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Portfolio (Quarterly) Guide ↗

MCF Advisors LLC

· CIK 0001602905
13F Portfolio $1.8B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1133 New
Page 16 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VMC VULCAN MATLS CO Basic Materials 743.0 $212K 0.01% NEW $285.33 -2.9%
302 SCCO SOUTHERN COPPER CORP Basic Materials 1,472.0 $211K 0.01% NEW $143.47 +35.4%
303 DVN DEVON ENERGY CORP NEW Energy 5,734.0 $210K 0.01% NEW $36.63 +21.3%
304 ARCC ARES CAPITAL CORP Financial Services 10,244.0 $207K 0.01% NEW $20.23 -6.3%
305 IUSV ISHARES TR 2,008.0 $206K 0.01% NEW $102.54 +7.8%
306 CSL CARLISLE COS INC Industrials 633.0 $202K 0.01% NEW $319.86 +7.4%
307 ADBE ADOBE INC Technology 574.0 $201K 0.01% NEW $349.99 -30.9%
308 VPLS VANGUARD MALVERN FDS 2,570.0 $201K 0.01% NEW $78.12 -0.7%
309 MPT MEDICAL PPTYS TRUST INC Financial Services 39,345.0 $200K 0.01% NEW $5.09 +1.4%
310 BX BLACKSTONE INC Financial Services 1,294.0 $199K 0.01% NEW $154.12 -24.4%
311 TOTL SSGA ACTIVE ETF TR 4,950.0 $199K 0.01% NEW $40.25 -1.7%
312 PYPL PAYPAL HLDGS INC Financial Services 3,410.0 $199K 0.01% NEW $58.38 -23.9%
313 BND VANGUARD BD INDEX FDS 2,656.0 $197K 0.01% NEW $74.08 -0.9%
314 DTE DTE ENERGY CO Utilities 1,509.0 $196K 0.01% NEW $130.17 +11.1%
315 Q QNITY ELECTRONICS INC Technology 2,405.0 $196K 0.01% NEW $81.65 +95.1%
316 TT TRANE TECHNOLOGIES PLC Industrials 503.0 $196K 0.01% NEW $389.20 +17.1%
317 BKNG BOOKING HOLDINGS INC Consumer Cyclical 36.0 $193K 0.01% NEW $5363.44 -96.8%
318 CTVA CORTEVA INC Basic Materials 2,837.0 $190K 0.01% NEW $67.04 +20.6%
319 KTB KONTOOR BRANDS INC Consumer Cyclical 3,074.0 $188K 0.01% NEW $61.10 +20.6%
320 HAL HALLIBURTON CO Energy 6,583.0 $186K 0.01% NEW $28.26 +39.3%
Page 16 of 57  ·  1,133 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 42.1%
Technology 21.0%
Industrials 7.9%
Healthcare 7.7%
Consumer Cyclical 5.8%
Communication Services 5.5%
Consumer Defensive 4.8%
Energy 2.3%
Utilities 1.7%
Real Estate 0.8%