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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 48 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ICHR ICHOR HOLDINGS Technology 243.0 $11K NEW $46.61 +91.7%
942 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 562.0 $11K $19.93 +10.8%
943 HELO J P MORGAN EXCHANGE TRADED F 175.0 $11K $63.91 +5.1%
944 EXPD EXPEDITORS INTL WASH INC Industrials 78.0 $11K NEW $143.23 +11.8%
945 ICLN ISHARES TR 610.0 $11K $18.29 +12.0%
946 BBAI BIGBEAR AI HLDGS INC Technology 3,165.0 $11K $3.52 -0.0%
947 NICE NICE LTD Technology 100.0 $11K +35.0 +53.9% $110.26 -20.7%
948 CNS COHEN & STEERS INC Financial Services 175.0 $11K $62.58 +19.8%
949 ILCG ISHARES TR 114.0 $11K NEW $95.48 +18.7%
950 EBND SPDR SERIES TRUST 525.0 $11K $20.64 +0.8%
951 AMRIZE LTD 192.0 $11K -308.0 -61.6% $56.02
952 VVV VALVOLINE INC Energy 318.0 $11K $33.64 +17.7%
953 WRB BERKLEY W R CORP Financial Services 160.0 $11K $66.28 +5.7%
954 CSGS CSG SYS INTL INC Technology 130.0 $10K $80.55 +0.2%
955 HPQ HP INC Technology 537.0 $10K $19.45 +19.7%
956 CVLG COVENANT LOGISTICS GROUP INC Industrials 384.0 $10K NEW $27.15 +57.7%
957 WCC WESCO INTL INC Industrials 38.0 $10K NEW $273.63 +28.6%
958 PPH VANECK ETF TRUST 100.0 $10K $103.88 +1.8%
959 IWB ISHARES TR 29.0 $10K $356.59 +12.6%
960 MTB M & T BK CORP Financial Services 50.0 $10K +37.0 +284.6% $206.72 +12.8%
Page 48 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%