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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0000902584

ADVISORY RESEARCH INC

CHICAGO, IL · File #028-05637

Latest AUM
$795.7M
Positions
176
Top-10 Concentration
45.2%
Filings
12

Sector Allocation

Technology
16.2%$128.8M
Industrials
6.8%$53.8M
Financials
3.9%$30.7M
Healthcare
3.4%$26.8M
Real Estate
1.1%$8.6M
Materials
0.9%$7.2M
Energy
0.4%$3.1M
Utilities
0.2%$1.8M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1TRIMAS CORPTRS1,064,053$37.7M5.80%
2OPENLANE INCOPLN1,091,650$32.5M4.99%
3TAIWAN SEMICONDUCTOR MFG LTD874039100106,654$32.4M4.98%
4DAILY JOURNAL CORPDJCO62,814$30.6M4.70%
5TAPESTRY INCTPR231,408$29.6M4.54%
6PHILIP MORRIS INTL INC718172109178,542$28.6M4.40%
7BROADCOM INCAVGO82,424$28.5M4.38%
8ALPHABET INCGOOG90,667$28.4M4.36%
9MYERS INDS INC6284641091,249,875$23.4M3.59%
10PURSUIT ATTRACTIONS AND HOSP92552R406663,515$22.3M3.43%
11MGIC INVT CORP WIS552848103764,479$22.3M3.43%
12BEL FUSE INCBELFB129,236$21.9M3.37%
13MICROSOFT CORPMSFT41,743$20.2M3.10%
14JBT MAREL CORPORATIONJBTM124,230$18.7M2.88%
15CME GROUP INCCME62,402$17.0M2.62%
16KEURIG DR PEPPER INCKDP589,003$16.5M2.53%
17ABBVIE INCABBV70,693$16.2M2.48%
18PHINIA INCPHIN255,046$16.0M2.46%
19GSK PLCGLAXF323,838$15.9M2.44%
20AMERICAN ELEC PWR CO INC025537101136,315$15.7M2.41%