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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 11 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QBTS D-WAVE QUANTUM INC Technology 183.0 $3K NEW $14.43 +107.3%
202 IVES WEDBUSH SER TR 91.0 $3K NEW $28.37 +37.1%
203 PPG PPG INDS INC Basic Materials 24.0 $3K NEW $106.92 +6.3%
204 PINS PINTEREST INC Communication Services 136.0 $2K NEW $18.35 +11.5%
205 CRCL CIRCLE INTERNET GROUP INC Financial Services 26.0 $2K NEW $95.42 +11.6%
206 CVIE MORGAN STANLEY ETF TRUST 34.0 $2K NEW $72.71 +15.3%
207 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 280.0 $2K NEW $8.45 +53.7%
208 EPAM EPAM SYS INC Technology 17.0 $2K NEW $135.41 -25.0%
209 SKYW SKYWEST INC Industrials 25.0 $2K NEW $91.84 -7.2%
210 EHC ENCOMPASS HEALTH CORP Healthcare 23.0 $2K NEW $96.74 +7.8%
211 RES RPC INC Energy 310.0 $2K NEW $7.08 -5.2%
212 LITE LUMENTUM HLDGS INC Technology 3.0 $2K NEW $703.00 +26.7%
213 DRMA DERMATA THERAPEUTICS INC Healthcare 1,732.0 $2K NEW $1.21 +12.0%
214 AR ANTERO RESOURCES CORP Energy 49.0 $2K NEW $42.45 -16.9%
215 ROBO EXCHANGE TRADED CONCEPTS TRU 30.0 $2K NEW $67.50 +31.8%
216 KWEB KRANESHARES TRUST 70.0 $2K NEW $28.44 -6.7%
217 ALB ALBEMARLE CORP Basic Materials 11.0 $2K NEW $179.55 -1.6%
218 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 100.0 $2K NEW $19.67 +8.9%
219 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 100.0 $2K NEW $19.59 -1.1%
220 MTZ MASTEC INC Industrials 6.0 $2K NEW $321.83 +19.6%
Page 11 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%