Advisory Research Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Advisory Research Inc. reported 136 stock positions worth $1.0 billion. Its top holding was Myers Industries (MYE) at 6.5% of the portfolio, followed by Openlane (OPLN, 6.3%) and Trimas (TRS, 5.4%). Compared with Q1 2026, it opened 3 new positions, sold out of 4, added to 76 and reduced 47. The biggest buy was Myers Industries (MYE, shares +22%) and the biggest sale Apa (APA, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0000902584
- Portfolio Value
- $1.0B (Q2 2026)
- SEC Filing
- 0000902584-26-000007 ↗ filed Aug 13, 2026
Holdings Value
Holdings 136 stocks · $1.0B
| MYE Myers Industries Inc. | 6.54% | 1,857,873 | $65.6M | Add +21.8% |
| OPLN Openlane Inc. | 6.31% | 1,533,557 | $63.2M | Add +19.7% |
| TRS Trimas Corp. | 5.44% | 1,211,587 | $54.6M | Add +8.2% |
| TSM Taiwan Semiconductor-SP ADR | 4.02% | 84,453 | $40.3M | Add +3.3% |
| BELFB Bel Fuse Inc. Class B | 3.92% | 117,896 | $39.3M | Reduce -1.2% |
| PRSU Pursuit Attractions and Hosp | 3.67% | 657,648 | $36.8M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 3.38% | 94,824 | $33.9M | Add +1.7% |
| KDP Keurig Dr Pepper Inc. | 2.83% | 867,771 | $28.4M | Add +3.4% |
| JBTM JBT Marel Corp. | 2.75% | 189,869 | $27.5M | Add +34.9% |
| DJCO Daily Journal Corp. | 2.49% | 41,510 | $25.0M | Reduce -0.9% |
| AVGO Broadcom Inc. | 2.47% | 65,495 | $24.7M | Add +2.8% |
| LEGH Legacy Housing Corp. | 2.41% | 920,286 | $24.2M | Reduce -0.5% |
| MTG Mgic Investment Corp. | 2.30% | 816,952 | $23.0M | Add +2.9% |
| PM Philip Morris International | 2.20% | 122,120 | $22.1M | Add +2.1% |
| NPK National Presto Inds Inc. | 2.02% | 161,764 | $20.2M | Add +9.6% |
| AEP American Electric Power | 2.00% | 146,846 | $20.1M | Add +4.1% |
| ABBV Abbvie Inc. | 1.91% | 76,085 | $19.1M | Add +4.1% |
| TPR Tapestry Inc. | 1.86% | 127,464 | $18.7M | Add +2.6% |
| ACVA Acv Auctions Inc. Class A | 1.80% | 2,511,972 | $18.1M | Reduce -17.1% |
| MSFT Microsoft Corp. | 1.63% | 43,670 | $16.3M | Add +2.2% |
| LTM Latam Airlines Group SA-ADR | 1.59% | 274,022 | $16.0M | Add +178.1% |
| CME Cme Group Inc. | 1.48% | 67,088 | $14.8M | Add +3.8% |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 1.42% | 135,607 | $14.2M | Add +3.8% |
| LAMR Lamar Advertising Co. Class A | 1.29% | 82,766 | $12.9M | Add +9.4% |
| HUBB Hubbell Inc. | 1.28% | 24,441 | $12.8M | Add +2.8% |
| GSK GSK PLC-Spon ADR | 1.13% | 215,664 | $11.3M | Add +5.6% |
| MPC Marathon Petroleum Corp. | 1.03% | 40,268 | $10.3M | Add +3.3% |
| META Meta Platforms Inc. Class A | 1.02% | 18,191 | $10.2M | Add +3.6% |
| MTDR Matador Resources Co. | 0.93% | 187,674 | $9.3M | Reduce -23.6% |
| CMCSA Comcast Corp. Class A | 0.92% | 376,554 | $9.2M | Add +3.6% |
| BTI British American Tob-SP ADR | 0.86% | 139,453 | $8.6M | Add +7.1% |
