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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 57 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 60.0 $4K -115.0 -65.7% $67.08 +38.3%
1122 VNQI VANGUARD INTL EQUITY INDEX F 90.0 $4K $44.46 +0.4%
1123 EMGF ISHARES INC 66.0 $4K NEW $60.44 +19.0%
1124 UTG REAVES UTIL INCOME FD Financial Services 100.0 $4K NEW $39.28 +4.6%
1125 CNQ CANADIAN NAT RES LTD MED TER Energy 80.0 $4K NEW $48.74 -19.2%
1126 SNAP SNAP INC Communication Services 845.0 $4K NEW $4.60 -1.5%
1127 OPFI OPPFI INC Technology 500.0 $4K $7.71 +14.1%
1128 FNUC FRONTIER NUCLEAR & MINERALS Basic Materials 1,367.0 $4K NEW $2.81 -39.5%
1129 PHIN PHINIA INC Consumer Cyclical 56.0 $4K $68.45 +22.0%
1130 LMB LIMBACH HLDGS INC Industrials 49.0 $4K $78.06 +2.8%
1131 IONS IONIS PHARMACEUTICALS INC Healthcare 50.0 $4K NEW $75.10 +1.9%
1132 WHR WHIRLPOOL CORP Consumer Cyclical 70.0 $4K $53.60 -32.5%
1133 VEEV VEEVA SYS INC Healthcare 21.0 $4K $175.67 -8.1%
1134 CYRX CRYOPORT INC Industrials 445.0 $4K $8.28 +87.4%
1135 BWXT BWX TECHNOLOGIES INC Industrials 18.0 $4K +7.0 +63.6% $204.50 +0.6%
1136 PEGA PEGASYSTEMS INC Technology 86.0 $4K -34.0 -28.3% $42.57 -29.7%
1137 YELP YELP INC Communication Services 142.0 $4K NEW $24.75 -8.4%
1138 CNP CENTERPOINT ENERGY INC Utilities 80.0 $3K $43.16 +1.6%
1139 KNSL KINSALE CAP GROUP INC Financial Services 10.0 $3K -8.0 -44.4% $341.70 -9.2%
1140 HUBG HUB GROUP INC Industrials 94.0 $3K NEW $36.04 +19.3%
Page 57 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%