Fund HoldingsADVISORY RESEARCH INC

Total Portfolio Value
$1.00B
Total Bought
$180.89M
Total Sold
$87.70M
Net Transaction
+$93.19M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MYERS INDS INC(MYE)1,525,7161,857,873+332,15732,31565,6016.54%+33,287
OPENLANE INC(OPLN)1,281,6121,533,557+251,94537,35963,2446.31%+25,885
BEL FUSE INC119,364117,896-1,46823,63239,2643.92%+15,632
TRIMAS CORP(TRS)1,119,6861,211,587+91,90140,24254,5585.44%+14,316
TAIWAN SEMICONDUCTOR MANUFAC(TSM)81,78584,453+2,66827,63940,3324.02%+12,693
PURSUIT ATTRACTIONS AND HOSP(PRSU)665,228657,648-7,58024,36736,8093.67%+12,441
LATAM AIRLINES GROUP SA(LTM)98,523274,022+175,4994,87115,9671.59%+11,096
JBT MAREL CORPORATION(JBTM)140,747189,869+49,12217,99727,5312.75%+9,534
ALPHABET INC(GOOG)93,26194,824+1,56326,81833,8873.38%+7,069
KEURIG DR PEPPER INC(KDP)839,297867,771+28,47422,09928,4022.83%+6,303
LEGACY HOUSING CORP(LEGH)925,319920,286-5,03318,90424,1762.41%+5,272
ACV AUCTIONS INC(ACVA)3,028,6422,511,972-516,67012,84118,0611.80%+5,220
BROADCOM INC(AVGO)63,68765,495+1,80819,71224,7412.47%+5,029
DAILY JOURNAL CORP(DJCO)41,87341,510-36320,19724,9552.49%+4,758
MIDERA FOOD PROCESSING INC0110,714+110,71404,4290.44%+4,429
LAM RESEARCH CORP(LRCX)19,95119,824-1274,2638,5900.86%+4,328
LAMAR ADVERTISING CO(LAMR)75,64182,766+7,1259,58112,9101.29%+3,329
ABBVIE INC(ABBV)73,07276,085+3,01315,89219,1461.91%+3,254
ACM RESH INC(ACMR)28,29928,732+4331,1143,6460.36%+2,532
M-TRON INDS INC(MPTI)50,54359,011+8,4683,3795,8510.58%+2,472
PHILIP MORRIS INTL INC(PM)119,550122,120+2,57019,76622,0932.20%+2,326
MGIC INVT CORP WIS(MTG)794,323816,952+22,62920,85123,0382.30%+2,187
BOWHEAD SPECIALTY HLDGS INC(BOW)33,72096,768+63,0487562,8960.29%+2,140
VANGUARD BD INDEX FDS
VANGUARD ULTRA
81,920120,152+38,2324,0785,9810.60%+1,903
ISHARES TR60,11176,730+16,6196,0517,7240.77%+1,674
AMERICAN ELEC PWR CO INC141,085146,846+5,76118,49320,0902.00%+1,597
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
46,43563,544+17,1093,6815,0220.50%+1,341
PERFORMANCE FOOD GROUP CO(PFGC)53,75252,549-1,2034,6045,8740.59%+1,270
KB FINL GROUP INC(KB)130,613135,607+4,99413,02614,2331.42%+1,207
TAPESTRY INC(TPR)124,176127,464+3,28817,52218,6581.86%+1,136
HUBBELL INC(HUBB)23,77924,441+66211,66912,7881.28%+1,118
NETAPP INC(NTAP)20,73720,588-1492,1233,1860.32%+1,063
STEEL DYNAMICS INC(STLD)21,01220,934-783,7824,8040.48%+1,021
BRITISH AMERN TOB PLC(BTI)130,231139,453+9,2227,6158,6130.86%+998
ISHARES TR44,41863,572+19,1542,3353,3320.33%+997
ARCOSA INC31,37428,846-2,5283,3304,1910.42%+861
MARATHON PETE CORP(MPC)38,98740,268+1,2819,52010,2951.03%+775
CDW CORP(CDW)11,72614,771+3,0451,4192,0770.21%+658
NVENT ELEC PLC(NVT)12,13312,168+351,4352,0640.21%+629
TD SYNNEX CORPORATION(SNX)6,0035,978-251,0131,5980.16%+585
FLYWIRE CORPORATION(FLYW)108,514104,995-3,5191,2631,8450.18%+582
RALLIANT CORP(RAL)15,82715,969+1426581,1760.12%+518
NICOLET BANKSHARES INC36,16335,434-7295,3755,8600.58%+486
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
69,65778,263+8,6064,0784,5550.45%+477
MICROSOFT CORP(MSFT)42,73743,670+93315,82016,2901.63%+470
DANAOS CORPORATION(DAC)47,40747,412+55,3405,8020.58%+462
