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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 49 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CMS CMS ENERGY CORP Utilities 132.0 $10K NEW $77.58 -1.4%
962 SPLV INVESCO EXCH TRADED FD TR II 140.0 $10K $73.14 +2.1%
963 CPB THE CAMPBELLS COMPANY Consumer Defensive 458.0 $10K -5K -90.9% $22.27 -0.1%
964 NUMG NUSHARES ETF TR 246.0 $10K NEW $41.08 +10.1%
965 FLOT ISHARES TR 198.0 $10K NEW $50.95 +0.1%
966 WST WEST PHARMACEUTICAL SVSC INC Healthcare 40.0 $10K $250.65 +34.2%
967 VIKING HOLDINGS LTD 134.0 $10K +34.0 +34.0% $73.49
968 USHY ISHARES TR 266.0 $10K $36.84 +0.3%
969 RSPN INVESCO EXCHANGE TRADED FD T 170.0 $10K $57.58 +8.7%
970 HUBS HUBSPOT INC Technology 40.0 $10K $244.10 -26.0%
971 FROG JFROG LTD Technology 207.0 $10K -186.0 -47.3% $46.93 +63.3%
972 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 1,736.0 $10K $5.57 +7.0%
973 MTH MERITAGE HOMES CORP Consumer Cyclical 154.0 $10K NEW $61.84 +33.2%
974 AAON AAON INC Industrials 115.0 $10K -28.0 -19.6% $82.76 +59.0%
975 FAF FIRST AMERN FINL CORP Financial Services 156.0 $9K $60.29 +11.5%
976 OMFL INVESCO EXCH TRD SLF IDX FD 156.0 $9K NEW $60.12 +12.1%
977 MPTI M-TRON INDS INC Technology 140.0 $9K $66.85 +34.8%
978 SMH VANECK ETF TRUST 24.0 $9K +4.0 +20.0% $389.62 +59.1%
979 ORN ORION GROUP HLDGS INC Industrials 855.0 $9K $10.90 +46.5%
980 FPS FORGENT POWER SOLUTIONS INC Industrials 317.0 $9K NEW $29.27 +105.4%
Page 49 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%