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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 9 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SDY SPDR SERIES TRUST 3,880.0 $566K 0.03% +115.0 +3.0% $145.92 +2.8%
162 GRID FIRST TR EXCHANGE-TRADED FD 3,453.0 $565K 0.03% +3K +10000.0% $163.56 +18.7%
163 EMR EMERSON ELEC CO Industrials 4,247.0 $556K 0.02% +2K +135.2% $131.01 +6.6%
164 SBUX STARBUCKS CORP Consumer Cyclical 6,172.0 $553K 0.02% +3K +125.4% $89.60 +14.0%
165 CANADIAN PACIFIC KANSAS CITY 7,007.0 $552K 0.02% +86.0 +1.2% $78.83
166 IVE ISHARES TR 2,615.0 $552K 0.02% +1K +115.2% $211.15 +8.0%
167 EBAY EBAY INC. Consumer Cyclical 6,056.0 $551K 0.02% +4K +195.0% $91.03 +21.2%
168 BITWISE FUNDS TRUST 28,424.0 $536K 0.02% +3K +10.5% $18.86
169 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,275.0 $535K 0.02% +3K +334.4% $163.29 -9.9%
170 INGERSOLL RAND INC 6,639.0 $532K 0.02% +142.0 +2.2% $80.13
171 MU MICRON TECHNOLOGY INC Technology 1,557.0 $526K 0.02% +749.0 +92.7% $337.94 +174.7%
172 VB VANGUARD INDEX FDS 1,992.0 $522K 0.02% +1K +105.8% $261.89 +11.7%
173 MRSH MARSH & MCLENNAN COS INC Financial Services 3,001.0 $520K 0.02% +1K +87.0% $173.42 -7.4%
174 PH PARKER-HANNIFIN CORP Industrials 567.0 $507K 0.02% +404.0 +247.8% $894.74 -4.3%
175 XLU SELECT SECTOR SPDR TR 10,968.0 $503K 0.02% +7K +168.8% $45.89 -1.6%
176 T AT&T INC Communication Services 17,287.0 $501K 0.02% +2K +15.0% $28.99 -14.1%
177 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,718.0 $499K 0.02% +592.0 +52.6% $290.49 -1.6%
178 KLAC KLA CORP Technology 335.0 $494K 0.02% +96.0 +40.2% $1473.16 +32.9%
179 ARKK ARK ETF TR 7,139.0 $483K 0.02% +7K +5800.0% $67.59 +15.3%
180 CRM SALESFORCE INC Technology 2,574.0 $480K 0.02% +2K +165.1% $186.66 -4.9%
Page 9 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%