Position in SRFM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$374,361
-$171,842 QoQ
Shares Held
325,532
+15.6% QoQ
Ownership
0.324%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SRFM Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026LPL Financial LLC holds $122,881,027 across 13 Airlines names. SRFM ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
619,988 | $41,216,802 | |
| 2 | LUV |
Southwest Airlines Co
|
748,011 | $28,102,773 | |
| 3 | UAL |
United Airlines Holdings, Inc.
|
230,360 | $21,209,245 | |
| 4 | AAL |
American Airlines Group Inc.
|
915,218 | $9,829,441 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
239,456 | $8,807,191 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
100,879 | $5,830,806 | |
| 7 | CPA |
Copa Holdings, S.A.
|
27,512 | $3,125,638 | |
| 8 | SKYW |
Skywest Inc
|
17,486 | $1,605,739 |
All Filings in SRFM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $374,361 | 325,532 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $546,203 | 281,548 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $954,803 | 222,565 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $549,588 | 148,940 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||