Position in H
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,293
New position
Shares Held
17
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#478
of 524 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $115,838 across 7 Lodging names. H ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
170 | $62,993 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
113 | $37,335 | |
| 3 | WH |
Wyndham Hotels & Resorts, Inc.
|
54 | $4,545 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
|
24 | $4,152 | |
| 5 | H |
Hyatt Hotels Corp
This page
|
17 | $3,293 | |
| 6 | HTHT |
H World Group Ltd
|
58 | $2,419 | |
| 7 | CHH |
Choice Hotels International Inc /De
|
10 | $1,101 |
All Filings in H
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,293 | 17 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||