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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 4 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FITB FIFTH THIRD BANCORP Financial Services 67,765.0 $3.2M 0.18% NEW $47.12 +5.9%
62 BA BOEING CO Industrials 14,503.0 $3.1M 0.17% NEW $217.12 +3.3%
63 BAC BANK AMERICA CORP Financial Services 55,764.0 $3.1M 0.17% NEW $55.00 -7.1%
64 HD HOME DEPOT INC Consumer Cyclical 8,872.0 $3.1M 0.17% NEW $344.08 -7.6%
65 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,204.0 $3.0M 0.17% NEW $579.86 -21.3%
66 LLY ELI LILLY & CO Healthcare 2,765.0 $3.0M 0.16% NEW $1074.55 +0.8%
67 BSV VANGUARD BD INDEX FDS 37,072.0 $2.9M 0.16% NEW $78.81 -1.0%
68 BOND PIMCO ETF TR 30,713.0 $2.9M 0.16% NEW $93.48 -1.7%
69 ABBV ABBVIE INC Healthcare 12,399.0 $2.8M 0.16% NEW $228.49 -5.7%
70 SPHY SPDR SERIES TRUST 119,148.0 $2.8M 0.16% NEW $23.67 -0.8%
71 XOM EXXON MOBIL CORP Energy 23,132.0 $2.8M 0.15% NEW $120.34 +24.5%
72 WMT WALMART INC Consumer Defensive 24,556.0 $2.7M 0.15% NEW $111.41 +6.4%
73 IBDX ISHARES TR 106,498.0 $2.7M 0.15% NEW $25.53 -1.4%
74 IWP ISHARES TR 19,642.0 $2.7M 0.15% NEW $136.94 +2.7%
75 TSLA TESLA INC Consumer Cyclical 5,963.0 $2.7M 0.15% NEW $449.76 -2.1%
76 MUB ISHARES TR 24,241.0 $2.6M 0.14% NEW $107.11 -0.2%
77 GE GE AEROSPACE Industrials 8,341.0 $2.6M 0.14% NEW $308.39 +2.9%
78 NEE NEXTERA ENERGY INC Utilities 31,705.0 $2.5M 0.14% NEW $80.28 +9.2%
79 CMI CUMMINS INC Industrials 4,855.0 $2.5M 0.14% NEW $510.49 +30.8%
80 AXP AMERICAN EXPRESS CO Financial Services 6,358.0 $2.4M 0.13% NEW $369.97 -15.5%
Page 4 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%