Gradient Investments LLC

Position in LUV — Southwest Airlines Co

CIK 1542265 ARDEN HILLS, MN

Position in LUV

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$27,746,849

+$10,747,702 QoQ

Shares Held

539,612

+19.3% QoQ

Ownership

0.110%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#74

of 922 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Gradient Investments LLC holds $34,245,316 across 3 Airlines names. LUV ranks #1 (81.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LUV	Southwest Airlines Co This page	539,612	$27,746,849
2	UAL	United Airlines Holdings, Inc.	26,870	$3,654,051
3	AAL	American Airlines Group Inc.	157,411	$2,844,416

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,746,849	539,612	+19.3%	Shares	Sole	2026-07-08
2026-03-31	$16,999,147	452,466	-10.1%	Shares	Sole	2026-04-13
2025-12-31	$20,802,876	503,336	-12.9%	Shares	Sole	2026-01-08
2025-09-30	$18,446,788	578,088	+5.4%	Shares	Sole	2025-10-06
2025-06-30	$17,790,842	548,423	+4.5%	Shares	Sole	2025-07-08
2025-03-31	$17,630,910	525,042	+10.0%	Shares	Sole	2025-04-09
2024-12-31	$16,050,524	477,410	-3.7%	Shares	Sole	2025-01-21
2024-09-30	$14,687,146	495,685	+21.7%	Shares	Sole	2024-10-15
2024-06-30	$11,649,276	407,175	+20.4%	Shares	Sole	2024-07-18
2024-03-31	$9,873,605	338,253	-10.6%	Shares	Sole	2024-04-23
2023-12-31	$10,929,000	378,428	+37.8%	Shares	Sole	2024-01-18
2023-09-30	$7,433,259	274,594	+6.4%	Shares	Sole	2023-10-27
2023-06-30	$9,341,998	257,995	-2.4%	Shares	Sole	2023-07-11
2023-03-31	$8,605,463	264,458	+11.7%	Shares	Sole	2023-04-17
2022-12-31	$7,971,608	236,757	-29.4%	Shares	Sole	2023-01-10
2022-09-30	$10,346,357	335,485	-9.9%	Shares	Sole	2022-10-14
2022-06-30	$13,450,148	372,374	+43.2%	Shares	Sole	2022-07-11
2022-03-31	$11,905,984	259,956	-3.9%	Shares	Sole	2022-05-26
2021-12-31	$11,583,164	270,382	+19.0%	Shares	Sole	2022-01-12
2021-09-30	$11,680,935	227,123	+39.7%	Shares	Sole	2021-10-18
2021-06-30	$8,634,398	162,637	+10.7%	Shares	Sole	2021-07-12
2021-03-31	$8,967,882	146,870	+22920.4%	Shares	Sole	2021-04-21
2020-12-31	$29,737	638	0.0%	Shares	Sole	2021-01-08
2020-09-30	$23,925	638	+21.5%	Shares	Sole	2020-10-06
2020-06-30	$17,944	525	-7.4%	Shares	Sole	2020-07-10
2020-03-31	$20,190	567	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.