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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 10 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BLDR BUILDERS FIRSTSOURCE INC Industrials 50.0 $4K NEW $82.34 -29.4%
182 EMGF ISHARES INC 66.0 $4K NEW $60.44 +19.0%
183 UTG REAVES UTIL INCOME FD Financial Services 100.0 $4K NEW $39.28 -8.5%
184 CNQ CANADIAN NAT RES LTD MED TER Energy 80.0 $4K NEW $48.74 +1.9%
185 SNAP SNAP INC Communication Services 845.0 $4K NEW $4.60 +20.4%
186 FNUC FRONTIER NUCLEAR & MINERALS Basic Materials 1,367.0 $4K NEW $2.81 -40.2%
187 IONS IONIS PHARMACEUTICALS INC Healthcare 50.0 $4K NEW $75.10 -40.8%
188 YELP YELP INC Communication Services 142.0 $4K NEW $24.75 -20.7%
189 HUBG HUB GROUP INC Industrials 94.0 $3K NEW $36.04 -9.2%
190 DAN DANA INC Consumer Cyclical 100.0 $3K NEW $33.65 -11.4%
191 JPME J P MORGAN EXCHANGE TRADED F 26.0 $3K NEW $114.54 +7.3%
192 TER TERADYNE INC Technology 10.0 $3K NEW $296.50 +25.3%
193 NYT NEW YORK TIMES CO MTN BE Communication Services 35.0 $3K NEW $83.74 -16.2%
194 ENTERGY CORP NEW 26.0 $3K NEW $112.38
195 FOXA FOX CORP Communication Services 50.0 $3K NEW $58.40 +10.4%
196 SNOW SNOWFLAKE INC Technology 19.0 $3K NEW $150.84 +120.4%
197 RITM RITHM CAPITAL CORP Real Estate 300.0 $3K NEW $9.48 -1.4%
198 HIGHLANDER SILVER CORP 470.0 $3K NEW $5.88
199 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 294.0 $3K NEW $9.28 -4.7%
200 CW CURTISS WRIGHT CORP Industrials 4.0 $3K NEW $681.25 -16.6%
Page 10 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 37.2%
Technology 19.7%
Industrials 9.5%
Healthcare 8.4%
Consumer Cyclical 7.2%
Consumer Defensive 6.4%
Communication Services 4.0%
Energy 3.7%
Utilities 2.1%
Real Estate 1.0%