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Bruce Zessar

Advisory Research Inc

Assets Managed
$813.482M
Holdings
137
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
2.24%(2Q avg: 3.37%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisory Research Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Advisory Research Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 813.482M in assets, with a quarterly growth rate of 2.24% and a 2-quarter average growth rate of 3.37%. The portfolio is managed by Bruce Zessar, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TRS
Trimas Corp
Recent Activity
Increased 2.16%
4.95%
$40.242M
1.12M shares@ $35.95 avg price
KAR
Openlane Inc
Recent Activity
Increased 13.09%
4.6%
$37.359M
1.282M shares@ $29.16 avg price
MYE
Myers Industries Inc
Recent Activity
Increased 17.1%
3.98%
$32.315M
1.526M shares@ $21.19 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -23.31%
3.4%
$27.639M
81,785 shares@ $337.96 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.87%
3.3%
$26.818M
93,261 shares@ $287.56 avg price
VVI
Viad Corp
Recent Activity
Decreased -4.25%
3%
$24.367M
665,228 shares@ $36.64 avg price
BELFB
Bel Fuse Inc-cl B
Recent Activity
Decreased -11.44%
2.91%
$23.632M
119,364 shares@ $197.99 avg price
KDP
Keurig Dr Pepper Inc
Recent Activity
Increased 42.5%
2.72%
$22.099M
839,297 shares@ $26.33 avg price
MTG
Mgic Investment Corp
Recent Activity
Increased 3.91%
2.57%
$20.851M
794,323 shares@ $26.26 avg price
NPK
National Presto Inds Inc
Recent Activity
New Position
2.49%
$20.235M
147,634 shares@ $137.06 avg price

1-10 of 137