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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 13 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SCHY SCHWAB STRATEGIC TR 7,725.0 $245K 0.01% +3K +67.7% $31.66 +2.4%
242 COKE COCA COLA CONS INC Consumer Defensive 1,261.0 $242K 0.01% +1K +950.8% $191.72 -8.7%
243 VMC VULCAN MATLS CO Basic Materials 878.0 $239K 0.01% +135.0 +18.2% $272.23 +1.7%
244 DHR DANAHER CORP DEL Healthcare 1,245.0 $237K 0.01% +133.0 +12.0% $190.04 -5.7%
245 DTE DTE ENERGY CO Utilities 1,586.0 $234K 0.01% +77.0 +5.1% $147.42 -1.9%
246 DES WISDOMTREE TR 6,430.0 $231K 0.01% +77.0 +1.2% $35.94 +8.0%
247 CME CME GROUP INC Financial Services 781.0 $231K 0.01% +415.0 +113.4% $295.36 -5.6%
248 KHC KRAFT HEINZ CO Consumer Defensive 10,253.0 $231K 0.01% +9K +544.8% $22.49 +9.3%
249 VPLS VANGUARD MALVERN FDS 2,970.0 $230K 0.01% +400.0 +15.6% $77.59 -0.1%
250 SRE SEMPRA Utilities 2,319.0 $227K 0.01% +1K +133.5% $97.67 -7.5%
251 OKE ONEOK INC NEW Energy 2,503.0 $226K 0.01% +126.0 +5.3% $90.39 -2.6%
252 PECO PHILLIPS EDISON & CO INC Real Estate 6,009.0 $226K 0.01% +3K +72.8% $37.53 +9.3%
253 SPG SIMON PPTY GROUP INC NEW Real Estate 1,206.0 $225K 0.01% +1K +1446.2% $186.54 +11.1%
254 CL COLGATE PALMOLIVE CO Consumer Defensive 2,635.0 $225K 0.01% +2K +189.9% $85.23 +8.2%
255 KTB KONTOOR BRANDS INC Consumer Cyclical 3,181.0 $224K 0.01% +107.0 +3.5% $70.30 +4.8%
256 YUM YUM BRANDS INC Consumer Cyclical 1,365.0 $212K 0.01% +1K +565.9% $155.48 -3.4%
257 TT TRANE TECHNOLOGIES PLC Industrials 506.0 $211K 0.01% +3.0 +0.6% $416.74 +9.3%
258 MUNI PIMCO ETF TR 3,911.0 $204K 0.01% +1K +56.4% $52.19 +0.4%
259 BND VANGUARD BD INDEX FDS 2,702.0 $199K 0.01% +46.0 +1.7% $73.65 -0.3%
260 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,000.0 $198K 0.01% +902.0 +920.4% $197.50 +10.7%
Page 13 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%