HFM Investment Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2067972
GLASSBORO, NJ
Position in UAL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,895
+$3,238 QoQ
Shares Held
36
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#984
of 1,063 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL 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. UAL ranks #2 (26.6% 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.
This page
|
36 | $4,895 | |
| 3 | LUV |
Southwest Airlines Co
|
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 UAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,895 | 36 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,657 | 18 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,348 | 21 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,123 | 22 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,672 | 21 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $621 | 9 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||