Position in RCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$656,334
+$93,591 QoQ
Shares Held
2,067
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#603
of 1,220 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RCL Over Time
Shares Held
Position Value (USD)
Derivatives in RCL
reported options exposure · as of Sep 30, 2023CallValue
$119,782
CallShares
1,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Berger Financial Group, Inc holds $881,094 across 2 Travel Services names. RCL ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RCL |
Royal Caribbean Cruises Ltd
This page
|
2,067 | $656,334 | |
| 2 | BKNG |
Booking Holdings Inc.
|
1,261 | $224,760 |
All Filings in RCL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,334 | 2,067 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $562,743 | 2,045 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $635,379 | 2,278 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $932,881 | 2,883 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,024,594 | 3,272 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $672,610 | 3,274 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $754,817 | 3,272 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $580,321 | 3,272 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $592,282 | 3,715 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $615,397 | 4,427 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $496,335 | 3,833 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $355,383 | 3,857 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $119,782 | 1,300 | Call | Sole | 2023-11-03 | |
| 2023-06-30 | $411,121 | 3,963 | Shares | Sole | 2023-08-10 | |
| 2023-06-30 | $134,862 | 1,300 | Call | Sole | 2023-08-10 | |
| 2023-03-31 | $84,890 | 1,300 | Call | Sole | 2023-04-24 | |
| 2023-03-31 | $293,850 | 4,500 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $221,693 | 4,485 | Shares | Sole | 2023-01-30 | |
| 2022-12-31 | $163,119 | 3,300 | Call | Sole | 2023-01-30 | |
| 2022-03-31 | $340,984 | 4,070 | Shares | Sole | 2022-05-10 | |
| 2022-03-31 | $276,474 | 3,300 | Call | Sole | 2022-05-10 | |
| 2021-12-31 | $364,044 | 4,734 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $288,998 | 3,249 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $249,017 | 2,920 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||