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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 7 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITA ISHARES TR 5,555.0 $1.2M 0.07% NEW $214.69 +7.4%
122 HRL HORMEL FOODS CORP Consumer Defensive 50,158.0 $1.2M 0.07% NEW $23.70 -11.6%
123 SCHB SCHWAB STRATEGIC TR 45,086.0 $1.2M 0.07% NEW $26.23 +10.3%
124 ETN EATON CORP PLC Industrials 3,711.0 $1.2M 0.07% NEW $318.51 +27.6%
125 COF CAPITAL ONE FINL CORP Financial Services 4,743.0 $1.1M 0.06% NEW $242.38 -22.1%
126 MMM 3M CO Industrials 7,013.0 $1.1M 0.06% NEW $160.11 -3.1%
127 MKL MARKEL GROUP INC Financial Services 510.0 $1.1M 0.06% NEW $2149.65 -14.0%
128 IHI ISHARES TR 17,168.0 $1.1M 0.06% NEW $62.15 -20.9%
129 UNH UNITEDHEALTH GROUP INC Healthcare 3,187.0 $1.1M 0.06% NEW $330.14 +16.3%
130 IBDZ ISHARES TR 38,523.0 $1.0M 0.06% NEW $26.37 -1.2%
131 MO ALTRIA GROUP INC Consumer Defensive 17,085.0 $1.0M 0.06% NEW $58.68 +22.9%
132 COST COSTCO WHSL CORP NEW Consumer Defensive 1,162.0 $1.0M 0.06% NEW $862.15 +16.4%
133 TEAM ATLASSIAN CORPORATION Technology 6,126.0 $993K 0.06% NEW $162.14 -45.1%
134 VXF VANGUARD INDEX FDS 4,694.0 $982K 0.05% NEW $209.13 +11.9%
135 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 16,766.0 $964K 0.05% NEW $57.49 +38.4%
136 IBM INTERNATIONAL BUSINESS MACHS Technology 3,204.0 $949K 0.05% NEW $296.18 -13.8%
137 TYL TYLER TECHNOLOGIES INC Technology 2,034.0 $923K 0.05% NEW $453.95 -33.4%
138 GD GENERAL DYNAMICS CORP Industrials 2,733.0 $920K 0.05% NEW $336.67 +1.8%
139 C CITIGROUP INC Financial Services 7,868.0 $918K 0.05% NEW $116.68 +7.4%
140 MA MASTERCARD INCORPORATED Financial Services 1,599.0 $913K 0.05% NEW $570.96 -13.3%
Page 7 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%