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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 35 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AMP AMERIPRISE FINL INC Financial Services 43.0 $21K 0.00% NEW $490.35 -9.2%
682 LAZ LAZARD INC Financial Services 430.0 $21K 0.00% NEW $48.61 -0.5%
683 WAT WATERS CORP Healthcare 55.0 $21K 0.00% NEW $379.84 -0.4%
684 APP APPLOVIN CORP Technology 31.0 $21K 0.00% NEW $673.84 -12.3%
685 AAOI APPLIED OPTOELECTRONICS INC Technology 596.0 $21K 0.00% NEW $34.86 +348.2%
686 MRNA MODERNA INC Healthcare 700.0 $21K 0.00% NEW $29.49 +60.2%
687 FFIV F5 INC Technology 80.0 $20K 0.00% NEW $255.26 +50.7%
688 IWO ISHARES TR 63.0 $20K 0.00% NEW $323.02 +16.8%
689 PAVE GLOBAL X FDS 420.0 $20K 0.00% NEW $48.12 +16.8%
690 NWBI NORTHWEST BANCSHARES INC MD Financial Services 1,684.0 $20K 0.00% NEW $12.00 +18.1%
691 CNI CANADIAN NATL RY CO Industrials 204.0 $20K 0.00% NEW $98.85 +20.3%
692 XEL XCEL ENERGY INC Utilities 270.0 $20K 0.00% NEW $74.22 +7.9%
693 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 1,711.0 $20K 0.00% NEW $11.66 +7.5%
694 IGM ISHARES TR 154.0 $20K 0.00% NEW $129.16 +27.4%
695 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 220.0 $20K 0.00% NEW $90.16 -8.0%
696 ABNB AIRBNB INC Consumer Cyclical 146.0 $20K 0.00% NEW $135.73 -1.0%
697 FLEX FLEX LTD Technology 327.0 $20K 0.00% NEW $60.42 +146.2%
698 FORTINET INC 248.0 $20K 0.00% NEW $79.41
699 STEW SRH TOTAL RETURN FUND INC Financial Services 1,060.0 $20K 0.00% NEW $18.54 -6.3%
700 ZG ZILLOW GROUP INC Communication Services 288.0 $20K 0.00% NEW $68.23 -47.8%
Page 35 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%