Root Financial Partners, LLC

Position in MOS — Mosaic Co

CIK 1977181 ENCINITAS, CA

Position in MOS

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$86,878

+$65,896 QoQ

Shares Held

3,407

+291.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Root Financial Partners, LLC holds $509,792 across 7 Agricultural Inputs names. MOS ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTVA	Corteva, Inc.	2,174	$181,985
2	MOS	Mosaic Co This page	3,407	$86,878
3	CF	CF Industries Holdings, Inc.	614	$79,721
4	UAN	Cvr Partners, LP	600	$76,002
5	NTR	Nutrien Ltd.	593	$44,747
6	FMC	Fmc Corp	1,834	$31,581
7	SMG	Scotts Miracle-Gro Co	146	$8,878

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$86,878	3,407	+291.2%	Shares	Sole	2026-04-24
2025-12-31	$20,982	871	-28.1%	Shares	Sole	2026-02-10
2025-09-30	$42,032	1,212	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.