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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 42 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 AMKR AMKOR TECHNOLOGY INC Technology 444.0 $20K 0.00% NEW $45.03 +90.1%
822 IVOL KRANESHARES TRUST 1,067.0 $20K 0.00% +337.0 +46.2% $18.71 -7.2%
823 AEE AMEREN CORP Utilities 181.0 $20K 0.00% NEW $109.92 +4.2%
824 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,071.0 $20K 0.00% $18.49 +29.7%
825 CPK CHESAPEAKE UTILS CORP Utilities 156.0 $20K 0.00% +5.0 +3.3% $126.81 -3.2%
826 BCC BOISE CASCADE CO DEL Basic Materials 260.0 $20K 0.00% +160.0 +160.0% $75.85 +5.2%
827 UCTT ULTRA CLEAN HLDGS INC Technology 317.0 $20K 0.00% NEW $62.18 +94.0%
828 HEICO CORP NEW 93.0 $20K 0.00% $211.10
829 INOVIO PHARMACEUTICALS INC 11,274.0 $20K 0.00% $1.74
830 SITM SITIME CORP Technology 56.0 $19K 0.00% +12.0 +27.3% $345.36 +95.7%
831 LW LAMB WESTON HLDGS INC Consumer Defensive 450.0 $19K 0.00% -199.0 -30.7% $42.26 +5.7%
832 GDDY GODADDY INC Technology 230.0 $19K 0.00% NEW $82.67 -4.0%
833 ISCG ISHARES TR 343.0 $19K 0.00% $54.85 +17.1%
834 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 586.0 $19K 0.00% -667.0 -53.2% $32.01 +0.8%
835 GAMESTOP CORP 811.0 $19K 0.00% $23.04
836 SJB PROSHARES TR 1,200.0 $19K 0.00% NEW $15.49 -2.2%
837 HTFL HEARTFLOW INC Healthcare 764.0 $19K 0.00% NEW $24.33 +43.8%
838 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 1,711.0 $18K 0.00% $10.80 +11.2%
839 NWSA NEWS CORP NEW Communication Services 738.0 $18K 0.00% $25.03 -0.0%
840 MOD MODINE MFG CO Consumer Cyclical 85.0 $18K 0.00% +53.0 +165.6% $216.72 +30.9%
Page 42 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%