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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 7 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NUMV NUSHARES ETF TR 318.0 $12K 0.00% NEW $38.77 +9.3%
122 VSNT VERSANT MEDIA GROUP INC Industrials 330.0 $12K 0.00% NEW $37.02 +17.2%
123 KGC KINROSS GOLD CORP Basic Materials 400.0 $12K 0.00% NEW $30.52 -6.6%
124 WFRD WEATHERFORD INTL PLC Energy 129.0 $12K 0.00% NEW $94.58 +12.2%
125 FSM FORTUNA MNG CORP Basic Materials 1,200.0 $12K 0.00% NEW $9.93 -4.1%
126 FLR FLUOR CORP Industrials 251.0 $12K 0.00% NEW $46.65 +1.4%
127 ICHR ICHOR HOLDINGS Technology 243.0 $11K NEW $46.61 +58.2%
128 EXPD EXPEDITORS INTL WASH INC Industrials 78.0 $11K NEW $143.23 +12.8%
129 ILCG ISHARES TR 114.0 $11K NEW $95.48 +22.5%
130 CVLG COVENANT LOGISTICS GROUP INC Industrials 384.0 $10K NEW $27.15 +45.8%
131 WCC WESCO INTL INC Industrials 38.0 $10K NEW $273.63 +34.7%
132 CMS CMS ENERGY CORP Utilities 132.0 $10K NEW $77.58 -4.3%
133 NUMG NUSHARES ETF TR 246.0 $10K NEW $41.08 +11.4%
134 FLOT ISHARES TR 198.0 $10K NEW $50.95 +0.2%
135 MTH MERITAGE HOMES CORP Consumer Cyclical 154.0 $10K NEW $61.84 +7.5%
136 OMFL INVESCO EXCH TRD SLF IDX FD 156.0 $9K NEW $60.12 +13.9%
137 FPS FORGENT POWER SOLUTIONS INC Industrials 317.0 $9K NEW $29.27 +61.6%
138 ITB ISHARES TR 100.0 $9K NEW $90.55 +3.3%
139 QQQM INVESCO EXCH TRADED FD TR II 36.0 $9K NEW $237.64 +26.4%
140 TRX GOLD CORPORATION 5,672.0 $9K NEW $1.50
Page 7 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%