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

0$500.0M$1.0B$1.5B Q1 2024: $502.9M Q1 2024 Q2 2024: $531.6M Q2 2024 Q3 2024: $562.9M Q3 2024 Q4 2024: $601.7M Q4 2024 Q1 2025: $567.3M Q1 2025 Q2 2025: $650.9M Q2 2025 Q3 2025: $761.4M Q3 2025 Q4 2025: $795.7M Q4 2025 Q1 2026: $813.5M Q1 2026 Q2 2026: $1.0B $1.0B Q2 2026

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%
SYBT Stock Yards Bancorp Inc. 0.14% 18,582 $1.4M Reduce -4.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 9,301 $1.4M Add +0.9%
AXP American Express Co. 0.13% 3,987 $1.3M Add +0.3%
IVZ Invesco Ltd. 0.13% 50,775 $1.3M Add +1.0%
ABT Abbott Laboratories 0.13% 14,573 $1.3M Add +31.7%
AZO AutoZone Inc. 0.12% 368 $1.2M Add +1.4%
RAL Ralliant Corp. 0.12% 15,969 $1.2M Add +0.9%
CPK Chesapeake Utilities Corp. 0.11% 9,350 $1.1M Add +1.6%
JXN Jackson Financial Inc. Class A 0.10% 9,700 $993K Add +1.0%
CMC Commercial Metals Co. 0.10% 15,744 $988K Add +1.1%
MCD McDonald's Corp. 0.10% 3,608 $975K Reduce -0.1%
CVX Chevron Corp. 0.09% 5,556 $921K Reduce -0.2%
SUPN Supernus Pharmaceuticals Inc. 0.09% 19,782 $920K Add +0.9%
WBS Webster Financial Corp. 0.09% 11,974 $915K Reduce -61.3%
UNH Unitedhealth Group Inc. 0.09% 2,124 $883K Reduce -0.1%
BYD Boyd Gaming Corp. 0.08% 9,325 $824K Add +0.4%
HLLY Holley Inc. 0.08% 315,821 $805K Reduce -3.3%
COP Conocophillips 0.08% 7,648 $795K Add +1.4%
ACIW Aci Worldwide Inc. 0.08% 15,742 $792K Add +0.5%
BND Vanguard Total Bond Market 0.08% 10,655 $782K No change
GLUE Monte Rosa Therapeutics Inc. 0.08% 31,396 $760K Add +0.5%
PATK Patrick Industries Inc. 0.07% 8,195 $736K Add +0.9%
FUL H.B. Fuller Co. filed as FULLER H B CO 0.07% 11,760 $685K Add +0.8%
TOST Toast Inc. Class A 0.06% 21,952 $611K Add +0.7%
G Genpact Ltd. 0.06% 21,629 $595K Add +0.7%
PRGS Progress Software Corp. 0.06% 16,981 $570K Add +2.3%
GENI Genius Sports Ltd. 0.06% 91,730 $556K Add +1.5%
BX Blackstone Inc. 0.05% 4,667 $549K No change
AMPH Amphastar Pharmaceuticals Inc. 0.05% 25,337 $511K Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.04% 591 $441K Reduce -2.5%
ACWI iShares MSCI Acwi ETF 0.04% 2,237 $351K New
SDY SS SPDR S&P Dividend ETF 0.03% 2,164 $329K No change
CUE Cue Biopharma Inc. 0.03% 8,573 $271K New
NOBL Proshares S&P 500 Dividend A 0.03% 4,462 $251K No change
ATOM Atomera Inc. 0.02% 20,000 $174K No change
BEAT Heartbeam Inc. 0.00% 50,000 $38K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 136$1.0BMYE, OPLN, TRS, TSM, BELFB
Q1 2026 137$813.5MTRS, OPLN, MYE, TSM, GOOGL
Q4 2025 143$795.7MTRS, OPLN, TSM, DJCO, TPR
Q3 2025 149$761.4MTSM, OPLN, TRS, PM, AVGO
Q2 2025 142$650.9MBELFB, TRS, PM, AVGO, TSM
Q1 2025 148$567.3MBELFB, JBTM, TRS, PM, PHIN
Q4 2024 152$601.7MBELFB, JBTM, AVGO, PHIN, TRS
Q3 2024 156$562.9MMLR, BELFB, PHIN, AVGO, TSM
Q2 2024 160$531.6MMLR, MSFT, ESGR, TSM, AVGO
Q1 2024 156$502.9MMSFT, MLR, ESGR, PRSU, HUBB