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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 41 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 XEL XCEL ENERGY INC Utilities 270.0 $22K 0.00% $79.81 +2.4%
802 FLEX FLEXTRONICS INTL LTD Technology 327.0 $21K 0.00% $65.46 +146.4%
803 SSUS STRATEGY SHS 458.0 $21K 0.00% NEW $46.69 +15.5%
804 NWBI NORTHWEST BANCSHARES INC Financial Services 1,684.0 $21K 0.00% $12.69 +18.9%
805 PAVE GLOBAL X FDS 420.0 $21K 0.00% $50.81 +18.1%
806 ACA ARCOSA INC Industrials 200.0 $21K 0.00% NEW $106.14 +36.6%
807 APA APA CORPORATION Energy 500.0 $21K 0.00% $42.44 -21.3%
808 CWEN CLEARWAY ENERGY INC Utilities 538.0 $21K 0.00% $39.29 -6.2%
809 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 228.0 $21K 0.00% +52.0 +29.6% $92.04 -22.4%
810 CNI CANADIAN NATL RY CO Industrials 204.0 $21K 0.00% $102.77 +17.1%
811 SOFI SOFI TECHNOLOGIES INC Financial Services 1,305.0 $21K 0.00% -2K -58.2% $15.88 +8.9%
812 RBC RBC BEARINGS INC Industrials 38.0 $21K 0.00% $543.13 +19.5%
813 DHI D R HORTON INC Consumer Cyclical 150.0 $21K 0.00% -140.0 -48.3% $137.22 +21.7%
814 SILA SILA REALTY TRUST INC Real Estate 863.0 $20K 0.00% +444.0 +106.0% $23.68 +28.2%
815 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 361.0 $20K 0.00% +275.0 +319.8% $56.60 -14.4%
816 LIFE360 INC 500.0 $20K 0.00% $40.82
817 IMMUNITYBIO INC 2,646.0 $20K 0.00% +500.0 +23.3% $7.67
818 AZO AUTOZONE INC Consumer Cyclical 6.0 $20K 0.00% -3.0 -33.3% $3377.83 -9.4%
819 ENVA ENOVA INTL INC Financial Services 148.0 $20K 0.00% NEW $135.83 +63.0%
820 NTRA NATERA INC Healthcare 100.0 $20K 0.00% $199.99 +30.4%
Page 41 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%