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Portfolio (Quarterly) Guide ↗

MCF Advisors LLC

· CIK 0001602905
13F Portfolio $2.3B AUM 1,341 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 286 New 463 Added 166 Reduced 80 Exited
Page 12 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,281.0 $614K 0.03% +1K +21.5% $97.77 +6.3%
222 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,853.0 $606K 0.03% +50.0 +2.8% $327.11 +18.3%
223 CB CHUBB LTD SWITZ Financial Services 1,854.0 $606K 0.03% +754.0 +68.5% $326.88 +1.6%
224 VLO VALERO ENERGY CORP Energy 2,432.0 $601K 0.03% +1K +141.5% $247.08 -1.3%
225 SCHF SCHWAB STRATEGIC TR 24,086.0 $596K 0.03% -200.0 -0.8% $24.75 +10.7%
226 ITW ILLINOIS TOOL WKS INC Industrials 2,233.0 $584K 0.03% +807.0 +56.6% $261.50 +0.1%
227 SNA SNAP ON INC Industrials 1,583.0 $575K 0.03% +40.0 +2.6% $363.30 +6.2%
228 CVS CVS HEALTH CORP Healthcare 7,955.0 $571K 0.03% +3K +72.9% $71.82 +41.4%
229 AVDV AMERICAN CENTY ETF TR 5,703.0 $570K 0.03% -700.0 -10.9% $99.87 +5.0%
230 SDY SPDR SERIES TRUST 3,880.0 $566K 0.03% +115.0 +3.0% $145.92 +2.8%
231 GRID FIRST TR EXCHANGE-TRADED FD 3,453.0 $565K 0.03% +3K +10000.0% $163.56 +15.4%
232 XLV SELECT SECTOR SPDR TR 3,799.0 $557K 0.02% -250.0 -6.2% $146.63 +3.8%
233 EMR EMERSON ELEC CO Industrials 4,247.0 $556K 0.02% +2K +135.2% $131.01 +9.3%
234 SBUX STARBUCKS CORP Consumer Cyclical 6,172.0 $553K 0.02% +3K +125.4% $89.60 +12.8%
235 CANADIAN PACIFIC KANSAS CITY 7,007.0 $552K 0.02% +86.0 +1.2% $78.83
236 IVE ISHARES TR 2,615.0 $552K 0.02% +1K +115.2% $211.15 +7.1%
237 URA GLOBAL X FDS 11,388.0 $552K 0.02% $48.43 -5.9%
238 EBAY EBAY INC. Consumer Cyclical 6,056.0 $551K 0.02% +4K +195.0% $91.03 +19.7%
239 LH LABCORP HOLDINGS INC Healthcare 2,059.0 $549K 0.02% NEW $266.81 -3.1%
240 UPS UNITED PARCEL SVCS INC Industrials 5,563.0 $547K 0.02% -311.0 -5.3% $98.38 +7.6%
Page 12 of 67  ·  1,338 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.8%
Technology 19.5%
Industrials 9.4%
Healthcare 8.3%
Consumer Cyclical 7.1%
Consumer Defensive 6.3%
Communication Services 4.8%
Energy 3.9%
Utilities 2.1%
Real Estate 1.0%