13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001938268
Total reported value
$260.3M
$260.3M
37 檔
16.6%
As reported in its official Q4 2025 Form 13F filing, 4D Advisors, LLC's tracked investment portfolio stood at $260.3M with 37 total positions.
4D Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 19 new positions while fully exiting 15 holdings and trimming 13 positions.
In terms of portfolio concentration, the top 5 core holdings (including TPB, CWST, FSS) accounted for 16.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TPB | Turning Point Brands Inc | Stock-Other | 6.83% | -2.11% | +15.00% | |
| 2 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 5.10% | -0.10% | — | |
| 3 | FSS | Federal Signal CORP | Stock-Industrials | 4.17% | -0.22% | +27.27% | |
| 4 | AXON | Axon Enterprise Inc | Stock-Industrials | 3.89% | +1.62% | — | |
| 5 | FICO | Fair Isaac CORP | Stock-Tech | 3.71% | — | -20.00% | |
| 6 | APEI | American Public Education | Stock-Other | 3.63% | -2.01% | -33.96% | |
| 7 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 3.51% | -1.69% | EXIT | |
| 8 | CSL | Carlisle Cos Inc | Stock-Industrials | 3.51% | -2.11% | EXIT | |
| 9 | CALX | Calix Inc | Stock-Tech | 3.34% | — | — | |
| 10 | ACVA | Acv Auctions Inc-a | Stock-Other | 3.30% | — | — | |
| 11 | SGHC | Super Group (SGHC) Limited | Stock-Other | 3.27% | — | -28.57% | |
| 12 | DAVE | Dave Inc | Stock-Other | 3.03% | — | — | |
| 13 | NEM | Newmont CORP | Stock-Materials | 2.74% | -2.06% | EXIT | |
| 14 | ONTO | Onto Innovation Inc | Stock-Tech | 2.60% | -2.01% | -57.14% | |
| 15 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.56% | -1.98% | — | |
| 16 | COHU | Cohu Inc | Stock-Other | 2.55% | -0.32% | — | |
| 17 | UTI | Universal Technical Institut | Stock-Other | 2.51% | — | — | |
| 18 | LINC | Lincoln Educational Services | Stock-Other | 2.45% | — | — | |
| 19 | DIN | Dine Brands Global Inc | Stock-Other | 2.38% | — | — | |
| 20 | KAI | Kadant Inc | Stock-Other | 2.34% | — | — | |
| 21 | NE | Noble Corporation plc | Stock-Energy | 2.32% | — | — | |
| 22 | NSSC | Napco Security Technologies | Stock-Other | 2.29% | — | — | |
| 23 | ON | On Semiconductor | Stock-Tech | 2.23% | — | — | |
| 24 | ✓ | Establishment Labs Holdings In | Stock-Other | 2.20% | — | -26.67% | |
| 25 | RAMP | Liveramp Holdings Inc | Stock-Other | 2.17% | — | -32.50% | |
| 26 | KNX | Knight-swift Transportation | Stock-Industrials | 2.15% | +3.61% | — | |
| 27 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.99% | -1.18% | -38.46% | |
| 28 | PWR | Quanta Services Inc | Stock-Industrials | 1.97% | — | -15.00% | |
| 29 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 1.93% | +0.03% | -42.86% | |
| 30 | KNF | Knife River CORP | Stock-Materials | 1.93% | -2.59% | EXIT | |
| 31 | UCTT | Ultra Clean Holdings Inc | Stock-Other | 1.87% | -2.96% | EXIT | |
| 32 | TRNS | Transcat Inc | Stock-Other | 1.87% | — | -7.69% | |
| 33 | MEI | Methode Electronics Inc | Stock-Other | 1.82% | — | — | |
| 34 | AEIS | Advanced Energy Industries | Stock-Industrials | 1.72% | -0.21% | — | |
| 35 | LOVE | Lovesac Co/the | Stock-Other | 1.62% | — | — | |
| 36 | BBSI | Barrett Business Svcs Inc | Stock-Other | 1.49% | — | -21.05% | |
| 37 | PAL | Proficient Auto Logistics In | Stock-Other | 1.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TPB | Turning Point Brands Inc | +1.6% | +15.00% | Add |
| 2 | FSS | Federal Signal CORP | +0.7% | +27.27% | Add |
