Position in LUV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,982
+$1,855 QoQ
Shares Held
58
+93.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#852
of 923 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LUV 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. LUV ranks #3 (16.2% 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
This page
|
58 | $2,982 | |
| 4 | CPA |
Copa Holdings, S.A.
|
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 LUV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,982 | 58 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,127 | 30 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,115 | 27 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $893 | 28 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $875 | 27 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $268 | 8 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||