SEC 13F Intelligence

Mosaic Financial Group, LLC / SU

Mosaic Financial Group, LLC’s Suncor Energy Inc New Position

Does Mosaic Financial Group, LLC own Suncor Energy Inc New (SU)? Yes — 25.1K shares worth $2M (+1.18% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
25.1K
% of Portfolio
+1.18%
Quarters Held
9
currently held

Position History SU

Reported value by quarter
Q1 ’24: $928,000Q1 ’24Q2 ’24: $958,000Q3 ’24: $928,000Q3 ’24Q4 ’24: $897,000Q1 ’25: $973,000Q1 ’25Q2 ’25: $942,000Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.1K$2M+1.18%
Q4 202525.1K$1M+0.76%
Q3 202525.1K$1M+0.75%
Q2 202525.1K$942,000+0.72%
Q1 202525.1K$973,000+0.79%
Q4 202425.1K$897,000+0.64%
Q3 202425.1K$928,000+0.66%
Q2 202425.1K$958,000+0.69%
Q1 202425.1K$928,000+0.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mosaic Financial Group, LLC’s full portfolio or all institutional holders of SU.