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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 3 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 32,939.0 $4.1M 0.18% +8K +34.1% $124.52 -4.8%
42 GOOG ALPHABET INC Communication Services 13,775.0 $4.0M 0.17% +2K +18.0% $286.86 +34.2%
43 HD HOME DEPOT INC Consumer Cyclical 11,861.0 $3.9M 0.17% +3K +33.7% $328.88 -3.4%
44 CVX CHEVRON CORPORATION Energy 18,661.0 $3.9M 0.17% +6K +50.1% $206.90 -11.8%
45 CMI CUMMINS INC Industrials 7,037.0 $3.8M 0.17% +2K +44.9% $538.05 +24.1%
46 MCO MOODYS CORP Financial Services 8,641.0 $3.8M 0.17% +751.0 +9.5% $436.25 +3.5%
47 IBDV ISHARES TR 171,040.0 $3.7M 0.16% +1K +0.6% $21.89 -0.4%
48 GE GE AEROSPACE Industrials 13,082.0 $3.7M 0.16% +5K +56.8% $284.18 +11.6%
49 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,171.0 $3.5M 0.15% +2K +37.8% $491.97 -7.3%
50 NEE NEXTERA ENERGY INC Utilities 37,225.0 $3.5M 0.15% +6K +17.4% $92.88 -5.6%
51 VBR VANGUARD INDEX FDS 15,822.0 $3.4M 0.15% +16K +10000.0% $217.25 +8.2%
52 FITB FIFTH THIRD BANCORP Financial Services 70,204.0 $3.3M 0.14% +2K +3.6% $46.76 +6.7%
53 LLY ELI LILLY & CO Healthcare 3,526.0 $3.2M 0.14% +761.0 +27.5% $919.69 +17.7%
54 BA BOEING CO Industrials 16,168.0 $3.2M 0.14% +2K +11.5% $199.03 +12.7%
55 IBDW ISHARES TR 153,478.0 $3.2M 0.14% +1K +0.7% $20.93 -0.3%
56 SCHB SCHWAB STRATEGIC TR 127,149.0 $3.2M 0.14% +82K +182.0% $25.10 +15.3%
57 BAC BANK AMERICA CORP Financial Services 61,944.0 $3.0M 0.13% +6K +11.1% $48.75 +4.8%
58 MRK MERCK & CO INC Healthcare 24,309.0 $2.9M 0.13% +5K +26.4% $120.98 -0.6%
59 BSV VANGUARD BD INDEX FDS 37,273.0 $2.9M 0.13% +201.0 +0.5% $78.41 -0.5%
60 ORCL ORACLE CORP Technology 19,734.0 $2.9M 0.13% +2K +12.5% $147.11 +29.8%
Page 3 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%