Fund HoldingsADVISORY RESEARCH INC

Total Portfolio Value
$813.48M
Total Bought
$159.04M
Total Sold
$125.28M
Net Transaction
+$33.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NATIONAL PRESTO INDS INC(NPK)0147,634+147,634020,2352.49%+20,235
APA CORPORATION(APA)0373,347+373,347015,8451.95%+15,845
MATADOR RES CO(MTDR)22,441245,480+223,03995215,5091.91%+14,557
INTUIT(INTU)027,247+27,247011,7811.45%+11,781
COMCAST CORP NEW(CCZ)0363,428+363,428010,4341.28%+10,434
MARATHON PETE CORP(MPC)038,987+38,98709,5201.17%+9,520
MYERS INDS INC(MYE)1,302,9281,525,716+222,78824,39132,3153.97%+7,924
KEURIG DR PEPPER INC(KDP)589,003839,297+250,29416,49822,0992.72%+5,601
LATAM AIRLINES GROUP SA(LTM)098,523+98,52304,8710.60%+4,871
LEGACY HOUSING CORP0925,319+925,319018,9042.32%+18,904
ACV AUCTIONS INC(ACVA)1,092,7473,028,642+1,935,8958,76412,8411.58%+4,078
OPENLANE INC(OPLN)1,133,3551,281,612+148,25733,75137,3594.59%+3,608
AMERICAN ELEC PWR CO INC136,315141,085+4,77015,71918,4932.27%+2,775
KB FINL GROUP INC(KB)122,024130,613+8,58910,49913,0261.60%+2,527
TEREX CORP NEW(TEX)035,023+35,02302,0700.25%+2,070
CME GROUP INC(CME)62,40264,632+2,23017,04119,0892.35%+2,048
LAMAR ADVERTISING CO(LAMR)60,42575,641+15,2167,6499,5811.18%+1,932
ADVANCE AUTO PARTS INC(AAP)033,983+33,98301,7930.22%+1,793
DANAOS CORPORATION(DAC)39,64847,407+7,7593,7345,3400.66%+1,606
M-TRON INDS INC35,59950,543+14,9441,8953,3790.42%+1,484
TRIMAS CORP(TRS)1,096,0131,119,686+23,67338,85440,2424.95%+1,388
TENNANT CO(TNC)020,410+20,41001,3550.17%+1,355
HUBBELL INC(HUBB)23,46023,779+31910,41911,6691.43%+1,250
SPIRE INC(SR)6,29718,952+12,6555211,7160.21%+1,195
HEALTHEQUITY INC(HQY)036,809+36,80903,0760.38%+3,076
VALVOLINE INC(VVV)093,557+93,55703,1510.39%+3,151
SUPER GROUP SGHC LIMITED
ORD SHS
37,688141,263+103,5754501,5260.19%+1,075
JACKSON FINANCIAL INC(JXN)09,608+9,60801,0160.12%+1,016
PURSUIT ATTRACTIONS AND HOSP(PRSU)0665,228+665,228024,3673.00%+24,367
COMMERCIAL METALS CO(CMC)015,577+15,57709570.12%+957
BRITISH AMERN TOB PLC(BTI)117,802130,231+12,4296,6707,6150.94%+945
VANGUARD BD INDEX FDS010,655+10,65507850.10%+785
BEL FUSE INC0119,364+119,364023,6322.91%+23,632
BOWHEAD SPECIALTY HLDGS INC(BOW)033,720+33,72007560.09%+756
NICOLET BANKSHARES INC036,163+36,16305,3750.66%+5,375
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
39,81146,435+6,6243,1743,6810.45%+507
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
44,46650,986+6,5203,7244,2190.52%+495
LOCKHEED MARTIN CORP(LMT)5,8255,392-4332,8173,2590.40%+441
EMERALD HOLDING INC(EEX)01,867,195+1,867,19508,4211.04%+8,421
VANGUARD BD INDEX FDS
VANGUARD ULTRA
73,41181,920+8,5093,6594,0780.50%+420
ISHARES TR33,49137,117+3,6263,6894,0970.50%+408
JEFFERIES FINANCIAL GROUP IN(JEF)060,038+60,03802,4780.30%+2,478
ISHARES TR36,89044,418+7,5281,9512,3350.29%+384
FERGUSON ENTERPRISES INC(FERG)031,866+31,86607,4330.91%+7,433
ALLISON TRANSMISSION HLDGS I(ALSN)12,70413,237+5331,2441,5500.19%+306
EMCOR GROUP INC(EME)3,9463,624-3222,4142,6760.33%+262
