Advisory Research Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Advisory Research Inc disclosed 132 stock positions valued at approximately $1.00B as of quarter-end June 30, 2026. The largest holdings include MYERS INDS INC, OPENLANE INC, and TRIMAS CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 132
- Portfolio Value
- $1.00B
Holdings by Sector
Advisory Research Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MYERS INDS INC | MYE | Consumer Cyclical | 6.54% | 1,857,873 | +332,157 | +21.77% | $65,601,495 |
| OPENLANE INC | KAR | Consumer Cyclical | 6.31% | 1,533,557 | +251,945 | +19.66% | $63,243,891 |
| TRIMAS CORP | TRS | Consumer Cyclical | 5.44% | 1,211,587 | +91,901 | +8.21% | $54,557,763 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.02% | 84,453 | +2,668 | +3.26% | $40,332,219 |
| BEL FUSE INC | BELFB | Technology | 3.92% | 117,896 | -1,468 | -1.23% | $39,264,084 |
| PURSUIT ATTRACTIONS AND HOSP | VVI | Industrials | 3.67% | 657,648 | -7,580 | -1.14% | $36,808,558 |
| ALPHABET INC | GOOGL | Communication Services | 3.38% | 94,824 | +1,563 | +1.68% | $33,887,253 |
| KEURIG DR PEPPER INC | KDP | Consumer Defensive | 2.83% | 867,771 | +28,474 | +3.39% | $28,402,145 |
| JBT MAREL CORPORATION | JBT | Industrials | 2.75% | 189,869 | +49,122 | +34.90% | $27,531,005 |
| DAILY JOURNAL CORP | DJCO | Technology | 2.49% | 41,510 | -363 | -0.87% | $24,955,397 |
| BROADCOM INC | AVGO | Technology | 2.47% | 65,495 | +1,808 | +2.84% | $24,740,736 |
| LEGACY HOUSING CORP | LEGH | Consumer Cyclical | 2.41% | 920,286 | -5,033 | -0.54% | $24,175,913 |
| MGIC INVT CORP WIS | MTG | Financial Services | 2.30% | 816,952 | +22,629 | +2.85% | $23,038,046 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 2.20% | 122,120 | +2,570 | +2.15% | $22,092,729 |
| NATIONAL PRESTO INDS INC | NPK | Industrials | 2.02% | 161,764 | +14,130 | +9.57% | $20,218,882 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 2.00% | 146,846 | +5,761 | +4.08% | $20,090,001 |
| ABBVIE INC | ABBV | Healthcare | 1.91% | 76,085 | +3,013 | +4.12% | $19,146,029 |
| TAPESTRY INC | TPR | Consumer Cyclical | 1.86% | 127,464 | +3,288 | +2.65% | $18,658,180 |
| ACV AUCTIONS INC | ACVA | Consumer Cyclical | 1.80% | 2,511,972 | -516,670 | -17.06% | $18,061,079 |
| MICROSOFT CORP | MSFT | Technology | 1.63% | 43,670 | +933 | +2.18% | $16,289,783 |
| CME GROUP INC | CME | Financial Services | 1.48% | 67,088 | +2,456 | +3.80% | $14,815,043 |
| KB FINL GROUP INC | KB | Financial Services | 1.42% | 135,607 | +4,994 | +3.82% | $14,233,311 |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 1.29% | 82,766 | +7,125 | +9.42% | $12,909,841 |
| HUBBELL INC | HUBB | Industrials | 1.28% | 24,441 | +662 | +2.78% | $12,787,531 |
| GSK PLC | GSK | Healthcare | 1.13% | 215,664 | +11,382 | +5.57% | $11,305,107 |
| MARATHON PETE CORP | MPC | Energy | 1.03% | 40,268 | +1,281 | +3.29% | $10,295,320 |
| META PLATFORMS INC | META | Communication Services | 1.02% | 18,191 | +630 | +3.59% | $10,246,808 |
| MATADOR RES CO | MTDR | Energy | 0.93% | 187,674 | -57,806 | -23.55% | $9,342,412 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.92% | 376,554 | +13,126 | +3.61% | $9,244,401 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 0.86% | 139,453 | +9,222 | +7.08% | $8,612,617 |
Showing 30 of 132 holdings in the latest reporting period.