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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 16 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JCI JOHNSON CONTROLS INTERNATION Industrials 2,778.0 $365K 0.02% +274.0 +10.9% $131.35 +8.6%
302 IT GARTNER INC Technology 2,273.0 $360K 0.02% +2K +3688.3% $158.34 -16.6%
303 SO SOUTHERN CO Utilities 3,706.0 $358K 0.02% +594.0 +19.1% $96.52 -0.8%
304 TEMA ETF TRUST 10,439.0 $357K 0.02% NEW $34.24
305 BITB BITWISE BITCOIN ETF TR Financial Services 9,701.0 $357K 0.02% +3K +46.7% $36.81 -12.2%
306 FNDX SCHWAB STRATEGIC TR 12,788.0 $356K 0.02% $27.85 +10.7%
307 DVY ISHARES TR 2,336.0 $354K 0.02% +2K +245.6% $151.41 +3.0%
308 FANG DIAMONDBACK ENERGY INC Energy 1,780.0 $352K 0.01% -31.0 -1.7% $197.77 -7.5%
309 CEG CONSTELLATION ENERGY CORP Utilities 1,259.0 $352K 0.01% +110.0 +9.6% $279.29 -4.5%
310 TRGP TARGA RES CORP Energy 1,377.0 $345K 0.01% +494.0 +56.0% $250.82 +5.9%
311 KMI KINDER MORGAN INC DEL Energy 10,248.0 $344K 0.01% +4K +62.0% $33.53 -2.6%
312 HAL HALLIBURTON CO Energy 8,638.0 $337K 0.01% +2K +31.2% $38.99 -13.0%
313 AEP AMERICAN ELEC PWR CO INC Utilities 2,569.0 $337K 0.01% +244.0 +10.5% $131.09 +2.8%
314 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,682.0 $337K 0.01% +6K +490.0% $43.82 +8.7%
315 MDT MEDTRONIC PLC Healthcare 3,829.0 $334K 0.01% +3K +461.4% $87.34 -7.6%
316 EEM ISHARES TR 5,875.0 $334K 0.01% $56.79 +17.4%
317 MPWR MONOLITHIC PWR SYS INC Technology 301.0 $330K 0.01% +58.0 +23.9% $1096.60 +28.5%
318 GDX VANECK ETF TRUST 3,590.0 $329K 0.01% -400.0 -10.0% $91.77 -19.6%
319 PULS PGIM ETF TR 6,494.0 $322K 0.01% -18K -73.6% $49.52 +0.3%
320 IDV ISHARES TR 7,538.0 $321K 0.01% +2K +24.9% $42.56 -2.9%
Page 16 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%