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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 1 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DIVI FRANKLIN TEMPLETON ETF TR 812,187.0 $32.3M 1.42% NEW $39.81 +8.5%
2 CGCP CAPITAL GRP FIXED INCM ETF T 1,142,834.0 $25.5M 1.12% NEW $22.34 +0.0%
3 J P MORGAN EXCHANGE TRADED F 509,014.0 $24.1M 1.05% NEW $47.30
4 DFAE DIMENSIONAL ETF TRUST 645,426.0 $21.9M 0.96% NEW $33.86 +19.1%
5 TBUX T ROWE PRICE ETF INC 421,818.0 $21.0M 0.92% NEW $49.75 +0.0%
6 JEPI J P MORGAN EXCHANGE TRADED F 195,134.0 $11.1M 0.48% NEW $56.68 -0.6%
7 SPIB SPDR SERIES TRUST 304,298.0 $10.2M 0.45% NEW $33.54 -0.3%
8 CASY CASEYS GEN STORES INC Consumer Cyclical 4,075.0 $3.0M 0.13% NEW $727.86 +8.8%
9 LSTR LANDSTAR SYS INC Industrials 5,787.0 $928K 0.04% NEW $160.31 +26.2%
10 RMD RESMED INC Healthcare 3,103.0 $697K 0.03% NEW $224.48 -7.4%
11 CGSM CAPITAL GRP FIXED INCM ETF T 25,669.0 $675K 0.03% NEW $26.28 +0.2%
12 STT STATE STR CORP Financial Services 5,252.0 $665K 0.03% NEW $126.56 +24.3%
13 DKS DICKS SPORTING GOODS INC Consumer Cyclical 3,122.0 $623K 0.03% NEW $199.54 +11.2%
14 LH LABCORP HOLDINGS INC Healthcare 2,059.0 $549K 0.02% NEW $266.81 -3.2%
15 ISHARES TR 20,934.0 $529K 0.02% NEW $25.25
16 SHLD GLOBAL X FDS 7,171.0 $508K 0.02% NEW $70.84 -7.5%
17 XMHQ INVESCO EXCHANGE TRADED FD T 4,411.0 $456K 0.02% NEW $103.38 +6.1%
18 J P MORGAN EXCHANGE TRADED F 8,907.0 $451K 0.02% NEW $50.61
19 ROL ROLLINS INC Consumer Cyclical 7,850.0 $419K 0.02% NEW $53.41 -5.1%
20 TEMA ETF TRUST 10,439.0 $357K 0.02% NEW $34.24
Page 1 of 15  ·  286 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%