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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 9 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SLV ISHARES SILVER TR Financial Services 15,834.0 $1.1M 0.05% -3K -14.7% $68.14 -18.2%
162 CHE CHEMED CORP NEW Healthcare 2,782.0 $1.1M 0.05% +2K +456.4% $377.74 +17.6%
163 DLN WISDOMTREE TR 11,453.0 $1.0M 0.04% +6K +110.0% $89.33 +7.7%
164 MMM 3M CO Industrials 7,025.0 $1.0M 0.04% $145.24 +11.4%
165 IVW ISHARES TR 8,968.0 $1.0M 0.04% +6K +158.8% $113.11 +18.2%
166 GD GENERAL DYNAMICS CORP Industrials 2,947.0 $1.0M 0.04% +214.0 +7.8% $343.18 +2.1%
167 IBDZ ISHARES TR 38,523.0 $1.0M 0.04% $26.06 -0.4%
168 MPC MARATHON PETE CORP Energy 4,097.0 $1.0M 0.04% +81.0 +2.0% $244.20 +1.8%
169 FAST FASTENAL CO Industrials 21,555.0 $1.0M 0.04% +18K +489.3% $46.40 -1.7%
170 PNW PINNACLE WEST CAP CORP Utilities 9,747.0 $982K 0.04% $100.75 +3.3%
171 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,168.0 $981K 0.04% +282.0 +1.8% $60.65 -8.4%
172 WFC WELLS FARGO & CO Financial Services 12,298.0 $979K 0.04% +3K +32.3% $79.61 +5.7%
173 MKL MARKEL GROUP INC Financial Services 510.0 $976K 0.04% $1914.07 -1.1%
174 PLD PROLOGIS INC. Real Estate 7,273.0 $961K 0.04% +2K +43.6% $132.18 +9.9%
175 IJT ISHARES TR 6,633.0 $960K 0.04% +667.0 +11.2% $144.71 +17.9%
176 BLK BLACKROCK INC Financial Services 996.0 $958K 0.04% +334.0 +50.5% $961.93 +5.6%
177 KR KROGER CO Consumer Defensive 12,934.0 $936K 0.04% +11K +582.2% $72.36 -21.2%
178 IWS ISHARES TR 6,418.0 $935K 0.04% $145.74 +11.4%
179 C CITIGROUP INC Financial Services 8,201.0 $930K 0.04% +333.0 +4.2% $113.41 +27.9%
180 LSTR LANDSTAR SYS INC Industrials 5,787.0 $928K 0.04% NEW $160.31 +29.4%
Page 9 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%