4D Advisors, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $315,605,039 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $262,240,421 | Pooled investment vehicles (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Russell 1000 as of 2026-06-30, active share 96.4%; sector active share 48.6% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 52.2% | $135,974,195 |
| Technology | 20.6% | $53,654,245 |
| Energy | 8.7% | $22,519,450 |
| Healthcare | 8.3% | $21,660,305 |
| Consumer Cyclical | 5.3% | $13,832,100 |
| Consumer Defensive | 4.9% | $12,676,950 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KNX | Knight-Swift Transportation Holdings Inc. | +135,000 | 200,000 | $15,574,000 | |
| CVLG | Covenant Logistics Group, Inc. | +90,000 | 225,000 | $9,940,500 | |
| FANG | Diamondback Energy, Inc. | +23,578 | 25,000 | $4,394,500 | |
| CWST | Casella Waste Systems Inc | +20,000 | 85,000 | $8,242,450 | |
| APEI | American Public Education Inc | +15,000 | 165,000 | $8,860,500 | |
| FSS | Federal Signal Corp /De/ | +15,000 | 65,000 | $8,351,850 | |
| BOOT | Boot Barn Holdings, Inc. | +10,000 | 30,000 | $4,928,100 | |
| AXON | Axon Enterprise, Inc. | +10,000 | 20,000 | $11,212,200 | |
| CACI | Caci International Inc /De/ | +7,000 | 12,500 | $5,790,750 | |
| AEIS | Advanced Energy Industries Inc | +5,000 | 20,000 | $7,457,400 | |
| JBHT | Hunt J B Transport Services Inc | +4,000 | 44,000 | $12,734,920 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ICHR | Ichor Holdings, Ltd. | −70,000 | 30,000 | $3,368,400 | |
| COHU | Cohu Inc | −70,000 | 115,000 | $8,499,650 | |
| KLIC | Kulicke & Soffa Industries Inc | −37,500 | 22,500 | $3,009,600 | |
| TPB | Turning Point Brands, Inc. | −20,000 | 45,000 | $3,816,450 | |
| ONTO | Onto Innovation Inc. | −17,000 | 13,000 | $4,919,850 | |
| MYRG | Myr Group Inc. | −2,500 | 12,500 | $6,255,000 | |
| FIX | Comfort Systems USA Inc | −2,000 | 2,000 | $3,963,900 | |
| MPWR | Monolithic Power Systems, Inc. | −1,000 | 3,000 | $4,147,080 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ARCB | Arcbest Corp /Tx/ | 85,000 | $12,200,900 | |
| CLH | Clean Harbors Inc | 35,000 | $10,456,250 | |
| TFII | TFI International Inc. | 70,000 | $10,049,900 | |
| LLY | ELI LILLY & Co | 7,500 | $8,995,725 | |
| FND | Floor & Decor Holdings, Inc. | 150,000 | $8,904,000 | |
| FTAI | FTAI Aviation Ltd. | 27,500 | $7,439,575 | |
| VEEV | Veeva Systems Inc | 40,000 | $7,098,800 | |
| SDRL | SEADRILL Ltd | 185,000 | $6,996,700 | |
| RSG | Republic Services, Inc. | 32,500 | $6,925,100 | |
| GWRE | Guidewire Software, Inc. | 50,000 | $6,152,500 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | 150,000 | $5,925,000 | |
| ALGN | Align Technology Inc | 33,000 | $5,565,780 | |
| RNGR | Ranger Energy Services, Inc. | 325,000 | $5,203,250 | |
| LSTR | Landstar System Inc | 25,000 | $5,170,250 | |
| ATEN | A10 Networks, Inc. | 135,000 | $5,043,600 | |
| MKSI | Mks Inc | 11,000 | $4,892,800 | |
| MU | Micron Technology Inc | 3,500 | $4,040,015 | |
| VECO | Veeco Instruments Inc | 50,000 | $3,790,000 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WM | Waste Management Inc | 40,000 | $9,191,600 | |
| ODFL | Old Dominion Freight Line, Inc. | 40,000 | $7,816,000 | |
| PR | Permian Resources Corp | 300,000 | $6,396,000 | |
| UCTT | Ultra Clean Holdings, Inc. | 75,000 | $4,663,500 | |
| MRTN | Marten Transport Ltd | 350,000 | $4,595,500 | |
| KNF | Knife River Corp | 50,000 | $4,082,500 | |
| XPO | XPO, Inc. | 20,000 | $3,891,000 | |
| CECO | Ceco Environmental Corp | 65,000 | $3,872,700 | |
| POWL | Powell Industries Inc | 6,500 | $3,517,020 | |
| AEBI | Aebi Schmidt Holding AG | 350,000 | $3,398,500 | |
| BHE | Benchmark Electronics Inc | 60,000 | $3,363,600 | |
| CSL | Carlisle Companies Inc | 10,000 | $3,336,200 | |
| SHLS | Shoals Technologies Group, Inc. | 500,000 | $3,290,000 | |
| NEM | NEWMONT Corp /DE/ | 30,000 | $3,247,500 | |
| CELH | Celsius Holdings, Inc. | 75,000 | $2,661,000 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
Added | 200,000 | $15,574,000 | 5.98% | |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
Added | 44,000 | $12,734,920 | 4.89% | |
| ARCB |
Arcbest Corp /Tx/
Industrials
|
NEW | 85,000 | $12,200,900 | 4.69% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Added | 20,000 | $11,212,200 | 4.31% | |
| CLH |
Clean Harbors Inc
Industrials
|
NEW | 35,000 | $10,456,250 | 4.02% | |
| TFII |
TFI International Inc.
