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4A

4D Advisors Portfolio holdings

AUM $260M
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
Cap. Flow
+$59.1M
Cap. Flow %
22.69%
Top 10 Hldgs %
41.84%
Holding
52
New
18
Increased
11
Reduced
8
Closed
15

Top Buys

Rank Stock Value
1
ARCB icon
ArcBest
ARCB
+$11.1M
2
CLH icon
Clean Harbors
CLH
+$10.3M
3
TFII icon
TFI International
TFII
+$9.88M
4
KNX icon
Knight Transportation
KNX
+$9.36M
5
SDRL icon
Seadrill
SDRL
+$8.62M

Top Sells

Rank Stock Value
1
WM icon
Waste Management
WM
+$9.19M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$7.82M
3
PR
Permian Resources
PR
+$6.4M
4
ICHR icon
Ichor Holdings
ICHR
+$5.05M
5
ONTO icon
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
XPO icon
51
XPO
XPO
$22.2B
– –
-20,000
Closed -$3.89M
AEBI
52
Aebi Schmidt Holding AG
AEBI
$996M
– –
-350,000
Closed -$3.4M
1 2
3

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RF
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TAM
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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.