Position in CCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,971
+$1,988 QoQ
Shares Held
104
+173.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#935
of 1,013 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026HFM Investment Advisors, LLC holds $16,852 across 8 Travel Services names. CCL ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RCL |
Royal Caribbean Cruises Ltd
|
19 | $6,033 | |
| 2 | CCL |
Carnival Corp Ltd.
This page
|
104 | $2,971 | |
| 3 | EXPE |
Expedia Group, Inc.
|
10 | $2,558 | |
| 4 | ABNB |
Airbnb, Inc.
|
13 | $1,860 | |
| 5 | BKNG |
Booking Holdings Inc.
|
10 | $1,782 | |
| 6 | NCLH |
Norwegian Cruise Line Holdings Ltd.
|
42 | $886 | |
| 7 | TNL |
Travel & Leisure Co.
|
9 | $687 | |
| 8 | GBTG |
Global Business Travel Group, Inc.
|
8 | $75 |
All Filings in CCL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,971 | 104 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $983 | 38 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,343 | 44 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,243 | 43 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,040 | 37 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $371 | 19 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||