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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 31 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AZO AUTOZONE INC Consumer Cyclical 9.0 $31K 0.00% NEW $3391.56 -12.6%
602 SAM BOSTON BEER INC Consumer Defensive 156.0 $30K 0.00% NEW $195.13 -7.6%
603 SJM SMUCKER J M CO Consumer Defensive 311.0 $30K 0.00% NEW $97.84 +6.6%
604 JHMM JOHN HANCOCK EXCHANGE TRADED 461.0 $30K 0.00% NEW $65.54 +11.9%
605 LNT ALLIANT ENERGY CORP Utilities 462.0 $30K 0.00% NEW $65.01 +10.7%
606 RF REGIONS FINANCIAL CORP NEW Financial Services 1,092.0 $30K 0.00% NEW $27.36 +2.3%
607 AXGN AXOGEN INC Healthcare 911.0 $30K 0.00% NEW $32.73 +22.8%
608 CMPX COMPASS THERAPEUTICS INC Healthcare 5,540.0 $30K 0.00% NEW $5.37 -55.6%
609 MSM MSC INDL DIRECT INC Industrials 353.0 $30K 0.00% NEW $84.10 +31.7%
610 IWN ISHARES TR 163.0 $30K 0.00% NEW $181.21 +18.0%
611 ISHARES TR 1,334.0 $29K 0.00% NEW $21.95
612 ISHARES TR 1,308.0 $29K 0.00% NEW $22.37
613 ISHARES TR 1,301.0 $29K 0.00% NEW $22.47
614 ISHARES TR 1,276.0 $29K 0.00% NEW $22.88
615 ENB ENBRIDGE INC Energy 605.0 $29K 0.00% NEW $47.83 +15.6%
616 GSK GSK PLC Healthcare 586.0 $29K 0.00% NEW $49.23 +3.9%
617 VGK VANGUARD INTL EQUITY INDEX F 342.0 $29K 0.00% NEW $83.61 +7.2%
618 LKQ LKQ CORP Consumer Cyclical 944.0 $29K 0.00% NEW $30.20 -10.4%
619 CGGR CAPITAL GROUP GROWTH ETF 629.0 $28K 0.00% NEW $44.47 +7.1%
620 CAG CONAGRA BRANDS INC Consumer Defensive 1,613.0 $28K 0.00% NEW $17.31 -23.0%
Page 31 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%