We are live on !
Find out more
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 | |
|---|---|---|---|---|---|---|---|
26
A10 Networks
ATEN
$1.79B
| $5.04M | 1.94% |
+135,000
| New | +$3.92M |
2026 Q2
0 quarters
|
|
27
Boot Barn
BOOT
$3.61B
| $4.93M | 1.89% |
30,000
+10,000
| +50% | +$1.62M |
2024 Q4
6 quarters
|
|
|
28
Onto Innovation
ONTO
$11.1B
| $4.92M | 1.89% |
13,000
-17,000
| -57% | -$4.81M |
2025 Q2
4 quarters
|
|
29
MKS Inc
MKSI
$14.6B
| $4.89M | 1.88% |
+11,000
| New | +$3.44M |
2026 Q2
0 quarters
|
|
30
Diamondback Energy
FANG
$56.9B
| $4.39M | 1.69% |
25,000
+23,578
| +1,658% | +$4.57M |
2026 Q1
1 quarter
|
|
31
Monolithic Power Systems
MPWR
$61.6B
| $4.15M | 1.59% |
3,000
-1,000
| -25% | -$1.5M |
2024 Q4
6 quarters
|
|
32
Micron Technology
MU
$1.02T
| $4.04M | 1.55% |
+3,500
| New | +$2.62M |
2026 Q2
0 quarters
|
|
33
Comfort Systems
FIX
$51.5B
| $3.96M | 1.52% |
2,000
-2,000
| -50% | -$3.63M |
2024 Q4
6 quarters
|
|
34
Turning Point Brands
TPB
$1.23B
| $3.82M | 1.47% |
45,000
-20,000
| -31% | -$1.66M |
2025 Q1
5 quarters
|
|
35
Veeco
VECO
$2.67B
| $3.79M | 1.46% |
+50,000
| New | +$2.85M |
2026 Q2
0 quarters
|
|
|
36
Ichor Holdings
ICHR
$1.64B
| $3.37M | 1.29% |
30,000
-70,000
| -70% | -$5.05M |
2026 Q1
1 quarter
|
|
37
Kulicke & Soffa
KLIC
$4.26B
| $3.01M | 1.16% |
22,500
-37,500
| -63% | -$3.67M |
2026 Q1
1 quarter
|
|
38
Benchmark Electronics
BHE
$2.55B
| – | – |
-60,000
| Closed | -$3.36M | – |
|
39
Ceco Environmental
CECO
$3.37B
| – | – |
-65,000
| Closed | -$3.87M | – |
|
40
Celsius Holdings
CELH
$7.52B
| – | – |
-75,000
| Closed | -$2.66M | – |
|
41
Carlisle Companies
CSL
$13.1B
| – | – |
-10,000
| Closed | -$3.34M | – |
|
42
Knife River
KNF
$2.81B
| – | – |
-50,000
| Closed | -$4.08M | – |
|
43
Marten Transport
MRTN
$1.02B
| – | – |
-350,000
| Closed | -$4.6M | – |
|
44
Newmont
NEM
$124B
| – | – |
-30,000
| Closed | -$3.25M | – |
|
|
45
Old Dominion Freight Line
ODFL
$38.7B
| – | – |
-40,000
| Closed | -$7.82M | – |
|
46
Powell Industries
POWL
$6.04B
| – | – |
-19,500
| Closed | -$3.52M | – |
|
|
47
Permian Resources
PR
$20.8B
| – | – |
-300,000
| Closed | -$6.4M | – |
|
48
Shoals Technologies Group
SHLS
$1.23B
| – | – |
-500,000
| Closed | -$3.29M | – |
|
49
Ultra Clean Holdings
UCTT
$2.39B
| – | – |
-75,000
| Closed | -$4.66M | – |
|
|
50
Waste Management
WM
$90.5B
| – | – |
-40,000
| Closed | -$9.19M | – |
|
Similar funds
WCM
MM
QHA
RF
PP
PCG
RAM
FC
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.