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4A

4D Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 92.73%
This Fund
S&P 500
This Quarter Est. Return
+2.34%
1 Year Est. Return
+92.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$182M
AUM Growth
-$5.37M
Cap. Flow
-$6.97M
Cap. Flow %
-3.82%
Top 10 Hldgs %
40.97%
Holding
52
New
19
Increased
2
Reduced
13
Closed
15

Top Buys

Rank Stock Value
1
CWST icon
Casella Waste Systems
CWST
+$8.82M
2
CALX icon
Calix
CALX
+$6.7M
3
CSL icon
Carlisle Companies
CSL
+$6.48M
4
ACVA icon
ACV Auctions
ACVA
+$6.07M
5
DAVE icon
Dave Inc
DAVE
+$5.38M

Top Sells

Rank Stock Value
1
USPH icon
US Physical Therapy
USPH
+$9.34M
2
VEEV icon
Veeva Systems
VEEV
+$7.45M
3
VECO icon
Veeco
VECO
+$6.09M
4
GWRE icon
Guidewire Software
GWRE
+$5.75M
5
ONTO icon
Onto Innovation
ONTO
+$5.68M

Sector Composition

Rank Sector Weight
1 Industrials 34.09%
2 Technology 25.3%
3 Consumer Staples 18.92%
4 Consumer Discretionary 12.5%
5 Materials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
51
Veeva Systems
VEEV
$31.7B
– –
-25,000
Closed -$7.45M
ALM
52
Almonty Industries
ALM
$3.91B
– –
-400,000
Closed -$2.41M
1 2
3

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RA
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DWA
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SCM
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VAG
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FI
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4D Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, 4D Advisors held 52 positions worth $182M, down 2.9% from $188M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

4D Advisors withdrew a net $6.97M in Q4 2025, closing 15 positions and reducing 13 holdings. Its most notable exit was US Physical Therapy, an estimated $9.34M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 34% of assets, up from 24% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, 4D Advisors opened a new position in Casella Waste Systems worth $9.3M.

  • 4D Advisors's largest Q4 2025 buy was Casella Waste Systems: 95,000 shares worth $9.3M.
  • 4D Advisors added most to Federal Signal in Q4 2025, an estimated $1.72M increase.
  • 4D Advisors's biggest Q4 2025 reduction was Onto Innovation, cutting an estimated $5.68M.
  • 4D Advisors fully exited US Physical Therapy in Q4 2025, selling an estimated $9.34M.
  • 4D Advisors's ten largest holdings make up 41% of its $182M portfolio in Q4 2025.
  • 4D Advisors opened 19 new positions and closed 15 in Q4 2025.
  • 4D Advisors's portfolio value fell 2.9% quarter-over-quarter to $182M.

Based on 4D Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.