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CIK: 0001938268
Total reported value
$260.3M
$260.3M
34 檔
15.5%
According to the latest 13F quarterly dataset, 4D Advisors, LLC managed an equity portfolio of $260.3M at the end of Q1 2026, spanning 34 distinct U.S. exchange-listed positions.
In Q1 2026, 4D Advisors, LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 20 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WM | Waste Management Inc | Stock-Industrials | 5.83% | -5.83% | EXIT | |
| 2 | APEI | American Public Education | Stock-Other | 5.41% | -2.01% | -14.29% | |
| 3 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 5.37% | -0.48% | — | |
| 4 | ODFL | Old Dominion Freight Line | Stock-Industrials | 4.95% | -4.95% | EXIT | |
| 5 | PR | Permian Resources Corp-cl A | Stock-Energy | 4.05% | -4.05% | EXIT | |
| 6 | ONTO | Onto Innovation Inc | Stock-Tech | 3.90% | -2.01% | — | |
| 7 | COHU | Cohu Inc | Stock-Other | 3.59% | -0.32% | -7.50% | |
| 8 | TPB | Turning Point Brands Inc | Stock-Other | 3.58% | -2.11% | -43.48% | |
| 9 | FIX | Comfort Systems USA Inc | Stock-Industrials | 3.50% | -1.98% | -20.00% | |
| 10 | FSS | Federal Signal CORP | Stock-Industrials | 3.43% | -0.22% | -28.57% | |
| 11 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 3.27% | -0.10% | -31.58% | |
| 12 | AEIS | Advanced Energy Industries | Stock-Industrials | 3.07% | -0.21% | — | |
| 13 | UCTT | Ultra Clean Holdings Inc | Stock-Other | 2.96% | -2.96% | EXIT | |
| 14 | ICHR | Ichor Holdings, Ltd. | Stock-Other | 2.95% | -1.66% | — | |
| 15 | MRTN | Marten Transport LTD | Stock-Other | 2.91% | -2.91% | EXIT | |
| 16 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 2.77% | -1.18% | — | |
| 17 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.69% | +1.62% | -20.00% | |
| 18 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 2.68% | -0.28% | — | |
| 19 | KNF | Knife River CORP | Stock-Materials | 2.59% | -2.59% | EXIT | |
| 20 | KLIC | Kulicke & Soffa Industries | Stock-Tech | 2.50% | -1.34% | — | |
| 21 | XPO | Xpo Inc | Stock-Industrials | 2.47% | -2.47% | EXIT | |
| 22 | CECO | Ceco Environmental CORP | Stock-Other | 2.45% | -2.45% | EXIT | |
| 23 | KNX | Knight-swift Transportation | Stock-Industrials | 2.37% | +3.61% | -13.33% | |
| 24 | CVLG | Covenant Logistics Group Inc | Stock-Other | 2.32% | +1.50% | — | |
| 25 | POWL | Powell Industries Inc | Stock-Industrials | 2.23% | -2.23% | EXIT | |
| 26 | ✓ | Aebi Schmidt Hldg AG | Stock-Other | 2.15% | -2.15% | EXIT | |
| 27 | BHE | Benchmark Electronics Inc | Stock-Other | 2.13% | -2.13% | EXIT | |
| 28 | CSL | Carlisle Cos Inc | Stock-Industrials | 2.11% | -2.11% | EXIT | |
| 29 | SHLS | Shoals Technologies Group -a | Stock-Other | 2.09% | -2.09% | EXIT | |
| 30 | NEM | Newmont CORP | Stock-Materials | 2.06% | -2.06% | EXIT | |
| 31 | CACI | Caci International Inc -cl A | Stock-Tech | 1.90% | +0.32% | — | |
| 32 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 1.86% | +0.03% | — | |
| 33 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 1.69% | -1.69% | EXIT | |
| 34 | FANG | Diamondback Energy Inc | Stock-Energy | 0.18% | +1.51% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APEI | American Public Education | +1.8% | -14.29% | Trim |
| 2 | AEIS | Advanced Energy Industries | +1.4% | — | Unchanged |
| 3 | ONTO | Onto Innovation Inc | +1.3% | — | Unchanged |
| 4 | UCTT | Ultra Clean Holdings Inc | +1.1% | -44.44% | Trim |
| 5 | COHU | Cohu Inc | +1% | -7.50% | Trim |
