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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 20 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VICI VICI PPTYS INC Real Estate 1,056.0 $29K 0.00% +783.0 +286.8% $27.32 +4.8%
382 CPNG COUPANG INC Consumer Cyclical 1,521.0 $29K 0.00% +1K +240.3% $18.88 -12.8%
383 BNDX VANGUARD CHARLOTTE FDS 593.0 $28K 0.00% +445.0 +300.7% $48.05 +0.4%
384 APOS APOLLO GLOBAL MGMT INC Financial Services 248.0 $28K 0.00% +75.0 +43.4% $111.43 -76.6%
385 ITOT ISHARES TR 192.0 $27K 0.00% +17.0 +9.7% $142.43 +15.2%
386 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 885.0 $27K 0.00% +602.0 +212.7% $30.85 -4.8%
387 OXY OCCIDENTAL PETE CORP Energy 407.0 $27K 0.00% +302.0 +287.6% $65.20 -12.7%
388 CAG CONAGRA BRANDS INC Consumer Defensive 1,675.0 $26K 0.00% +62.0 +3.8% $15.72 -15.2%
389 HL HECLA MINING COMPANY Basic Materials 1,400.0 $26K 0.00% +1K +366.7% $18.63 -9.1%
390 OMC OMNICOM GROUP INC Communication Services 339.0 $26K 0.00% +184.0 +118.7% $75.87 -1.3%
391 OKLO OKLO INC Utilities 518.0 $26K 0.00% +500.0 +2777.8% $49.59 +36.8%
392 DECK DECKERS OUTDOOR CORP Consumer Cyclical 246.0 $25K 0.00% +217.0 +748.3% $100.09 +14.3%
393 ATR APTARGROUP INC Healthcare 192.0 $24K 0.00% +142.0 +284.0% $126.02 -8.5%
394 KCE SPDR SERIES TRUST 176.0 $24K 0.00% +1.0 +0.6% $137.34 +10.4%
395 SANDISK CORP 38.0 $24K 0.00% +28.0 +280.0% $635.34
396 FFIV F5 INC Technology 83.0 $24K 0.00% +3.0 +3.8% $289.34 +34.2%
397 PKE PARK AEROSPACE CORP Industrials 862.0 $24K 0.00% +201.0 +30.4% $27.38 +29.9%
398 CHTR CHARTER COMMUNICATIONS INC Communication Services 108.0 $23K 0.00% +50.0 +86.2% $215.89 -31.8%
399 DASH DOORDASH INC Communication Services 155.0 $23K 0.00% +132.0 +573.9% $150.15 +4.9%
400 CDNS CADENCE DESIGN SYSTEM INC Technology 82.0 $23K 0.00% +11.0 +15.5% $277.88 +34.6%
Page 20 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%