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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 33 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 VFH VANGUARD WORLD FD 341.0 $41K 0.00% $120.81 +8.4%
642 SSRM SSR MINING IN Basic Materials 1,400.0 $41K 0.00% NEW $29.37 -3.1%
643 IDCC INTERDIGITAL INC Technology 136.0 $41K 0.00% NEW $302.00 -9.5%
644 GALAXY DIGITAL INC. 2,224.0 $41K 0.00% $18.45
645 MUSA MURPHY USA INC Consumer Cyclical 83.0 $41K 0.00% NEW $493.98 +6.0%
646 NUE NUCOR CORP Basic Materials 241.0 $41K 0.00% +203.0 +534.2% $169.66 +46.7%
647 KRE SPDR SERIES TRUST 625.0 $41K 0.00% $65.13 +14.8%
648 COPX GLOBAL X FDS 533.0 $41K 0.00% NEW $76.35 +0.2%
649 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 1,125.0 $41K 0.00% -154.0 -12.0% $36.10 +10.9%
650 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 103.0 $40K 0.00% +47.0 +83.9% $392.50 +161.2%
651 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 1,109.0 $40K 0.00% $36.41 -4.3%
652 EQIX EQUINIX INC Real Estate 41.0 $40K 0.00% +22.0 +115.8% $980.63 +10.9%
653 KEY KEYCORP Financial Services 1,998.0 $40K 0.00% +100.0 +5.3% $20.05 +16.7%
654 CEFA GLOBAL X FDS 1,072.0 $40K 0.00% -1K -53.4% $36.87 +7.7%
655 XLC SELECT SECTOR SPDR TR 356.0 $39K 0.00% $110.86 -4.7%
656 QCLN FIRST TR EXCHANGE-TRADED FD 842.0 $39K 0.00% NEW $46.45 +30.8%
657 HESM HESS MIDSTREAM LP Energy 1,000.0 $39K 0.00% NEW $38.87 -2.5%
658 SPSM SPDR SERIES TRUST 800.0 $39K 0.00% $48.32 +17.7%
659 ORI OLD REP INTL CORP Financial Services 964.0 $38K 0.00% $39.90 +0.3%
660 AON AON PLC Financial Services 119.0 $38K 0.00% +89.0 +296.7% $322.79 -2.1%
Page 33 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%