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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 46 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 AGX ARGAN INC Industrials 25.0 $14K 0.00% -5.0 -16.7% $544.68 +38.3%
902 LCNB LCNB CORP Financial Services 872.0 $14K 0.00% $15.59 +13.3%
903 CAMT CAMTEK LTD Technology 89.0 $13K 0.00% $151.62 +10.8%
904 CLEARWAY ENERGY INC 343.0 $13K 0.00% $39.17
905 DXYZ DESTINY TECH100 INC 500.0 $13K 0.00% $26.78 -7.4%
906 DOV DOVER CORP Industrials 64.0 $13K 0.00% $208.45 +10.7%
907 INSTALLED BLDG PRODS INC 50.0 $13K 0.00% NEW $265.16
908 DD DUPONT DE NEMOURS INC Basic Materials 289.0 $13K 0.00% +283.0 +4716.7% $45.73 +201.3%
909 NVR NVR INC Consumer Cyclical 2.0 $13K 0.00% NEW $6590.00 +3.4%
910 WULF TERAWULF INC Financial Services 903.0 $13K 0.00% -535.0 -37.2% $14.43 +80.6%
911 PROF PROFOUND MED CORP Healthcare 2,000.0 $13K 0.00% $6.48 -1.7%
912 SPEM SPDR INDEX SHS FDS 276.0 $13K 0.00% $46.91 +8.8%
913 VUSB VANGUARD BD INDEX FDS 260.0 $13K 0.00% $49.79 -0.1%
914 CALM CAL MAINE FOODS INC Consumer Defensive 163.0 $13K 0.00% NEW $79.15 -1.2%
915 BKR BAKER HUGHES COMPANY Energy 215.0 $13K 0.00% +19.0 +9.7% $59.98 -5.1%
916 TOTALENERGIES SE 140.0 $13K 0.00% NEW $91.99
917 VTRS VIATRIS INC Healthcare 945.0 $13K 0.00% +250.0 +36.0% $13.51 +18.9%
918 BRIGHTSTAR LOTTERY PLC 1,000.0 $13K 0.00% NEW $12.74
919 SM SM ENERGY COMPANY Energy 408.0 $13K 0.00% NEW $31.18 -14.9%
920 IRM IRON MTN INC DEL Real Estate 124.0 $13K 0.00% +11.0 +9.7% $102.15 +28.3%
Page 46 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%