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4D Advisors, LLC

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13F filer, CIK 1938268, REDONDO BEACH, CA

4D Advisors, LLC reported $260,317,245 across 37 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 41.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001938268-26-000005

Period
2026-06-30
Reported value
$260M
Holdings
37
Top 10 weight
41.84%
New
18
Sold out
15

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ARCBnew+85,000$12.2M
KNXadded+135,000$10.5M
CLHnew+35,000$10.5M
TFIInew+70,000$10M
LLYnew+7,500$9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WMexited-40,000-$9.19M
ICHRreduced-70,000-$7.86M
ODFLexited-40,000-$7.82M
ONTOreduced-17,000-$6.43M
PRexited-300,000-$6.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001938268-26-000005, largest first. % of portfolio is the value over $260,317,245, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,000 shares; 2026Q1: 65,000 shares; 2026Q2: 200,000 shares 200,000$15.6M5.98%+135,000Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares; 2026Q2: 44,000 shares 44,000$12.7M4.89%+4,000Timeline
ARCBARCBEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,000 shares 85,000$12.2M4.69%newTimeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: 16,000 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 10,000 shares; 2026Q2: 20,000 shares 20,000$11.2M4.31%+10,000Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,000 shares 35,000$10.5M4.02%newTimeline
TFIITFI INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,000 shares 70,000$10M3.86%newTimeline
CVLGCOVENANT LOGISTICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,000 shares; 2026Q2: 225,000 shares 225,000$9.94M3.82%+90,000Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,500 shares 7,500$9M3.46%newTimeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150,000 shares 150,000$8.9M3.42%newTimeline
APEIAMERICAN PUB ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 135,000 shares; 2025Q2: 285,000 shares; 2025Q3: 265,000 shares; 2025Q4: 175,000 shares; 2026Q1: 150,000 shares; 2026Q2: 165,000 shares 165,000$8.86M3.4%+15,000Timeline
COHUCOHU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares; 2026Q1: 185,000 shares; 2026Q2: 115,000 shares 115,000$8.5M3.27%-70,000Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,000 shares; 2025Q1: 45,000 shares; 2025Q2: 80,000 shares; 2025Q3: 55,000 shares; 2025Q4: 70,000 shares; 2026Q1: 50,000 shares; 2026Q2: 65,000 shares 65,000$8.35M3.21%+15,000Timeline
CWSTCASELLA WASTE SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,000 shares; 2026Q1: 65,000 shares; 2026Q2: 85,000 shares 85,000$8.24M3.17%+20,000Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 20,000 shares 20,000$7.46M2.86%+5,000Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,500 shares 27,500$7.44M2.86%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 25,000 shares; 2025Q2: 20,000 shares; 2025Q3: 25,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000$7.1M2.73%newTimeline
SDRLSEADRILL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 185,000 shares 185,000$7M2.69%newTimeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,500 shares 32,500$6.93M2.66%newTimeline
MYRGMYR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 12,500 shares 12,500$6.25M2.4%-2,500Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 25,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000$6.15M2.36%newTimeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150,000 shares 150,000$5.92M2.28%newTimeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares; 2026Q2: 12,500 shares 12,500$5.79M2.22%+7,000Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,000 shares 33,000$5.57M2.14%newTimeline
RNGRRANGER ENERGY SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325,000 shares 325,000$5.2M2%newTimeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000$5.17M1.99%newTimeline
ATENA10 NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135,000 shares 135,000$5.04M1.94%newTimeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,000 shares; 2025Q1: 20,000 shares; 2025Q2: 25,000 shares; 2025Q3: 35,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 30,000 shares 30,000$4.93M1.89%+10,000Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,000 shares; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 70,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 13,000 shares 13,000$4.92M1.89%-17,000Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,000 shares 11,000$4.89M1.88%newTimeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,422 shares; 2026Q2: 25,000 shares 25,000$4.39M1.69%+23,578Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,500 shares; 2025Q1: 3,000 shares; 2025Q2: 11,000 shares; 2025Q3: 6,500 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 3,000 shares 3,000$4.15M1.59%-1,000Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500$4.04M1.55%newTimeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,500 shares; 2025Q1: 10,000 shares; 2025Q2: 7,500 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 4,000 shares; 2026Q2: 2,000 shares 2,000$3.96M1.52%-2,000Timeline
TPBTURNING PT BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 95,000 shares; 2025Q2: 222,000 shares; 2025Q3: 100,000 shares; 2025Q4: 115,000 shares; 2026Q1: 65,000 shares; 2026Q2: 45,000 shares 45,000$3.82M1.47%-20,000Timeline
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,000 shares; 2025Q3: 200,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000$3.79M1.46%newTimeline
ICHRICHOR HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares; 2026Q2: 30,000 shares 30,000$3.37M1.29%-70,000Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,000 shares; 2026Q2: 22,500 shares 22,500$3.01M1.16%-37,500Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WMWASTE MGMT INC DEL40,000$9.19Mshares
ODFLOLD DOMINION FREIGHT LINE IN40,000$7.82Mshares
PRPERMIAN RESOURCES CORP300,000$6.4Mshares
UCTTULTRA CLEAN HLDGS INC75,000$4.66Mshares
MRTNMARTEN TRANS LTD350,000$4.6Mshares
KNFKNIFE RIVER CORP50,000$4.08Mshares
XPOXPO INC20,000$3.89Mshares
CECOCECO ENVIRONMENTAL CORP65,000$3.87Mshares
POWLPOWELL INDS INC6,500$3.52Mshares
AEBIAEBI SCHMIDT HLDG AG350,000$3.4Mshares
BHEBENCHMARK ELECTRS INC60,000$3.36Mshares
CSLCARLISLE COS INC10,000$3.34Mshares
SHLSSHOALS TECHNOLOGIES GROUP IN500,000$3.29Mshares
NEMNEWMONT CORP30,000$3.25Mshares
CELHCELSIUS HLDGS INC75,000$2.66Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001938268-26-000005 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001938268-26-000005 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001938268-26-000003 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001938268-26-000002 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001938268-25-000003 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001879202-25-000032 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001879202-25-000017 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001879202-25-000005 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set