.2% |
| Element Solutions Inc | $1.23M | 0.2% |
| SPDR S&P 500 ETF TR | $1.23M | 0.2% |
| CHESAPEAKE UTILITIES CORP | $1.21M | 0.2% |
| ONESPAWORLD HOLDINGS LIMITED | $1.21M | 0.2% |