Position in TOST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$395,516
+$104,384 QoQ
Shares Held
14,217
+29.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#462
of 764 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LVW Advisors, LLC holds $18,512,858 across 10 Software - Infrastructure names. TOST ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,961 | $13,414,172 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,872 | $979,409 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
7,790 | $908,859 | |
| 4 | ORCL |
Oracle Corp
|
5,412 | $793,128 | |
| 5 | TWLO |
Twilio Inc
|
3,180 | $656,129 | |
| 6 | NET |
Cloudflare, Inc.
|
2,353 | $577,143 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,674 | $410,779 | |
| 8 | TOST |
Toast, Inc.
This page
|
14,217 | $395,516 |
All Filings in TOST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,516 | 14,217 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $291,132 | 10,982 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $356,271 | 10,033 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $360,937 | 9,886 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $465,310 | 10,506 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $269,108 | 8,113 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $295,172 | 8,098 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||