Beacon Financial Strategies CORP

Position in TRIP — TripAdvisor, Inc.

CIK 2084239 RALEIGH, NC

Position in TRIP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$945

+$210 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#259

of 289 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Beacon Financial Strategies CORP holds $25,679 across 4 Travel Services names. TRIP ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXPE	Expedia Group, Inc.	69	$17,655
2	NCLH	Norwegian Cruise Line Holdings Ltd.	200	$4,222
3	CCL	Carnival Corp Ltd.	100	$2,857
4	TRIP	TripAdvisor, Inc. This page	69	$945

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$945	69	0.0%	Shares	Sole	2026-07-08
2026-03-31	$735	69	0.0%	Shares	Sole	2026-04-08
2025-12-31	$1,004	69	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.