Everhart Financial Group, Inc.

Position in CCL — Carnival Corp Ltd.

CIK 1852858 Dublin, OH

Position in CCL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$583,227

+$36,616 QoQ

Shares Held

20,414

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#479

of 1,013 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $4,982,508 across 5 Travel Services names. CCL ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RCL	Royal Caribbean Cruises Ltd	6,921	$2,197,625
2	BKNG	Booking Holdings Inc.	8,724	$1,554,965
3	CCL	Carnival Corp Ltd. This page	20,414	$583,227
4	EXPE	Expedia Group, Inc.	1,434	$366,931
5	ABNB	Airbnb, Inc.	1,955	$279,760

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,227	20,414	-3.3%	Shares	Sole	2026-07-09
2026-03-31	$546,611	21,121	+10.8%	Shares	Sole	2026-04-09
2025-12-31	$582,092	19,060	+3.0%	Shares	Sole	2026-01-07
2025-09-30	$535,095	18,509	+38.7%	Shares	Sole	2025-11-04
2025-06-30	$375,148	13,341	-0.6%	Shares	Sole	2025-08-07
2025-03-31	$262,229	13,427	+3.1%	Shares	Sole	2025-04-16
2024-12-31	$324,607	13,026	+8.9%	Shares	Sole	2025-01-30
2024-09-30	$221,039	11,961	+6.0%	Shares	Sole	2024-11-04
2024-06-30	$211,273	11,286	-26.3%	Shares	Sole	2024-07-24
2022-09-30	$107,692	15,319	+52.3%	Shares	Sole	2022-10-12
2022-06-30	$86,993	10,057	—	Shares	Sole	2022-07-12
No filing history on record for this holder in this stock.