OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in CCL — Carnival Corp Ltd.

CIK 714364 WILLIAMSVILLE, NY

Position in CCL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,199

+$3,197 QoQ

Shares Held

112

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#929

of 1,013 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $229,465 across 6 Travel Services names. CCL ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIK	Viking Holdings Ltd	1,796	$187,987
2	BKNG	Booking Holdings Inc.	107	$19,071
3	ABNB	Airbnb, Inc.	112	$16,027
4	CCL	Carnival Corp Ltd. This page	112	$3,199
5	RCL	Royal Caribbean Cruises Ltd	10	$3,175
6	EXPE	Expedia Group, Inc.	27	$6

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,199	112	0.0%	Shares	Sole	2026-08-07
2026-03-31	$2	112	+0.9%	Shares	Sole	2026-05-12
2025-12-31	$3	111	0.0%	Shares	Sole	2026-01-23
2025-09-30	$3,209	111	0.0%	Shares	Sole	2025-11-04
2025-06-30	$3,121	111	0.0%	Shares	Sole	2025-08-08
2025-03-31	$2,167	111	0.0%	Shares	Sole	2025-05-09
2024-12-31	$2	111	0.0%	Shares	Sole	2025-01-24
2024-09-30	$2,051	111	0.0%	Shares	Sole	2024-11-08
2024-06-30	$2,077	111	0.0%	Shares	Sole	2024-08-08
2024-03-31	$1	111	0.0%	Shares	Sole	2024-05-03
2023-12-31	$2,057	111	0.0%	Shares	Sole	2024-02-09
2023-09-30	$1	111	0.0%	Shares	Sole	2023-10-19
2023-06-30	$2,090	111	0.0%	Shares	Sole	2023-08-03
2023-03-31	$1	111	0.0%	Shares	Sole	2023-05-03
2022-12-31	$894	111	0.0%	Shares	Sole	2023-01-30
2022-09-30	$780	111	0.0%	Shares	Sole	2022-10-20
2022-06-30	$960	111	0.0%	Shares	Sole	2022-07-21
2022-03-31	$2,244	111	0.0%	Shares	Sole	2022-04-26
2021-12-31	$2,233	111	0.0%	Shares	Sole	2022-01-18
2021-09-30	$2,776	111	0.0%	Shares	Sole	2021-10-27
2021-06-30	$2,925	111	0.0%	Shares	Sole	2021-07-14
2021-03-31	$2,945	111	0.0%	Shares	Sole	2021-04-26
2020-12-31	$2,404	111	0.0%	Shares	Sole	2021-01-20
2020-09-30	$1,684	111	0.0%	Shares	Sole	2020-11-02
2020-06-30	$1,822	111	0.0%	Shares	Sole	2020-08-07
2020-03-31	$1,461	111	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.