Capital Advisors, Ltd. LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1597878
SHAKER HEIGHTS, OH
Position in WMS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$470
+$59 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#533
of 543 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $563,293 across 12 Building Products & Equipment names. WMS ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
2,134 | $156,528 | |
| 2 | SPXC |
SPX Technologies, Inc.
|
543 | $133,127 | |
| 3 | CSL |
Carlisle Companies Inc
|
340 | $123,335 | |
| 4 | TT |
Trane Technologies plc
|
167 | $82,023 | |
| 5 | JCI |
Johnson Controls International plc
|
204 | $29,806 | |
| 6 | LII |
Lennox International Inc
|
27 | $15,469 | |
| 7 | AWI |
Armstrong World Industries Inc
|
39 | $6,256 | |
| 8 | OC |
Owens Corning
|
36 | $5,722 |
All Filings in WMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470 | 3 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $411 | 3 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $434 | 3 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $416 | 3 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $344 | 3 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1 | 5 | Shares | Sole | 2025-04-15 | |
| 2022-09-30 | $621 | 5 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $475 | 4 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||