Position in LUV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$888,868
-$200,136 QoQ
Shares Held
23,659
-10.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 86.71964157403103.ToString("F0")%
Shared 0.ToString("F0")%
None 13.280358425968977.ToString("F0")%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Ethic Inc. holds $8,711,784 across 7 Airlines names. LUV ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPA |
Copa Holdings, S.A.
|
46,954 | $5,334,443 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
17,198 | $1,143,323 | |
| 3 | LUV |
Southwest Airlines Co
This page
|
23,659 | $888,868 | |
| 4 | UAL |
United Airlines Holdings, Inc.
|
6,314 | $581,329 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
4,640 | $268,192 | |
| 6 | LTM |
Latam Airlines Group S.A.
|
5,321 | $263,070 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
6,323 | $232,559 |
All Filings in LUV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $888,868 | 23,659 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,089,004 | 26,349 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $812,556 | 25,464 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,048,103 | 32,309 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,105,587 | 32,924 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,083,068 | 32,215 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $968,100 | 32,673 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $709,756 | 24,808 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $953,724 | 32,673 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $804,683 | 27,863 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $631,055 | 23,312 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $276,680 | 7,641 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $326,531 | 9,698 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||