Position in VIK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$684,018
+$233,219 QoQ
Shares Held
6,535
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#335
of 607 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIK Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Asset Planning,Inc holds $1,756,277 across 6 Travel Services names. VIK ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RCL |
Royal Caribbean Cruises Ltd
|
3,300 | $1,047,849 | |
| 2 | VIK |
Viking Holdings Ltd
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|
6,535 | $684,018 | |
| 3 | EXPE |
Expedia Group, Inc.
|
70 | $17,911 | |
| 4 | CCL |
Carnival Corp Ltd.
|
145 | $4,142 | |
| 5 | NCLH |
Norwegian Cruise Line Holdings Ltd.
|
100 | $2,111 | |
| 6 | TRIP |
TripAdvisor, Inc.
|
18 | $246 |
All Filings in VIK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,018 | 6,535 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $450,799 | 6,135 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $438,100 | 6,135 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $381,351 | 6,135 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $326,934 | 6,135 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $243,866 | 6,135 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||