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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 8 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HON HONEYWELL INTL INC Industrials 4,654.0 $908K 0.05% NEW $195.08 +18.7%
142 IWR ISHARES TR 9,427.0 $907K 0.05% NEW $96.27 +10.8%
143 IWS ISHARES TR 6,417.0 $905K 0.05% NEW $141.05 +13.3%
144 TXN TEXAS INSTRS INC Technology 5,186.0 $900K 0.05% NEW $173.49 +83.0%
145 IUSB ISHARES TR 19,115.0 $890K 0.05% NEW $46.54 -1.1%
146 CMCSA COMCAST CORP NEW Communication Services 29,582.0 $884K 0.05% NEW $29.89 -15.6%
147 VRT VERTIV HOLDINGS CO Industrials 5,446.0 $882K 0.05% NEW $162.01 +97.4%
148 MS MORGAN STANLEY Financial Services 4,940.0 $877K 0.05% NEW $177.53 +13.6%
149 PNW PINNACLE WEST CAP CORP Utilities 9,790.0 $868K 0.05% NEW $88.70 +15.9%
150 WFC WELLS FARGO CO NEW Financial Services 9,294.0 $866K 0.05% NEW $93.20 -16.8%
151 BILS SPDR SERIES TRUST 8,651.0 $858K 0.05% NEW $99.22 +0.2%
152 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,886.0 $857K 0.05% NEW $53.94 +6.6%
153 MCK MCKESSON CORP Healthcare 1,032.0 $847K 0.05% NEW $821.08 -7.9%
154 HUM HUMANA INC Healthcare 3,295.0 $845K 0.05% NEW $256.32 +19.5%
155 IJT ISHARES TR 5,966.0 $842K 0.05% NEW $141.16 +16.5%
156 PSX PHILLIPS 66 Energy 6,507.0 $840K 0.05% NEW $129.05 +35.3%
157 WM WASTE MGMT INC DEL Industrials 3,526.0 $775K 0.04% NEW $219.69 -1.9%
158 XLF SELECT SECTOR SPDR TR 13,734.0 $752K 0.04% NEW $54.77 -6.1%
159 VZ VERIZON COMMUNICATIONS INC Communication Services 18,400.0 $749K 0.04% NEW $40.73 +18.4%
160 SCHE SCHWAB STRATEGIC TR 22,695.0 $743K 0.04% NEW $32.75 +11.6%
Page 8 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%