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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 29 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FE FIRSTENERGY CORP Utilities 1,327.0 $67K 0.00% $50.66 -5.2%
562 MGC VANGUARD WORLD FD 284.0 $67K 0.00% $236.38 +13.4%
563 SCHZ SCHWAB STRATEGIC TR 2,834.0 $66K 0.00% +652.0 +29.9% $23.22 -0.0%
564 TFI SPDR SERIES TRUST 1,447.0 $66K 0.00% NEW $45.34 +0.9%
565 ANET ARISTA NETWORKS INC Technology 534.0 $66K 0.00% +164.0 +44.3% $122.78 +34.8%
566 ADBE ADOBE INC Technology 268.0 $65K 0.00% -306.0 -53.3% $243.08 -20.4%
567 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 803.0 $65K 0.00% +191.0 +31.2% $80.95 +2.1%
568 DEO DIAGEO PLC Consumer Defensive 866.0 $64K 0.00% +147.0 +20.4% $74.42 +11.0%
569 DLTR DOLLAR TREE INC Consumer Defensive 584.0 $64K 0.00% $109.51 +7.9%
570 BIIB BIOGEN INC Healthcare 346.0 $63K 0.00% +22.0 +6.8% $183.33 +10.2%
571 MSTR STRATEGY INC Technology 507.0 $63K 0.00% -32.0 -5.9% $124.80 -31.6%
572 CNO CNO FINL GROUP INC Financial Services 1,521.0 $62K 0.00% $41.06 +26.4%
573 ISMD NORTHERN LTS FD TR IV 1,539.0 $62K 0.00% -598.0 -28.0% $40.09 +22.5%
574 IDRV ISHARES TR 1,597.0 $62K 0.00% $38.53 -2.8%
575 MNKD MANNKIND CORP Healthcare 25,110.0 $62K 0.00% NEW $2.45 +60.4%
576 CCL CARNIVAL CORP Consumer Cyclical 2,371.0 $61K 0.00% +2K +280.6% $25.88 +10.0%
577 VHT VANGUARD WORLD FD 225.0 $61K 0.00% +25.0 +12.5% $272.33 +7.6%
578 AJG GALLAGHER ARTHUR J & CO Financial Services 282.0 $61K 0.00% -14.0 -4.7% $216.58 +0.6%
579 ATRO ASTRONICS CORP Industrials 914.0 $61K 0.00% -304.0 -25.0% $66.73 +30.6%
580 TTD THE TRADE DESK INC Technology 2,685.0 $61K 0.00% +2K +162.2% $22.69 -23.6%
Page 29 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%