Dougherty & Associates, LLC

Position in VIK — Viking Holdings Ltd

CIK 2109295 Spring Hill, FL

Position in VIK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,158,278

+$429,798 QoQ

Shares Held

11,066

+11.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#292

of 607 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Dougherty & Associates, LLC holds $14,890,570 across 3 Travel Services names. VIK ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RCL	Royal Caribbean Cruises Ltd	36,985	$11,743,847
2	BKNG	Booking Holdings Inc.	11,156	$1,988,445
3	VIK	Viking Holdings Ltd This page	11,066	$1,158,278

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,158,278	11,066	+11.6%	Shares	Sole	2026-07-16
2026-03-31	$728,480	9,914	+17.3%	Shares	Sole	2026-04-21
2025-12-31	$603,700	8,454	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.