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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 5 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VEA VANGUARD TAX-MANAGED FDS 36,271.0 $2.3M 0.12% NEW $62.47 +14.3%
82 CSCO CISCO SYS INC Technology 29,406.0 $2.3M 0.12% NEW $77.03 +55.4%
83 RTX RTX CORPORATION Industrials 12,243.0 $2.2M 0.12% NEW $183.39 -3.7%
84 KO COCA COLA CO Consumer Defensive 31,279.0 $2.2M 0.12% NEW $69.91 +16.7%
85 CAT CATERPILLAR INC Industrials 3,738.0 $2.1M 0.12% NEW $572.82 +58.8%
86 CINF CINCINNATI FINL CORP Financial Services 12,951.0 $2.1M 0.12% NEW $164.19 -0.8%
87 VCRB VANGUARD MALVERN FDS 26,275.0 $2.0M 0.11% NEW $77.90 -1.0%
88 MRK MERCK & CO INC Healthcare 19,236.0 $2.0M 0.11% NEW $105.89 +13.5%
89 IBDY ISHARES TR 76,699.0 $2.0M 0.11% NEW $26.14 -1.4%
90 UNP UNION PAC CORP Industrials 8,660.0 $2.0M 0.11% NEW $231.31 +20.8%
91 SCHM SCHWAB STRATEGIC TR 64,050.0 $1.9M 0.11% NEW $30.07 +16.9%
92 CVX CHEVRON CORP NEW Energy 12,428.0 $1.9M 0.10% NEW $152.41 +19.7%
93 VEU VANGUARD INTL EQUITY INDEX F 25,560.0 $1.9M 0.10% NEW $73.56 +13.9%
94 HLMN HILLMAN SOLUTIONS CORP Industrials 212,838.0 $1.8M 0.10% NEW $8.66 -13.3%
95 SPDW SPDR INDEX SHS FDS 41,315.0 $1.8M 0.10% NEW $44.41 +14.5%
96 VYM VANGUARD WHITEHALL FDS 12,725.0 $1.8M 0.10% NEW $143.52 +10.3%
97 GILD GILEAD SCIENCES INC Healthcare 14,663.0 $1.8M 0.10% NEW $122.74 +8.9%
98 MVIS MICROVISION INC DEL Technology 2,090,419.0 $1.7M 0.10% NEW $0.83 -22.8%
99 HDV ISHARES TR 13,533.0 $1.6M 0.09% NEW $121.61 -77.3%
100 IAU ISHARES GOLD TR Financial Services 20,045.0 $1.6M 0.09% NEW $81.17 +3.2%
Page 5 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%