| 6 | FIX | Comfort Systems USA Inc | +0.9% | -20.00% | Trim |
| 7 | MPWR | Monolithic Power Systems Inc | +0.8% | — | Unchanged |
| 8 | KNF | Knife River CORP | +0.7% | — | Unchanged |
| 9 | KNX | Knight-swift Transportation | +0.2% | -13.33% | Trim |
| 10 | BOOT | Boot Barn Holdings Inc | -0.1% | — | Unchanged |
| 11 | NEM | Newmont CORP | -0.7% | -40.00% | Trim |
| 12 | FSS | Federal Signal CORP | -0.7% | -28.57% | Trim |
| 13 | AXON | Axon Enterprise Inc | -1.2% | -20.00% | Trim |
| 14 | CSL | Carlisle Cos Inc | -1.4% | -50.00% | Trim |
| 15 | CELH | Celsius Holdings Inc | -1.8% | -46.43% | Trim |
| 16 | CWST | Casella Waste Systems Inc-a | -1.8% | -31.58% | Trim |
| 17 | TPB | Turning Point Brands Inc | -3.3% | -43.48% | Trim |
| 18 | WM | Waste Management Inc | — | NEW | New buy |
| 19 | JBHT | Hunt (jb) Transprt Svcs Inc | — | NEW | New buy |
| 20 | ODFL | Old Dominion Freight Line | — | NEW | New buy |
| 21 | FICO | Fair Isaac CORP | — | EXIT | Sold out |
| 22 | PR | Permian Resources Corp-cl A | — | NEW | New buy |
| 23 | CALX | Calix Inc | — | EXIT | Sold out |
| 24 | ACVA | Acv Auctions Inc-a | — | EXIT | Sold out |
| 25 | SGHC | Super Group (SGHC) Limited | — | EXIT | Sold out |
| 26 | DAVE | Dave Inc | — | EXIT | Sold out |
| 27 | ICHR | Ichor Holdings, Ltd. | — | NEW | New buy |
| 28 | MRTN | Marten Transport LTD | — | NEW | New buy |
| 29 | UTI | Universal Technical Institut | — | EXIT | Sold out |
| 30 | LINC | Lincoln Educational Services | — | EXIT | Sold out |
| 31 | DIN | Dine Brands Global Inc | — | EXIT | Sold out |
| 32 | KAI | Kadant Inc | — | EXIT | Sold out |
| 33 | NE | Noble Corporation plc | — | EXIT | Sold out |
| 34 | MYRG | Myr Group Inc/delaware | — | NEW | New buy |
| 35 | NSSC | Napco Security Technologies | — | EXIT | Sold out |
| 36 | ON | On Semiconductor | — | EXIT | Sold out |
| 37 | ✓ | Establishment Labs Holdings In | — | EXIT | Sold out |
| 38 | RAMP | Liveramp Holdings Inc | — | EXIT | Sold out |
| 39 | KLIC | Kulicke & Soffa Industries | — | NEW | New buy |
| 40 | XPO | Xpo Inc | — | NEW | New buy |
| 41 | CECO | Ceco Environmental CORP | — | NEW | New buy |
| 42 | CVLG | Covenant Logistics Group Inc | — | NEW | New buy |
| 43 | PWR | Quanta Services Inc | — | EXIT | Sold out |
| 44 | POWL | Powell Industries Inc | — | NEW | New buy |
| 45 | TRNS | Transcat Inc | — | EXIT | Sold out |
| 46 | ✓ | Aebi Schmidt Hldg AG | — | NEW | New buy |
| 47 | BHE | Benchmark Electronics Inc | — | NEW | New buy |
| 48 | MEI | Methode Electronics Inc | — | EXIT | Sold out |
| 49 | SHLS | Shoals Technologies Group -a | — | NEW | New buy |
| 50 | CACI | Caci International Inc -cl A | — | NEW | New buy |
According to official SEC Form 13F filings, 4D Advisors, LLC reported a total U.S. public equity portfolio value of $260.3M across 34 disclosed positions in Q1 2026.
During Q1 2026, 4D Advisors, LLC's top holdings by market value included WM (5.8%)、APEI (5.4%)、JBHT (5.4%). The largest single position, WM, represented 5.8% 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.
In terms of portfolio concentration, the top 5 core holdings (including WM, APEI, JBHT) accounted for 15.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
WM
市值: $9.2M
Top Position Liquidated / Trimmed
FICO
前期市值: $6.8M
In Q1 2026, 4D Advisors, LLC made 49 total portfolio adjustments, initiating 17 new buys, adding to 0 positions, trimming 12 holdings, and fully liquidating 20 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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