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ADVISORY RESEARCH INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000902584

$1.00B

disclosed book value

136

positions

6.5%

largest position share

Positions, as of 2026-06-30

top 100 of 136 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MYEMYERS INDS INC1.9M$65.6M6.5%
2OPLNOPENLANE INC1.5M$63.2M6.3%
3TRSTRIMAS CORP1.2M$54.6M5.4%
4TSMTAIWAN SEMICONDUCTOR MANUFAC84,453$40.3M4%
5BELFBBEL FUSE INC117,896$39.3M3.9%
6PRSUPURSUIT ATTRACTIONS AND HOSP657,648$36.8M3.7%
7GOOGLALPHABET INC94,824$33.9M3.4%
8KDPKEURIG DR PEPPER INC867,771$28.4M2.8%
9JBTMJBT MAREL CORPORATION189,869$27.5M2.7%
10DJCODAILY JOURNAL CORP41,510$25.0M2.5%
11AVGOBROADCOM INC65,495$24.7M2.5%
12LEGHLEGACY HOUSING CORP920,286$24.2M2.4%
13MTGMGIC INVT CORP WIS816,952$23.0M2.3%
14PMPHILIP MORRIS INTL INC122,120$22.1M2.2%
15NPKNATIONAL PRESTO INDS INC161,764$20.2M2%
16AEPAMERICAN ELEC PWR CO INC146,846$20.1M2%
17ABBVABBVIE INC76,085$19.1M1.9%
18TPRTAPESTRY INC127,464$18.7M1.9%
19ACVAACV AUCTIONS INC2.5M$18.1M1.8%
20MSFTMICROSOFT CORP43,670$16.3M1.6%
21LTMLATAM AIRLINES GROUP SA274,022$16.0M1.6%
22CMECME GROUP INC67,088$14.8M1.5%
23KBKB FINL GROUP INC135,607$14.2M1.4%
24LAMRLAMAR ADVERTISING CO82,766$12.9M1.3%
25HUBBHUBBELL INC24,441$12.8M1.3%
26GSKGSK PLC215,664$11.3M1.1%
27MPCMARATHON PETE CORP40,268$10.3M1%
28METAMETA PLATFORMS INC18,191$10.2M1%
29MTDRMATADOR RES CO187,674$9.3M0.9%
30CMCSACOMCAST CORP NEW376,554$9.2M0.9%
31BTIBRITISH AMERN TOB PLC139,453$8.6M0.9%
32LRCXLAM RESEARCH CORP19,824$8.6M0.9%
33APAAPA CORPORATION261,415$8.5M0.8%
34FERGFERGUSON ENTERPRISES INC33,184$7.9M0.8%
35SGOVISHARES TR76,730$7.7M0.8%
36INTUINTUIT28,443$7.4M0.7%
37VUSBVANGUARD BD INDEX FDS120,152$6.0M0.6%
38PFGCPERFORMANCE FOOD GROUP CO52,549$5.9M0.6%
39NICNICOLET BANKSHARES INC35,434$5.9M0.6%
40MPTIM-TRON INDS INC59,011$5.9M0.6%
41DANAOS CORPORATION47,412$5.8M0.6%
42VCSHVANGUARD SCOTTSDALE FDS63,544$5.0M0.5%
43STLDSTEEL DYNAMICS INC20,934$4.8M0.5%
44SSBSOUTHSTATE BK CORP46,447$4.6M0.5%
45VGSHVANGUARD SCOTTSDALE FDS78,263$4.6M0.5%
46MFPMIDERA FOOD PROCESSING INC110,714$4.4M0.4%
47VCITVANGUARD SCOTTSDALE FDS51,166$4.2M0.4%
48ACAARCOSA INC28,846$4.2M0.4%
49SHVISHARES TR37,117$4.1M0.4%
50ACMRACM RESH INC28,732$3.6M0.4%
51CALMCAL MAINE FOODS INC44,612$3.6M0.4%
52VVVVALVOLINE INC90,637$3.6M0.4%
53RSPINVESCO EXCHANGE TRADED FD T16,408$3.5M0.3%
54IGSBISHARES TR63,572$3.3M0.3%
55AMGNAMGEN INC8,800$3.2M0.3%
56NTAPNETAPP INC20,588$3.2M0.3%
57HQYHEALTHEQUITY INC35,026$3.2M0.3%
58HDHOME DEPOT INC8,950$3.2M0.3%
59AAPLAPPLE INC10,795$3.1M0.3%
60IGIBISHARES TR57,761$3.1M0.3%
61EMEEMCOR GROUP INC3,603$3.0M0.3%
62TAPMOLSON COORS BEVERAGE CO75,007$2.9M0.3%
63JEFJEFFERIES FINANCIAL GROUP IN58,168$2.9M0.3%
64BOWBOWHEAD SPECIALTY HLDGS INC96,768$2.9M0.3%
65FRMEFIRST MERCHANTS CORP65,315$2.9M0.3%
66EXPEAGLE MATLS INC12,588$2.8M0.3%
67ALKTALKAMI TECHNOLOGY INC155,711$2.8M0.3%
68VIGVANGUARD SPECIALIZED FUNDS11,658$2.8M0.3%
69LMTLOCKHEED MARTIN CORP5,343$2.7M0.3%
70VOOVANGUARD INDEX FDS3,942$2.7M0.3%
71TEXTEREX CORP NEW33,912$2.5M0.2%
72WALWESTERN ALLIANCE BANCORP26,098$2.1M0.2%
73AAPADVANCE AUTO PARTS INC34,110$2.1M0.2%
74CDWCDW CORP14,771$2.1M0.2%
75NVENT ELEC PLC12,168$2.1M0.2%
76ABGASBURY AUTOMOTIVE GROUP INC10,149$2.0M0.2%
77SUPER GROUP SGHC LIMITED142,348$1.9M0.2%
78FLYWFLYWIRE CORPORATION104,995$1.8M0.2%
79ACCENTURE PLC IRELAND14,255$1.8M0.2%
80ARESARES MANAGEMENT CORPORATION15,846$1.8M0.2%
81VEAVANGUARD TAX-MANAGED FDS24,652$1.8M0.2%
82XBISPDR SERIES TRUST11,071$1.8M0.2%
83NRGNRG ENERGY INC11,983$1.8M0.2%
84ORCLORACLE CORP11,821$1.7M0.2%
85TNCTENNANT CO19,779$1.7M0.2%
86JPMJPMORGAN CHASE & CO5,227$1.7M0.2%
87MTNVAIL RESORTS INC12,174$1.7M0.2%
88AXAXOS FINANCIAL INC17,011$1.7M0.2%
89MBBISHARES TR17,518$1.7M0.2%
90BACBANK OF AMER CORP28,666$1.6M0.2%
91UNMUNUM GROUP18,176$1.6M0.2%
92VOVANGUARD INDEX FDS20,059$1.6M0.2%
93ESIELEMENT SOLUTIONS INC33,577$1.6M0.2%
94SNXTD SYNNEX CORPORATION5,978$1.6M0.2%
95UNPUNION PAC CORP5,757$1.6M0.2%
96EHCENCOMPASS HEALTH CORP15,247$1.5M0.2%
97BRK/BBERKSHIRE HATHAWAY INC DEL3,058$1.5M0.2%
98ALSNALLISON TRANSMISSION HLDGS I13,326$1.5M0.1%
99SRSPIRE INC19,063$1.5M0.1%
100RRXREGAL REXNORD CORPORATION6,117$1.5M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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