FERGUSON ENTERPRISES INC(FERG)31,86633,184+1,3187,4337,8760.79%+442
VALVOLINE INC(VVV)93,55790,637-2,9203,1513,5840.36%+433
JEFFERIES FINANCIAL GROUP IN(JEF)60,03858,168-1,8702,4782,9070.29%+429
SUPER GROUP SGHC LIMITED
ORD SHS
141,263142,348+1,0851,5261,9290.19%+403
TEREX CORP NEW(TEX)35,02333,912-1,1112,0702,4550.24%+385
TENNANT CO(TNC)20,41019,779-6311,3551,7310.17%+376
EAGLE MATLS INC(EXP)13,01112,588-4232,4652,8320.28%+367
APPLE INC(AAPL)10,89510,795-1002,7653,1240.31%+359
ISHARES TR02,237+2,23703510.04%+351
VANGUARD INDEX FDS3,9453,942-32,3572,7070.27%+350
SPDR SERIES TRUST
ST STR SP BIOT
10,98111,071+901,4031,7520.17%+349
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
16,40516,408+33,1483,4910.35%+343
ADVANCE AUTO PARTS INC(AAP)33,98334,110+1271,7932,1220.21%+330
EMCOR GROUP INC(EME)3,6243,603-212,6762,9900.30%+314
REGAL REXNORD CORPORATION(RRX)6,1196,117-21,1461,4570.15%+311
UNITEDHEALTH GROUP INC(UNH)2,1252,124-15758830.09%+308
UNUM GROUP(UNM)18,08318,176+931,3211,6250.16%+304
ALKAMI TECHNOLOGY INC(ALKT)160,791155,711-5,0802,5202,8210.28%+302
WESTERN ALLIANCE BANCORP(WAL)26,16326,098-651,8542,1450.21%+292
SOUTHSTATE BK CORP47,08846,447-6414,3574,6400.46%+283
CUE BIOPHARMA INC(CUE)08,573+8,57302710.03%+271
VANGUARD SPECIALIZED FUNDS11,65811,65802,5072,7590.28%+251
MONTE ROSA THERAPEUTICS INC(GLUE)31,23631,396+1605147600.08%+246
BANK OF AMER CORP28,48728,666+1791,3891,6330.16%+245
FIRST MERCHANTS CORP(FRME)67,63465,315-2,3192,6192,8540.28%+234
AXOS FINANCIAL INC(AX)16,91717,011+941,4391,6570.17%+217
META PLATFORMS INC(META)17,56118,191+63010,04710,2471.02%+200
VANGUARD TAX-MANAGED FDS24,31624,652+3361,5581,7560.18%+198
VANGUARD INDEX FDS4,96620,059+15,0931,4261,6160.16%+190
ABBOTT LABORATORIES11,06314,573+3,5101,1361,3220.13%+187
ELEMENT SOLUTIONS INC(ESI)41,61733,577-8,0401,4211,6030.16%+182
HOME DEPOT INC(HD)9,0748,950-1242,9843,1560.31%+172
JPMORGAN CHASE & CO(JPM)5,2345,227-71,5401,7110.17%+171
UNION PAC CORP(UNP)5,7595,757-21,3971,5660.16%+169
GENIUS SPORTS LIMITED
SHARES CL A
90,41291,730+1,3184015560.06%+155
ACI WORLDWIDE INC15,66715,742+756437920.08%+149
AMERICAN EXPRESS CO(AXP)3,9733,987+141,2021,3490.13%+147
PROGRESS SOFTWARE CORP(PRGS)16,59716,981+3844265700.06%+145
STOCK YDS BANCORP INC(SYBT)19,47618,582-8941,2911,4210.14%+130
INVESCO LTD(IVZ)50,28150,775+4941,2211,3400.13%+119
ATOMERA INC(ATOM)20,00020,0000761740.02%+98
HEALTHEQUITY INC(HQY)36,80935,026-1,7833,0763,1640.32%+87
AMGEN INC(AMGN)8,8228,800-223,1043,1870.32%+83
ENCOMPASS HEALTH CORP(EHC)15,12815,247+1191,4631,5410.15%+78
BERKSHIRE HATHAWAY INC DEL3,0313,058+271,4521,5300.15%+78
BOYD GAMING CORP(BYD)9,2869,325+397638240.08%+61
VAIL RESORTS INC(MTN)12,54512,174-3711,6101,6570.17%+48
STATE STR SPDR S&P 500 ETF T(SPY)606591-153944410.04%+47
ARES MANAGEMENT CORPORATION(ARES)15,81115,846+351,7251,7640.18%+39
TOAST INC(TOST)21,79721,952+1555786110.06%+33
COMMERCIAL METALS CO(CMC)15,57715,744+1679579880.10%+31
GSK PLC(GSK)204,282215,664+11,38211,27411,3051.13%+31
AMPHASTAR PHARMACEUTICALS IN(AMPH)25,33525,337+24965110.05%+15
PROSHARES TR
S&P 500 DV ARIST
2,2314,462+2,2312372510.02%+14
Page 1 of 2
ADVISORY RESEARCH INC — 13F Holdings — Q2 2026 | TickerTrail