Position in TOST
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$132,550
-$45,000 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Crewe Advisors LLC holds $35,678,384 across 32 Software - Infrastructure names. TOST ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
83,595 | $30,944,361 | |
| 2 | ORCL |
Oracle Corp
|
18,244 | $2,683,874 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,608 | $381,498 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,368 | $379,637 | |
| 5 | MDB |
MongoDB, Inc.
|
1,000 | $244,770 | |
| 6 | PDYN |
Palladyne AI Corp.
|
31,150 | $189,080 | |
| 7 | TOST |
Toast, Inc.
This page
|
5,000 | $132,550 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,337 | $109,259 |
All Filings in TOST
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,550 | 5,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $177,550 | 5,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $182,550 | 5,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $221,937 | 5,011 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $166,214 | 5,011 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $182,650 | 5,011 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $141,550 | 5,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $128,850 | 5,000 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $124,600 | 5,000 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||