INSPIRE TRUST CO, N.A. MOS — MOSAIC CO NEW COM

Ownership history in INSPIRE TRUST CO, N.A.  ·  9 quarters on record

AI Ownership Summary

INSPIRE TRUST CO, N.A. reported MOSAIC CO NEW COM (MOS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.14% in 2024 Q2. The latest visible filing shows MOS at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INSPIRE TRUST CO, N.A.'s position in MOSAIC CO NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MOS was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MOS stock page INSPIRE TRUST CO, N.A. fund profile INSPIRE TRUST CO, N.A. full holdings
How INSPIRE TRUST CO, N.A. held MOS — position size vs. price
% of Fund (quarterly)    MOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 139,380 — 0% 0.55% $3.4M 2026-02-10 $29.57
2025 Q3 UNCHANGED — — — 139,380 — 0% 0.88% $4.8M 2025-11-10 $25.18
2025 Q2 REDUCED 6.7% -4.2% ✅ 139,380 -10,000 -6.7% 1.05% $5.1M 2025-08-14 $31.01
2025 Q1 UNCHANGED — — — 149,380 — 0% 0.96% $4.0M 2025-05-13 $32.87
2024 Q4 ADDED — — — 149,380 +10,000 +7.2% 0.94% $3.7M 2025-02-18 $25.81
2024 Q3 ADDED — — — 139,380 +20,000 +16.8% 1.03% $3.7M 2024-12-02 $26.04
2024 Q2 ADDED — — — 119,380 +59,500 +99.4% 1.14% $3.5M 2024-08-13 $26.33
2024 Q1 ADDED — — — 59,880 +31,900 +114.0% 1.09% $1.9M 2024-05-15 $28.10
2023 Q4 INITIATED — — — 27,980 — — 1.03% $1000K 2024-02-15 $27.85

🏢 Other funds also holding MOS

As of 2026 Q1 — sorted by position size

Fund 1 Investments, LLC 3Y 5.91% ABBINGTON INVESTMENT GROUP 5.66% TERRIL BROTHERS, INC. 3Y 7Y 5.39% COLRAIN CAPITAL LLC 3Y 7Y 4.93% AEGIS FINANCIAL CORP 3Y 7Y 3.75% Randolph Co Inc 3Y 7Y 3.36% Soviero Asset Management, LP 3Y 2.74% Titan Wealth (CI) Ltd 2.48% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 2.23% Sage Capital Advisors,llc 3Y 7Y 2.13%

FAQ About INSPIRE TRUST CO, N.A. and MOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has INSPIRE TRUST CO, N.A. reported owning MOS?

INSPIRE TRUST CO, N.A. reported MOS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MOS position in INSPIRE TRUST CO, N.A.'s portfolio?

The largest reported portfolio weight for MOS was 1.14% in 2024 Q2.

What is the latest reported MOS position on this page?

The most recent filing on this page is 2025 Q4, when INSPIRE TRUST CO, N.A. reported 139,380 shares, equal to 0.55% of portfolio, with an estimated market value of $3.4M.

What does the chart on this MOS ownership page compare?

The chart compares INSPIRE TRUST CO, N.A.'s quarterly MOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did INSPIRE TRUST CO, N.A. time their MOS position?

Based on 13F filing dates vs. subsequent MOS price moves, INSPIRE TRUST CO, N.A. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on MOS relative to SPY over the holding period was -13.4%.

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