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Filers›Holding Co.›ADVISORY RESEARCH INC
DOSSIER · 13F-HR · Q1 2026

ADVISORY RESEARCH INC

ADVISORY RESEARCH's holding co. based in Greenwich, CT — $813M in tracked AUM across 170 positions as of Q1 2026.

AR
ADVISORY RESEARCH·Greenwich, CT·Holding Co.
CIK 0000902584 · last filed Mar 31, 2026
Total AUM
$813M
▼ 7.1%
vs prior
Holdings
170
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ADVISORY RESEARCH INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TRS
TRIMAS CORP
$40M1.1M4.9%
02
OPLN
OPENLANE INC
$37M1.3M4.6%
03
MYE
MYERS INDS INC
$32M1.5M4.0%
04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$28M82K3.4%
05
GOOGL
ALPHABET INC
$27M93K3.3%
06
PRSU
PURSUIT ATTRACTIONS AND HOSP
$24M665K3.0%
07
BELFB
BEL FUSE INC
$24M119K2.9%
08
KDP
KEURIG DR PEPPER INC
$22M839K2.7%
09
MTG
MGIC INVT CORP WIS
$21M794K2.6%
10
NPK
NATIONAL PRESTO INDS INC
$20M148K2.5%

Filing history

Filing history loading…
AI Agent · grounded in ADVISORY
haiku-4-5 · 170 positions indexed
Sector mix
  • Tech22%
  • Health Care5%
  • Cons. Disc.40%
  • Industrials12%
  • Energy16%
  • Other5%
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