1y return+61.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $158 against $127 in the S&P 500.2
4D Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| KNXKnight-swift Transn Hldgs In | $15.6M | 6.0% | +207.7% |
| JBHTHunt J B Trans Svcs Inc | $12.7M | 4.9% | +10.0% |
| ARCBArcbest Corp | $12.2M | 4.7% | New |
| AXONAxon Enterprise Inc | $11.2M | 4.3% | +100.0% |
| CLHClean Harbors Inc | $10.5M | 4.0% | New |
| TFIITfi International Inc | $10.0M | 3.9% | New |
| CVLGCovenant Logistics Group Inc | $9.9M | 3.8% | +66.7% |
| LLYEli Lilly & Co | $9.0M | 3.5% | New |
| FNDFloor & Decor Hldgs Inc | $8.9M | 3.4% | New |
| APEIAmerican Pub Ed Inc | $8.9M | 3.4% | +10.0% |
| COHUCohu Inc | $8.5M | 3.3% | −37.8% |
| FSSFederal Signal Corp | $8.4M | 3.2% | +30.0% |
| CWSTCasella Waste Sys Inc | $8.2M | 3.2% | +30.8% |
| AEISAdvanced Energy Inds | $7.5M | 2.9% | +33.3% |
| Ftai Aviation LtdCUSIP G3730V105 | $7.4M | 2.9% | New |
| VEEVVeeva Sys Inc | $7.1M | 2.7% | New |
| Seadrill LtdCUSIP G7997W102 | $7.0M | 2.7% | New |
| RSGRepublic Svcs Inc | $6.9M | 2.7% | New |
| MYRGMyr Group Inc | $6.3M | 2.4% | −16.7% |
| GWREGuidewire Software Inc | $6.2M | 2.4% | New |
| CNQCanadian Nat Res Ltd Med Ter | $5.9M | 2.3% | New |
| CACICaci Intl Inc | $5.8M | 2.2% | +127.3% |
| ALGNAlign Technology Inc | $5.6M | 2.1% | New |
| RNGRRanger Energy Svcs Inc | $5.2M | 2.0% | New |
| LSTRLandstar Sys Inc | $5.2M | 2.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| FIXComfort Sys Usa Inc | December 31, 2024 | +367.4% | $4.0M |
| ONTOOnto Innovation Inc | June 30, 2025 | +275.0% | $4.9M |
| COHUCohu Inc | December 31, 2025 | +217.6% | $8.5M |
| Ichor HoldingsCUSIP G4740B105 | March 31, 2026 | +140.9% | $3.4M |
| APEIAmerican Pub Ed Inc | March 31, 2025 | +140.6% | $8.9M |
| MPWRMonolithic Pwr Sys Inc | December 31, 2024 | +133.6% | $4.1M |
| KLICKulicke & Soffa Inds Inc | March 31, 2026 | +103.5% | $3.0M |
| AEISAdvanced Energy Inds | December 31, 2025 | +78.1% | $7.5M |
| MYRGMyr Group Inc | March 31, 2026 | +77.2% | $6.3M |
| CVLGCovenant Logistics Group Inc | March 31, 2026 | +62.7% | $9.9M |
Sold off last quarter
- WMWaste Mgmt Inc Del was $9.2M
- ODFLOld Dominion Freight Line In was $7.8M
- PRPermian Resources Corp was $6.4M
- UCTTUltra Clean Hldgs Inc was $4.7M
- MRTNMarten Trans Ltd was $4.6M
- KNFKnife River Corp was $4.1M
- XPOXpo Inc was $3.9M
- CECOCeco Environmental Corp was $3.9M
- POWLPowell Inds Inc was $3.5M
- Aebi Schmidt Hldg AgCUSIP H00501108 was $3.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +36.2% | +14.8% |
| March 31, 2026 | +4.7% | −4.6% |
| December 31, 2025 | −1.5% | +2.4% |
| September 30, 2025 | +14.7% | +7.8% |
| June 30, 2025 | +13.8% | +10.5% |
| March 31, 2025 | −14.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 4D Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1938268&type=13F-HR&dateb=&owner=include&count=40CIK 1938268
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1938268/000193826826000005/Filed August 14, 2026 · accession 0001938268-26-000005