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Trek Financial, LLC

Position in MOS — Mosaic Co

CIK 1768195 Scottsdale, AZ

Position in MOS

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$9,459,837
+$5,987,525 QoQ
Shares Held
370,974
+289.7% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in MOS Over Time

Shares Held

Position Value (USD)

Position in Agricultural Inputs

Basic Materials · as of Mar 31, 2026

Trek Financial, LLC holds $15,431,178 across 2 Agricultural Inputs names. MOS ranks #1 (61.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MOS
Mosaic Co
This page
370,974 $9,459,837

All Filings in MOS

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2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $9,459,837 370,974
2025-06-30 $3,472,312 95,184