Q2 2026 13F · SEC CIK 902584

Advisory Research Inc

Asset managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 136
Top holdings a year, 3 yrs: +28.0%
Assets under management: $991.3M

Advisory Research Inc is an asset manager that reported 136 positions worth $1.0B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Myers Inds Inc (MYE, 6.5%), Openlane Inc (KAR, 6.3%), TriMas Corp (TRS, 5.4%). A portfolio copying its top holdings returned 28.0% a year over the last 3 years, against 20.4% for the S&P 500.

Advisory Research Inc holdings largest 50 of 136 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Advisory Research Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MYEMyers Inds Inc	6.5%	4.0%	1,857,873	+21.8%	$65.6M
KAROpenlane Inc	6.3%	4.6%	1,533,557	+19.7%	$63.2M
TRSTriMas Corp	5.4%	4.9%	1,211,587	+8.2%	$54.6M
TSMTaiwan Semiconductor Manufac	4.0%	3.4%	84,453	+3.3%	$40.3M
BELFBBel Fuse Inc. - Class B Common Stock	3.9%	2.9%	117,896	-1.2%	$39.3M
VVIPursuit Attractions and Hosp	3.7%	3.0%	657,648	-1.1%	$36.8M
GOOGLAlphabet Inc	3.4%	3.3%	94,824	+1.7%	$33.9M
KDPKeurig Dr Pepper Inc	2.8%	2.7%	867,771	+3.4%	$28.4M
JBTJBT Marel Corp	2.7%	2.2%	189,869	+34.9%	$27.5M
DJCODaily Journal Corp	2.5%	2.5%	41,510	-0.9%	$25.0M
AVGOBroadcom Inc	2.5%	2.4%	65,495	+2.8%	$24.7M
LEGHLegacy Housing Corp	2.4%	2.3%	920,286	-0.5%	$24.2M
MTGMgic Invt Corp Wis	2.3%	2.6%	816,952	+2.8%	$23.0M
PMPhilip Morris Intl Inc	2.2%	2.4%	122,120	+2.1%	$22.1M
NPKNational Presto Inds Inc	2.0%	2.5%	161,764	+9.6%	$20.2M
AEPAmerican Elec Pwr Co Inc	2.0%	2.3%	146,846	+4.1%	$20.1M
ABBVAbbvie Inc	1.9%	2.0%	76,085	+4.1%	$19.1M
TPRTapestry Inc	1.9%	2.2%	127,464	+2.6%	$18.7M
ACVAAcv Auctions Inc	1.8%	1.6%	2,511,972	-17.1%	$18.1M
MSFTMicrosoft Corp	1.6%	1.9%	43,670	+2.2%	$16.3M
LTMLatam Airlines G	1.6%	0.6%	274,022	+178.1%	$16.0M
CMECme Group Inc	1.5%	2.3%	67,088	+3.8%	$14.8M
KBKb Finl Group Inc	1.4%	1.6%	135,607	+3.8%	$14.2M
LAMRLamar Advertising Co New Cl A	1.3%	1.2%	82,766	+9.4%	$12.9M
HUBBHubbell Inc	1.3%	1.4%	24,441	+2.8%	$12.8M
GSKGsk PLC	1.1%	1.4%	215,664	+5.6%	$11.3M
MPCMarathon Petroleum	1.0%	1.2%	40,268	+3.3%	$10.3M
METAMeta Platforms Inc	1.0%	1.2%	18,191	+3.6%	$10.2M
MTDRMatador Resources Co.	0.9%	1.9%	187,674	-23.5%	$9.3M
CMCSAComcast Corp New	0.9%	1.3%	376,554	+3.6%	$9.2M
BTIBritish Amern Tob PLC	0.9%	0.9%	139,453	+7.1%	$8.6M
LRCXLam Research Corp	0.9%	0.5%	19,824	-0.6%	$8.6M
APAApa Corporation	0.8%	1.9%	261,415	-30.0%	$8.5M
FERGFerguson Enterprises Inc Common Stock Ne	0.8%	0.9%	33,184	+4.1%	$7.9M
SGOVIshares Tr	0.8%	0.7%	76,730	+27.6%	$7.7M
INTUIntuit	0.7%	1.4%	28,443	+4.4%	$7.4M
VUSBVanguard Bd Index Fds	0.6%	0.5%	120,152	+46.7%	$6.0M
PFGCPerformance Food Group Co	0.6%	0.6%	52,549	-2.2%	$5.9M
NICNicolet Bankshares Inc	0.6%	0.7%	35,434	-2.0%	$5.9M
MPTIM-Tron Inds Inc Com	0.6%	0.4%	59,011	+16.8%	$5.9M
DACDanaos Corp	0.6%	0.7%	47,412	+0.0%	$5.8M
VCSHVanguard Scottsdale Fds	0.5%	0.5%	63,544	+36.8%	$5.0M
STLDSteel Dynamics Inc	0.5%	0.5%	20,934	-0.4%	$4.8M
SSBSouthstate Bk Corp	0.5%	0.5%	46,447	-1.4%	$4.6M
VGSHVanguard Scottsdale Fds	0.5%	0.5%	78,263	+12.4%	$4.6M
MFPVVMidera Food Processing Inc	0.4%	—	110,714	—	$4.4M
VCITVanguard Scottsdale Fds	0.4%	0.5%	51,166	+0.4%	$4.2M
ACAArcosa Inc	0.4%	0.4%	28,846	-8.1%	$4.2M
SHVIshares Tr	0.4%	0.5%	37,117	+0.0%	$4.1M
ACMRACM Research, Inc.	0.4%	—	28,732	—	$3.6M

