Prosperity Financial Group, Inc.

Position in TOST — Toast, Inc.

CIK 1991334 San Ramon, CA

Position in TOST

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$618,104

+$45,250 QoQ

Shares Held

22,218

+2.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#412

of 764 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Prosperity Financial Group, Inc. holds $12,754,153 across 6 Software - Infrastructure names. TOST ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	19,767	$7,373,486
2	PLTR	Palantir Technologies Inc.	24,494	$2,857,714
3	ZS	Zscaler, Inc.	6,271	$885,151
4	IOT	Samsara Inc.	21,442	$695,364
5	TOST	Toast, Inc. This page	22,218	$618,104
6	CRWD	CrowdStrike Holdings, Inc.	1,700	$324,334

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,104	22,218	+2.8%	Shares	Sole	2026-07-28
2026-03-31	$572,854	21,609	+3.7%	Shares	Sole	2026-05-13
2025-12-31	$739,708	20,831	+8.0%	Shares	Sole	2026-01-26
2025-09-30	$704,387	19,293	+4.8%	Shares	Sole	2025-11-14
2025-06-30	$814,980	18,401	+1.0%	Shares	Sole	2025-07-30
2025-03-31	$604,257	18,217	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.