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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 7 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PLD PROLOGIS INC. Real Estate 7,273.0 $961K 0.04% +2K +43.6% $132.18 +10.9%
122 IJT ISHARES TR 6,633.0 $960K 0.04% +667.0 +11.2% $144.71 +13.6%
123 BLK BLACKROCK INC Financial Services 996.0 $958K 0.04% +334.0 +50.5% $961.93 +11.3%
124 KR KROGER CO Consumer Defensive 12,934.0 $936K 0.04% +11K +582.2% $72.36 -10.6%
125 C CITIGROUP INC Financial Services 8,201.0 $930K 0.04% +333.0 +4.2% $113.41 +10.5%
126 XLF SELECT SECTOR SPDR TR 18,734.0 $925K 0.04% +5K +36.4% $49.37 +4.2%
127 NKE NIKE INC Consumer Cyclical 17,293.0 $919K 0.04% +7K +72.8% $53.12 -13.4%
128 PFE PFIZER INC Healthcare 32,618.0 $916K 0.04% +5K +20.0% $28.08 -6.7%
129 MCK MCKESSON CORP Healthcare 1,051.0 $910K 0.04% +19.0 +1.8% $866.17 -12.7%
130 GGG GRACO INC Industrials 10,673.0 $903K 0.04% +11K +10000.0% $84.65 -10.2%
131 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,944.0 $901K 0.04% +5K +5785.7% $182.33 +8.8%
132 UNH UNITEDHEALTH GROUP INC Healthcare 3,282.0 $888K 0.04% +95.0 +3.0% $270.62 +41.9%
133 PM PHILIP MORRIS INTL INC Consumer Defensive 5,253.0 $875K 0.04% +1K +34.9% $166.49 +9.3%
134 ABT ABBOTT LABORATORIES Healthcare 8,318.0 $854K 0.04% +3K +60.3% $102.67 -16.6%
135 DUK DUKE ENERGY CORP NEW Utilities 6,306.0 $826K 0.04% +2K +49.8% $130.94 -4.3%
136 CCI CROWN CASTLE INC Real Estate 10,007.0 $814K 0.04% +3K +39.1% $81.31 +11.8%
137 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 21,614.0 $800K 0.04% +3K +17.5% $37.01 +13.3%
138 GS GOLDMAN SACHS GROUP INC Financial Services 933.0 $789K 0.04% +572.0 +158.4% $845.99 +17.8%
139 IWD ISHARES TR 3,467.0 $741K 0.03% +2K +80.0% $213.70 +11.3%
140 HIG HARTFORD INSURANCE GROUP INC Financial Services 5,438.0 $738K 0.03% +1K +28.8% $135.79 -3.0%
Page 7 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%