Latest Portfolio Value
$260.32 M
Total Holdings
37
Latest Report Date
Q2 2026
Top 10 Concentration
41.84%
4D Advisors, LLC (CIK: 0001938268) is a financial institution headquartered at 1801 South Catalina Ave., #306, Redondo Beach, California 90277. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $260.32 M, comprising 37 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
Q2 2026 — Top-10 concentration: 41.8%. Quarterly turnover: 47.9%. ▲ 18 new, +11 added, −8 reduced, ×15 exited.
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 200,000 | $15.57 M | 5.98% | ▲ 135,000 | Add 207.7% | |
| 44,000 | $12.73 M | 4.89% | ▲ 4,000 | Add 10.0% | |
| 85,000 | $12.2 M | 4.69% | ▲ 85,000 | New Buy | |
| 20,000 | $11.21 M | 4.31% | ▲ 10,000 | Add 100.0% | |
| 35,000 | $10.46 M | 4.02% | ▲ 35,000 | New Buy | |
| 70,000 | $10.05 M | 3.86% | ▲ 70,000 | New Buy | |
| 225,000 | $9.94 M | 3.82% | ▲ 90,000 | Add 66.7% | |
| 7,500 | $9 M | 3.46% | ▲ 7,500 | New Buy | |
| 150,000 | $8.9 M | 3.42% | ▲ 150,000 | New Buy | |
| 165,000 | $8.86 M | 3.40% | ▲ 15,000 | Add 10.0% |