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Home > Institutional Investor > Advisory Research Inc > Profile

Instuitional Investor - Advisory Research Inc

Fund Profile
Filing Period:
Fund Name: Advisory Research Inc
Portfolio Value $1,002,401,267
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Myers Industries Inc
 MYE 1,857,873 $65,601,495 6.54%
2.
Openlane Inc.
 OPLN 1,533,557 $63,243,891 6.31%
3.
Trimas Corp
 TRS 1,211,587 $54,557,763 5.44%
4.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 84,453 $40,332,219 4.02%
5.
Bel Fuse Inc
 BELFB 117,896 $39,264,084 3.92%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.