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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 38 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 RY ROYAL BK CDA Financial Services 90.0 $15K 0.00% NEW $170.50 +9.8%
742 DXYZ DESTINY TECH100 INC 500.0 $15K 0.00% NEW $30.63 +63.5%
743 GDXJ VANECK ETF TRUST 134.0 $15K 0.00% NEW $113.78 +1.1%
744 PEN PENUMBRA INC Healthcare 49.0 $15K 0.00% NEW $310.92 +2.9%
745 IT GARTNER INC Technology 60.0 $15K 0.00% NEW $252.28 -35.1%
746 WSM WILLIAMS SONOMA INC Consumer Cyclical 84.0 $15K 0.00% NEW $178.60 +15.8%
747 WEN WENDYS CO Consumer Cyclical 1,791.0 $15K 0.00% NEW $8.33 -7.4%
748 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 562.0 $15K 0.00% NEW $26.52 -18.9%
749 FEIM FREQUENCY ELECTRS INC Technology 276.0 $15K 0.00% NEW $53.84 +34.4%
750 FXG FIRST TR EXCHANGE TRADED FD 240.0 $15K 0.00% NEW $60.68 +1.3%
751 EQIX EQUINIX INC Real Estate 19.0 $15K 0.00% NEW $766.21 +39.3%
752 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 499.0 $14K 0.00% NEW $29.00 -12.6%
753 SPG SIMON PPTY GROUP INC NEW Real Estate 78.0 $14K 0.00% NEW $185.12 +11.5%
754 PSKY PARAMOUNT SKYDANCE CORP Communication Services 1,069.0 $14K 0.00% NEW $13.45 -20.3%
755 LCNB LCNB CORP Financial Services 872.0 $14K 0.00% NEW $16.39 +3.6%
756 BMO BANK MONTREAL QUE Financial Services 110.0 $14K 0.00% NEW $129.79 +24.0%
757 UGI UGI CORP NEW Utilities 380.0 $14K 0.00% NEW $37.43 -7.6%
758 PKE PARK AEROSPACE CORP Industrials 661.0 $14K 0.00% NEW $21.34 +48.5%
759 EME EMCOR GROUP INC Industrials 23.0 $14K 0.00% NEW $611.83 +35.4%
760 IVOL KRANESHARES TRUST 730.0 $14K 0.00% NEW $19.16 -7.2%
Page 38 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%