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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 5 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY ELI LILLY & CO Healthcare 3,526.0 $3.2M 0.14% +761.0 +27.5% $919.69 +20.4%
82 BA BOEING CO Industrials 16,168.0 $3.2M 0.14% +2K +11.5% $199.03 +8.9%
83 IBDW ISHARES TR 153,478.0 $3.2M 0.14% +1K +0.7% $20.93 -0.7%
84 SCHB SCHWAB STRATEGIC TR 127,149.0 $3.2M 0.14% +82K +182.0% $25.10 +13.5%
85 BAC BANK AMERICA CORP Financial Services 61,944.0 $3.0M 0.13% +6K +11.1% $48.75 +18.8%
86 CASY CASEYS GEN STORES INC Consumer Cyclical 4,075.0 $3.0M 0.13% NEW $727.86 +14.3%
87 MRK MERCK & CO INC Healthcare 24,309.0 $2.9M 0.13% +5K +26.4% $120.98 -1.1%
88 BSV VANGUARD BD INDEX FDS 37,273.0 $2.9M 0.13% +201.0 +0.5% $78.41 -0.8%
89 DFAS DIMENSIONAL ETF TRUST 40,946.0 $2.9M 0.13% -9K -18.5% $71.13 +12.1%
90 ORCL ORACLE CORP Technology 19,734.0 $2.9M 0.13% +2K +12.5% $147.11 +12.3%
91 QLTY GMO ETF TRUST 79,070.0 $2.9M 0.13% -26K -24.7% $36.24 +11.8%
92 ABBV ABBVIE INC Healthcare 13,037.0 $2.8M 0.12% +638.0 +5.2% $217.48 +7.9%
93 CAT CATERPILLAR INC Industrials 3,983.0 $2.8M 0.12% +245.0 +6.5% $708.45 +38.9%
94 RTX RTX CORPORATION Industrials 14,527.0 $2.8M 0.12% +2K +18.7% $192.91 -3.4%
95 GILD GILEAD SCIENCES INC Healthcare 19,974.0 $2.8M 0.12% +5K +36.2% $139.37 -10.3%
96 AXP AMERICAN EXPRESS CO Financial Services 8,895.0 $2.7M 0.12% +3K +39.9% $302.50 +11.7%
97 KO COCA COLA CO Consumer Defensive 34,902.0 $2.7M 0.12% +4K +11.6% $76.54 +4.9%
98 CSCO CISCO SYS INC Technology 33,298.0 $2.6M 0.11% +4K +13.2% $77.59 +56.1%
99 MUB ISHARES TR 24,241.0 $2.6M 0.11% $106.15 +1.0%
100 IWP ISHARES TR 19,992.0 $2.6M 0.11% +350.0 +1.8% $128.12 +9.2%
Page 5 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%