Valeo Financial Advisors, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1722641
CARMEL, IN
Position in WMS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$419,397
+$189,842 QoQ
Shares Held
2,672
+59.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#347
of 543 holders
Holding Since
Mar 2020
19 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, 2026Valeo Financial Advisors, LLC holds $3,635,980 across 7 Building Products & Equipment names. WMS ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
5,221 | $762,840 | |
| 2 | LPX |
Louisiana-Pacific Corp
|
9,225 | $725,638 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
8,707 | $638,658 | |
| 4 | TT |
Trane Technologies plc
|
1,214 | $596,268 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
This page
|
2,672 | $419,397 | |
| 6 | LII |
Lennox International Inc
|
459 | $262,984 | |
| 7 | MAS |
Masco Corp /De/
|
2,829 | $230,195 |
All Filings in WMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,397 | 2,672 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $229,555 | 1,674 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $264,314 | 1,825 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $314,155 | 2,265 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $610,021 | 5,311 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $244,136 | 2,247 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $266,342 | 2,304 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $413,802 | 2,633 | Shares | Sole | 2024-10-10 | |
| 2023-12-31 | $495,896 | 3,526 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $343,994 | 3,022 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $457,281 | 4,019 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $271,914 | 3,229 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $523,460 | 6,386 | Shares | Sole | 2023-02-09 | |
| 2021-09-30 | $271,831 | 2,513 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $467,329 | 4,009 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $155,601 | 1,505 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $41,790 | 500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,239 | 180 | Shares | Sole | 2020-10-28 | |
| 2020-03-31 | $178,318 | 6,057 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||