| 3 | ✓ | Establishment Labs Holdings In | +0.6% | -26.67% | Trim |
| 4 | FIX | Comfort Systems USA Inc | +0.4% | — | Unchanged |
| 5 | NSSC | Napco Security Technologies | — | — | Unchanged |
| 6 | PWR | Quanta Services Inc | -0.2% | -15.00% | Trim |
| 7 | FICO | Fair Isaac CORP | -0.3% | -20.00% | Trim |
| 8 | NEM | Newmont CORP | -0.6% | -33.33% | Trim |
| 9 | TRNS | Transcat Inc | -0.7% | -7.69% | Trim |
| 10 | RAMP | Liveramp Holdings Inc | -0.7% | -32.50% | Trim |
| 11 | BBSI | Barrett Business Svcs Inc | -0.8% | -21.05% | Trim |
| 12 | AXON | Axon Enterprise Inc | -0.9% | — | Unchanged |
| 13 | CELH | Celsius Holdings Inc | -1.1% | -6.67% | Trim |
| 14 | BOOT | Boot Barn Holdings Inc | -1.2% | -42.86% | Trim |
| 15 | MPWR | Monolithic Power Systems Inc | -1.2% | -38.46% | Trim |
| 16 | SGHC | Super Group (SGHC) Limited | -1.7% | -28.57% | Trim |
| 17 | APEI | American Public Education | -1.9% | -33.96% | Trim |
| 18 | ONTO | Onto Innovation Inc | -2.2% | -57.14% | Trim |
| 19 | USPH | U.s. Physical Therapy Inc | — | EXIT | Sold out |
| 20 | CWST | Casella Waste Systems Inc-a | — | NEW | New buy |
| 21 | VEEV | Veeva Systems Inc-class A | — | EXIT | Sold out |
| 22 | CSL | Carlisle Cos Inc | — | NEW | New buy |
| 23 | CALX | Calix Inc | — | NEW | New buy |
| 24 | VECO | Veeco Instruments Inc | — | EXIT | Sold out |
| 25 | ACVA | Acv Auctions Inc-a | — | NEW | New buy |
| 26 | GWRE | Guidewire Software Inc | — | EXIT | Sold out |
| 27 | DAVE | Dave Inc | — | NEW | New buy |
| 28 | RXST | Rxsight Inc | — | EXIT | Sold out |
| 29 | STRL | Sterling Infrastructure Inc | — | EXIT | Sold out |
| 30 | CDE | Coeur Mining Inc | — | EXIT | Sold out |
| 31 | COHU | Cohu Inc | — | NEW | New buy |
| 32 | UTI | Universal Technical Institut | — | NEW | New buy |
| 33 | LINC | Lincoln Educational Services | — | NEW | New buy |
| 34 | CVCO | Cavco Industries Inc | — | EXIT | Sold out |
| 35 | DIN | Dine Brands Global Inc | — | NEW | New buy |
| 36 | KAI | Kadant Inc | — | NEW | New buy |
| 37 | MOD | Modine Manufacturing Co | — | EXIT | Sold out |
| 38 | NE | Noble Corporation plc | — | NEW | New buy |
| 39 | ON | On Semiconductor | — | NEW | New buy |
| 40 | KNX | Knight-swift Transportation | — | NEW | New buy |
| 41 | GRBK | Green Brick Partners Inc | — | EXIT | Sold out |
| 42 | KNF | Knife River CORP | — | NEW | New buy |
| 43 | UCTT | Ultra Clean Holdings Inc | — | NEW | New buy |
| 44 | MEI | Methode Electronics Inc | — | NEW | New buy |
| 45 | LSCC | Lattice Semiconductor CORP | — | EXIT | Sold out |
| 46 | EME | Emcor Group Inc | — | EXIT | Sold out |
| 47 | AEIS | Advanced Energy Industries | — | NEW | New buy |
| 48 | LOVE | Lovesac Co/the | — | NEW | New buy |
| 49 | NGDN | New Gold Inc | — | EXIT | Sold out |
| 50 | ALM | Almonty Industries Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, 4D Advisors, LLC reported a total U.S. public equity portfolio value of $260.3M across 37 disclosed positions in Q4 2025.
During Q4 2025, 4D Advisors, LLC's top holdings by market value included TPB (6.8%)、CWST (5.1%)、FSS (4.2%). The largest single position, TPB, represented 6.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CWST
市值: $9.3M
Top Position Liquidated / Trimmed
USPH
前期市值: $9.3M
In Q4 2025, 4D Advisors, LLC made 49 total portfolio adjustments, initiating 19 new buys, adding to 2 positions, trimming 13 holdings, and fully liquidating 15 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.