Industrials
|
NEW | 70,000 | $10,049,900 | 3.86% | |
| CVLG |
Covenant Logistics Group, Inc.
Industrials
|
Added | 225,000 | $9,940,500 | 3.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 7,500 | $8,995,725 | 3.46% | |
| FND |
Floor & Decor Holdings, Inc.
Consumer Cyclical
|
NEW | 150,000 | $8,904,000 | 3.42% | |
| APEI |
American Public Education Inc
Consumer Defensive
|
Added | 165,000 | $8,860,500 | 3.40% | |
| COHU |
Cohu Inc
Technology
|
Reduced | 115,000 | $8,499,650 | 3.27% | |
| FSS |
Federal Signal Corp /De/
Industrials
|
Added | 65,000 | $8,351,850 | 3.21% | |
| CWST |
Casella Waste Systems Inc
Industrials
|
Added | 85,000 | $8,242,450 | 3.17% | |
| AEIS |
Advanced Energy Industries Inc
Industrials
|
Added | 20,000 | $7,457,400 | 2.86% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
NEW | 27,500 | $7,439,575 | 2.86% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
NEW | 40,000 | $7,098,800 | 2.73% | |
| SDRL |
SEADRILL Ltd
Energy
|
NEW | 185,000 | $6,996,700 | 2.69% | |
| RSG |
Republic Services, Inc.
Industrials
|
NEW | 32,500 | $6,925,100 | 2.66% | |
| MYRG |
Myr Group Inc.
Industrials
|
Reduced | 12,500 | $6,255,000 | 2.40% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
NEW | 50,000 | $6,152,500 | 2.36% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
NEW | 150,000 | $5,925,000 | 2.28% | |
| CACI |
Caci International Inc /De/
Technology
|
Added | 12,500 | $5,790,750 | 2.22% | |
| ALGN |
Align Technology Inc
Healthcare
|
NEW | 33,000 | $5,565,780 | 2.14% | |
| RNGR |
Ranger Energy Services, Inc.
Energy
|
NEW | 325,000 | $5,203,250 | 2.00% | |
| LSTR |
Landstar System Inc
Industrials
|
NEW | 25,000 | $5,170,250 | 1.99% | |
| ATEN |
A10 Networks, Inc.
Technology
|
NEW | 135,000 | $5,043,600 | 1.94% | |
| BOOT |
Boot Barn Holdings, Inc.
Consumer Cyclical
|
Added | 30,000 | $4,928,100 | 1.89% | |
| ONTO |
Onto Innovation Inc.
Technology
|
Reduced | 13,000 | $4,919,850 | 1.89% | |
| MKSI |
Mks Inc
Technology
|
NEW | 11,000 | $4,892,800 | 1.88% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Added | 25,000 | $4,394,500 | 1.69% | |
| MPWR |
Monolithic Power Systems, Inc.
Technology
|
Reduced | 3,000 | $4,147,080 | 1.59% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 3,500 | $4,040,015 | 1.55% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Reduced | 2,000 | $3,963,900 | 1.52% | |
| TPB |
Turning Point Brands, Inc.
Consumer Defensive
|
Reduced | 45,000 | $3,816,450 | 1.47% | |
| VECO |
Veeco Instruments Inc
Technology
|
NEW | 50,000 | $3,790,000 | 1.46% | |
| ICHR |
Ichor Holdings, Ltd.
Technology
|
Reduced | 30,000 | $3,368,400 | 1.29% | |
| KLIC |
Kulicke & Soffa Industries Inc
Technology
|
Reduced | 22,500 | $3,009,600 | 1.16% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.