Position in TOST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,147,018
+$195,840 QoQ
Shares Held
41,230
+14.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#342
of 764 holders
Holding Since
Dec 2025
3 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, 2026Keystone Financial Group holds $60,476,918 across 8 Software - Infrastructure names. TOST ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
274,467 | $32,022,064 | |
| 2 | MSFT |
Microsoft Corp
|
47,541 | $17,733,743 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
20,708 | $3,950,775 | |
| 4 | PANW |
Palo Alto Networks Inc
|
10,392 | $3,543,879 | |
| 5 | TOST |
Toast, Inc.
This page
|
41,230 | $1,147,018 | |
| 6 | ORCL |
Oracle Corp
|
7,147 | $1,047,392 | |
| 7 | BB |
BLACKBERRY Ltd
|
55,852 | $706,527 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,119 | $325,520 |
All Filings in TOST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,018 | 41,230 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $951,178 | 35,880 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $627,816 | 17,680 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||