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Showing Q4 2023 data
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC
•CIK: 1802867•Filing: Q4 2023
**ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC** manages $160M across a concentrated portfolio of 31 positions. The strategy exhibits significant conviction, highlighted by the top holding in RPAR at $80.2M, representing over 50% of reported assets. Further notable allocations include UPAR ($24.7M) and SCHP ($13.7M). This structure suggests a deep, thematic focus within its investment mandate.
Total AUM
$160.0M
QoQ Performance
N/A
Positions
24
Top 10 Concentration
92.7%
Latest Filing
Q4 2023
Top Holdings Allocation
RPAR
UPAR
SCHP
VIG
RPAR50.1%
UPAR15.4%
SCHP8.6%
VIG7.4%
GLDM3.4%
VTI2.4%
LTPZ1.7%
ESGV1.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other97.8%
Technology1.9%
Financial0.3%