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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 23 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VOD VODAFONE GROUP PLC Communication Services 586.0 $9K +467.0 +392.4% $15.02 -0.5%
442 BLLN BILLIONTOONE INC Healthcare 104.0 $8K +65.0 +166.7% $78.94 +24.8%
443 LOAR LOAR HOLDINGS INC Industrials 132.0 $8K +85.0 +180.8% $57.30 +14.6%
444 ILMN ILLUMINA INC Healthcare 58.0 $7K +8.0 +16.0% $123.28 +28.0%
445 WAY WAYSTAR HLDG CORP Technology 287.0 $7K +42.0 +17.1% $24.11 -19.2%
446 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 82.0 $7K +55.0 +203.7% $80.56 -14.7%
447 TECK TECK RESOURCES LTD Basic Materials 125.0 $6K +100.0 +400.0% $51.75 +28.5%
448 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 39.0 $6K +4.0 +11.4% $165.15 +9.5%
449 SIBN SI BONE INC Healthcare 499.0 $6K +317.0 +174.2% $12.63 +15.6%
450 CRWV COREWEAVE INC Technology 77.0 $6K +52.0 +208.0% $77.48 +38.3%
451 PSTG EVERPURE INC Technology 99.0 $6K +7.0 +7.6% $59.04 +46.0%
452 PATH UIPATH INC Technology 494.0 $5K +134.0 +37.2% $11.10 +8.3%
453 ATLANTA BRAVES HLDGS INC 101.0 $4K +1.0 +1.0% $42.70
454 BWXT BWX TECHNOLOGIES INC Industrials 18.0 $4K +7.0 +63.6% $204.50 -2.3%
455 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 104.0 $3K +4.0 +4.0% $29.99 +8.4%
456 CCJ CAMECO CORP Energy 28.0 $3K +5.0 +21.7% $108.64 +2.0%
457 SOLV SOLVENTUM CORP Healthcare 44.0 $3K +1.0 +2.3% $65.32 +17.1%
458 DXC DXC TECHNOLOGY CO Technology 206.0 $3K +200.0 +3333.3% $12.57 -26.6%
459 KD KYNDRYL HLDGS INC Technology 179.0 $2K +3.0 +1.7% $13.12 -9.5%
460 KOPN KOPIN CORP Technology 962.0 $2K +309.0 +47.3% $2.25 +164.2%
Page 23 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%