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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 19 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SPGM SPDR INDEX SHS FDS 3,273.0 $248K 0.01% $75.71 +11.3%
362 CSX CSX CORP Industrials 6,026.0 $247K 0.01% -4K -40.6% $41.05 +12.2%
363 SCHY SCHWAB STRATEGIC TR 7,725.0 $245K 0.01% +3K +67.7% $31.66 -0.8%
364 SCHG SCHWAB STRATEGIC TR 8,382.0 $244K 0.01% -200.0 -2.3% $29.13 +13.2%
365 SPXC SPX TECHNOLOGIES INC Industrials 1,221.0 $244K 0.01% -250.0 -17.0% $199.94 +18.6%
366 BLOCK INC 4,052.0 $244K 0.01% $60.18
367 AELUMA INC 18,600.0 $243K 0.01% $13.09
368 COKE COCA COLA CONS INC Consumer Defensive 1,261.0 $242K 0.01% +1K +950.8% $191.72 -7.4%
369 VMC VULCAN MATLS CO Basic Materials 878.0 $239K 0.01% +135.0 +18.2% $272.23 +9.9%
370 OKTA OKTA INC Technology 3,035.0 $239K 0.01% $78.71 +50.7%
371 DHR DANAHER CORP DEL Healthcare 1,245.0 $237K 0.01% +133.0 +12.0% $190.04 -0.6%
372 NFG NATIONAL FUEL GAS CO Energy 2,500.0 $236K 0.01% NEW $94.50 -18.9%
373 NET CLOUDFLARE INC Technology 1,139.0 $235K 0.01% $206.34 +8.3%
374 DTE DTE ENERGY CO Utilities 1,586.0 $234K 0.01% +77.0 +5.1% $147.42 +2.5%
375 DES WISDOMTREE TR 6,430.0 $231K 0.01% +77.0 +1.2% $35.94 +11.5%
376 SUB ISHARES TR 2,167.0 $231K 0.01% -25.0 -1.1% $106.50 -0.1%
377 CME CME GROUP INC Financial Services 781.0 $231K 0.01% +415.0 +113.4% $295.36 -21.6%
378 KHC KRAFT HEINZ CO Consumer Defensive 10,253.0 $231K 0.01% +9K +544.8% $22.49 +2.0%
379 VPLS VANGUARD MALVERN FDS 2,970.0 $230K 0.01% +400.0 +15.6% $77.59 +0.2%
380 SRE SEMPRA Utilities 2,319.0 $227K 0.01% +1K +133.5% $97.67 -5.1%
Page 19 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%