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ADVISORY RESEARCH INC 13F portfolio summary

ADVISORY RESEARCH INC of ADVISORY RESEARCH INC has 136 current stock holdings with a reported portfolio value of $1.00B. The portfolio 1 year return is +35.07%. Top holdings include MYE (6.54%), TRS (5.44%), TSM (4.02%), BELFB (3.92%), PRSU (3.67%).

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ADVISORY RESEARCH INC

ADVISORY RESEARCH INC
Latest filing: 2026-06-30

ADVISORY RESEARCH INC runs ADVISORY RESEARCH INC and currently holds 136 stock positions, which is fewer than the average of 230 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 #538 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%.

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Top 5 Holdings
MYE6.5%
TRS5.4%
TSM4.0%
BELFB3.9%
PRSU3.7%
Top 5: 23.6%
Portfolio Returns
1 Year
+35.07%
#276/1000
3 Year
+57.96%
#640/1000
5 Year
+73.13%
#508/1000

Portfolio Value

$1.00B

Alpha Score

55.4

#538 of 1000

Holdings

136

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136 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MYE
MYERS INDS INC
6.54%$21.14$33.53+58.61%
Added
+21.77%
TRS
TRIMAS CORP
5.44%$29.88$39.38+31.79%
Added
+8.21%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
4.02%$160.58$418.87+160.85%
Added
+3.26%
BELFB
BEL FUSE INC
3.92%$70.38$255.46+262.97%
Trimmed
-1.23%
PRSU
PURSUIT ATTRACTIONS AND HOSP
3.67%$30.63$48.85+59.48%
Trimmed
-1.14%
GOOGL
ALPHABET INC
3.38%$196.76$344.82+75.25%
Added
+1.68%
KDP
KEURIG DR PEPPER INC
2.83%$29.01$32.04+10.44%
Added
+3.39%
DJCO
DAILY JOURNAL CORP
2.49%$430.11$599.83+39.46%
Trimmed
-0.87%
AVGO
BROADCOM INC
2.47%$112.34$368.45+227.98%
Added
+2.84%
MTG
MGIC INVT CORP WIS
2.30%$24.08$30.90+28.30%
Added
+2.85%

Showing 1-10 of 136