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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 42 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 WDAY WORKDAY INC Technology 49.0 $11K 0.00% NEW $214.80 -36.4%
822 SAIA SAIA INC Industrials 32.0 $10K 0.00% NEW $326.53 +45.1%
823 NEWSMAX INC 1,348.0 $10K 0.00% NEW $7.73
824 NTSK NETSKOPE INC Technology 594.0 $10K 0.00% NEW $17.54 -34.6%
825 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 228.0 $10K 0.00% NEW $45.40 -8.8%
826 DKNG DRAFTKINGS INC NEW Consumer Cyclical 300.0 $10K 0.00% NEW $34.46 -30.0%
827 PPH VANECK ETF TRUST 100.0 $10K 0.00% NEW $103.17 +1.7%
828 VBK VANGUARD INDEX FDS 34.0 $10K 0.00% NEW $302.12 +16.9%
829 ROP ROPER TECHNOLOGIES INC Industrials 23.0 $10K 0.00% NEW $445.13 -28.1%
830 VRTS VIRTUS INVT PARTNERS INC Financial Services 62.0 $10K 0.00% NEW $163.16 -11.7%
831 ICLN ISHARES TR 610.0 $10K 0.00% NEW $16.43 +43.0%
832 OWLET INC 618.0 $10K 0.00% NEW $16.19
833 CSGS CSG SYS INTL INC Technology 130.0 $10K 0.00% NEW $76.95 +4.9%
834 SPLV INVESCO EXCH TRADED FD TR II 140.0 $10K 0.00% NEW $71.42 +1.5%
835 USHY ISHARES TR 266.0 $10K 0.00% NEW $37.40 -0.7%
836 BRO BROWN & BROWN INC Financial Services 124.0 $10K 0.00% NEW $79.70 -29.2%
837 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 1,736.0 $10K 0.00% NEW $5.66 +6.7%
838 AIP ARTERIS INC Technology 632.0 $10K 0.00% NEW $15.50 +129.0%
839 SILA SILA REALTY TRUST INC Real Estate 419.0 $10K 0.00% NEW $23.31 +29.7%
840 ZETA ZETA GLOBAL HOLDINGS CORP Technology 478.0 $10K 0.00% NEW $20.35 +7.8%
Page 42 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%