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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 28 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PAY PAYMENTUS HOLDINGS INC Technology 1,368.0 $43K 0.00% NEW $31.59 -26.5%
542 AVAV AEROVIRONMENT INC Industrials 177.0 $43K 0.00% NEW $241.89 -18.5%
543 CARR CARRIER GLOBAL CORPORATION Industrials 810.0 $43K 0.00% NEW $52.84 +22.0%
544 HOOD ROBINHOOD MKTS INC Financial Services 377.0 $43K 0.00% NEW $113.10 -23.4%
545 AM ANTERO MIDSTREAM CORP Energy 2,395.0 $43K 0.00% NEW $17.79 +18.3%
546 NWN NORTHWEST NAT HLDG CO Utilities 900.0 $42K 0.00% NEW $46.74 +5.2%
547 MCHP MICROCHIP TECHNOLOGY INC. Technology 659.0 $42K 0.00% NEW $63.72 +49.7%
548 XLC SELECT SECTOR SPDR TR 356.0 $42K 0.00% NEW $117.72 -1.9%
549 FNF FIDELITY NATIONAL FINANCIAL Financial Services 766.0 $42K 0.00% NEW $54.59 -12.6%
550 DHI D R HORTON INC Consumer Cyclical 290.0 $42K 0.00% NEW $143.94 +3.8%
551 UAL UNITED AIRLS HLDGS INC Industrials 372.0 $42K 0.00% NEW $111.82 +3.1%
552 ADC AGREE RLTY CORP Real Estate 573.0 $41K 0.00% NEW $72.25 +2.5%
553 GTLS CHART INDS INC Industrials 200.0 $41K 0.00% NEW $206.23 +0.7%
554 FXN FIRST TR EXCHANGE TRADED FD 2,500.0 $41K 0.00% NEW $16.47 +30.8%
555 FDN FIRST TR EXCHANGE-TRADED FD 150.0 $40K 0.00% NEW $269.18 +4.0%
556 KRE SPDR SERIES TRUST 623.0 $40K 0.00% NEW $64.79 +7.8%
557 VGT VANGUARD WORLD FD 53.0 $40K 0.00% NEW $753.79 -84.1%
558 KEY KEYCORP Financial Services 1,898.0 $39K 0.00% NEW $20.64 +3.5%
559 ANNALY CAPITAL MANAGEMENT IN 1,688.0 $39K 0.00% NEW $23.06
560 RPM RPM INTL INC Basic Materials 374.0 $39K 0.00% NEW $104.05 +3.0%
Page 28 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%