1y return+34.7%S&P 500 +20.9%
3y return+74.1%S&P 500 +68.5%
5y return+78.7%S&P 500 +74.5%
10y return+129.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $230 against $357 in the S&P 500.2
Advisory Research IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MYEMyers Inds Inc | $65.6M | 6.5% | +21.8% |
| OPLNOpenlane Inc | $63.2M | 6.3% | +19.7% |
| TRSTrimas Corp | $54.6M | 5.4% | +8.2% |
| TSMTaiwan Semiconductor Manufac | $40.3M | 4.0% | +3.3% |
| BELFBBel Fuse Inc | $39.3M | 3.9% | −1.2% |
| PRSUPursuit Attractions And Hosp | $36.8M | 3.7% | −1.1% |
| GOOGLAlphabet Inc | $33.9M | 3.4% | +1.7% |
| KDPKeurig Dr Pepper Inc | $28.4M | 2.8% | +3.4% |
| JBTMJbt Marel Corporation | $27.5M | 2.7% | +34.9% |
| DJCODaily Journal Corp | $25.0M | 2.5% | |
| AVGOBroadcom Inc | $24.7M | 2.5% | +2.8% |
| LEGHLegacy Housing Corp | $24.2M | 2.4% | |
| MTGMgic Invt Corp Wis | $23.0M | 2.3% | +2.8% |
| PMPhilip Morris Intl Inc | $22.1M | 2.2% | +2.1% |
| NPKNational Presto Inds Inc | $20.2M | 2.0% | +9.6% |
| AEPAmerican Elec Pwr Co Inc | $20.1M | 2.0% | +4.1% |
| ABBVAbbvie Inc | $19.1M | 1.9% | +4.1% |
| TPRTapestry Inc | $18.7M | 1.9% | +2.6% |
| Acv Auctions IncCUSIP 00091G104 | $18.1M | 1.8% | −17.1% |
| MSFTMicrosoft Corp | $16.3M | 1.6% | +2.2% |
| LTMLatam Airlines Group Sa | $16.0M | 1.6% | +178.1% |
| CMECme Group Inc | $14.8M | 1.5% | +3.8% |
| KBKb Finl Group Inc | $14.2M | 1.4% | +3.8% |
| LAMRLamar Advertising Co | $12.9M | 1.3% | +9.4% |
| HUBBHubbell Inc | $12.8M | 1.3% | +2.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $24.7M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $8.6M |
| BELFBBel Fuse Inc | June 30, 2023 | +480.1% | $39.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $33.9M |
| TSMTaiwan Semiconductor Manufac | June 30, 2023 | +373.2% | $40.3M |
| HUBBHubbell Inc | June 30, 2020 | +317.4% | $12.8M |
| MTDRMatador Res Co | December 31, 2020 | +312.8% | $9.3M |
| TPRTapestry Inc | March 31, 2024 | +208.3% | $18.7M |
| KBKb Finl Group Inc | December 31, 2020 | +165.0% | $14.2M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $19.1M |
Sold off last quarter
- Emerald Holding IncCUSIP 29103W104 was $8.4M
- PHINPhinia Inc was $2.5M
- CPRTCopart Inc was $923K
- Cue Biopharma IncCUSIP 22978P106 was $59K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.5% | +14.8% |
| March 31, 2026 | −0.3% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +12.9% | +7.8% |
| June 30, 2025 | +9.4% | +10.5% |
| March 31, 2025 | −5.1% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +7.5% | +5.4% |
| June 30, 2024 | −2.0% | +4.0% |
| March 31, 2024 | +10.1% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −5.0% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | −2.9% | +7.0% |
| December 31, 2022 | +6.1% | +7.1% |
| September 30, 2022 | +1.8% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| March 31, 2022 | +4.2% | −4.9% |
| December 31, 2021 | +5.7% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Advisory Research Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=902584&type=13F-HR&dateb=&owner=include&count=40CIK 902584
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/902584/000090258426000007/Filed August 13, 2026 · accession 0000902584-26-000007