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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 12 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FTEC FIDELITY COVINGTON TRUST 1,508.0 $314K 0.01% +154.0 +11.4% $208.09 +35.0%
222 CBRE CBRE GROUP INC Real Estate 2,309.0 $313K 0.01% +2K +397.6% $135.46 -5.3%
223 CBSH COMMERCE BANCSHARES INC Financial Services 6,202.0 $305K 0.01% +5K +282.1% $49.20 +5.1%
224 PANW PALO ALTO NETWORKS INC Technology 1,880.0 $301K 0.01% +2K +480.2% $160.32 +58.2%
225 VFC V F CORP Consumer Cyclical 17,732.0 $301K 0.01% +2K +12.7% $16.99 +3.3%
226 OEF ISHARES TR 945.0 $301K 0.01% +302.0 +47.0% $318.07 +17.6%
227 MET METLIFE INC Financial Services 4,237.0 $300K 0.01% +563.0 +15.3% $70.71 +16.9%
228 NEM NEWMONT CORP Basic Materials 2,730.0 $296K 0.01% +413.0 +17.8% $108.26 -3.7%
229 Q QNITY ELECTRONICS INC Technology 2,545.0 $294K 0.01% +140.0 +5.8% $115.38 +35.7%
230 EMXC ISHARES INC 3,625.0 $285K 0.01% +3K +1476.1% $78.67 +26.2%
231 MDLZ MONDELEZ INTL INC Consumer Defensive 4,774.0 $276K 0.01% +2K +53.8% $57.91 +7.6%
232 PYPL PAYPAL HLDGS INC Financial Services 6,047.0 $273K 0.01% +3K +77.3% $45.23 -2.5%
233 UBER UBER TECHNOLOGIES INC Technology 3,767.0 $271K 0.01% +725.0 +23.8% $71.93 -2.2%
234 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,894.0 $270K 0.01% +3K +937.3% $93.32 +4.3%
235 AMAT APPLIED MATLS INC Technology 788.0 $269K 0.01% +522.0 +196.2% $341.79 +28.7%
236 APH AMPHENOL CORP Technology 2,078.0 $263K 0.01% +341.0 +19.6% $126.58 +11.4%
237 F FORD MTR CO Consumer Cyclical 22,323.0 $258K 0.01% +15K +185.7% $11.54 +40.6%
238 WDAY WORKDAY INC Technology 1,975.0 $257K 0.01% +2K +3930.6% $129.92 -0.4%
239 SCCO SOUTHERN COPPER CORP Basic Materials 1,484.0 $255K 0.01% +12.0 +0.8% $172.06 +8.0%
240 BDX BECTON DICKINSON & CO Healthcare 1,577.0 $248K 0.01% +315.0 +25.0% $157.23 -7.5%
Page 12 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%