| LRCX Lam Research Corp. | 0.86% | 19,824 | $8.6M | Reduce -0.6% |
| APA Apa Corp. | 0.85% | 261,415 | $8.5M | Reduce -30.0% |
| FERG Ferguson Enterprises Inc. | 0.79% | 33,184 | $7.9M | Add +4.1% |
| SGOV iShares 0-3 Month Treasury B | 0.77% | 76,730 | $7.7M | Add +27.6% |
| INTU Intuit Inc. | 0.74% | 28,443 | $7.4M | Add +4.4% |
| VUSB Vanguard Ultra Short Bond Et | 0.60% | 120,152 | $6.0M | Add +46.7% |
| PFGC Performance Food Group Co. | 0.59% | 52,549 | $5.9M | Reduce -2.2% |
| NIC Nicolet Bankshares Inc. | 0.58% | 35,434 | $5.9M | Reduce -2.0% |
| MPTI M-Tron Industries Inc. | 0.58% | 59,011 | $5.9M | Add +16.8% |
| DAC Danaos Corp. | 0.58% | 47,412 | $5.8M | Add +0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.50% | 63,544 | $5.0M | Add +36.9% |
| STLD Steel Dynamics Inc. | 0.48% | 20,934 | $4.8M | Reduce -0.4% |
| SSB Southstate Bank Corp. | 0.46% | 46,447 | $4.6M | Reduce -1.4% |
| VGSH Vanguard Short-Term Treasury | 0.45% | 78,263 | $4.6M | Add +12.3% |
| MFP Midera Food Processi Inc. | 0.44% | 110,714 | $4.4M | New |
| VCIT Vanguard Int-Term Corporate | 0.42% | 51,166 | $4.2M | Add +0.3% |
| ACA Arcosa Inc. | 0.42% | 28,846 | $4.2M | Reduce -8.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.41% | 37,117 | $4.1M | No change |
| ACMR Acm Research Inc. Class A | 0.36% | 28,732 | $3.6M | Add +1.5% |
| CALM Cal-Maine Foods Inc. | 0.36% | 44,612 | $3.6M | Reduce -1.7% |
| VVV Valvoline Inc. | 0.36% | 90,637 | $3.6M | Reduce -3.1% |
| RSP Invesco S&P 500 Equal Weight | 0.35% | 16,408 | $3.5M | Add +0.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.33% | 63,572 | $3.3M | Add +43.1% |
| AMGN Amgen Inc. | 0.32% | 8,800 | $3.2M | Reduce -0.3% |
| NTAP Netapp Inc. | 0.32% | 20,588 | $3.2M | Reduce -0.7% |
| HQY Healthequity Inc. | 0.32% | 35,026 | $3.2M | Reduce -4.8% |
| HD Home Depot Inc. | 0.31% | 8,950 | $3.2M | Reduce -1.4% |
| AAPL Apple Inc. | 0.31% | 10,795 | $3.1M | Reduce -0.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.31% | 57,761 | $3.1M | No change |
| EME Emcor Group Inc. | 0.30% | 3,603 | $3.0M | Reduce -0.6% |
| TAP Molson Coors Beverage Co. Class B | 0.29% | 75,007 | $2.9M | Reduce -0.3% |
| JEF Jefferies Financial Group Inc. | 0.29% | 58,168 | $2.9M | Reduce -3.1% |
| BOW Bowhead Specialty Holdings I | 0.29% | 96,768 | $2.9M | Add +187.0% |
| FRME First Merchants Corp. | 0.28% | 65,315 | $2.9M | Reduce -3.4% |
| EXP Eagle Materials Inc. | 0.28% | 12,588 | $2.8M | Reduce -3.3% |
| ALKT Alkami Technology Inc. | 0.28% | 155,711 | $2.8M | Reduce -3.2% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 11,658 | $2.8M | No change |
| LMT Lockheed Martin Corp. | 0.27% | 5,343 | $2.7M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 0.27% | 3,942 | $2.7M | Reduce -0.1% |
| TEX Terex Corp. | 0.24% | 33,912 | $2.5M | Reduce -3.2% |
