Position in TOST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$629,149
-$134,736 QoQ
Shares Held
22,615
-21.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#408
of 764 holders
Holding Since
Dec 2025
3 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, 2026Wealth Enhancement Trust Services, Inc. holds $32,044,852 across 38 Software - Infrastructure names. TOST ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,131 | $21,311,005 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,868 | $5,411,304 | |
| 3 | FTNT |
Fortinet, Inc.
|
12,146 | $1,865,868 | |
| 4 | VRSN |
Verisign Inc/Ca
|
5,197 | $1,307,356 | |
| 5 | ORCL |
Oracle Corp
|
6,687 | $979,978 | |
| 6 | TOST |
Toast, Inc.
This page
|
22,615 | $629,149 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
950 | $124,858 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
732 | $85,401 |
All Filings in TOST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,149 | 22,615 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $763,885 | 28,815 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $1,086,606 | 30,600 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||