Callan Family Office, LLC
Family OfficePosition in WMS — Advanced Drainage Systems, Inc.
CIK 1938970
RADNOR, PA
Position in WMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$495,051
+$196,108 QoQ
Shares Held
3,154
+44.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#333
of 543 holders
Holding Since
Dec 2025
3 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, 2026Callan Family Office, LLC holds $37,986,148 across 13 Building Products & Equipment names. WMS ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
121,308 | $17,724,311 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
92,431 | $6,779,813 | |
| 3 | TT |
Trane Technologies plc
|
5,786 | $2,841,851 | |
| 4 | CSL |
Carlisle Companies Inc
|
7,136 | $2,588,584 | |
| 5 | LII |
Lennox International Inc
|
3,825 | $2,191,533 | |
| 6 | AWI |
Armstrong World Industries Inc
|
11,948 | $1,916,698 | |
| 7 | LPX |
Louisiana-Pacific Corp
|
19,765 | $1,554,714 | |
| 8 | AAON |
Aaon, Inc.
|
4,913 | $623,263 |
All Filings in WMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,051 | 3,154 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $298,943 | 2,180 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $267,066 | 1,844 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||