Financial Gravity Companies, Inc.
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1377167
Lakeway, TX
Position in WMS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,237
New position
Shares Held
27
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#496
of 543 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $91,928 across 6 Building Products & Equipment names. WMS ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APOG |
Apogee Enterprises, Inc.
|
945 | $43,224 | |
| 2 | TT |
Trane Technologies plc
|
54 | $26,522 | |
| 3 | FBIN |
Fortune Brands Innovations, Inc.
|
160 | $8,784 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
101 | $7,408 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
This page
|
27 | $4,237 | |
| 6 | JCI |
Johnson Controls International plc
|
12 | $1,753 |
All Filings in WMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,237 | 27 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||