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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 6 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALC ALCON AG Healthcare 20,609.0 $1.6M 0.09% NEW $78.81 -15.8%
102 USB US BANCORP DEL Financial Services 30,068.0 $1.6M 0.09% NEW $53.70 +1.8%
103 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 17,278.0 $1.6M 0.09% NEW $91.21 -2.4%
104 CATH GLOBAL X FDS 18,727.0 $1.5M 0.09% NEW $82.25 +8.8%
105 MCD MCDONALDS CORP Consumer Cyclical 5,009.0 $1.5M 0.09% NEW $305.65 -8.1%
106 PNC PNC FINL SVCS GROUP INC Financial Services 7,186.0 $1.5M 0.08% NEW $208.74 +5.8%
107 NFLX NETFLIX INC Communication Services 15,960.0 $1.5M 0.08% NEW $93.76 -6.8%
108 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,675.0 $1.5M 0.08% NEW $258.89 -15.9%
109 TFC TRUIST FINL CORP Financial Services 28,991.0 $1.4M 0.08% NEW $49.21 -1.5%
110 INTC INTEL CORP Technology 38,496.0 $1.4M 0.08% NEW $36.90 +230.0%
111 MINT PIMCO ETF TR 13,251.0 $1.3M 0.07% NEW $100.70 -0.0%
112 QCOM QUALCOMM INC Technology 7,514.0 $1.3M 0.07% NEW $171.06 +36.4%
113 ROK ROCKWELL AUTOMATION INC Industrials 3,241.0 $1.3M 0.07% NEW $389.08 +17.2%
114 PEP PEPSICO INC Consumer Defensive 8,696.0 $1.3M 0.07% NEW $144.71 +2.1%
115 IJS ISHARES TR 10,939.0 $1.2M 0.07% NEW $113.72 +15.6%
116 SCHW SCHWAB CHARLES CORP Financial Services 12,320.0 $1.2M 0.07% NEW $99.91 -14.3%
117 IBCA ISHARES TR 47,419.0 $1.2M 0.07% NEW $25.94 -1.4%
118 MOTI VANECK ETF TRUST 33,428.0 $1.2M 0.07% NEW $36.68 -4.7%
119 PULS PGIM ETF TR 24,609.0 $1.2M 0.07% NEW $49.76 -0.1%
120 SLV ISHARES SILVER TR Financial Services 18,560.0 $1.2M 0.07% NEW $64.42 +4.8%
Page 6 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%