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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 17 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 COIN COINBASE GLOBAL INC Financial Services 444.0 $78K 0.00% +436.0 +5450.0% $174.61 +3.4%
322 DRI DARDEN RESTAURANTS INC Consumer Cyclical 394.0 $77K 0.00% +153.0 +63.5% $196.04 +5.1%
323 CARR CARRIER GLOBAL CORPORATION Industrials 1,341.0 $76K 0.00% +531.0 +65.6% $56.31 +14.1%
324 DAL DELTA AIR LINES INC Industrials 1,130.0 $75K 0.00% +249.0 +28.3% $66.49 +23.1%
325 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 800.0 $75K 0.00% +427.0 +114.5% $93.87 +141.8%
326 SNPS SYNOPSYS INC Technology 184.0 $73K 0.00% +12.0 +7.0% $396.48 +20.6%
327 VST VISTRA CORP Utilities 464.0 $70K 0.00% +450.0 +3214.3% $150.33 +7.7%
328 SJM SMUCKER J M CO Consumer Defensive 720.0 $69K 0.00% +409.0 +131.5% $96.42 +7.6%
329 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 250.0 $69K 0.00% +225.0 +900.0% $275.37 +2.0%
330 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,913.0 $68K 0.00% +1K +124.3% $35.70 -6.9%
331 SCHZ SCHWAB STRATEGIC TR 2,834.0 $66K 0.00% +652.0 +29.9% $23.22 -0.3%
332 ANET ARISTA NETWORKS INC Technology 534.0 $66K 0.00% +164.0 +44.3% $122.78 +25.8%
333 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 803.0 $65K 0.00% +191.0 +31.2% $80.95 -1.4%
334 DEO DIAGEO PLC Consumer Defensive 866.0 $64K 0.00% +147.0 +20.4% $74.42 +14.8%
335 BIIB BIOGEN INC Healthcare 346.0 $63K 0.00% +22.0 +6.8% $183.33 +7.7%
336 CCL CARNIVAL CORP Consumer Cyclical 2,371.0 $61K 0.00% +2K +280.6% $25.88 +8.8%
337 VHT VANGUARD WORLD FD 225.0 $61K 0.00% +25.0 +12.5% $272.33 +3.3%
338 TTD THE TRADE DESK INC Technology 2,685.0 $61K 0.00% +2K +162.2% $22.69 -5.8%
339 UFO PROCURE ETF TRUST II 1,345.0 $60K 0.00% +1K +10000.0% $44.81 +50.3%
340 XLG INVESCO EXCHANGE TRADED FD T 1,055.0 $58K 0.00% +1K +6933.3% $54.55 +17.4%
Page 17 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%