Position in TOST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,261,247
+$64,401 QoQ
Shares Held
45,336
+0.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#333
of 764 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial, LLC holds $175,413,452 across 17 Software - Infrastructure names. TOST ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
232,689 | $86,797,650 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
332,171 | $38,754,390 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
94,504 | $18,029,945 | |
| 4 | PANW |
Palo Alto Networks Inc
|
29,633 | $10,105,445 | |
| 5 | FTNT |
Fortinet, Inc.
|
52,057 | $7,996,996 | |
| 6 | ORCL |
Oracle Corp
|
51,423 | $7,536,040 | |
| 7 | TOST |
Toast, Inc.
This page
|
45,336 | $1,261,247 | |
| 8 | NET |
Cloudflare, Inc.
|
4,671 | $1,145,702 |
All Filings in TOST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,261,247 | 45,336 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,196,846 | 45,147 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,461,340 | 69,314 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,507,798 | 68,688 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||