What Advisory Research Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +32.4% /yr; S&P 500 +20.1%
3 years: +28.0% /yr; S&P 500 +20.4%
5 years: +21.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.0B	136
Q1 2026	$813.5M	137
Q4 2025	$795.7M	143
Q3 2025	$761.4M	149
Q2 2025	$650.9M	142
Q1 2025	$567.3M	148
Q4 2024	$601.7M	152
Q3 2024	$562.9M	156
Q2 2024	$531.6M	160
Q1 2024	$502.9M	157
Q4 2023	$648.3M	331
Q3 2023	$720.2M	424

Questions about Advisory Research Inc's portfolio

What stocks does Advisory Research Inc own?

Advisory Research Inc's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 136 positions worth $1.0B. The largest are Myers Inds Inc (MYE) at 6.5%, Openlane Inc (KAR) at 6.3%, TriMas Corp (TRS) at 5.4%, Taiwan Semiconductor Manufac (TSM) at 4.0% and Bel Fuse Inc. - Class B Common Stock (BELFB) at 3.9%.

What did Advisory Research Inc buy last quarter?

In Q2 2026, Advisory Research Inc added Latam Airlines G (LTM) (+178.1% shares), Vanguard Bd Index Fds (VUSB) (+46.7% shares) and Vanguard Scottsdale Fds (VCSH) (+36.8% shares), compared with its Q1 2026 filing.

What did Advisory Research Inc sell last quarter?

In Q2 2026, Advisory Research Inc cut from its top 50 Emerald Holding Inc (EEX), cut from its top 50 Cal Maine Foods Inc (CALM), Apa Corporation (APA) (-30.0% shares), Matador Resources Co. (MTDR) (-23.5% shares) and Acv Auctions Inc (ACVA) (-17.1% shares), compared with its Q1 2026 filing.

How has Advisory Research Inc's portfolio performed?

A portfolio copying Advisory Research Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +28.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +32.4% against +20.1%. Over 5 years: +21.4% a year against +11.6%.

When is Advisory Research Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Advisory Research Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Advisory Research Inc manage?

Advisory Research Inc reported $991.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.