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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 32 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SPHQ INVESCO EXCHANGE TRADED FD T 624.0 $47K 0.00% +503.0 +415.7% $75.22 +17.7%
622 ALHC ALIGNMENT HEALTHCARE INC Healthcare 2,647.0 $47K 0.00% $17.62 +28.9%
623 AVY AVERY DENNISON CORP Industrials 264.0 $46K 0.00% +130.0 +97.0% $172.68 -4.7%
624 SPTM SPDR SERIES TRUST 576.0 $46K 0.00% $79.06 +12.9%
625 PKST PEAKSTONE REALTY TRUST Real Estate 2,175.0 $45K 0.00% $20.89 +0.5%
626 UTES ETFIS SER TR I 563.0 $45K 0.00% NEW $79.90 +5.1%
627 FMUB FIDELITY MERRIMACK STR TR 880.0 $45K 0.00% $50.74 +1.4%
628 CACI CACI INTL INC Technology 82.0 $45K 0.00% +47.0 +134.3% $543.88 -18.5%
629 ADC AGREE RLTY CORP Real Estate 585.0 $44K 0.00% +12.0 +2.1% $75.65 +0.4%
630 CRY ARTIVION INC 1,204.0 $44K 0.00% $36.62 -51.2%
631 MYRG MYR GROUP INC Industrials 156.0 $44K 0.00% $282.32 +72.6%
632 IMCG ISHARES TR 550.0 $43K 0.00% $78.77 +23.3%
633 IWO ISHARES TR 137.0 $43K 0.00% +74.0 +117.5% $313.81 +24.9%
634 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 272.0 $43K 0.00% -18.0 -6.2% $157.29 -20.9%
635 MIRM MIRUM PHARMACEUTICALS INC Healthcare 462.0 $43K 0.00% +26.0 +6.0% $92.38 +27.0%
636 BSX BOSTON SCIENTIFIC CORP Healthcare 675.0 $42K 0.00% +330.0 +95.7% $62.75 -29.6%
637 SNDA SONIDA SENIOR LIVING INC Healthcare 1,311.0 $42K 0.00% NEW $32.25 +21.8%
638 IPO RENAISSANCE CAP GREENWICH FD 1,003.0 $42K 0.00% NEW $41.88 +34.5%
639 ETHA ISHARES ETHEREUM TR Financial Services 2,650.0 $42K 0.00% $15.83 -25.8%
640 LPLA LPL FINL HLDGS INC Financial Services 138.0 $42K 0.00% $300.83 -7.8%
Page 32 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%