Back to investors
ADVISORY RESEARCH INC 13F Portfolio
ADVISORY RESEARCH INC
Latest SEC 13F filing: 2026-06-30
ADVISORY RESEARCH INC runs ADVISORY RESEARCH INC and currently holds 136 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $1.00B. Their top holdings are MYE, TRS, TSM, BELFB, PRSU. The top five represent 23.6% of reported portfolio weight. ADVISORY RESEARCH INC ranks #544 out of 1000 investors tracked by Alpha Score. They added to 57 existing positions. They trimmed 39 positions. Their current best-performing preview position is ACMR with returns of +222.47%.
Sign in to enable email alerts for this investor.
Top 5 Holdings
MYE6.5%
TRS5.4%
TSM4.0%
BELFB3.9%
PRSU3.7%
Top 5: 23.6%
Portfolio Returns
1 Year
+35.07%
#266/10003 Year
+57.96%
#642/10005 Year
+73.69%
#513/1000Portfolio Value
$1.00B
Alpha Score
55.6
#544 of 1000
Holdings
136
Showper page
ADVISORY RESEARCH INC Current 13F Holdings
Reported holdings from ADVISORY RESEARCH INC's latest SEC 13F filing, ranked by portfolio weight.
136 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MYE MYERS INDS INC | 6.54% | $21.14 | $30.64 | +44.94% | Added +21.77% |
 TRS TRIMAS CORP | 5.44% | $29.88 | $38.15 | +27.68% | Added +8.21% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 4.02% | $160.58 | $453.28 | +182.28% | Added +3.26% |
 BELFB BEL FUSE INC | 3.92% | $70.38 | $244.50 | +247.40% | Trimmed -1.23% |
 PRSU PURSUIT ATTRACTIONS AND HOSP | 3.67% | $30.63 | $52.96 | +72.90% | Trimmed -1.14% |
 GOOGL ALPHABET INC | 3.38% | $196.76 | $351.66 | +78.73% | Added +1.68% |
 KDP KEURIG DR PEPPER INC | 2.83% | $29.01 | $31.76 | +9.48% | Added +3.39% |
 DJCO DAILY JOURNAL CORP | 2.49% | $430.11 | $642.18 | +49.31% | Trimmed -0.87% |
 AVGO BROADCOM INC | 2.47% | $112.34 | $361.54 | +221.83% | Added +2.84% |
 MTG MGIC INVT CORP WIS | 2.30% | $24.08 | $27.43 | +13.91% | Added +2.85% |
Showing 1-10 of 136