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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 3 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 3,663.0 $114K 0.01% NEW $31.19 +7.6%
42 OIA INVESCO MUNI INCOME OPP TRST Financial Services 15,413.0 $95K 0.00% NEW $6.14 +1.1%
43 AG FIRST MAJESTIC SILVER CORP Basic Materials 4,300.0 $92K 0.00% NEW $21.48 -8.2%
44 CORPAY INC 300.0 $87K 0.00% NEW $290.99
45 SSD SIMPSON MFG INC Industrials 500.0 $86K 0.00% NEW $171.62 +11.3%
46 JLL JONES LANG LASALLE INC Real Estate 250.0 $76K 0.00% NEW $304.32 -4.4%
47 MPLX MPLX LP Energy 1,316.0 $75K 0.00% NEW $57.07 -2.2%
48 KRP KIMBELL RTY PARTNERS LP Energy 4,850.0 $70K 0.00% NEW $14.47 +0.5%
49 TFI SPDR SERIES TRUST 1,447.0 $66K 0.00% NEW $45.34 +0.3%
50 MNKD MANNKIND CORP Healthcare 25,110.0 $62K 0.00% NEW $2.45 +45.9%
51 ISHARES TR 1,268.0 $59K 0.00% NEW $46.23
52 SLYV SPDR SERIES TRUST 617.0 $58K 0.00% NEW $94.58 +10.9%
53 ESGD ISHARES TR 537.0 $51K 0.00% NEW $95.62 +8.3%
54 SLYG SPDR SERIES TRUST 525.0 $51K 0.00% NEW $96.62 +13.7%
55 HEI HEICO CORP NEW Industrials 177.0 $49K 0.00% NEW $274.20 +13.7%
56 FIX COMFORT SYS USA INC Industrials 35.0 $48K 0.00% NEW $1379.00 +36.5%
57 UTES ETFIS SER TR I 563.0 $45K 0.00% NEW $79.90 +2.2%
58 SNDA SONIDA SENIOR LIVING INC Healthcare 1,311.0 $42K 0.00% NEW $32.25 +15.6%
59 IPO RENAISSANCE CAP GREENWICH FD 1,003.0 $42K 0.00% NEW $41.88 +28.1%
60 SSRM SSR MINING IN Basic Materials 1,400.0 $41K 0.00% NEW $29.37 +1.8%
Page 3 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%