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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 14 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,729.0 $194K 0.01% +2K +146.8% $71.19 -11.5%
262 ZTS ZOETIS INC Healthcare 1,630.0 $193K 0.01% +1K +466.0% $118.18 -33.1%
263 FISV FISERV INC Technology 3,450.0 $193K 0.01% +3K +1187.3% $55.80 +0.5%
264 AES AES CORP Utilities 13,520.0 $190K 0.01% +1K +8.9% $14.09 +4.2%
265 GSLC GOLDMAN SACHS ETF TR 1,517.0 $190K 0.01% +180.0 +13.5% $125.12 +14.5%
266 FNDA SCHWAB STRATEGIC TR 5,771.0 $187K 0.01% +78.0 +1.4% $32.43 +12.1%
267 SE SEA LTD Consumer Cyclical 2,251.0 $186K 0.01% +192.0 +9.3% $82.81 +11.3%
268 HCA HCA HEALTHCARE INC Healthcare 386.0 $183K 0.01% +314.0 +436.1% $473.24 -18.9%
269 NVS NOVARTIS AG Healthcare 1,157.0 $177K 0.01% +328.0 +39.6% $152.75 -1.2%
270 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 2,548.0 $176K 0.01% +22.0 +0.9% $69.19 -0.9%
271 ECL ECOLAB INC Basic Materials 648.0 $173K 0.01% +443.0 +216.1% $266.72 -1.5%
272 STRV EA SERIES TRUST 4,104.0 $172K 0.01% +69.0 +1.7% $41.97 +16.1%
273 BROWN FORMAN CORP 6,295.0 $170K 0.01% +3K +93.5% $27.02
274 LNG CHENIERE ENERGY INC Energy 596.0 $169K 0.01% +400.0 +204.1% $283.87 -18.6%
275 BKNG BOOKING HOLDINGS INC Consumer Cyclical 40.0 $169K 0.01% +4.0 +11.1% $4222.50 -96.0%
276 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,103.0 $168K 0.01% +77.0 +7.5% $152.51 +9.1%
277 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,147.0 $164K 0.01% +609.0 +39.6% $76.17 +11.5%
278 PAAS PAN AMERN SILVER CORP Basic Materials 2,895.0 $158K 0.01% +3K +2795.0% $54.63 +1.8%
279 SYY SYSCO CORP Consumer Defensive 2,183.0 $156K 0.01% +250.0 +12.9% $71.33 +5.7%
280 DG DOLLAR GEN CORP Consumer Defensive 1,307.0 $155K 0.01% +500.0 +62.0% $118.74 -6.9%
Page 14 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%