| WAL Western Alliance Bancorp | 0.21% | 26,098 | $2.1M | Reduce -0.3% |
| AAP Advance Auto Parts Inc. | 0.21% | 34,110 | $2.1M | Add +0.4% |
| CDW CDW Corp. | 0.21% | 14,771 | $2.1M | Add +26.0% |
| NVT Nvent Electric PLC | 0.21% | 12,168 | $2.1M | Add +0.3% |
| ABG Asbury Automotive Group | 0.20% | 10,149 | $2.0M | Reduce -11.7% |
| SGHC Super Group SGHC Ltd. | 0.19% | 142,348 | $1.9M | Add +0.8% |
| FLYW Flywire Corp.-Voting | 0.18% | 104,995 | $1.8M | Reduce -3.2% |
| ACN Accenture PLC Class A | 0.18% | 14,255 | $1.8M | Add +14.4% |
| ARES Ares Management Corp. Class A | 0.18% | 15,846 | $1.8M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 24,652 | $1.8M | Add +1.4% |
| XBI SS SPDR S&P Biotech ETF | 0.17% | 11,071 | $1.8M | Add +0.8% |
| NRG NRG Energy Inc. | 0.17% | 11,983 | $1.8M | Add +0.7% |
| ORCL Oracle Corp. | 0.17% | 11,821 | $1.7M | Reduce -1.3% |
| TNC Tennant Co. | 0.17% | 19,779 | $1.7M | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 0.17% | 5,227 | $1.7M | Reduce -0.1% |
| MTN Vail Resorts Inc. | 0.17% | 12,174 | $1.7M | Reduce -3.0% |
| AX Axos Financial Inc. | 0.17% | 17,011 | $1.7M | Add +0.6% |
| MBB iShares MBS ETF | 0.17% | 17,518 | $1.7M | No change |
| BAC Bank of America Corp. | 0.16% | 28,666 | $1.6M | Add +0.6% |
| UNM Unum Group | 0.16% | 18,176 | $1.6M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 20,059 | $1.6M | Add +1.0% |
| ESI Element Solutions Inc. | 0.16% | 33,577 | $1.6M | Reduce -19.3% |
| SNX TD Synnex Corp. | 0.16% | 5,978 | $1.6M | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.16% | 5,757 | $1.6M | Reduce -0.0% |
| EHC Encompass Health Corp. | 0.15% | 15,247 | $1.5M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 3,058 | $1.5M | Add +0.9% |
| ALSN Allison Transmission Holding | 0.15% | 13,326 | $1.5M | Add +0.7% |
| SR Spire Inc. | 0.15% | 19,063 | $1.5M | Add +0.6% |
| RRX Regal Rexnord Corp. | 0.15% | 6,117 | $1.5M | Reduce -0.0% |
Portfolio Sells Q1 2026 → Q2 2026
| APA Apa Corp. | Reduce -30.0% | 0.85% | −1.10 |
| EEX Emerald Holding Inc. | Sold out | 0.00% | −1.04 |
| MTDR Matador Resources Co. | Reduce -23.6% | 0.93% | −0.97 |
| PHIN Phinia Inc. | Sold out | 0.00% | −0.31 |
| WBS Webster Financial Corp. | Reduce -61.3% | 0.09% | −0.17 |
| LMT Lockheed Martin Corp. | Reduce -0.9% | 0.27% | −0.13 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.11 |
| TAP Molson Coors Beverage Co. Class B | Reduce -0.3% | 0.29% | −0.11 |
| CALM Cal-Maine Foods Inc. | Reduce -1.7% | 0.36% | −0.08 |
| NIC Nicolet Bankshares Inc. | Reduce -2.0% | 0.58% | −0.08 |
| SSB Southstate Bank Corp. | Reduce -1.4% | 0.46% | −0.07 |
| ABG Asbury Automotive Group | Reduce -11.7% | 0.20% | −0.07 |
| AMGN Amgen Inc. | Reduce -0.3% | 0.32% | −0.06 |
| HQY Healthequity Inc. | Reduce -4.8% | 0.32% | −0.06 |
| HD Home Depot Inc. | Reduce -1.4% | 0.31% | −0.05 |
