StockDriftsStockDriftsTop 37 4d Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 5.98% | 200.0K | $15.6M | +207.69%(+135.00K) | $59.91(+20.87%) | 2026-06-30 | |
| JBHT | HUNT J B TRANS SVCS INC | 4.89% | 44.0K | $12.7M | +10.00%(+4.00K) | $207.12(+35.05%) | 2026-06-30 | |
| ARCB | ARCBEST CORP | 4.69% | 85.0K | $12.2M | new | $118.49(+20.58%) | 2026-06-30 | |
| AXON | AXON ENTERPRISE INC | 4.31% | 20.0K | $11.2M | +100.00%(+10.00K) | $494.37(+23.96%) | 2026-06-30 | |
| CLH | CLEAN HARBORS INC | 4.02% | 35.0K | $10.5M | new | $289.26(+11.31%) | 2026-06-30 | |
| TFII | TFI INTERNATIONAL INC | 3.86% | 70.0K | $10.0M | new | $124.28(+18.00%) | 2026-06-30 | |
| CVLG | COVENANT LOGISTICS GROUP INC | 3.82% | 225.0K | $9.9M | +66.67%(+90.00K) | $28.96(+20.53%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.46% | 7.5K | $9.0M | new | $1043.03(+13.15%) | 2026-06-30 | |
| FND | FLOOR & DECOR HLDGS INC | 3.42% | 150.0K | $8.9M | new | $54.35(+7.75%) | 2026-06-30 | |
| APEI | AMERICAN PUB ED INC | 3.4% | 165.0K | $8.9M | +10.00%(+15.00K) | $27.12(+66.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +62.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +78.46% |
4d Advisors LLC reports $260.32M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are KNX (6.0%), JBHT (4.9%) and ARCB (4.7%). The top 20 holdings account for 70.06% of reported assets. Its disclosed equity book has returned +62.53% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 4d Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1938268). View 4d Advisors LLC’s 13F filings on SEC