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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 6 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MA MASTERCARD INCORPORATED Financial Services 2,493.0 $1.2M 0.06% +894.0 +55.9% $499.62 -1.9%
102 VZ VERIZON COMMUNICATIONS INC Communication Services 24,743.0 $1.2M 0.05% +6K +34.5% $50.20 -4.2%
103 VXF VANGUARD INDEX FDS 5,964.0 $1.2M 0.05% +1K +27.1% $205.78 +14.1%
104 COP CONOCOPHILLIPS Energy 9,291.0 $1.2M 0.05% +6K +197.3% $132.00 -13.0%
105 MO ALTRIA GROUP INC Consumer Defensive 17,728.0 $1.2M 0.05% +643.0 +3.8% $66.99 +7.6%
106 HON HONEYWELL INTL INC Industrials 5,210.0 $1.2M 0.05% +556.0 +11.9% $226.03 +2.3%
107 EPD ENTERPRISE PRODS PARTNERS L Energy 30,750.0 $1.2M 0.05% +21K +218.0% $37.84 -0.3%
108 IBM INTERNATIONAL BUSINESS MACHS Technology 4,726.0 $1.1M 0.05% +2K +47.5% $242.39 +9.5%
109 MS MORGAN STANLEY Financial Services 6,894.0 $1.1M 0.05% +2K +39.5% $164.57 +23.4%
110 LMT LOCKHEED MARTIN CORP Industrials 1,869.0 $1.1M 0.05% +528.0 +39.4% $604.40 -10.7%
111 DE DEERE & CO Industrials 1,982.0 $1.1M 0.05% +1K +132.4% $564.84 -5.2%
112 CMCSA COMCAST CORP NEW Communication Services 38,872.0 $1.1M 0.05% +9K +31.4% $28.71 -12.6%
113 CHE CHEMED CORP NEW Healthcare 2,782.0 $1.1M 0.05% +2K +456.4% $377.74 +16.1%
114 DLN WISDOMTREE TR 11,453.0 $1.0M 0.04% +6K +110.0% $89.33 +7.6%
115 IVW ISHARES TR 8,968.0 $1.0M 0.04% +6K +158.8% $113.11 +22.9%
116 GD GENERAL DYNAMICS CORP Industrials 2,947.0 $1.0M 0.04% +214.0 +7.8% $343.18 +2.1%
117 MPC MARATHON PETE CORP Energy 4,097.0 $1.0M 0.04% +81.0 +2.0% $244.20 +2.8%
118 FAST FASTENAL CO Industrials 21,555.0 $1.0M 0.04% +18K +489.3% $46.40 -4.2%
119 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,168.0 $981K 0.04% +282.0 +1.8% $60.65 -6.3%
120 WFC WELLS FARGO & CO Financial Services 12,298.0 $979K 0.04% +3K +32.3% $79.61 -3.5%
Page 6 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%