Whalen Wealth Management Inc.

Position in TOST — Toast, Inc.

CIK 1894447 LAS VEGAS, NV

Position in TOST

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$540,403

+$92,862 QoQ

Shares Held

19,425

+15.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#424

of 764 holders

Holding Since

Dec 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $9,026,433 across 6 Software - Infrastructure names. TOST ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,357	$3,863,368
2	PANW	Palo Alto Networks Inc	4,717	$1,608,591
3	ORCL	Oracle Corp	8,942	$1,310,450
4	PLTR	Palantir Technologies Inc.	10,328	$1,204,967
5	TOST	Toast, Inc. This page	19,425	$540,403
6	NET	Cloudflare, Inc.	2,033	$498,654

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$540,403	19,425	+15.1%	Shares	Sole	2026-08-13
2026-03-31	$447,541	16,882	+25.3%	Shares	Sole	2026-04-13
2023-12-31	$245,925	13,468	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.