Everhart Financial Group, Inc.

Position in RCL — Royal Caribbean Cruises Ltd

CIK 1852858 Dublin, OH

Position in RCL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,197,625

+$127,171 QoQ

Shares Held

6,921

-8.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#406

of 1,220 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $4,982,508 across 5 Travel Services names. RCL ranks #1 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RCL	Royal Caribbean Cruises Ltd This page	6,921	$2,197,625
2	BKNG	Booking Holdings Inc.	8,724	$1,554,965
3	CCL	Carnival Corp Ltd.	20,414	$583,227
4	EXPE	Expedia Group, Inc.	1,434	$366,931
5	ABNB	Airbnb, Inc.	1,955	$279,760

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,197,625	6,921	-8.0%	Shares	Sole	2026-07-09
2026-03-31	$2,070,454	7,524	+3.3%	Shares	Sole	2026-04-09
2025-12-31	$2,030,816	7,281	-1.2%	Shares	Sole	2026-01-07
2025-09-30	$2,383,490	7,366	+10.6%	Shares	Sole	2025-11-04
2025-06-30	$2,084,886	6,658	-3.7%	Shares	Sole	2025-08-07
2025-03-31	$1,420,617	6,915	-3.4%	Shares	Sole	2025-04-16
2024-12-31	$1,650,586	7,155	+1.6%	Shares	Sole	2025-01-30
2024-09-30	$1,248,437	7,039	+13.3%	Shares	Sole	2024-11-04
2024-06-30	$990,379	6,212	+7.3%	Shares	Sole	2024-07-24
2024-03-31	$804,867	5,790	+6.5%	Shares	Sole	2024-05-13
2023-12-31	$703,778	5,435	+8.5%	Shares	Sole	2024-01-12
2023-09-30	$461,529	5,009	+2.7%	Shares	Sole	2023-10-25
2023-06-30	$505,836	4,876	+12.0%	Shares	Sole	2023-07-13
2023-03-31	$284,316	4,354	+6.6%	Shares	Sole	2023-04-25
2022-12-31	$201,921	4,085	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.