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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 54 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 MUX MCEWEN INC. Basic Materials 300.0 $6K NEW $20.42 -16.6%
1062 U UNITY SOFTWARE INC Technology 278.0 $6K $21.94 +23.7%
1063 GIII G III APPAREL GROUP LTD Consumer Cyclical 220.0 $6K NEW $27.70 +24.2%
1064 CCS CENTURY COMMUNITIES INC Consumer Cyclical 106.0 $6K NEW $57.39 +20.6%
1065 ZION ZIONS BANCORPORATION NATL AS Financial Services 105.0 $6K NEW $57.63 +18.8%
1066 CVNA CARVANA CO Consumer Cyclical 19.0 $6K NEW $314.42 -78.4%
1067 CRWV COREWEAVE INC Technology 77.0 $6K +52.0 +208.0% $77.48 +30.2%
1068 HE HAWAIIAN ELEC INDS INC MTN B Utilities 400.0 $6K $14.84 -10.2%
1069 DOCU DOCUSIGN INC Technology 125.0 $6K NEW $47.42 -6.7%
1070 PSTG EVERPURE INC Technology 99.0 $6K +7.0 +7.6% $59.04 +26.4%
1071 GABC GERMAN AMERN BANCORP INC Financial Services 139.0 $6K -39.0 -21.9% $41.79 +11.3%
1072 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 110.0 $6K $52.75 +9.8%
1073 BB BLACKBERRY LTD Technology 1,787.0 $6K $3.24 +166.0%
1074 MBC MASTERBRAND INC Consumer Cyclical 692.0 $6K $8.31 +12.4%
1075 A AGILENT TECHNOLOGIES INC Healthcare 50.0 $6K -28.0 -35.9% $114.24 +15.2%
1076 PBUS INVESCO EXCH TRADED FD TR II 87.0 $6K NEW $65.17 +12.8%
1077 PCVX VAXCYTE INC Healthcare 97.0 $6K $58.11 -7.3%
1078 PATH UIPATH INC Technology 494.0 $5K +134.0 +37.2% $11.10 -7.1%
1079 ZETA ZETA GLOBAL HOLDINGS CORP Technology 344.0 $5K -134.0 -28.0% $15.92 +22.5%
1080 GNL GLOBAL NET LEASE INC Real Estate 576.0 $5K NEW $9.36 -2.0%
Page 54 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%