| CVX Chevron Corp. | Reduce -0.2% | 0.09% | −0.05 |
| ORCL Oracle Corp. | Reduce -1.3% | 0.17% | −0.04 |
| HLLY Holley Inc. | Reduce -3.3% | 0.08% | −0.04 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.10% | −0.04 |
| FRME First Merchants Corp. | Reduce -3.4% | 0.28% | −0.04 |
| MTN Vail Resorts Inc. | Reduce -3.0% | 0.17% | −0.03 |
| EME Emcor Group Inc. | Reduce -0.6% | 0.30% | −0.03 |
| VVV Valvoline Inc. | Reduce -3.1% | 0.36% | −0.03 |
| ALKT Alkami Technology Inc. | Reduce -3.2% | 0.28% | −0.03 |
| AAPL Apple Inc. | Reduce -0.9% | 0.31% | −0.03 |
| EXP Eagle Materials Inc. | Reduce -3.3% | 0.28% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 0.27% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.17% | −0.02 |
| SYBT Stock Yards Bancorp Inc. | Reduce -4.6% | 0.14% | −0.02 |
| UNP Union Pacific Corp. | Reduce -0.0% | 0.16% | −0.02 |
| ESI Element Solutions Inc. | Reduce -19.3% | 0.16% | −0.01 |
| JEF Jefferies Financial Group Inc. | Reduce -3.1% | 0.29% | −0.01 |
| WAL Western Alliance Bancorp | Reduce -0.3% | 0.21% | −0.01 |
| TEX Terex Corp. | Reduce -3.2% | 0.24% | −0.01 |
| CUE Cue Biopharma Inc. | Sold out | 0.00% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.5% | 0.04% | −0.00 |
| RRX Regal Rexnord Corp. | Reduce -0.0% | 0.15% | +0.00 |
| TNC Tennant Co. | Reduce -3.1% | 0.17% | +0.01 |
| DJCO Daily Journal Corp. | Reduce -0.9% | 2.49% | +0.01 |
| ACA Arcosa Inc. | Reduce -8.1% | 0.42% | +0.01 |
| STLD Steel Dynamics Inc. | Reduce -0.4% | 0.48% | +0.01 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.09% | +0.02 |
| PFGC Performance Food Group Co. | Reduce -2.2% | 0.59% | +0.02 |
| FLYW Flywire Corp.-Voting | Reduce -3.2% | 0.18% | +0.03 |
| SNX TD Synnex Corp. | Reduce -0.4% | 0.16% | +0.03 |
| NTAP Netapp Inc. | Reduce -0.7% | 0.32% | +0.06 |
| LEGH Legacy Housing Corp. | Reduce -0.5% | 2.41% | +0.09 |
| ACVA Acv Auctions Inc. Class A | Reduce -17.1% | 1.80% | +0.22 |
| LRCX Lam Research Corp. | Reduce -0.6% | 0.86% | +0.33 |
| PRSU Pursuit Attractions and Hosp | Reduce -1.1% | 3.67% | +0.68 |
Portfolio Buys Q1 2026 → Q2 2026
| MYE Myers Industries Inc. | Add +21.8% | 6.54% | +2.57 |
| OPLN Openlane Inc. | Add +19.7% | 6.31% | +1.72 |
| LTM Latam Airlines Group SA-ADR | Add +178.1% | 1.59% | +0.99 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.3% | 4.02% | +0.63 |
| JBTM JBT Marel Corp. | Add +34.9% | 2.75% | +0.53 |
| TRS Trimas Corp. | Add +8.2% | 5.44% | +0.50 |
| MFP Midera Food Processi Inc. | New | 0.44% | +0.44 |
| ACMR Acm Research Inc. Class A | Add +1.5% | 0.36% | +0.23 |
| BOW Bowhead Specialty Holdings I | Add +187.0% | 0.29% | +0.20 |
| MPTI M-Tron Industries Inc. | Add +16.8% | 0.58% | +0.17 |
| KDP Keurig Dr Pepper Inc. | Add +3.4% | 2.83% | +0.12 |
| LAMR Lamar Advertising Co. Class A | Add +9.4% | 1.29% | +0.11 |
