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4A
4D Advisors Portfolio holdings
AUM
$260M
Turnover
63.46%
1-Year Est. Return
105.84%
This Fund
S&P 500
This Quarter Est. Return
+34.15%
1 Year Est. Return
+105.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$103M
(+65%)
Cap. Flow
+$59.1M
Cap. Flow % of AUM
Cap. Flow %
22.69%
Top 10 Holdings %
Top 10 Hldgs %
41.84%
Holding
52
New
18
Increased
11
Reduced
8
Closed
15
Avg Time Held
0.4
years
Top 10 Avg Time Held
0.1
years
Top 20 Avg Time Held
0.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ArcBest
ARCB
|
+$11.1M |
| 2 |
Clean Harbors
CLH
|
+$10.3M |
| 3 |
TFI International
TFII
|
+$9.9M |
| 4 |
Knight Transportation
KNX
|
+$9.36M |
| 5 |
Seadrill
SDRL
|
+$8.62M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Waste Management
WM
|
+$9.19M |
| 2 |
Old Dominion Freight Line
ODFL
|
+$7.82M |
| 3 |
Permian Resources
PR
|
+$6.4M |
| 4 |
Ichor Holdings
ICHR
|
+$5.05M |
| 5 |
Onto Innovation
ONTO
|
+$4.81M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 52.23% |
| 2 | Technology | 20.61% |
| 3 | Energy | 8.65% |
| 4 | Healthcare | 8.32% |
| 5 | Consumer Discretionary | 5.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Knight Transportation
KNX
$10.3B
| $15.6M | 5.98% |
200,000
+135,000
| +208% | +$9.36M |
2025 Q4
2 quarters
|
|
2
JB Hunt Transport Services
JBHT
$21B
| $12.7M | 4.89% |
44,000
+4,000
| +10% | +$1.03M |
2026 Q1
1 quarter
|
|
|
3
ArcBest
ARCB
$2.86B
| $12.2M | 4.69% |
+85,000
| New | +$11.1M |
2026 Q2
0 quarters
|
|
4
Axon Enterprise
AXON
$31.1B
| $11.2M | 4.31% |
20,000
+10,000
| +100% | +$4.18M |
2024 Q4
6 quarters
|
|
|
5
Clean Harbors
CLH
$16.7B
| $10.5M | 4.02% |
+35,000
| New | +$10.3M |
2026 Q2
0 quarters
|
|
|
6
TFI International
TFII
$9.17B
| $10M | 3.86% |
+70,000
| New | +$9.9M |
2026 Q2
0 quarters
|
|
7
Covenant Logistics
CVLG
$740M
| $9.9M | 3.82% |
225,000
+90,000
| +67% | +$3.28M |
2026 Q1
1 quarter
|
|
8
Eli Lilly
LLY
$1.11T
| $9M | 3.46% |
+7,500
| New | +$7.66M |
2026 Q2
0 quarters
|
|
9
Floor & Decor
FND
$4.68B
| $8.9M | 3.42% |
+150,000
| New | +$7.59M |
2026 Q2
0 quarters
|
|
10
American Public Education
APEI
$903M
| $8.86M | 3.4% |
165,000
+15,000
| +10% | +$824K |
2025 Q1
5 quarters
|
|
11
Cohu
COHU
$2.55B
| $8.5M | 3.27% |
115,000
-70,000
| -38% | -$3.5M |
2025 Q4
2 quarters
|
|
12
Federal Signal
FSS
$6.89B
| $8.35M | 3.21% |
65,000
+15,000
| +30% | +$1.72M |
2024 Q4
6 quarters
|
|
13
Casella Waste Systems
CWST
$5.51B
| $8.24M | 3.17% |
85,000
+20,000
| +31% | +$1.71M |
2025 Q4
2 quarters
|
|
14
Advanced Energy
AEIS
$9.6B
| $7.46M | 2.86% |
20,000
+5,000
| +33% | +$1.75M |
2025 Q4
2 quarters
|
|
15
FTAI Aviation
FTAI
$16.8B
| $7.44M | 2.86% |
+27,500
| New | +$6.92M |
2026 Q2
0 quarters
|
|
16
Veeva Systems
VEEV
$51.3B
| $7.1M | 2.73% |
+40,000
| New | +$6.6M |
2026 Q2
0 quarters
|
|
|
17
Seadrill
SDRL
$3.02B
| $7M | 2.69% |
+185,000
| New | +$8.62M |
2026 Q2
0 quarters
|
|
18
Republic Services
RSG
$70.1B
| $6.93M | 2.66% |
+32,500
| New | +$6.79M |
2026 Q2
0 quarters
|
|
19
MYR Group
MYRG
$4.44B
| $6.26M | 2.4% |
12,500
-2,500
| -17% | -$1.03M |
2026 Q1
1 quarter
|
|
20
Guidewire Software
GWRE
$14.1B
| $6.15M | 2.36% |
+50,000
| New | +$6.67M |
2026 Q2
0 quarters
|
|
21
Canadian Natural Resources
CNQ
$112B
| $5.92M | 2.28% |
+150,000
| New | +$6.82M |
2026 Q2
0 quarters
|
|
22
CACI
CACI
$13.6B
| $5.79M | 2.22% |
12,500
+7,000
| +127% | +$3.57M |
2026 Q1
1 quarter
|
|
23
Align Technology
ALGN
$10.6B
| $5.57M | 2.14% |
+33,000
| New | +$5.73M |
2026 Q2
0 quarters
|
|
24
Ranger Energy Services
RNGR
$353M
| $5.2M | 2% |
+325,000
| New | +$5.33M |
2026 Q2
0 quarters
|
|
25
Landstar System
LSTR
$5.71B
| $5.17M | 1.99% |
+25,000
| New | +$4.78M |
2026 Q2
0 quarters
|
|
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4D Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, 4D Advisors held 52 positions worth $260M, up 65% from $158M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
4D Advisors deployed $59.1M of net new capital in Q2 2026, opening 18 new positions and adding to 11 existing holdings. Its largest new stake was ArcBest: 85,000 shares worth $12.2M.
By sector, the portfolio is most concentrated in Industrials at 52% of assets, down from 54% a quarter earlier, followed by Technology and Energy.
On the sell side, the largest reduction was Ichor Holdings, an estimated $5.05M trimmed.
- 4D Advisors's largest Q2 2026 buy was ArcBest: 85,000 shares worth $12.2M.
- 4D Advisors added most to Knight Transportation in Q2 2026, an estimated $9.36M increase.
- 4D Advisors's biggest Q2 2026 reduction was Ichor Holdings, cutting an estimated $5.05M.
- 4D Advisors fully exited Waste Management in Q2 2026, selling an estimated $9.19M.
- 4D Advisors's ten largest holdings make up 42% of its $260M portfolio in Q2 2026.
- 4D Advisors opened 18 new positions and closed 15 in Q2 2026.
- 4D Advisors's portfolio value rose 65% quarter-over-quarter to $260M.
Based on 4D Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.