4D Advisors
Latest statistics and disclosures from 4D Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WM, APEI, JBHT, ODFL, PR, and represent 25.61% of 4D Advisors's stock portfolio.
- Added to shares of these 10 stocks: WM (+$9.2M), JBHT (+$8.5M), ODFL (+$7.8M), PR (+$6.4M), ICHR, MRTN, MYRG, KLIC, XPO, CECO.
- Started 17 new stock positions in MRTN, POWL, WM, CACI, SHLS, CECO, PR, XPO, MYRG, CVLG. JBHT, ICHR, AEBI, FANG, KLIC, ODFL, BHE.
- Reduced shares in these 10 stocks: FICO (-$6.8M), , ACVA (-$6.0M), SGHC (-$6.0M), DAVE (-$5.5M), UTI, LINC, TPB, DIN, .
- Sold out of its positions in ACVA, BBSI, CALX, DAVE, DIN, FICO, KAI, LINC, RAMP, LOVE. MEI, NSSC, ON, PAL, PWR, TRNS, UTI, ESTA, NE, SGHC.
- 4D Advisors was a net seller of stock by $-34M.
- 4D Advisors has $158M in assets under management (AUM), dropping by -13.53%.
- Central Index Key (CIK): 0001938268
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Portfolio Holdings for 4D Advisors
4D Advisors holds 34 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Waste Management (WM) | 5.8 | $9.2M | NEW | 40k | 229.79 |
|
| American Public Education (APEI) | 5.4 | $8.5M | -14% | 150k | 56.88 |
|
| J.B. Hunt Transport Services (JBHT) | 5.4 | $8.5M | NEW | 40k | 211.90 |
|
| Old Dominion Freight Line (ODFL) | 5.0 | $7.8M | NEW | 40k | 195.40 |
|
| Permian Resources Corp Class A Com (PR) | 4.1 | $6.4M | NEW | 300k | 21.32 |
|
| Onto Innovation (ONTO) | 3.9 | $6.2M | 30k | 205.07 |
|
|
| Cohu (COHU) | 3.6 | $5.7M | -7% | 185k | 30.62 |
|
| Turning Pt Brands (TPB) | 3.6 | $5.6M | -43% | 65k | 86.79 |
|
| Comfort Systems USA (FIX) | 3.5 | $5.5M | -20% | 4.0k | 1378.99 |
|
| Federal Signal Corporation (FSS) | 3.4 | $5.4M | -28% | 50k | 108.14 |
|
| Casella Waste Sys Cl A (CWST) | 3.3 | $5.2M | -31% | 65k | 79.34 |
|
| Advanced Energy Industries (AEIS) | 3.1 | $4.8M | 15k | 322.71 |
|
|
| Ultra Clean Holdings (UCTT) | 3.0 | $4.7M | -44% | 75k | 62.18 |
|
| Ichor Holdings SHS (ICHR) | 3.0 | $4.7M | NEW | 100k | 46.61 |
|
| Marten Transport (MRTN) | 2.9 | $4.6M | NEW | 350k | 13.13 |
|
| Monolithic Power Systems (MPWR) | 2.8 | $4.4M | 4.0k | 1093.35 |
|
|
| Axon Enterprise (AXON) | 2.7 | $4.2M | -20% | 10k | 424.69 |
|
| Myr (MYRG) | 2.7 | $4.2M | NEW | 15k | 282.32 |
|
| Knife River Corp Common Stock (KNF) | 2.6 | $4.1M | 50k | 81.65 |
|
|
| Kulicke and Soffa Industries (KLIC) | 2.5 | $3.9M | NEW | 60k | 65.72 |
|
| Xpo Logistics Inc equity (XPO) | 2.5 | $3.9M | NEW | 20k | 194.55 |
|
| CECO Environmental (CECO) | 2.5 | $3.9M | NEW | 65k | 59.58 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 2.4 | $3.7M | -13% | 65k | 57.58 |
|
| Covenant Logistics Group Cl A (CVLG) | 2.3 | $3.7M | NEW | 135k | 27.15 |
|
| Powell Industries (POWL) | 2.2 | $3.5M | NEW | 6.5k | 541.08 |
|
| Aebi Schmidt Hldg Ag F (AEBI) | 2.2 | $3.4M | NEW | 350k | 9.71 |
|
| Benchmark Electronics (BHE) | 2.1 | $3.4M | NEW | 60k | 56.06 |
|
| Carlisle Companies (CSL) | 2.1 | $3.3M | -50% | 10k | 333.62 |
|
| Shoals Technologies Group In Cl A (SHLS) | 2.1 | $3.3M | NEW | 500k | 6.58 |
|
| Newmont Mining Corporation (NEM) | 2.1 | $3.2M | -40% | 30k | 108.25 |
|
| Caci Intl Cl A (CACI) | 1.9 | $3.0M | NEW | 5.5k | 543.87 |
|
| Boot Barn Hldgs (BOOT) | 1.9 | $2.9M | 20k | 146.36 |
|
|
| Celsius Hldgs Com New (CELH) | 1.7 | $2.7M | -46% | 75k | 35.48 |
|
| Diamondback Energy (FANG) | 0.2 | $281k | NEW | 1.4k | 197.79 |
|
Past Filings by 4D Advisors
SEC 13F filings are viewable for 4D Advisors going back to 2025
- 4D Advisors 2026 Q1 filed May 15, 2026
- 4D Advisors 2025 Q4 filed Feb. 17, 2026
- 4D Advisors 2025 Q3 filed Nov. 14, 2025