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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 45 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 EXPE EXPEDIA GROUP INC Consumer Cyclical 65.0 $15K 0.00% NEW $230.89 +8.7%
882 FIS FIDELITY NATL INFORMATION SV Technology 318.0 $15K 0.00% NEW $46.91 -19.3%
883 BMO BANK MONTREAL MEDIUM Financial Services 110.0 $15K 0.00% $135.35 +29.2%
884 AZN ASTRAZENECA PLC Healthcare 75.0 $15K 0.00% NEW $197.23 -5.9%
885 GPN GLOBAL PMTS INC Industrials 219.0 $15K 0.00% +19.0 +9.5% $67.30 +1.3%
886 APLD APPLIED DIGITAL CORP Technology 619.0 $15K 0.00% -323.0 -34.3% $23.74 +72.5%
887 LYFT LYFT INC Technology 1,100.0 $15K 0.00% +600.0 +120.0% $13.30 +5.9%
888 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 558.0 $15K 0.00% +59.0 +11.8% $26.13 +7.2%
889 RY ROYAL BK CDA Financial Services 90.0 $15K 0.00% $161.79 +25.9%
890 PXH INVESCO EXCH TRADED FD TR II 536.0 $14K 0.00% $26.91 +3.0%
891 KRMN KARMAN HLDGS INC Industrials 180.0 $14K 0.00% -58.0 -24.4% $80.05 -42.2%
892 SNX TD SYNNEX CORPORATION Technology 85.0 $14K 0.00% $168.72 +64.6%
893 DFEV DIMENSIONAL ETF TRUST 400.0 $14K 0.00% $35.78 +19.1%
894 IBIT ISHARES BITCOIN TRUST ETF Financial Services 369.0 $14K 0.00% $38.42 -12.8%
895 CELH CELSIUS HLDGS INC Consumer Defensive 398.0 $14K 0.00% +143.0 +56.1% $35.48 -20.5%
896 AVEM AMERICAN CENTY ETF TR 174.0 $14K 0.00% +1.0 +0.6% $80.40 +18.9%
897 UGI UGI CORP NEW Utilities 380.0 $14K 0.00% $36.42 -3.5%
898 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 196.0 $14K 0.00% +57.0 +41.0% $70.51 -34.3%
899 WDC WESTERN DIGITAL CORP Technology 51.0 $14K 0.00% NEW $270.53 +149.7%
900 TMDX TRANSMEDICS GROUP INC Healthcare 137.0 $14K 0.00% $99.42 -21.8%
Page 45 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%