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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 2 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VYM VANGUARD WHITEHALL FDS 72,337.0 $10.7M 0.47% +60K +468.5% $148.10 +6.9%
22 IBDU ISHARES TR 424,253.0 $9.9M 0.43% +53K +14.4% $23.26 -0.3%
23 GOOGL ALPHABET INC Communication Services 31,863.0 $9.2M 0.40% +3K +8.9% $287.56 +35.2%
24 AMZN AMAZON COM INC Consumer Cyclical 38,529.0 $8.0M 0.35% +7K +20.4% $208.27 +30.5%
25 JPM JPMORGAN CHASE & CO Financial Services 26,791.0 $7.9M 0.34% +5K +24.3% $294.16 +1.7%
26 AVGO BROADCOM INC Technology 22,437.0 $6.9M 0.30% +6K +38.0% $309.51 +36.3%
27 BERKSHIRE HATHAWAY INC DEL 14,043.0 $6.7M 0.29% +3K +33.0% $479.20
28 IBDX ISHARES TR 254,984.0 $6.4M 0.28% +148K +139.4% $25.27 -0.4%
29 IBDT ISHARES TR 251,652.0 $6.4M 0.28% +9K +3.6% $25.33 -0.3%
30 AGG ISHARES TR 63,087.0 $6.3M 0.27% +58K +1227.6% $99.27 -0.5%
31 VTI VANGUARD INDEX FDS 19,252.0 $6.2M 0.27% +2K +11.2% $320.81 +15.1%
32 IBDS ISHARES TR 251,668.0 $6.1M 0.27% +10K +4.2% $24.24 -0.0%
33 JNJ JOHNSON & JOHNSON Healthcare 24,429.0 $6.0M 0.26% +5K +28.8% $244.44 -5.4%
34 QQQ INVESCO QQQ TR Financial Services 9,771.0 $5.6M 0.25% +2K +21.9% $577.16 +26.4%
35 IBDR ISHARES TR 230,542.0 $5.6M 0.24% +1K +0.6% $24.24 -0.0%
36 IGLB ISHARES TR 111,921.0 $5.6M 0.24% +4K +3.7% $49.63 +0.5%
37 V VISA INC Financial Services 17,680.0 $5.3M 0.23% +2K +12.2% $302.23 +8.4%
38 XOM EXXON MOBIL CORP Energy 27,937.0 $4.7M 0.21% +5K +20.8% $169.66 -11.7%
39 META META PLATFORMS INC Communication Services 7,629.0 $4.4M 0.19% +987.0 +14.9% $572.11 +11.0%
40 AMGN AMGEN INC Healthcare 11,665.0 $4.1M 0.18% +1K +11.4% $351.84 -4.5%
Page 2 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%