MOSAIC FINANCIAL GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RYAN | 29K | $1.49M |
 | WBD | 24K | $689.00K |
 | BAC | 24K | $1.29M |
 | AAPL | 19K | $5.22M |
 | MSFT | 16K | $7.88M |
 | NVS | 15K | $2.07M |
 | BHP | 10K | $604.00K |
 | GOOGL | 10K | $3.08M |
 | JPM | 9K | $2.98M |
 | NVDA | 9K | $1.65M |
 | WFC | 8K | $706.00K |
 | TJX | 7K | $1.10M |
 | KKR | 7K | $892.00K |
 | PBA | 7K | $257.00K |
 | AMZN | 6K | $1.46M |
 | DAL | 6K | $420.00K |
 | CHTR | 6K | $1.22M |
 | MO | 5K | $298.00K |
 | UAL | 5K | $524.00K |
 | KO | 4K | $294.00K |
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
29K
Value
$1.49M
Warner Bros. Discovery, Inc.
WBD
Shares Held
24K
Value
$689.00K
Bank of America Corporation
BAC
Shares Held
24K
Value
$1.29M
Apple Inc.
AAPL
Shares Held
19K
Value
$5.22M
Microsoft Corporation
MSFT
Shares Held
16K
Value
$7.88M
Novartis AG
NVS
Shares Held
15K
Value
$2.07M
BHP Group Limited
BHP
Shares Held
10K
Value
$604.00K
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$3.08M
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$2.98M
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.65M
Wells Fargo & Company
WFC
Shares Held
8K
Value
$706.00K
The TJX Companies, Inc.
TJX
Shares Held
7K
Value
$1.10M
KKR & Co. Inc.
KKR
Shares Held
7K
Value
$892.00K
Pembina Pipeline Corporation
PBA
Shares Held
7K
Value
$257.00K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.46M
Delta Air Lines, Inc.
DAL
Shares Held
6K
Value
$420.00K
Charter Communications, Inc.
CHTR
Shares Held
6K
Value
$1.22M
Altria Group, Inc.
MO
Shares Held
5K
Value
$298.00K
United Airlines Holdings, Inc.
UAL
Shares Held
5K
Value
$524.00K
The Coca-Cola Company
KO
Shares Held
4K
Value
$294.00K