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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 22 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,103.0 $168K 0.01% +77.0 +7.5% $152.51 +12.4%
422 IBHI ISHARES TR 7,217.0 $168K 0.01% NEW $23.28 +0.3%
423 DSI ISHARES TR 1,371.0 $166K 0.01% NEW $121.19 +14.6%
424 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,147.0 $164K 0.01% +609.0 +39.6% $76.17 +13.8%
425 XSHQ INVESCO EXCH TRADED FD TR II 3,851.0 $162K 0.01% NEW $42.16 +11.7%
426 MSI MOTOROLA SOLUTIONS INC Technology 368.0 $160K 0.01% $434.14 -7.7%
427 PAAS PAN AMERN SILVER CORP Basic Materials 2,895.0 $158K 0.01% +3K +2795.0% $54.63 -18.7%
428 IEF ISHARES TR 1,654.0 $158K 0.01% -268.0 -13.9% $95.44 -0.7%
429 ARCC ARES CAPITAL CORP Financial Services 8,757.0 $158K 0.01% -1K -14.5% $18.02 -0.9%
430 LII LENNOX INTL INC Industrials 339.0 $158K 0.01% NEW $465.43 +18.5%
431 VDE VANGUARD WORLD FD 905.0 $157K 0.01% $172.97 -12.8%
432 LIN LINDE PLC Basic Materials 315.0 $156K 0.01% -62.0 -16.4% $496.09 +4.0%
433 SYY SYSCO CORP Consumer Defensive 2,183.0 $156K 0.01% +250.0 +12.9% $71.33 +13.0%
434 DG DOLLAR GEN CORP Consumer Defensive 1,307.0 $155K 0.01% +500.0 +62.0% $118.74 +0.4%
435 MKC MCCORMICK & CO INC Consumer Defensive 3,056.0 $154K 0.01% +1K +70.4% $50.45 -5.6%
436 SPGI S&P GLOBAL INC Financial Services 358.0 $152K 0.01% -76.0 -17.5% $425.89 -5.5%
437 EFV ISHARES TR 2,043.0 $152K 0.01% $74.35 +1.8%
438 GPC GENUINE PARTS CO Consumer Cyclical 1,417.0 $151K 0.01% $106.79 +3.7%
439 LEIDOS HOLDINGS INC 956.0 $149K 0.01% +129.0 +15.6% $155.56
440 O REALTY INCOME CORP Real Estate 2,412.0 $148K 0.01% +569.0 +30.9% $61.18 +1.3%
Page 22 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%