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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 40 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DLR DIGITAL RLTY TR INC Real Estate 130.0 $23K 0.00% -93.0 -41.7% $180.22 +6.8%
782 CHTR CHARTER COMMUNICATIONS INC Communication Services 108.0 $23K 0.00% +50.0 +86.2% $215.89 -39.9%
783 DASH DOORDASH INC Communication Services 155.0 $23K 0.00% +132.0 +573.9% $150.15 +17.8%
784 EIS ISHARES INC 200.0 $23K 0.00% $116.04 +3.3%
785 IRTC IRHYTHM HOLDINGS INC Healthcare 196.0 $23K 0.00% $118.02 -1.7%
786 HOOD ROBINHOOD MKTS INC Financial Services 333.0 $23K 0.00% -44.0 -11.7% $69.30 +34.9%
787 CDNS CADENCE DESIGN SYSTEM INC Technology 82.0 $23K 0.00% +11.0 +15.5% $277.88 +32.5%
788 ANNALY CAPITAL MANAGEMENT IN 1,039.0 $23K 0.00% -649.0 -38.5% $21.85
789 XHB SPDR SERIES TRUST 229.0 $23K 0.00% $98.54 +17.6%
790 BN BROOKFIELD CORP Financial Services 556.0 $23K 0.00% $40.47 +6.2%
791 FXO FIRST TR EXCHANGE-TRADED FD 400.0 $22K 0.00% $56.19 +9.6%
792 LGND LIGAND PHARMACEUTICALS INC Healthcare 111.0 $22K 0.00% NEW $199.66 +48.2%
793 INTU INTUIT Technology 51.0 $22K 0.00% -154.0 -75.1% $432.90 -41.1%
794 UYG PROSHARES TR 300.0 $22K 0.00% $73.41 +15.9%
795 SCHR SCHWAB STRATEGIC TR 874.0 $22K 0.00% $24.91 -0.9%
796 CTRA COTERRA ENERGY INC Energy 619.0 $22K 0.00% -264.0 -29.9% $35.14 -7.3%
797 BLOK AMPLIFY ETF TR 436.0 $22K 0.00% +236.0 +118.0% $49.81 +25.2%
798 SCHWAB STRATEGIC TR 845.0 $22K 0.00% $25.55
799 RJF RAYMOND JAMES FINL INC Financial Services 149.0 $22K 0.00% $144.79 +4.0%
800 MBB ISHARES TR 227.0 $22K 0.00% $94.95 -0.0%
Page 40 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%