CIK 902584
ADVISORY RESEARCH INC
Institutional 13F holdings & portfolio
Holdings
143
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 143
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ORCL | ORACLE CORP | 13K | $1M+ | SH |
| AX | AXOS FINANCIAL INC | 29K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| EME | EMCOR GROUP INC | 4K | $1M+ | SH |
| NTAP | NETAPP INC | 22K | $1M+ | SH |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 10K | $1M+ | SH |
| ACWI | ISHARES TR | 16K | $1M+ | SH |
| WAL | WESTERN ALLIANCE BANCORP | 27K | $1M+ | SH |
| ALKT | ALKAMI TECHNOLOGY INC | 96K | $1M+ | SH |
| WBS | WEBSTER FINL CORP | 33K | $1M+ | SH |
| EXP | EAGLE MATLS INC | 10K | $1M+ | SH |
| IGSB | ISHARES TR | 37K | $1M+ | SH |
| FRME | FIRST MERCHANTS CORP | 52K | $1M+ | SH |
| EHC | ENCOMPASS HEALTH CORP | 17K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| NRG | NRG ENERGY INC | 11K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 31K | $1M+ | SH |
| MBB | ISHARES TR | 18K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 4K | $1M+ | SH |
| VVV | VALVOLINE INC | 52K | $1M+ | SH |
| TJX | TJX COS INC NEW | 10K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 24K | $1M+ | SH |
| CDW | CDW CORP | 11K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| UNP | UNION PAC CORP | 6K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 11K | $1M+ | SH |
| UNM | UNUM GROUP | 17K | $1M+ | SH |
| DJCO | DAILY JOURNAL CORP | 3K | $1M+ | SH |
| IWM | ISHARES TR | 5K | $1M+ | SH |
| AZO | AUTOZONE INC | 382 | $1M+ | SH |
| ALSN | ALLISON TRANSMISSION HLDGS I | 13K | $1M+ | SH |
| MTN | VAIL RESORTS INC | 9K | $1M+ | SH |
| ESI | ELEMENT SOLUTIONS INC | 49K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| CPK | CHESAPEAKE UTILS CORP | 10K | $1M+ | SH |
| NVT | NVENT ELECTRIC PLC | 12K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 8K | $1M+ | SH |
| MCD | MCDONALDS CORP | 4K | $1M+ | SH |
| IVZ | INVESCO LTD | 44K | $1M+ | SH |
| FLYW | FLYWIRE CORPORATION | 81K | $1M+ | SH |
| GTES | GATES INDL CORP PLC | 52K | $1M+ | SH |
| ACMR | ACM RESH INC | 27K | $1M+ | SH |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | 31K | $1M+ | SH |
| MYE | MYERS INDS INC | 53K | $500K+ | SH |
| SUPN | SUPERNUS PHARMACEUTICALS INC | 20K | $500K+ | SH |
| GLUE | MONTE ROSA THERAPEUTICS INC | 63K | $500K+ | SH |
| ABT | ABBOTT LABS | 8K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 10K | $500K+ | SH |
| G | GENPACT LIMITED | 21K | $500K+ | SH |