Foundations Investment Advisors, LLC

Endowment

Position in CCL — Carnival Corp Ltd.

CIK 1743404 PHOENIX, AZ

Position in CCL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$371,381

+$95,967 QoQ

Shares Held

12,999

+22.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#542

of 1,014 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $3,374,671 across 4 Travel Services names. CCL ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RCL	Royal Caribbean Cruises Ltd	5,231	$1,660,999
2	EXPE	Expedia Group, Inc.	2,720	$695,993
3	BKNG	Booking Holdings Inc.	3,626	$646,298
4	CCL	Carnival Corp Ltd. This page	12,999	$371,381

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,381	12,999	+22.1%	Shares	Sole	2026-08-14
2026-03-31	$275,414	10,642	+12.5%	Shares	Sole	2026-05-11
2025-12-31	$289,000	9,463	-37.0%	Shares	Sole	2026-02-10
2025-09-30	$434,054	15,014	+9.8%	Shares	Sole	2025-11-03
2025-06-30	$384,428	13,671	-1.8%	Shares	Sole	2025-08-08
2025-03-31	$271,799	13,917	+8.3%	Shares	Sole	2025-05-07
2024-12-31	$320,371	12,856	+6.6%	Shares	Sole	2025-01-22
2024-09-30	$222,961	12,065	-4.4%	Shares	Sole	2024-10-21
2024-06-30	$236,152	12,615	+16.4%	Shares	Sole	2024-08-02
2024-03-31	$177,043	10,835	-32.1%	Shares	Sole	2024-05-13
2023-09-30	$219,094	15,969	-6.6%	Shares	Sole	2023-10-05
2023-06-30	$322,011	17,101	-28.5%	Shares	Sole	2023-07-19
2023-03-31	$242,838	23,925	+4.7%	Shares	Sole	2023-04-25
2022-12-31	$184,130	22,845	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.