| VUSB Vanguard Ultra Short Bond Et | Add +46.7% | 0.60% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 3.38% | +0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +36.9% | 0.50% | +0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +43.1% | 0.33% | +0.05 |
| AVGO Broadcom Inc. | Add +2.8% | 2.47% | +0.04 |
| RAL Ralliant Corp. | Add +0.9% | 0.12% | +0.04 |
| ACWI iShares MSCI Acwi ETF | New | 0.04% | +0.04 |
| CDW CDW Corp. | Add +26.0% | 0.21% | +0.03 |
| NVT Nvent Electric PLC | Add +0.3% | 0.21% | +0.03 |
| CUE Cue Biopharma Inc. | New | 0.03% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | Add +27.6% | 0.77% | +0.03 |
| GLUE Monte Rosa Therapeutics Inc. | Add +0.5% | 0.08% | +0.01 |
| GENI Genius Sports Ltd. | Add +1.5% | 0.06% | +0.01 |
| SGHC Super Group SGHC Ltd. | Add +0.8% | 0.19% | +0.00 |
| PRGS Progress Software Corp. | Add +2.3% | 0.06% | +0.00 |
| XBI SS SPDR S&P Biotech ETF | Add +0.8% | 0.17% | +0.00 |
| ACIW Aci Worldwide Inc. | Add +0.5% | 0.08% | 0.00 |
| UNM Unum Group | Add +0.5% | 0.16% | −0.00 |
| ABT Abbott Laboratories | Add +31.7% | 0.13% | −0.01 |
| BAC Bank of America Corp. | Add +0.6% | 0.16% | −0.01 |
| AAP Advance Auto Parts Inc. | Add +0.4% | 0.21% | −0.01 |
| AMPH Amphastar Pharmaceuticals Inc. | Add +0.0% | 0.05% | −0.01 |
| TOST Toast Inc. Class A | Add +0.7% | 0.06% | −0.01 |
| BYD Boyd Gaming Corp. | Add +0.4% | 0.08% | −0.01 |
| AX Axos Financial Inc. | Add +0.6% | 0.17% | −0.01 |
| AXP American Express Co. | Add +0.3% | 0.13% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.0% | 0.16% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +1.4% | 0.18% | −0.02 |
| IVZ Invesco Ltd. | Add +1.0% | 0.13% | −0.02 |
| CMC Commercial Metals Co. | Add +1.1% | 0.10% | −0.02 |
| FUL H.B. Fuller Co. | Add +0.8% | 0.07% | −0.02 |
| JXN Jackson Financial Inc. Class A | Add +1.0% | 0.10% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 0.15% | −0.03 |
| EHC Encompass Health Corp. | Add +0.8% | 0.15% | −0.03 |
| CPK Chesapeake Utilities Corp. | Add +1.6% | 0.11% | −0.03 |
| SUPN Supernus Pharmaceuticals Inc. | Add +0.9% | 0.09% | −0.03 |
| AZO AutoZone Inc. | Add +1.4% | 0.12% | −0.03 |
| ARES Ares Management Corp. Class A | Add +0.2% | 0.18% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 136 | $1.0B | MYE, OPLN, TRS, TSM, BELFB |
| Q1 2026 | 137 | $813.5M | TRS, OPLN, MYE, TSM, GOOGL |
| Q4 2025 | 143 | $795.7M | TRS, OPLN, TSM, DJCO, TPR |
| Q3 2025 | 149 | $761.4M | TSM, OPLN, TRS, PM, AVGO |
| Q2 2025 | 142 | $650.9M | BELFB, TRS, PM, AVGO, TSM |
| Q1 2025 | 148 | $567.3M | BELFB, JBTM, TRS, PM, PHIN |
| Q4 2024 | 152 | $601.7M | BELFB, JBTM, AVGO, PHIN, TRS |
| Q3 2024 | 156 | $562.9M | MLR, BELFB, PHIN, AVGO, TSM |
| Q2 2024 | 160 | $531.6M | MLR, MSFT, ESGR, TSM, AVGO |
| Q1 2024 | 156 | $502.9M | MSFT, MLR, ESGR, PRSU, HUBB |