Skip to content
Disclosery

4D Advisors, LLC

Follow

13F filer, CIK 1938268, REDONDO BEACH, CA

4D Advisors, LLC reported $182,463,755 across 37 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 40.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001938268-26-000002

Period
2025-12-31
Reported value
$182M
Holdings
37
Top 10 weight
40.97%
New
19
Sold out
15

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CWSTnew+95,000$9.3M
CSLnew+20,000$6.4M
CALXnew+115,000$6.09M
ACVAnew+750,000$6.01M
DAVEnew+25,000$5.54M

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
USPHexited-110,000-$9.34M
VEEVexited-25,000-$7.45M
ONTOreduced-40,000-$6.31M
VECOexited-200,000-$6.09M
GWREexited-25,000-$5.75M

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, Q4 2025

Share positions as resolved from 13F-HR 0001938268-26-000002, largest first. % of portfolio is the value over $182,463,755, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TPBTURNING PT BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 95,000 shares; 2025Q2: 222,000 shares; 2025Q3: 100,000 shares; 2025Q4: 115,000 shares 115,000$12.5M6.83%+15,000Timeline
CWSTCASELLA WASTE SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,000 shares 95,000$9.3M5.1%newTimeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,000 shares; 2025Q1: 45,000 shares; 2025Q2: 80,000 shares; 2025Q3: 55,000 shares; 2025Q4: 70,000 shares 70,000$7.6M4.17%+15,000Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: 16,000 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500$7.1M3.89%0Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 4,000 shares 4,000$6.76M3.71%-1,000Timeline
APEIAMERICAN PUB ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 135,000 shares; 2025Q2: 285,000 shares; 2025Q3: 265,000 shares; 2025Q4: 175,000 shares 175,000$6.62M3.63%-90,000Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150,000 shares; 2025Q2: 175,000 shares; 2025Q3: 150,000 shares; 2025Q4: 140,000 shares 140,000$6.4M3.51%-10,000Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000$6.4M3.51%newTimeline
CALXCALIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,000 shares 115,000$6.09M3.34%newTimeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750,000 shares 750,000$6.01M3.3%newTimeline
SGHCSUPER GROUP SGHC LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700,000 shares; 2025Q4: 500,000 shares 500,000$5.97M3.27%-200,000Timeline
DAVEDAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000$5.54M3.03%newTimeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 75,000 shares; 2025Q4: 50,000 shares 50,000$4.99M2.74%-25,000Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,000 shares; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 70,000 shares; 2025Q4: 30,000 shares 30,000$4.74M2.6%-40,000Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,500 shares; 2025Q1: 10,000 shares; 2025Q2: 7,500 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000$4.67M2.56%0Timeline
COHUCOHU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares 200,000$4.65M2.55%newTimeline
UTIUNIVERSAL TECHNICAL INST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,000 shares 175,000$4.57M2.51%newTimeline
LINCLINCOLN EDL SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,000 shares 185,000$4.47M2.45%newTimeline
DINDINE BRANDS GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,000 shares 135,000$4.34M2.38%newTimeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000$4.28M2.34%newTimeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,000 shares 150,000$4.24M2.32%newTimeline
NSSCNAPCO SEC TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000$4.17M2.29%0Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,000 shares 75,000$4.06M2.23%newTimeline
ESTAESTABLISHMENT LABS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,000 shares; 2025Q1: not reported; 2025Q2: 65,000 shares; 2025Q3: 75,000 shares; 2025Q4: 55,000 shares 55,000$4.01M2.2%-20,000Timeline
RAMPLIVERAMP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,000 shares; 2025Q4: 135,000 shares 135,000$3.96M2.17%-65,000Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,000 shares 75,000$3.92M2.15%newTimeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,500 shares; 2025Q1: 3,000 shares; 2025Q2: 11,000 shares; 2025Q3: 6,500 shares; 2025Q4: 4,000 shares 4,000$3.63M1.99%-2,500Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 15,000 shares; 2025Q3: 10,000 shares; 2025Q4: 8,500 shares 8,500$3.59M1.97%-1,500Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,000 shares; 2025Q1: 20,000 shares; 2025Q2: 25,000 shares; 2025Q3: 35,000 shares; 2025Q4: 20,000 shares 20,000$3.53M1.93%-15,000Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100,000 shares; 2025Q1: 55,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000$3.52M1.93%newTimeline
UCTTULTRA CLEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,000 shares 135,000$3.42M1.87%newTimeline
TRNSTRANSCAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,000 shares; 2025Q3: 65,000 shares; 2025Q4: 60,000 shares 60,000$3.4M1.87%-5,000Timeline
MEIMETHODE ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,000 shares 500,000$3.32M1.82%newTimeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000$3.14M1.72%newTimeline
LOVELOVESAC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares 200,000$2.95M1.62%newTimeline
BBSIBARRETT BUSINESS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 95,000 shares; 2025Q4: 75,000 shares 75,000$2.72M1.49%-20,000Timeline
PALPROFICIENT AUTO LOGISTICS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares 200,000$1.93M1.06%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
USPHU S PHYSICAL THERAPY110,000$9.34Mshares
VEEVVEEVA SYS INC25,000$7.45Mshares
VECOVEECO INSTRS INC DEL200,000$6.09Mshares
GWREGUIDEWIRE SOFTWARE INC25,000$5.75Mshares
RXSTRXSIGHT INC554,930$4.99Mshares
STRLSTERLING INFRASTRUCTURE INC14,000$4.76Mshares
CDECOEUR MNG INC250,000$4.69Mshares
CVCOCAVCO INDS INC DEL7,500$4.36Mshares
MODMODINE MFG CO30,000$4.26Mshares
GRBKGREEN BRICK PARTNERS INC50,000$3.69Mshares
LSCCLATTICE SEMICONDUCTOR CORP45,000$3.3Mshares
EMEEMCOR GROUP INC5,000$3.25Mshares
NGDNEW GOLD INC400,000$2.87Mshares
ALMALMONTY INDS INC400,000$2.41Mshares
LRNSTRIDE INC15,000$2.23Mshares

How Q4 2025 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 0001938268-26-000002 base2026-02-17acceptance time not in the bulk data set