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ADVISORY RESEARCH INC 13F portfolio summary

ADVISORY RESEARCH INC of ADVISORY RESEARCH INC has 134 current stock holdings with a reported portfolio value of $813.5M. The portfolio 1 year return is +25.36%. Top holdings include SPY (0.00%), TRS (5.35%), MYE (4.30%), TSM (3.67%), GOOGL (3.56%).

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ADVISORY RESEARCH INC

ADVISORY RESEARCH INC
Latest filing: 2026-03-31

ADVISORY RESEARCH INC runs ADVISORY RESEARCH INC and currently holds 134 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $813.48M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ADVISORY RESEARCH INC ranks #600 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ADVISORY RESEARCH INC's portfolio at ADVISORY RESEARCH INC has delivered returns of +25.36%. Their 3-year annualized return is +55.15%. Looking at the 5-year horizon, ADVISORY RESEARCH INC has achieved +72.23% annualized returns at ADVISORY RESEARCH INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.36%
#464/1000
3 Year
+55.15%
#747/1000
5 Year
+72.23%
#496/1000

Portfolio Value

$813.48M

Alpha Score

50.6

#600 of 1000

Holdings

134

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change