Position in TOST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,391,349
+$300,290 QoQ
Shares Held
193,794
+0.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#171
of 753 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Composition Wealth, LLC holds $202,031,125 across 16 Software - Infrastructure names. TOST ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
451,467 | $168,406,220 | |
| 2 | PANW |
Palo Alto Networks Inc
|
27,769 | $9,469,784 | |
| 3 | ORCL |
Oracle Corp
|
59,778 | $8,760,465 | |
| 4 | TOST |
Toast, Inc.
This page
|
193,794 | $5,391,349 | |
| 5 | TWLO |
Twilio Inc
|
12,033 | $2,482,768 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
21,062 | $2,457,303 | |
| 7 | NET |
Cloudflare, Inc.
|
5,693 | $1,396,379 | |
| 8 | OKTA |
Okta, Inc.
|
4,353 | $593,966 |
All Filings in TOST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,391,349 | 193,794 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,091,059 | 192,043 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,816,286 | 191,954 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,006,269 | 191,900 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,509,437 | 192,130 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,362,802 | 191,824 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,978,024 | 191,441 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $312,570 | 11,041 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $283,470 | 11,000 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $274,120 | 11,000 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||