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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 34 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 UNILEVER PLC 667.0 $38K 0.00% -28.0 -4.0% $57.45
662 AKRE PROFESIONALLY MANAGED PORTFO 722.0 $38K 0.00% $52.85 -0.8%
663 ADSK AUTODESK INC Technology 159.0 $38K 0.00% -7.0 -4.2% $239.40 -20.7%
664 SKYY FIRST TR EXCHANGE-TRADED FD 348.0 $38K 0.00% NEW $109.36 +15.7%
665 SCHI SCHWAB STRATEGIC TR 1,669.0 $38K 0.00% +205.0 +14.0% $22.68 -0.0%
666 EXEL EXELIXIS INC Healthcare 880.0 $38K 0.00% NEW $42.89 +24.1%
667 XMTR XOMETRY INC Industrials 919.0 $38K 0.00% $40.84 +126.6%
668 COHR COHERENT CORP Technology 157.0 $37K 0.00% +9.0 +6.1% $238.21 +71.0%
669 RPM RPM INTL INC Basic Materials 374.0 $37K 0.00% $99.44 +12.3%
670 ALGN ALIGN TECHNOLOGY INC Healthcare 216.0 $37K 0.00% +7.0 +3.4% $171.43 +2.5%
671 IYR ISHARES TR 390.0 $37K 0.00% $94.56 +9.0%
672 DGX QUEST DIAGNOSTICS INC Healthcare 187.0 $37K 0.00% $195.98 +5.2%
673 STLD STEEL DYNAMICS INC Basic Materials 203.0 $37K 0.00% NEW $180.53 +39.0%
674 MCHP MICROCHIP TECHNOLOGY INC. Technology 559.0 $36K 0.00% -100.0 -15.2% $64.61 +45.7%
675 SAM BOSTON BEER INC Consumer Defensive 156.0 $36K 0.00% $230.40 -21.8%
676 VT VANGUARD INTL EQUITY INDEX F 259.0 $36K 0.00% +148.0 +133.3% $138.32 +12.0%
677 FXH FIRST TR EXCHANGE-TRADED FD 326.0 $36K 0.00% $109.77 +9.7%
678 POWL POWELL INDS INC Industrials 66.0 $36K 0.00% NEW $541.09 -42.9%
679 OZK BANK OZK LITTLE ROCK ARK Financial Services 778.0 $36K 0.00% $45.89 +12.9%
680 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 603.0 $36K 0.00% -2K -79.0% $59.03 -12.8%
Page 34 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%