CREATIVE FINANCIAL DESIGNS INC /ADV
Position in WMS — Advanced Drainage Systems, Inc.
CIK 819864
KOKOMO, IN
Position in WMS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$632,862
+$427,716 QoQ
Shares Held
4,032
+169.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#310
of 543 holders
Holding Since
Mar 2020
17 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,518,920 across 9 Building Products & Equipment names. WMS ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMS |
Advanced Drainage Systems, Inc.
This page
|
4,032 | $632,862 | |
| 2 | SPXC |
SPX Technologies, Inc.
|
1,761 | $431,744 | |
| 3 | CSL |
Carlisle Companies Inc
|
692 | $251,023 | |
| 4 | JCI |
Johnson Controls International plc
|
569 | $83,136 | |
| 5 | TT |
Trane Technologies plc
|
90 | $44,204 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
800 | $43,920 | |
| 7 | CARR |
CARRIER GLOBAL Corp
|
278 | $20,391 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
101 | $9,037 |
All Filings in WMS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,862 | 4,032 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $205,146 | 1,496 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $170,175 | 1,175 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $136,896 | 987 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $75,577 | 658 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,188 | 149 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,739 | 41 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,557 | 29 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,651 | 29 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,961 | 23 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,234 | 23 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,618 | 23 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,616 | 23 | Shares | Sole | 2023-07-26 | |
| 2020-12-31 | $250 | 3 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $187 | 3 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $148 | 3 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $88 | 3 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||