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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 29 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TTD THE TRADE DESK INC Technology 1,024.0 $39K 0.00% NEW $37.96 -43.2%
562 KHC KRAFT HEINZ CO Consumer Defensive 1,590.0 $39K 0.00% NEW $24.25 +0.9%
563 LNG CHENIERE ENERGY INC Energy 196.0 $38K 0.00% NEW $194.43 +17.1%
564 LUV SOUTHWEST AIRLS CO Industrials 915.0 $38K 0.00% NEW $41.52 +4.8%
565 SPSM SPDR SERIES TRUST 800.0 $37K 0.00% NEW $46.86 +15.2%
566 FXH FIRST TR EXCHANGE TRADED FD 326.0 $37K 0.00% NEW $113.82 +1.7%
567 IYR ISHARES TR 390.0 $37K 0.00% NEW $93.89 +8.5%
568 ZTS ZOETIS INC Healthcare 288.0 $36K 0.00% NEW $125.96 -38.0%
569 GM GENERAL MTRS CO Consumer Cyclical 443.0 $36K 0.00% NEW $81.32 +1.5%
570 OZK BANK OZK LITTLE ROCK ARK Financial Services 778.0 $36K 0.00% NEW $46.02 +5.5%
571 PPC PILGRIMS PRIDE CORP Consumer Defensive 900.0 $35K 0.00% NEW $38.99 -27.2%
572 SCZ ISHARES TR 451.0 $35K 0.00% NEW $77.53 +11.5%
573 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 196.0 $35K 0.00% NEW $177.44 -34.6%
574 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 394.0 $35K 0.00% NEW $88.21 +18.1%
575 REGN REGENERON PHARMACEUTICALS Healthcare 45.0 $35K 0.00% NEW $771.89 -19.4%
576 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 693.0 $35K 0.00% NEW $50.02 -20.8%
577 DLR DIGITAL RLTY TR INC Real Estate 223.0 $35K 0.00% NEW $154.71 +23.6%
578 NDAQ NASDAQ INC Financial Services 355.0 $34K 0.00% NEW $97.13 -4.8%
579 MIRM MIRUM PHARMACEUTICALS INC Healthcare 436.0 $34K 0.00% NEW $78.99 +25.8%
580 IYF ISHARES TR 265.0 $34K 0.00% NEW $128.93 -4.9%
Page 29 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%