Position in TOST
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,808,439
+$85,289 QoQ
Shares Held
65,005
+0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#283
of 764 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026Beaumont Financial Advisors, LLC holds $45,959,892 across 7 Software - Infrastructure names. TOST ranks #2 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
110,877 | $41,359,338 | |
| 2 | TOST |
Toast, Inc.
This page
|
65,005 | $1,808,439 | |
| 3 | ORCL |
Oracle Corp
|
10,471 | $1,534,525 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
3,172 | $416,895 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,254 | $346,259 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,186 | $255,040 | |
| 7 | PANW |
Palo Alto Networks Inc
|
702 | $239,396 |
All Filings in TOST
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,808,439 | 65,005 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,723,150 | 65,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,308,150 | 65,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,373,150 | 65,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,878,850 | 65,000 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,156,580 | 65,016 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,369,250 | 65,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,831,000 | 100,000 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,654,980 | 103,026 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,567,407 | 103,026 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,881,254 | 103,026 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,929,676 | 103,026 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,257,000 | 100,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,775,000 | 100,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,803,000 | 100,000 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||