Position in TOST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$430,920
-$163,979 QoQ
Shares Held
16,255
-3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.35681328821900954.ToString("F0")%
Shared 0.ToString("F0")%
None 99.643186711781.ToString("F0")%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026IHT Wealth Management, LLC holds $73,599,443 across 14 Software - Infrastructure names. TOST ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
137,964 | $51,070,133 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
59,928 | $8,766,267 | |
| 3 | ORCL |
Oracle Corp
|
40,141 | $5,905,142 | |
| 4 | PANW |
Palo Alto Networks Inc
|
27,829 | $4,461,545 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
13,421 | $1,309,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,171 | $633,007 | |
| 7 | TOST |
Toast, Inc.
This page
|
16,255 | $430,920 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,264 | $313,927 |
All Filings in TOST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $430,920 | 16,255 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $594,899 | 16,753 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $658,713 | 18,042 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $822,952 | 18,581 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $569,329 | 17,164 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $786,736 | 21,584 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $627,547 | 22,167 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $556,219 | 21,584 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $578,592 | 23,218 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $267,308 | 14,639 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||