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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 52 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 RSPD INVESCO EXCHANGE TRADED FD T 141.0 $8K $53.53 +5.1%
1022 JNK SPDR SERIES TRUST 78.0 $7K $95.73 +0.5%
1023 MOH MOLINA HEALTHCARE INC Healthcare 56.0 $7K -14.0 -20.0% $133.30 +51.1%
1024 JKHY HENRY JACK & ASSOC INC Technology 47.0 $7K $158.04 -19.0%
1025 LVS LAS VEGAS SANDS CORP Consumer Cyclical 136.0 $7K NEW $53.96 -11.5%
1026 VC VISTEON CORP Consumer Cyclical 80.0 $7K NEW $91.11 +29.7%
1027 CGXU CAPITAL GROUP INTL FOCUS EQT 245.0 $7K -394.0 -61.7% $29.51 +16.0%
1028 STANDARDAERO INC 277.0 $7K $25.83
1029 ILMN ILLUMINA INC Healthcare 58.0 $7K +8.0 +16.0% $123.28 +42.0%
1030 MRTN MARTEN TRANS LTD Industrials 544.0 $7K NEW $13.13 +28.3%
1031 OTEX OPEN TEXT CORP Technology 318.0 $7K NEW $22.24 -4.7%
1032 NEWSMAX INC 1,348.0 $7K $5.22
1033 VFLO VICTORY PORTFOLIOS II 178.0 $7K $39.48 +15.2%
1034 DBEF DBX ETF TR 142.0 $7K $49.40 +9.3%
1035 WAY WAYSTAR HLDG CORP Technology 287.0 $7K +42.0 +17.1% $24.11 -23.6%
1036 AGNC AGNC INVT CORP Real Estate 680.0 $7K NEW $10.15 +3.3%
1037 SKYT SKYWATER TECHNOLOGY INC Technology 249.0 $7K $27.41 +27.9%
1038 EXR EXTRA SPACE STORAGE INC Real Estate 52.0 $7K $131.13 +11.2%
1039 QEFA SPDR INDEX SHS FDS 73.0 $7K NEW $93.27 +1.8%
1040 TEX TEREX CORP NEW Industrials 115.0 $7K NEW $59.10 +18.6%
Page 52 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%