ADVISORY RESEARCH INC - Portfolio overview

ADVISORY RESEARCH INC has 173 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. TRS - TRIMAS CORP, 5.49%
2. KAR - OPENLANE INC, 3.93%
3. TSM - TAIWAN SEMICONDUCTOR MANUFAC, 3.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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