Long-term investor

Advisory Research Inc. @advisoryresearchinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000902584).

Record

  • Tracked since 2025-06-30 (431 days), 131 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.3% · 6 months +14.5% · 1 year +29.3% · all +29.3%
  • Max drawdown 0.0% · Sharpe 1.58 · win rate 35% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MYE · 6.5% · long · since 2025-06-30
  • OPLN · 6.3% · long · since 2025-06-30
  • TRS · 5.4% · long · since 2025-06-30
  • TSM · 4.0% · long · since 2025-06-30
  • BELFA · 3.9% · long · since 2025-06-30
  • PRSU · 3.7% · long · since 2025-06-30
  • GOOGL · 3.4% · long · since 2025-06-30
  • KDP · 2.8% · long · since 2025-06-30
  • JBTM · 2.7% · long · since 2025-06-30
  • DJCO · 2.5% · long · since 2025-06-30
  • AVGO · 2.5% · long · since 2025-06-30
  • LEGH · 2.4% · long · since 2025-06-30

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