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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 6 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ODFL OLD DOMINION FREIGHT LINE IN Industrials 87.0 $17K 0.00% NEW $195.40 +12.3%
102 GRNB VANECK ETF TRUST 693.0 $17K 0.00% NEW $23.96 +0.4%
103 ITGR INTEGER HLDGS CORP Healthcare 187.0 $16K 0.00% NEW $88.00 +1.1%
104 ESGE ISHARES INC 360.0 $16K 0.00% NEW $45.47 +20.1%
105 YOU CLEAR SECURE INC Technology 334.0 $16K 0.00% NEW $48.41 +28.8%
106 INSW INTERNATIONAL SEAWAYS INC Energy 219.0 $16K 0.00% NEW $72.88 +10.3%
107 MATX MATSON INC Industrials 97.0 $16K 0.00% NEW $163.95 +12.4%
108 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 292.0 $15K 0.00% NEW $52.76 +10.2%
109 EXPE EXPEDIA GROUP INC Consumer Cyclical 65.0 $15K 0.00% NEW $230.89 -1.9%
110 FIS FIDELITY NATL INFORMATION SV Technology 318.0 $15K 0.00% NEW $46.91 -10.4%
111 AZN ASTRAZENECA PLC Healthcare 75.0 $15K 0.00% NEW $197.23 -5.9%
112 WDC WESTERN DIGITAL CORP Technology 51.0 $14K 0.00% NEW $270.53 +93.9%
113 INSTALLED BLDG PRODS INC 50.0 $13K 0.00% NEW $265.16
114 NVR NVR INC Consumer Cyclical 2.0 $13K 0.00% NEW $6590.00 -7.5%
115 CALM CAL MAINE FOODS INC Consumer Defensive 163.0 $13K 0.00% NEW $79.15 -3.9%
116 TOTALENERGIES SE 140.0 $13K 0.00% NEW $91.99
117 BRIGHTSTAR LOTTERY PLC 1,000.0 $13K 0.00% NEW $12.74
118 SM SM ENERGY COMPANY Energy 408.0 $13K 0.00% NEW $31.18 -1.8%
119 TSN TYSON FOODS INC Consumer Defensive 197.0 $13K 0.00% NEW $64.07 +3.0%
120 CF CF INDUSTRIES HOLD Basic Materials 95.0 $12K 0.00% NEW $129.84 -10.4%
Page 6 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%