Position in LUV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$924,068
+$204,152 QoQ
Shares Held
17,971
-6.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#342
of 928 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $30,767,412 across 7 Airlines names. LUV ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
170,783 | $15,995,535 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
73,663 | $10,017,431 | |
| 3 | RYAAY |
Ryanair Holdings PLC
|
26,807 | $1,735,753 | |
| 4 | CPA |
Copa Holdings, S.A.
|
11,067 | $1,721,693 | |
| 5 | LUV |
Southwest Airlines Co
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|
17,971 | $924,068 | |
| 6 | JBLU |
Jetblue Airways Corp
|
47,168 | $270,272 | |
| 7 | SRFM |
Surf Air Mobility Inc.
|
88,500 | $102,660 |
All Filings in LUV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,068 | 17,971 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $719,916 | 19,162 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,306,069 | 31,601 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $280,297 | 8,784 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $433,755 | 13,371 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $295,033 | 8,786 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $401,759 | 11,950 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $205,306 | 6,929 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||