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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 46 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 BNDX VANGUARD CHARLOTTE FDS 148.0 $7K NEW $48.32 -0.1%
902 VIKING HOLDINGS LTD 100.0 $7K NEW $71.41
903 KNSL KINSALE CAP GROUP INC Financial Services 18.0 $7K NEW $391.17 -20.6%
904 PAGAYA TECHNOLOGIES LTD 336.0 $7K NEW $20.90
905 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 25.0 $7K NEW $280.68 +0.1%
906 VFLO VICTORY PORTFOLIOS II 178.0 $7K NEW $39.38 +14.6%
907 FSK FS KKR CAP CORP Financial Services 472.0 $7K NEW $14.81 -26.3%
908 GABC GERMAN AMERN BANCORP INC Financial Services 178.0 $7K NEW $39.19 +10.4%
909 DBEF DBX ETF TR 142.0 $7K NEW $48.11 +10.4%
910 MP MP MATERIALS CORP Basic Materials 135.0 $7K NEW $50.53 +33.4%
911 BB BLACKBERRY LTD Technology 1,787.0 $7K NEW $3.79 +135.0%
912 EXR EXTRA SPACE STORAGE INC Real Estate 52.0 $7K NEW $130.23 +12.7%
913 QXO QXO INC Industrials 350.0 $7K NEW $19.29 -9.6%
914 ESCA ESCALADE INC Consumer Cyclical 500.0 $7K NEW $13.49 +39.7%
915 SPAM THEMES ETF TR 217.0 $7K NEW $30.65 +25.0%
916 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 162.0 $7K NEW $40.85 -15.5%
917 ILMN ILLUMINA INC Healthcare 50.0 $7K NEW $131.16 +19.5%
918 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 25.0 $6K NEW $258.68 +43.8%
919 GLPI GAMING & LEISURE PPTYS INC Real Estate 144.0 $6K NEW $44.69 +6.0%
920 PSNL PERSONALIS INC Healthcare 800.0 $6K NEW $7.96 +32.5%
Page 46 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%