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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 27 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RQI COHEN & STEERS QUALITY INCOM Financial Services 7,164.0 $86K 0.00% +7K +9581.1% $12.05 +4.5%
522 ED CONSOLIDATED EDISON INC Utilities 762.0 $86K 0.00% $113.18 -2.2%
523 SSD SIMPSON MFG INC Industrials 500.0 $86K 0.00% NEW $171.62 +20.4%
524 SPYI NEOS ETF TRUST 1,726.0 $85K 0.00% -4K -69.3% $49.37 +5.7%
525 IEI ISHARES TR 704.0 $83K 0.00% $118.60 -1.0%
526 COWZ PACER FDS TR 1,322.0 $83K 0.00% +1K +561.0% $62.56 -0.5%
527 TPL TEXAS PACIFIC LAND CORPORATI Energy 173.0 $82K 0.00% +133.0 +332.5% $474.56 -20.4%
528 EME EMCOR GROUP INC Industrials 109.0 $80K 0.00% +86.0 +373.9% $738.31 +14.7%
529 CTBI COMMUNITY TR BANCORP INC Financial Services 1,311.0 $80K 0.00% $61.25 +15.8%
530 MTDR MATADOR RES CO Energy 1,250.0 $79K 0.00% $63.18 -20.7%
531 XPEV XPENG INC Consumer Cyclical 4,606.0 $79K 0.00% $17.11 -27.1%
532 DNP DNP SELECT INCOME FD INC Financial Services 7,636.0 $79K 0.00% -590.0 -7.2% $10.30 +5.0%
533 GAP GAP INC Consumer Cyclical 3,245.0 $79K 0.00% $24.20 -13.6%
534 PRU PRUDENTIAL FINL INC Financial Services 802.0 $78K 0.00% +122.0 +17.9% $97.69 +8.8%
535 XLP SELECT SECTOR SPDR TR 953.0 $78K 0.00% -30.0 -3.0% $81.97 +3.0%
536 BROWN FORMAN CORP 2,921.0 $78K 0.00% +843.0 +40.6% $26.66
537 VCSH VANGUARD SCOTTSDALE FDS 980.0 $78K 0.00% $79.27 -0.4%
538 COIN COINBASE GLOBAL INC Financial Services 444.0 $78K 0.00% +436.0 +5450.0% $174.61 -14.0%
539 DRI DARDEN RESTAURANTS INC Consumer Cyclical 394.0 $77K 0.00% +153.0 +63.5% $196.04 +8.9%
540 NTRS NORTHERN TR CORP Financial Services 549.0 $77K 0.00% $140.39 +23.9%
Page 27 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%