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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 16 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NOW SERVICENOW INC Technology 1,122.0 $117K 0.01% +739.0 +192.9% $104.55 +4.9%
302 LHX L3HARRIS TECHNOLOGIES INC Industrials 339.0 $117K 0.01% +104.0 +44.3% $345.15 -9.0%
303 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 1,895.0 $116K 0.01% +2K +2460.8% $61.35 -12.0%
304 EOG EOG RES INC Energy 800.0 $116K 0.01% +157.0 +24.4% $144.57 -6.9%
305 WELL WELLTOWER INC Real Estate 581.0 $115K 0.01% +19.0 +3.4% $197.72 +7.0%
306 CHRW C H ROBINSON WORLDWIDE IN Industrials 678.0 $113K 0.01% +655.0 +2847.8% $166.70 +4.7%
307 STZ CONSTELLATION BRANDS INC Consumer Defensive 743.0 $111K 0.01% +262.0 +54.5% $150.00 -5.0%
308 DIA STATE STR SPDR DOW JONES IND Financial Services 237.0 $110K 0.01% +100.0 +73.0% $464.19 +9.1%
309 ENB ENBRIDGE INC Energy 2,023.0 $110K 0.01% +1K +234.4% $54.14 +3.1%
310 RSG REPUBLIC SVCS INC Industrials 482.0 $106K 0.01% +258.0 +115.2% $219.02 -6.6%
311 WAT WATERS CORP Healthcare 334.0 $99K 0.00% +279.0 +507.3% $297.80 +22.1%
312 NXPI NXP SEMICONDUCTORS N V Technology 476.0 $94K 0.00% +263.0 +123.5% $197.86 +68.7%
313 VNO VORNADO RLTY TR Real Estate 3,623.0 $94K 0.00% +87.0 +2.5% $25.99 +29.5%
314 KMX CARMAX INC Consumer Cyclical 2,078.0 $86K 0.00% +78.0 +3.9% $41.58 +4.4%
315 RQI COHEN & STEERS QUALITY INCOM Financial Services 7,164.0 $86K 0.00% +7K +9581.1% $12.05 +11.1%
316 COWZ PACER FDS TR 1,322.0 $83K 0.00% +1K +561.0% $62.56 +3.1%
317 TPL TEXAS PACIFIC LAND CORPORATI Energy 173.0 $82K 0.00% +133.0 +332.5% $474.56 -14.2%
318 EME EMCOR GROUP INC Industrials 109.0 $80K 0.00% +86.0 +373.9% $738.31 +15.6%
319 PRU PRUDENTIAL FINL INC Financial Services 802.0 $78K 0.00% +122.0 +17.9% $97.69 +3.7%
320 BROWN FORMAN CORP 2,921.0 $78K 0.00% +843.0 +40.6% $26.66
Page 16 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%