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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 47 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 TSN TYSON FOODS INC Consumer Defensive 197.0 $13K 0.00% NEW $64.07 -9.8%
922 AIP ARTERIS INC Technology 767.0 $13K 0.00% +135.0 +21.4% $16.44 +149.6%
923 APTIV PLC 178.0 $12K 0.00% +128.0 +256.0% $69.44
924 CF CF INDUSTRIES HOLD Basic Materials 95.0 $12K 0.00% NEW $129.84 -20.6%
925 NUMV NUSHARES ETF TR 318.0 $12K 0.00% NEW $38.77 +10.7%
926 R RYDER SYS INC Industrials 60.0 $12K 0.00% $204.72 +27.5%
927 EQR EQUITY RESIDENTIAL Real Estate 205.0 $12K 0.00% +52.0 +34.0% $59.85 +10.6%
928 VSNT VERSANT MEDIA GROUP INC Industrials 330.0 $12K 0.00% NEW $37.02 +3.1%
929 FEIM FREQUENCY ELECTRS INC Technology 276.0 $12K 0.00% $44.26 +52.0%
930 KGC KINROSS GOLD CORP Basic Materials 400.0 $12K 0.00% NEW $30.52 -22.3%
931 WFRD WEATHERFORD INTL PLC Energy 129.0 $12K 0.00% NEW $94.58 -10.7%
932 TGRW T ROWE PRICE ETF INC 300.0 $12K 0.00% $40.50 +13.4%
933 ZG ZILLOW GROUP INC Communication Services 288.0 $12K 0.00% $41.39 -26.3%
934 FSM FORTUNA MNG CORP Basic Materials 1,200.0 $12K 0.00% NEW $9.93 -16.1%
935 IVT INVENTRUST PPTYS CORP Real Estate 389.0 $12K 0.00% +5.0 +1.3% $30.47 +16.4%
936 FLR FLUOR CORP Industrials 251.0 $12K 0.00% NEW $46.65 +14.0%
937 AVMC AMERICAN CENTY ETF TR 161.0 $12K 0.00% -1.0 -0.6% $72.24 +10.1%
938 TWLO TWILIO INC Communication Services 92.0 $12K 0.00% +2.0 +2.2% $125.83 +49.7%
939 CAVA CAVA GROUP INC Consumer Cyclical 141.0 $11K +96.0 +213.3% $80.90 +1.7%
940 VRSK VERISK ANALYTICS INC Industrials 60.0 $11K -85.0 -58.6% $189.75 -5.1%
Page 47 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%