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CIK: 0001938268
Total reported value
$260.3M
$260.3M
32 檔
16.2%
As reported in its official Q1 2025 Form 13F filing, 4D Advisors, LLC's tracked investment portfolio stood at $260.3M with 32 total positions.
During Q1 2025, 4D Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including WM, AXON, RSG) accounted for 16.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WM | Waste Management Inc | Stock-Industrials | 11.24% | -5.83% | EXIT | |
| 2 | AXON | Axon Enterprise Inc | Stock-Industrials | 6.54% | +1.62% | +6.67% | |
| 3 | RSG | Republic Services Inc | Stock-Industrials | 5.64% | +2.66% | NEW | |
| 4 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 4.91% | — | — | |
| 5 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 4.50% | +2.73% | NEW | |
| 6 | TPB | Turning Point Brands Inc | Stock-Other | 4.39% | -2.11% | — | |
| 7 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 4.15% | -1.69% | EXIT | |
| 8 | PWR | Quanta Services Inc | Stock-Industrials | 3.95% | — | — | |
| 9 | MASI* | Masimo CORP | Stock-Other | 3.88% | — | — | |
| 10 | DVA | Davita Inc | Stock-Healthcare | 3.86% | — | — | |
| 11 | KNF | Knife River CORP | Stock-Materials | 3.85% | -2.59% | EXIT | |
| 12 | AAON | Aaon Inc | Stock-Industrials | 3.34% | — | +175.00% | |
| 13 | BBSI | Barrett Business Svcs Inc | Stock-Other | 3.20% | — | -20.00% | |
| 14 | TDW | Tidewater Inc | Stock-Energy | 3.12% | — | — | |
| 15 | APG | Api Group CORP | Stock-Industrials | 3.06% | — | — | |
| 16 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 2.97% | — | -50.00% | |
| 17 | FSS | Federal Signal CORP | Stock-Industrials | 2.57% | -0.22% | -10.00% | |
| 18 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.50% | -1.98% | +17.65% | |
| 19 | AR | Antero Resources CORP | Stock-Energy | 2.36% | — | — | |
| 20 | APEI | American Public Education | Stock-Other | 2.34% | -2.01% | — | |
| 21 | USPH | U.s. Physical Therapy Inc | Stock-Other | 1.97% | — | — | |
| 22 | SKY | Champion Homes Inc | Stock-Consumer Disc | 1.84% | — | — | |
| 23 | SLQT | Selectquote Inc | Stock-Other | 1.69% | — | -18.75% | |
| 24 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 1.67% | +0.03% | -42.86% | |
| 25 | GOCOQ | Gohealth Inc-class A | Stock-Other | 1.43% | — | — | |
| 26 | BLBD | Blue Bird CORP | Stock-Other | 1.38% | — | — | |
| 27 | GRBK | Green Brick Partners Inc | Stock-Other | 1.36% | — | -50.00% | |
| 28 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.35% | -1.18% | -64.71% | |
| 29 | SWIM | Latham Group Inc | Stock-Other | 1.32% | — | -47.00% | |
| 30 | RXST | Rxsight Inc | Stock-Other | 1.28% | — | +18.18% | |
| 31 | CSW | Csw Industrials Inc | Stock-Industrials | 1.25% | — | -15.38% | |
| 32 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 1.10% | — | — |
According to official SEC Form 13F filings, 4D Advisors, LLC reported a total U.S. public equity portfolio value of $260.3M across 32 disclosed positions in Q1 2025.
During Q1 2025, 4D Advisors, LLC's top holdings by market value included WM (11.2%)、AXON (6.5%)、RSG (5.6%). The largest single position, WM, represented 11.2% of total portfolio value.
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In Q1 2025, 4D Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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