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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 34 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 NRG NRG ENERGY INC Utilities 148.0 $24K 0.00% NEW $159.24 -15.3%
662 LSCC LATTICE SEMICONDUCTOR CORP Technology 320.0 $24K 0.00% NEW $73.58 +99.7%
663 XHB SPDR SERIES TRUST 229.0 $24K 0.00% NEW $102.77 +0.8%
664 HEICO CORP NEW 93.0 $23K 0.00% NEW $252.43
665 PRFZ INVESCO EXCHANGE TRADED FD T 511.0 $23K 0.00% NEW $45.89 +13.2%
666 CHD CHURCH & DWIGHT CO INC Consumer Defensive 279.0 $23K 0.00% NEW $83.85 +16.4%
667 ADMA ADMA BIOLOGICS INC Healthcare 1,282.0 $23K 0.00% NEW $18.24 -55.5%
668 CTRA COTERRA ENERGY INC Energy 883.0 $23K 0.00% NEW $26.32 +23.7%
669 ARLP ALLIANCE RESOURCE PARTNERS L Energy 1,000.0 $23K 0.00% NEW $23.23 +8.2%
670 APLD APPLIED DIGITAL CORP Technology 942.0 $23K 0.00% NEW $24.52 +92.6%
671 NTRA NATERA INC Healthcare 100.0 $23K 0.00% NEW $229.09 -2.0%
672 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 130.0 $22K 0.00% NEW $171.28 +112.5%
673 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,071.0 $22K 0.00% NEW $20.74 +12.4%
674 CDNS CADENCE DESIGN SYSTEM INC Technology 71.0 $22K 0.00% NEW $312.59 +19.6%
675 INOD INNODATA INC Technology 432.0 $22K 0.00% NEW $50.95 +100.0%
676 EIS ISHARES INC 200.0 $22K 0.00% NEW $110.03 +24.9%
677 SCHR SCHWAB STRATEGIC TR 874.0 $22K 0.00% NEW $25.08 -1.4%
678 SCHWAB STRATEGIC TR 845.0 $22K 0.00% NEW $25.68
679 OUSTER INC 1,000.0 $22K 0.00% NEW $21.64
680 MBB ISHARES TR 227.0 $22K 0.00% NEW $95.22 -0.5%
Page 34 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%