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Portfolio (Quarterly) Guide ↗

MCF Advisors LLC

· CIK 0001602905
13F Portfolio $2.3B AUM 1,341 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 286 New 463 Added 166 Reduced 80 Exited
Page 4 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IDCC INTERDIGITAL INC Technology 136.0 $41K 0.00% NEW $302.00 -16.4%
62 MUSA MURPHY USA INC Consumer Cyclical 83.0 $41K 0.00% NEW $493.98 +4.5%
63 COPX GLOBAL X FDS 533.0 $41K 0.00% NEW $76.35 +12.8%
64 QCLN FIRST TR EXCHANGE-TRADED FD 842.0 $39K 0.00% NEW $46.45 +42.6%
65 HESM HESS MIDSTREAM LP Energy 1,000.0 $39K 0.00% NEW $38.87 -1.3%
66 SKYY FIRST TR EXCHANGE-TRADED FD 348.0 $38K 0.00% NEW $109.36 +21.0%
67 EXEL EXELIXIS INC Healthcare 880.0 $38K 0.00% NEW $42.89 +16.6%
68 STLD STEEL DYNAMICS INC Basic Materials 203.0 $37K 0.00% NEW $180.53 +43.0%
69 POWL POWELL INDS INC Industrials 66.0 $36K 0.00% NEW $541.09 -45.3%
70 CIVB CIVISTA BANCSHARES INC Financial Services 1,532.0 $35K 0.00% NEW $22.79 +12.5%
71 SYF SYNCHRONY FINANCIAL Financial Services 512.0 $35K 0.00% NEW $68.02 +6.0%
72 EEMV ISHARES INC 495.0 $32K 0.00% NEW $64.73 +15.4%
73 CAH CARDINAL HEALTH INC Healthcare 146.0 $31K 0.00% NEW $211.32 -5.4%
74 VMBS VANGUARD SCOTTSDALE FDS 657.0 $31K 0.00% NEW $46.95 -0.5%
75 WCLD WISDOMTREE TR 1,100.0 $30K 0.00% NEW $27.32 +7.8%
76 JPLD J P MORGAN EXCHANGE TRADED F 568.0 $30K 0.00% NEW $52.23 -0.1%
77 AFL AFLAC INC Financial Services 260.0 $29K 0.00% NEW $109.71 +4.7%
78 CNR CORE NATURAL RESOURCES INC Energy 263.0 $28K 0.00% NEW $104.73 -13.8%
79 AOA ISHARES TR 303.0 $27K 0.00% NEW $88.49 +10.3%
80 RIO RIO TINTO PLC Basic Materials 278.0 $27K 0.00% NEW $95.83 +11.2%
Page 4 of 15  ·  286 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 36.8%
Technology 19.5%
Industrials 9.4%
Healthcare 8.3%
Consumer Cyclical 7.1%
Consumer Defensive 6.3%
Communication Services 4.8%
Energy 3.9%
Utilities 2.1%
Real Estate 1.0%