HARBOR INVESTMENT ADVISORY, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1468792
LUTHERVILLE, MD
Position in WMS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$79,264
+$77,893 QoQ
Shares Held
505
+4950.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#432
of 543 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $841,558 across 9 Building Products & Equipment names. WMS ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
3,450 | $253,057 | |
| 2 | JCI |
Johnson Controls International plc
|
1,588 | $232,022 | |
| 3 | TT |
Trane Technologies plc
|
326 | $160,118 | |
| 4 | WMS |
Advanced Drainage Systems, Inc.
This page
|
505 | $79,264 | |
| 5 | SPXC |
SPX Technologies, Inc.
|
285 | $69,873 | |
| 6 | TREX |
Trex Co Inc
|
400 | $20,016 | |
| 7 | MAS |
Masco Corp /De/
|
200 | $16,274 | |
| 8 | CSL |
Carlisle Companies Inc
|
25 | $9,068 |
All Filings in WMS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,264 | 505 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,371 | 10 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,448 | 10 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,387 | 10 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,148 | 10 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,086 | 10 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,156 | 10 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,571 | 10 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,603 | 10 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,722 | 10 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,406 | 10 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,138 | 10 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,137 | 10 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||