Position in CPA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,244
+$904 QoQ
Shares Held
8
+166.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#307
of 322 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026HFM Investment Advisors, LLC holds $18,418 across 8 Airlines names. CPA ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
67 | $6,275 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
36 | $4,895 | |
| 3 | LUV |
Southwest Airlines Co
|
58 | $2,982 | |
| 4 | CPA |
Copa Holdings, S.A.
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|
8 | $1,244 | |
| 5 | AAL |
American Airlines Group Inc.
|
59 | $1,066 | |
| 6 | SKYW |
Skywest Inc
|
9 | $893 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
15 | $783 | |
| 8 | JBLU |
Jetblue Airways Corp
|
49 | $280 |
All Filings in CPA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,244 | 8 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $340 | 3 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $361 | 3 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $356 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $439 | 4 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||