Travel Services & Aircraft Manufacturers

Pair travel booking, mobility and passenger services with manufacturers supplying commercial and business aviation, rather than another defense or standalone leisure basket. Priceline's fresh report on changing travel preferences provides a company-specific demand catalyst for Booking Holdings. The aircraft-manufacturing sleeve adds exposure to fleet investment and aftermarket demand, although travel cyclicality and production execution remain risks. Catalysts: - 2026-10-12 BKNG: Priceline reveals travel trends as GLP-1 users change how they vacation (https://www.barchart.com/press-releases/6674296/priceline-reveals-2027-where-to-next-travel-trends-report-as-americans-find-new-ways-to-make-every-trip-count) Launch basket (equal weight): BKNG, BA, GE, UBER, AXP, CCL, TXT, HWM, TDG Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.