NVENT ELEC PLC(NVT)11,76312,133+3701,1991,4350.18%+236
REGAL REXNORD CORPORATION(RRX)06,119+6,11901,1460.14%+1,146
COPART INC(CPRT)18,03627,788+9,7527069230.11%+216
ELEMENT SOLUTIONS INC(ESI)041,617+41,61701,4210.17%+1,421
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
15,51216,405+8932,9713,1480.39%+177
TD SYNNEX CORPORATION(SNX)5,5676,003+4368361,0130.12%+176
ACI WORLDWIDE INC9,84215,667+5,8254716430.08%+172
ABBOTT LABORATORIES011,063+11,06301,1360.14%+1,136
CAL MAINE FOODS INC(CALM)43,85145,383+1,5323,4893,5920.44%+103
FULLER H B CO(FUL)10,43611,662+1,2266217190.09%+99
AMPHASTAR PHARMACEUTICALS IN(AMPH)15,16125,335+10,1744064960.06%+90
SPDR SERIES TRUST
ST STR SP DIV
1,7432,164+4212433160.04%+73
INVESCO LTD(IVZ)43,86150,281+6,4201,1521,2210.15%+69
VANGUARD TAX-MANAGED FDS24,02624,316+2901,5011,5580.19%+57
PATRICK INDS INC(PATK)7,8048,119+3158469020.11%+56
FIRST MERCHANTS CORP(FRME)067,634+67,63402,6190.32%+2,619
ACM RESH INC(ACMR)27,32428,299+9751,0781,1140.14%+36
ATOMERA INC20,00020,000044760.01%+32
SPDR SERIES TRUST
ST STR SP BIOT
11,26910,981-2881,3741,4030.17%+29
CONOCOPHILLIPS(COP)07,543+7,54309960.12%+996
SUPERNUS PHARMACEUTICALS(SUPN)19,97519,595-3809931,0130.12%+20
STOCK YDS BANCORP INC(SYBT)019,476+19,47601,2910.16%+1,291
PROSHARES TR
S&P 500 DV ARIST
2,2312,23102322370.03%+4
BOYD GAMING CORP(BYD)8,9649,286+3227647630.09%-1
ISHARES TR17,51817,51801,6681,6630.20%-5
AMGEN INC(AMGN)9,4998,822-6773,1093,1040.38%-5
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
69,65769,65704,0914,0780.50%-13
VANGUARD INDEX FDS4,9664,96601,4411,4260.18%-15
UNION PAC CORP(UNP)6,1075,759-3481,4131,3970.17%-15
CUE BIOPHARMA INC0257,225+257,2250590.01%+59
UNUM GROUP(UNM)17,32518,083+7581,3431,3210.16%-22
NRG ENERGY INC(NRG)11,11311,899+7861,7701,7390.21%-31
CHEVRON CORPORATION(CVX)05,566+5,56601,1520.14%+1,152
TJX COS INC NEW(TJX)9,8289,218-6101,5101,4720.18%-38
ISHARES TR57,76157,76103,1123,0740.38%-38
MCDONALDS CORP(MCD)03,611+3,61101,1220.14%+1,122
ARCOSA INC31,77431,374-4003,3783,3300.41%-48
CHESAPEAKE UTILS CORP(CPK)09,206+9,20601,1630.14%+1,163
VANGUARD SPECIALIZED FUNDS11,65811,65802,5622,5070.31%-55
HEARTBEAM INC50,00050,0000120610.01%-59
AUTOZONE INC(AZO)0363+36301,2260.15%+1,226
CDW CORP(CDW)10,95811,726+7681,4921,4190.17%-73
VAIL RESORTS INC(MTN)12,70512,545-1601,6871,6100.20%-77
STEEL DYNAMICS INC(STLD)22,82721,012-1,8153,8683,7820.46%-86
SOUTHSTATE BK CORP047,088+47,08804,3570.54%+4,357
VANGUARD INDEX FDS03,945+3,94502,3570.29%+2,357
RALLIANT CORP(RAL)15,38115,827+4467836580.08%-125
BERKSHIRE HATHAWAY INC DEL3,1933,031-1621,6051,4520.18%-153
TOAST INC(TOST)20,69521,797+1,1027355780.07%-157
UNITEDHEALTH GROUP INC(UNH)02,125+2,12505750.07%+575
GENPACT LIMITED
SHS
20,67221,479+8079678000.10%-167
BLACKSTONE INC(BX)4,6674,66707195370.07%-183
ACCENTURE PLC IRELAND
SHS CLASS A
9,89812,458+2,5602,6562,4700.30%-185
PROGRESS SOFTWARE CORP(PRGS)14,35916,597+2,2386174260.05%-191
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