AiSiWhale

AI & tech investing

ADVISORY RESEARCH INC

CIK 902584

13F filing for Q2 2026・No. 2,584

Holdings
US$1B
Quarter change
+US$188.92M
Entries
166
Net bought (estimate)
+US$45.41M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 3
  • Sold out 4
  • Cut 47
  • Added 76
  • Corporate actions 2
  • Unchanged 10

Largest holdings

136 stocks worth US$1B, options and bonds left out.

StockThis quarterValueWeight
MYERS INDS INCCOMAddedUS$65.6M6.54%
OPLNOPENLANE INCCOMAddedUS$63.24M6.31%
TRIMAS CORPCOM NEWAddedUS$54.56M5.44%
TSMTSMC ADRSPONSORED ADSAddedUS$40.33M4.02%
BEL FUSE INCCL BCutUS$39.26M3.92%
PURSUIT ATTRACTIONS AND HOSPCOMCutUS$36.81M3.67%
GOOGLAlphabetCAP STK CL AAddedUS$33.89M3.38%
KDPKEURIG DR PEPPER INCCOMAddedUS$28.4M2.83%
JBTMJBT MAREL CORPORATIONCOMAddedUS$27.53M2.75%
DAILY JOURNAL CORPCOMCutUS$24.96M2.49%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.