Position in LUV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$776,956
+$209,875 QoQ
Shares Held
15,110
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#370
of 923 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $5,084,190 across 2 Airlines names. LUV ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYAAY |
Ryanair Holdings PLC
|
66,521 | $4,307,234 | |
| 2 | LUV |
Southwest Airlines Co
This page
|
15,110 | $776,956 |
All Filings in LUV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,956 | 15,110 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $567,081 | 15,094 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $634,787 | 15,359 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $490,105 | 15,359 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $504,085 | 15,539 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $524,250 | 15,612 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $529,515 | 15,750 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $477,813 | 16,126 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $458,675 | 16,032 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $482,014 | 16,513 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $475,191 | 16,454 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $446,763 | 16,504 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $609,305 | 16,827 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $557,540 | 17,134 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $572,794 | 17,012 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||