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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 2 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSCO TRACTOR SUPPLY CO Consumer Cyclical 7,044.0 $319K 0.01% NEW $45.30 -33.6%
22 FDX FEDEX CORP Industrials 860.0 $308K 0.01% NEW $357.68 +14.7%
23 EMN EASTMAN CHEM CO Basic Materials 3,650.0 $282K 0.01% NEW $77.16 -1.5%
24 FNB F N B CORP Financial Services 16,795.0 $281K 0.01% NEW $16.72 +5.0%
25 CGNG CAPITAL GROUP NEW GEOGRAPHY 8,613.0 $272K 0.01% NEW $31.57 +15.6%
26 SMIG ETF SER SOLUTIONS 9,000.0 $264K 0.01% NEW $29.35 +9.0%
27 AOS SMITH A O CORP Industrials 3,910.0 $258K 0.01% NEW $65.94 -11.6%
28 NFG NATIONAL FUEL GAS CO Energy 2,500.0 $236K 0.01% NEW $94.50 -16.6%
29 RWL INVESCO EXCH TRADED FD TR II 1,839.0 $211K 0.01% NEW $114.93 +10.1%
30 STCE SCHWAB STRATEGIC TR 3,795.0 $197K 0.01% NEW $51.98 +48.7%
31 JMST J P MORGAN EXCHANGE TRADED F 3,770.0 $192K 0.01% NEW $50.98 -0.1%
32 WEX WEX INC Technology 1,218.0 $186K 0.01% NEW $153.04 -5.3%
33 IBHI ISHARES TR 7,217.0 $168K 0.01% NEW $23.28 +0.8%
34 DSI ISHARES TR 1,371.0 $166K 0.01% NEW $121.19 +17.1%
35 XSHQ INVESCO EXCH TRADED FD TR II 3,851.0 $162K 0.01% NEW $42.16 +9.7%
36 LII LENNOX INTL INC Industrials 339.0 $158K 0.01% NEW $465.43 +9.0%
37 SAIC SCIENCE APPLICATIONS INTL CO Technology 1,550.0 $147K 0.01% NEW $94.92 +5.9%
38 JCPB J P MORGAN EXCHANGE TRADED F 3,110.0 $146K 0.01% NEW $47.08 -0.6%
39 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,000.0 $143K 0.01% NEW $142.85 -9.4%
40 DFIC DIMENSIONAL ETF TRUST 3,800.0 $135K 0.01% NEW $35.53 +7.3%
Page 2 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%