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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 11 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DELL DELL TECHNOLOGIES INC Technology 2,277.0 $374K 0.02% +139.0 +6.5% $164.13 +92.3%
202 HSY HERSHEY CO Consumer Defensive 1,767.0 $367K 0.02% +1K +134.3% $207.89 -5.2%
203 FDS FACTSET RESH SYS INC Financial Services 1,689.0 $366K 0.02% +1K +539.8% $216.99 +10.8%
204 JCI JOHNSON CONTROLS INTERNATION Industrials 2,778.0 $365K 0.02% +274.0 +10.9% $131.35 +3.3%
205 IT GARTNER INC Technology 2,273.0 $360K 0.02% +2K +3688.3% $158.34 +2.1%
206 SO SOUTHERN CO Utilities 3,706.0 $358K 0.02% +594.0 +19.1% $96.52 -2.6%
207 BITB BITWISE BITCOIN ETF TR Financial Services 9,701.0 $357K 0.02% +3K +46.7% $36.81 +7.5%
208 DVY ISHARES TR 2,336.0 $354K 0.02% +2K +245.6% $151.41 +2.7%
209 CEG CONSTELLATION ENERGY CORP Utilities 1,259.0 $352K 0.01% +110.0 +9.6% $279.29 +1.7%
210 TRGP TARGA RES CORP Energy 1,377.0 $345K 0.01% +494.0 +56.0% $250.82 +6.4%
211 KMI KINDER MORGAN INC DEL Energy 10,248.0 $344K 0.01% +4K +62.0% $33.53 -4.1%
212 HAL HALLIBURTON CO Energy 8,638.0 $337K 0.01% +2K +31.2% $38.99 +0.6%
213 AEP AMERICAN ELEC PWR CO INC Utilities 2,569.0 $337K 0.01% +244.0 +10.5% $131.09 -1.8%
214 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,682.0 $337K 0.01% +6K +490.0% $43.82 +8.8%
215 MDT MEDTRONIC PLC Healthcare 3,829.0 $334K 0.01% +3K +461.4% $87.34 -13.1%
216 MPWR MONOLITHIC PWR SYS INC Technology 301.0 $330K 0.01% +58.0 +23.9% $1096.60 +44.4%
217 IDV ISHARES TR 7,538.0 $321K 0.01% +2K +24.9% $42.56 +4.6%
218 EA ELECTRONIC ARTS INC Communication Services 1,569.0 $320K 0.01% +1K +379.8% $203.87 -1.7%
219 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,079.0 $316K 0.01% +35.0 +3.4% $292.75 +33.2%
220 PAYX PAYCHEX INC Industrials 3,423.0 $315K 0.01% +2K +145.4% $92.12 +3.7%
Page 11 of 24  ·  463 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%