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4D Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1938268
Institutional-grade research for retail investors

Sector Allocation

  • Industrials37.1%$96.6M
  • Technology26.2%$68.2M
  • Energy11.1%$28.8M
  • Utilities9.8%$25.6M
  • Consumer Discretionary8.7%$22.7M
  • Healthcare5.6%$14.6M
  • Consumer Staples1.5%$3.8M

AUM History

13fpro.ai/research/fund/4d-advisors-llc-1938268

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/4d-advisors-llc-1938268

4D Advisors, LLC 13F holdings — Q2 2026

$260.3M portfolio (+65.0% QoQ) · 37 holdings · Q2 2026 13F · top 10 are 42% of the stock portfolio

All holdings — 4D Advisors, LLC (Q2 2026)

37 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
COHU$COHUCOHU INC$8.5M-38%
FSS$FSSFEDERAL SIGNAL CORP /DE/$8.4M+30%
CWST$CWSTCASELLA WASTE SYSTEMS INC$8.2M+31%
AEIS$AEISADVANCED ENERGY INDUSTRIES INC$7.5M+33%
FTAI$FTAIFTAI Aviation Ltd.$7.4MNew
VEEV$VEEVVEEVA SYSTEMS INC$7.1MNew
SDRL$SDRLSEADRILL Ltd$7.0MNew
RSG$RSGREPUBLIC SERVICES, INC.$6.9MNew
MYRG$MYRGMYR GROUP INC.$6.3M-17%
GWRE$GWREGuidewire Software, Inc.$6.2MNew
CNQ$CNQCANADIAN NATURAL RESOURCES Ltd$5.9MNew
CACI$CACICACI INTERNATIONAL INC /DE/$5.8M+127%
ALGN$ALGNALIGN TECHNOLOGY INC$5.6MNew
RNGR$RNGRRanger Energy Services, Inc.$5.2MNew
LSTR$LSTRLANDSTAR SYSTEM INC$5.2MNew

What changed in Q2 2026

Against the previous quarter's 13F: 18 new, 11 added to, 8 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.

New positions (18)

  • ARCB$ARCBARCBEST CORP /TX/$12.2M

    first bought this quarter

  • CLH$CLHCLEAN HARBORS INC$10.5M

    first bought this quarter

  • TFII$TFIITFI International Inc.$10.0M

    first bought this quarter

  • LLY$LLYELI LILLY & Co$9.0M

    first bought this quarter

  • FND$FNDFloor & Decor Holdings, Inc.$8.9M

    first bought this quarter

  • FTAI$FTAIFTAI Aviation Ltd.$7.4M

    first bought this quarter

+12 more in the Excel export

Added to (11)

  • KNX$KNXKnight-Swift Transportation Holdings Inc.+208%

    now $15.6M · held 3 qtrs

  • AXON$AXONAXON ENTERPRISE, INC.+100%

    now $11.2M · held 7+ qtrs

  • FANG$FANGDiamondback Energy, Inc.+1658%

    now $4.4M · held 2 qtrs, 2 adds in a row

  • CVLG$CVLGCOVENANT LOGISTICS GROUP, INC.+67%

    now $9.9M · held 2 qtrs, 2 adds in a row

  • CACI$CACICACI INTERNATIONAL INC /DE/+127%

    now $5.8M · held 2 qtrs, 2 adds in a row

  • CWST$CWSTCASELLA WASTE SYSTEMS INC+31%

    now $8.2M · held 3 qtrs

+5 more in the Excel export

Trimmed (8)

  • ICHR$ICHRICHOR HOLDINGS, LTD.-70%

    now $3.4M · held 2 qtrs

  • ONTO$ONTOONTO INNOVATION INC.-57%

    now $4.9M · held 5 qtrs

  • COHU$COHUCOHU INC-38%

    now $8.5M · held 3 qtrs, 2 trims in a row

  • KLIC$KLICKULICKE & SOFFA INDUSTRIES INC-63%

    now $3.0M · held 2 qtrs

  • FIX$FIXCOMFORT SYSTEMS USA INC-50%

    now $4.0M · held 7+ qtrs, 2 trims in a row

  • TPB$TPBTurning Point Brands, Inc.-31%

    now $3.8M · held 6 qtrs, 2 trims in a row

+2 more in the Excel export

Sold out (15)

  • WM$WMWASTE MANAGEMENT INCwas $9.2M

    held 1 qtr

  • ODFL$ODFLOLD DOMINION FREIGHT LINE, INC.was $7.8M

    held 1 qtr

  • PR$PRPermian Resources Corpwas $6.4M

    held 1 qtr

  • UCTT$UCTTUltra Clean Holdings, Inc.was $4.7M

    held 2 qtrs

  • MRTN$MRTNMARTEN TRANSPORT LTDwas $4.6M

    held 1 qtr

  • KNF$KNFKnife River Corpwas $4.1M

+9 more in the Excel export

Firm AUM (Form ADV): $315.6M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F 4D Advisors, LLC has filed, 6 earlier quarters. Pick one to see what it held then.

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Is it too late to follow 4D Advisors?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of 4D Advisors's top 20 holdings: 58/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-12.1%

Value-weighted move of the 10 largest stock positions

Turnover

48%

Last quarter; 184% over the last 4

Top 10 weight

42%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

19%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

4D Advisors, LLC disclosed 37 positions worth $260.3M in its Form 13F-HR for Q2 2026, led by $KNX (Knight-Swift Transportation Holdings Inc.) at 6.0% of the equity portfolio, followed by $JBHT and $ARCB. During the quarter the fund opened 18 new positions and exited 15 — including a new stake in $ARCB and a full exit from $WM. The portfolio is most concentrated in Industrials (37.1% of disclosed assets). All figures are sourced directly from 4D Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1938268.

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AI-Powered Hedge Fund Analysis: 4D Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For 4D Advisors, LLC (SEC CIK: 1938268), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in 4D Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.