Position in WMS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$263,692
-$25,514 QoQ
Shares Held
1,680
-20.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#387
of 543 holders
Holding Since
Sep 2025
4 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, 2026Compound Planning, Inc. holds $6,090,315 across 8 Building Products & Equipment names. WMS ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
10,329 | $1,509,169 | |
| 2 | TT |
Trane Technologies plc
|
2,396 | $1,176,819 | |
| 3 | MAS |
Masco Corp /De/
|
12,088 | $983,600 | |
| 4 | OC |
Owens Corning
|
5,294 | $841,534 | |
| 5 | CARR |
CARRIER GLOBAL Corp
|
8,586 | $629,782 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
1,668 | $408,942 | |
| 7 | CSL |
Carlisle Companies Inc
|
763 | $276,777 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
This page
|
1,680 | $263,692 |
All Filings in WMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,692 | 1,680 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $289,206 | 2,109 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $300,666 | 2,076 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $216,372 | 1,560 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||