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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 24 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VONV VANGUARD SCOTTSDALE FDS 1,392.0 $130K 0.01% +1K +970.8% $93.74 +12.8%
462 ET ENERGY TRANSFER L P Energy 6,676.0 $129K 0.01% +236.0 +3.7% $19.30 -1.9%
463 TEL TE CONNECTIVITY PLC Technology 616.0 $129K 0.01% +252.0 +69.2% $209.03 -5.0%
464 BIV VANGUARD BD INDEX FDS 1,635.0 $126K 0.01% -100.0 -5.8% $77.18 -0.5%
465 PERIMETER SOLUTIONS INC 5,107.0 $125K 0.01% $24.42
466 ESGU ISHARES TR 865.0 $122K 0.01% $141.42 +13.6%
467 JHMM JOHN HANCOCK EXCHANGE TRADED 1,821.0 $122K 0.01% +1K +295.0% $67.13 +10.4%
468 SWK STANLEY BLACK & DECKER INC Industrials 1,712.0 $122K 0.01% +2K +10000.0% $71.06 +26.2%
469 NOC NORTHROP GRUMMAN CORP Industrials 178.0 $121K 0.01% +68.0 +61.8% $682.25 -26.3%
470 AEM AGNICO EAGLE MINES LTD Basic Materials 597.0 $121K 0.01% +397.0 +198.5% $202.98 -24.4%
471 KKR KKR & CO INC Financial Services 1,308.0 $121K 0.01% -55.0 -4.0% $92.53 -1.1%
472 NVO NOVO-NORDISK A S Healthcare 3,177.0 $121K 0.01% +3K +6254.0% $37.97 +24.9%
473 CWB SPDR SERIES TRUST 1,300.0 $119K 0.01% $91.52 +17.1%
474 NOW SERVICENOW INC Technology 1,122.0 $117K 0.01% +739.0 +192.9% $104.55 -10.3%
475 DFUS DIMENSIONAL ETF TRUST 1,653.0 $117K 0.01% -201.0 -10.8% $70.91 +13.3%
476 LHX L3HARRIS TECHNOLOGIES INC Industrials 339.0 $117K 0.01% +104.0 +44.3% $345.15 -16.8%
477 BP BP PLC Energy 2,482.0 $117K 0.01% -416.0 -14.3% $47.00 -19.4%
478 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 1,895.0 $116K 0.01% +2K +2460.8% $61.35 -32.5%
479 XLI SELECT SECTOR SPDR TR 718.0 $116K 0.01% $161.68 +11.5%
480 EOG EOG RES INC Energy 800.0 $116K 0.01% +157.0 +24.4% $144.57 -7.0%
Page 24 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%