Concurrent Investment Advisors, LLC

Position in RCL — Royal Caribbean Cruises Ltd

CIK 2001015 Tampa, FL

Position in RCL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,734,666

+$278,965 QoQ

Shares Held

5,463

+3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#442

of 1,220 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $16,744,812 across 5 Travel Services names. RCL ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCL	Carnival Corp Ltd.	330,491	$9,442,127
2	BKNG	Booking Holdings Inc.	17,055	$3,039,883
3	RCL	Royal Caribbean Cruises Ltd This page	5,463	$1,734,666
4	EXPE	Expedia Group, Inc.	6,117	$1,565,217
5	ABNB	Airbnb, Inc.	6,729	$962,919

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,734,666	5,463	+3.3%	Shares	Sole	2026-07-27
2026-03-31	$1,455,701	5,290	-1.9%	Shares	Sole	2026-04-21
2025-12-31	$1,504,494	5,394	+7.4%	Shares	Sole	2026-01-29
2025-09-30	$1,624,695	5,021	-17.2%	Shares	Sole	2025-10-27
2025-06-30	$1,898,567	6,063	-22.1%	Shares	Sole	2025-07-25
2025-03-31	$1,598,528	7,781	+89.7%	Shares	Sole	2025-04-29
2024-12-31	$946,290	4,102	+1.8%	Shares	Sole	2025-02-03
2024-09-30	$714,760	4,030	-0.2%	Shares	Sole	2024-10-30
2024-06-30	$644,097	4,040	-6.3%	Shares	Sole	2024-07-30
2024-03-31	$599,411	4,312	-14.3%	Shares	Sole	2024-05-07
2023-12-31	$651,464	5,031	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.