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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 31 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AMP AMERIPRISE FINL INC Financial Services 120.0 $53K 0.00% +77.0 +179.1% $444.40 +2.0%
602 VCIT VANGUARD SCOTTSDALE FDS 630.0 $52K 0.00% -124.0 -16.4% $82.75 +0.0%
603 UNM UNUM GROUP Financial Services 705.0 $51K 0.00% $73.03 +21.8%
604 ESGD ISHARES TR 537.0 $51K 0.00% NEW $95.62 +6.8%
605 WBD WARNER BROS DISCOVERY INC Communication Services 1,860.0 $51K 0.00% +286.0 +18.2% $27.46 -1.7%
606 LINC LINCOLN EDL SVCS CORP Consumer Defensive 1,253.0 $51K 0.00% +239.0 +23.6% $40.68 +20.4%
607 SLYG SPDR SERIES TRUST 525.0 $51K 0.00% NEW $96.62 +21.0%
608 FERG FERGUSON ENTERPRISES INC Industrials 214.0 $50K 0.00% $234.48 +2.7%
609 SLF SUN LIFE FINANCIAL INC. Financial Services 800.0 $50K 0.00% $62.56 +23.9%
610 TRIN TRINITY CAP INC Financial Services 3,331.0 $49K 0.00% $14.71 +14.9%
611 QXO QXO INC Industrials 2,502.0 $49K 0.00% +2K +614.9% $19.42 -7.3%
612 HEI HEICO CORP NEW Industrials 177.0 $49K 0.00% NEW $274.20 +24.9%
613 FIX COMFORT SYS USA INC Industrials 35.0 $48K 0.00% NEW $1379.00 +46.3%
614 PCAR PACCAR INC Industrials 417.0 $48K 0.00% +165.0 +65.5% $115.57 +5.3%
615 WEC WEC ENERGY GROUP INC Utilities 415.0 $48K 0.00% +398.0 +2341.2% $115.80 +1.1%
616 WSO WATSCO INC Industrials 132.0 $48K 0.00% -82.0 -38.3% $363.80 +13.3%
617 LULU LULULEMON ATHLETICA INC Consumer Cyclical 313.0 $48K 0.00% +69.0 +28.3% $153.10 -26.8%
618 NWN NORTHWEST NAT HLDG CO Utilities 900.0 $48K 0.00% $53.22 -5.1%
619 XAIX DBX ETF TR 1,186.0 $47K 0.00% $39.89 +43.0%
620 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 7,793.0 $47K 0.00% $6.05 -13.6%
Page 31 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%