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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 15 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MKC MCCORMICK & CO INC Consumer Defensive 3,056.0 $154K 0.01% +1K +70.4% $50.45 -6.9%
282 LEIDOS HOLDINGS INC 956.0 $149K 0.01% +129.0 +15.6% $155.56
283 O REALTY INCOME CORP Real Estate 2,412.0 $148K 0.01% +569.0 +30.9% $61.18 +1.1%
284 TMUS T-MOBILE US INC Communication Services 690.0 $145K 0.01% +20.0 +3.0% $210.16 -10.3%
285 IVZ INVESCO LTD Financial Services 5,852.0 $142K 0.01% +1K +21.7% $24.29 +15.1%
286 SLB SLB LIMITED Energy 2,753.0 $142K 0.01% +2K +131.9% $51.48 +7.4%
287 NIO NIO INC Consumer Cyclical 23,384.0 $141K 0.01% +2K +12.0% $6.03 -7.9%
288 PWR QUANTA SVCS INC Industrials 253.0 $139K 0.01% +70.0 +38.2% $549.02 +33.3%
289 EFAV ISHARES TR 1,484.0 $136K 0.01% +1K +642.0% $91.37 -0.5%
290 CI THE CIGNA GROUP Healthcare 500.0 $133K 0.01% +90.0 +21.9% $266.94 +6.9%
291 ABNB AIRBNB INC Consumer Cyclical 1,048.0 $132K 0.01% +902.0 +617.8% $126.28 +5.6%
292 GIS GENERAL MILLS INC Consumer Defensive 3,535.0 $132K 0.01% +24.0 +0.7% $37.22 -8.6%
293 VONV VANGUARD SCOTTSDALE FDS 1,392.0 $130K 0.01% +1K +970.8% $93.74 +11.4%
294 ET ENERGY TRANSFER L P Energy 6,676.0 $129K 0.01% +236.0 +3.7% $19.30 +0.4%
295 TEL TE CONNECTIVITY PLC Technology 616.0 $129K 0.01% +252.0 +69.2% $209.03 +1.1%
296 JHMM JOHN HANCOCK EXCHANGE TRADED 1,821.0 $122K 0.01% +1K +295.0% $67.13 +9.2%
297 SWK STANLEY BLACK & DECKER INC Industrials 1,712.0 $122K 0.01% +2K +10000.0% $71.06 +11.3%
298 NOC NORTHROP GRUMMAN CORP Industrials 178.0 $121K 0.01% +68.0 +61.8% $682.25 -18.4%
299 AEM AGNICO EAGLE MINES LTD Basic Materials 597.0 $121K 0.01% +397.0 +198.5% $202.98 -12.0%
300 NVO NOVO-NORDISK A S Healthcare 3,177.0 $121K 0.01% +3K +6254.0% $37.97 +20.8%
Page 15 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%