ADVISORY RESEARCH INC
•CIK: 902584•Filing: Q4 2025
**ADVISORY RESEARCH INC** manages $796M across a portfolio of 143 positions, exhibiting concentrated exposure to technology and industrials. The fund's top holdings include TRS ($38.9M) and OPLN ($33.8M), suggesting a focus on cyclical and growth-oriented sectors. Significant allocations are also maintained in TSM ($32.4M), DJCO ($32.0M), and AVGO ($28.5M), indicating strategic bets on semiconductor and enterprise technology leaders. This structure points to a disciplined, large-cap allocation strategy within the current market cycle.
Total AUM
$795.7M
QoQ Performance
+4.5%
Positions
132
Top 10 Concentration
37.7%
Latest Filing
Q4 2025
Top Holdings Allocation
TRS4.9%
OPLN4.2%
TSM4.1%
DJCO4.0%
TPR3.7%
4I13.6%
AVGO3.6%
GOOGL3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.9%
Technology12.7%
Healthcare2.6%
Financial1.1%
Consumer0.6%
Industrial0.5%
ETF0.5%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW13 new positions
↑63 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023