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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 22 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LYFT LYFT INC Technology 1,100.0 $15K 0.00% +600.0 +120.0% $13.30 +3.0%
422 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 558.0 $15K 0.00% +59.0 +11.8% $26.13 -4.1%
423 CELH CELSIUS HLDGS INC Consumer Defensive 398.0 $14K 0.00% +143.0 +56.1% $35.48 -10.8%
424 AVEM AMERICAN CENTY ETF TR 174.0 $14K 0.00% +1.0 +0.6% $80.40 +20.1%
425 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 196.0 $14K 0.00% +57.0 +41.0% $70.51 -18.7%
426 DD DUPONT DE NEMOURS INC Basic Materials 289.0 $13K 0.00% +283.0 +4716.7% $45.73 +4.2%
427 BKR BAKER HUGHES COMPANY Energy 215.0 $13K 0.00% +19.0 +9.7% $59.98 +5.4%
428 VTRS VIATRIS INC Healthcare 945.0 $13K 0.00% +250.0 +36.0% $13.51 +20.6%
429 IRM IRON MTN INC DEL Real Estate 124.0 $13K 0.00% +11.0 +9.7% $102.15 +24.3%
430 AIP ARTERIS INC Technology 767.0 $13K 0.00% +135.0 +21.4% $16.44 +124.7%
431 APTIV PLC 178.0 $12K 0.00% +128.0 +256.0% $69.44
432 EQR EQUITY RESIDENTIAL Real Estate 205.0 $12K 0.00% +52.0 +34.0% $59.85 +11.3%
433 IVT INVENTRUST PPTYS CORP Real Estate 389.0 $12K 0.00% +5.0 +1.3% $30.47 +8.5%
434 TWLO TWILIO INC Communication Services 92.0 $12K 0.00% +2.0 +2.2% $125.83 +44.3%
435 CAVA CAVA GROUP INC Consumer Cyclical 141.0 $11K +96.0 +213.3% $80.90 +1.6%
436 NICE NICE LTD Technology 100.0 $11K +35.0 +53.9% $110.26 -17.3%
437 MTB M & T BK CORP Financial Services 50.0 $10K +37.0 +284.6% $206.72 +4.1%
438 VIKING HOLDINGS LTD 134.0 $10K +34.0 +34.0% $73.49
439 SMH VANECK ETF TRUST 24.0 $9K +4.0 +20.0% $389.62 +52.8%
440 BLFS BIOLIFE SOLUTIONS INC Healthcare 471.0 $9K +134.0 +39.8% $19.08 +28.4%
Page 22 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%