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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 24 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TRV TRAVELERS COMPANIES INC Financial Services 237.0 $69K 0.00% NEW $290.29 +1.0%
462 QQQI NEOS ETF TRUST 1,275.0 $69K 0.00% NEW $53.86 +6.4%
463 AMAT APPLIED MATLS INC Technology 266.0 $68K 0.00% NEW $257.00 +76.8%
464 EOG EOG RES INC Energy 643.0 $68K 0.00% NEW $105.01 +27.0%
465 CRH PLC 538.0 $67K 0.00% NEW $124.80
466 EA ELECTRONIC ARTS INC Communication Services 327.0 $67K 0.00% NEW $204.33 -1.3%
467 STZ CONSTELLATION BRANDS INC Consumer Defensive 481.0 $66K 0.00% NEW $137.96 +1.8%
468 ATRO ASTRONICS CORP Industrials 1,218.0 $66K 0.00% NEW $54.24 +60.2%
469 MDT MEDTRONIC PLC Healthcare 682.0 $66K 0.00% NEW $96.78 -21.9%
470 DIA SPDR DOW JONES INDL AVERAGE Financial Services 137.0 $66K 0.00% NEW $481.62 +5.7%
471 CNO CNO FINL GROUP INC Financial Services 1,521.0 $65K 0.00% NEW $42.47 +9.0%
472 GLD SPDR GOLD TR Financial Services 162.0 $64K 0.00% NEW $396.31 +5.3%
473 VCIT VANGUARD SCOTTSDALE FDS 754.0 $63K 0.00% NEW $83.75 -1.1%
474 COMERICA INC 722.0 $63K 0.00% NEW $87.35
475 NOC NORTHROP GRUMMAN CORP Industrials 110.0 $63K 0.00% NEW $570.22 -2.6%
476 HWM HOWMET AEROSPACE INC Industrials 304.0 $62K 0.00% NEW $205.02 +25.3%
477 IYW ISHARES TR 312.0 $62K 0.00% NEW $199.68 +27.0%
478 DEO DIAGEO PLC Consumer Defensive 719.0 $62K 0.00% NEW $86.24 -3.3%
479 DAL DELTA AIR LINES INC DEL Industrials 881.0 $61K 0.00% NEW $69.39 +18.9%
480 IDRV ISHARES TR 1,597.0 $61K 0.00% NEW $37.93 +18.6%
Page 24 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%