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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 15 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VTIP VANGUARD MALVERN FDS 8,408.0 $420K 0.02% $49.95 +0.3%
282 LDUR PIMCO ETF TR 4,383.0 $420K 0.02% -2K -31.8% $95.82 -0.4%
283 LRCX LAM RESEARCH CORP Technology 1,962.0 $420K 0.02% +416.0 +26.9% $213.86 +73.1%
284 ROL ROLLINS INC Consumer Cyclical 7,850.0 $419K 0.02% NEW $53.41 -16.1%
285 TEAM ATLASSIAN CORPORATION Technology 6,126.0 $418K 0.02% $68.25 +21.0%
286 FCX FREEPORT MCMORAN INC Basic Materials 7,047.0 $414K 0.02% +713.0 +11.3% $58.78 +5.4%
287 RSP INVESCO EXCHANGE TRADED FD T 2,155.0 $414K 0.02% +2K +762.0% $191.92 +10.0%
288 NSC NORFOLK SOUTHN CORP Industrials 1,429.0 $410K 0.02% +480.0 +50.6% $287.00 +6.6%
289 TRV TRAVELERS COMPANIES INC Financial Services 1,405.0 $410K 0.02% +1K +492.8% $291.62 +10.6%
290 HBAN HUNTINGTON BANCSHARES INC Financial Services 25,872.0 $409K 0.02% +20K +375.8% $15.80 +11.7%
291 XLE SELECT SECTOR SPDR TR 6,621.0 $406K 0.02% +1K +28.3% $61.26 -13.1%
292 DOL WISDOMTREE TR 5,885.0 $400K 0.02% $67.99 +9.3%
293 CHDN CHURCHILL DOWNS INC Consumer Cyclical 4,447.0 $399K 0.02% $89.83 -5.1%
294 VOE VANGUARD INDEX FDS 2,146.0 $395K 0.02% $184.28 +7.6%
295 CTVA CORTEVA INC Basic Materials 4,652.0 $389K 0.02% +2K +64.0% $83.70 -3.6%
296 ADI ANALOG DEVICES INC Technology 1,209.0 $385K 0.02% +244.0 +25.3% $318.14 +30.0%
297 GLD SPDR GOLD TR Financial Services 887.0 $382K 0.02% +725.0 +447.5% $430.29 -14.6%
298 DELL DELL TECHNOLOGIES INC Technology 2,277.0 $374K 0.02% +139.0 +6.5% $164.13 +164.4%
299 HSY HERSHEY CO Consumer Defensive 1,767.0 $367K 0.02% +1K +134.3% $207.89 -12.5%
300 FDS FACTSET RESH SYS INC Financial Services 1,689.0 $366K 0.02% +1K +539.8% $216.99 +2.5%
Page 15 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%