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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 35 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FNF FIDELITY NATL FINL INC Financial Services 766.0 $36K 0.00% $46.38 -0.6%
682 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 394.0 $36K 0.00% $90.11 +17.0%
683 CDW CDW CORP Technology 293.0 $35K 0.00% -81.0 -21.7% $121.02 +5.8%
684 SCZ ISHARES TR 451.0 $35K 0.00% $78.41 +5.1%
685 FDN FIRST TR EXCHANGE-TRADED FD 150.0 $35K 0.00% $234.03 +9.1%
686 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 115.0 $35K 0.00% +77.0 +202.6% $304.09 +12.0%
687 CIVB CIVISTA BANCSHARES INC Financial Services 1,532.0 $35K 0.00% NEW $22.79 +22.5%
688 SYF SYNCHRONY FINANCIAL Financial Services 512.0 $35K 0.00% NEW $68.02 +15.4%
689 LNT ALLIANT ENERGY CORP Utilities 485.0 $35K 0.00% +23.0 +5.0% $71.76 +6.2%
690 PAY PAYMENTUS HOLDINGS INC Technology 1,368.0 $35K 0.00% $25.40 -16.3%
691 LUV SOUTHWEST AIRLS CO Industrials 915.0 $35K 0.00% $37.76 +37.9%
692 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 380.0 $34K 0.00% +160.0 +72.7% $90.66 +0.3%
693 CNC CENTENE CORP DEL Healthcare 1,048.0 $34K 0.00% -224.0 -17.6% $32.74 +97.8%
694 RGLD ROYAL GOLD INC Basic Materials 132.0 $34K 0.00% +107.0 +428.0% $254.49 -19.6%
695 AXGN AXOGEN INC Healthcare 1,012.0 $34K 0.00% +101.0 +11.1% $33.13 +34.3%
696 PRF INVESCO EXCHANGE TRADED FD T 702.0 $33K 0.00% $47.53 +13.1%
697 AAOI APPLIED OPTOELECTRONICS INC Technology 394.0 $33K 0.00% -202.0 -33.9% $84.59 +63.8%
698 AEHR AEHR TEST SYS Technology 886.0 $33K 0.00% +249.0 +39.1% $37.08 +166.4%
699 MAMA MAMAS CREATIONS INC Consumer Defensive 2,129.0 $33K 0.00% +90.0 +4.4% $15.34 +27.2%
700 MSM MSC INDL DIRECT INC Industrials 353.0 $33K 0.00% $92.27 +29.4%
Page 35 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%