Summit Financial, LLC

Position in EXPE — Expedia Group, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in EXPE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,243,216

+$510,680 QoQ

Shares Held

24,399

-1.7% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#275

of 1,109 holders

Holding Since

Dec 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial, LLC holds $12,947,470 across 5 Travel Services names. EXPE ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXPE	Expedia Group, Inc. This page	24,399	$6,243,216
2	BKNG	Booking Holdings Inc.	16,811	$2,996,392
3	CCL	Carnival Corp Ltd.	86,888	$2,482,390
4	RCL	Royal Caribbean Cruises Ltd	2,680	$850,980
5	ABNB	Airbnb, Inc.	2,617	$374,492

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,243,216	24,399	-1.7%	Shares	Sole	2026-08-12
2026-03-31	$5,732,536	24,828	+1372.6%	Shares	Sole	2026-05-15
2024-03-31	$232,246	1,686	-11.9%	Shares	Sole	2024-04-24
2023-12-31	$290,374	1,913	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.