Institutional Fund
Advisory Research Inc
Chicago, ILCIK 9025845 filings on record
Portfolio Value
$813.48M
Q1 2026
Holdings
137
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+2.2%
from $795.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Trimas Corp4.9%
- Openlane Inc4.6%
- Myers Inds Inc4.0%
- Taiwan Semiconductor Mfg Ltd3.4%
- Alphabet Inc3.3%
- Pursuit Attractions And Hosp3.0%
- Other76.8%
Portfolio Holdings
137 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Trimas Corp | 1.12M | $40.24M | 4.9% | +23.7K | Added |
| 2 | Openlane Inc | 1.28M | $37.36M | 4.6% | +148.3K | Added |
| 3 | Myers Inds Inc | 1.53M | $32.31M | 4.0% | +222.8K | Added |
| 4 | Taiwan Semiconductor Mfg Ltd | 81.8K | $27.64M | 3.4% | −24.9K | Reduced |
| 5 | Alphabet Inc | 93.3K | $26.82M | 3.3% | +2.6K | Added |
| 6 | Pursuit Attractions And Hosp | 665.2K | $24.37M | 3.0% | −29.6K | Reduced |
| 7 | Bel Fuse Inc | 119.4K | $23.63M | 2.9% | −15.4K | Reduced |
| 8 | Keurig Dr Pepper Inc | 839.3K | $22.10M | 2.7% | +250.3K | Added |
| 9 | Mgic Invt Corp Wis | 794.3K | $20.85M | 2.6% | +29.8K | Added |
| 10 | National Presto Inds Inc | 147.6K | $20.23M | 2.5% | +147.6K | New |
127 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio