account_balance
Investment manager · 13F filer · SEC CIK 1938268
4D Advisors, LLC
Reported value$260Mas of Jun 30, 2026
Positions37 18 new, 15 sold out
Top 10 weight41.8%KNX alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KNXKnight-Swift Transportation Holdings Inc.
6.0%Added +208%
JBHTJ.B. Hunt Transport Services Inc
4.9%Added +10%
ARCBArcbest Corp
4.7%New
AXONAxon Enterprise, Inc.
4.3%Added +100%
CLHClean Harbors Inc
4.0%New
TFIITFI International Inc.
3.9%New
CVLGCovenant Logistics Group, Inc.
3.8%Added +67%
LLYELI Lilly & Co
3.5%New
FNDFloor & Decor Holdings, Inc.
3.4%New
APEIAmerican Public Education Inc
3.4%Added +10%
COHUCohu Inc
3.3%Trimmed −38%
FSSFederal Signal Corp
3.2%Added +30%
KNXKnight-Swift Transportation Holdings Inc.
6.0%+208%
JBHTJ.B. Hunt Transport Services Inc
4.9%
ARCBArcbest Corp
4.7%
AXONAxon Enterprise, Inc.
4.3%+100%
CLHClean Harbors Inc
4.0%New
TFIITFI International Inc.
3.9%New
CVLGCovenant Logistics Group, Inc.
3.8%
LLYELI Lilly & Co
3.5%
FNDFloor & Decor Holdings, Inc.
3.4%
APEIAmerican Public Education Inc
3.4%
COHUCohu Inc
3.3%
FSSFederal Signal Corp
3.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KNX Knight-Swift Transportation Holdings Inc. 6.0% Added +208%JBHT J.B. Hunt Transport Services Inc 4.9% Added +10%ARCB Arcbest Corp 4.7% NewAXON Axon Enterprise, Inc. 4.3% Added +100%CLH Clean Harbors Inc 4.0% NewTFII TFI International Inc. 3.9% NewCVLG Covenant Logistics Group, Inc. 3.8% Added +67%LLY ELI Lilly & Co 3.5% NewFND Floor & Decor Holdings, Inc. 3.4% NewAPEI American Public Education Inc 3.4% Added +10%COHU Cohu Inc 3.3% Trimmed −38%FSS Federal Signal Corp 3.2% Added +30%
What changed
Biggest moves since Mar 31, 2026
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