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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 8 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KSCP KNIGHTSCOPE INC Industrials 2,000.0 $8K NEW $4.17 -33.6%
142 MKTX MARKETAXESS HLDGS INC Financial Services 50.0 $8K NEW $164.98 -20.6%
143 PODD INSULET CORP Healthcare 38.0 $8K NEW $209.84 -30.4%
144 WOLF WOLFSPEED INC Technology 478.0 $8K NEW $16.32 +350.4%
145 BOX BOX INC Technology 328.0 $8K NEW $23.64 +4.4%
146 FDTX FIDELITY COVINGTON TRUST 207.0 $8K NEW $36.92 +42.9%
147 SVCO SILVACO GROUP INC Technology 1,077.0 $8K NEW $7.08 +38.4%
148 LVS LAS VEGAS SANDS CORP Consumer Cyclical 136.0 $7K NEW $53.96 -5.4%
149 VC VISTEON CORP Consumer Cyclical 80.0 $7K NEW $91.11 +29.3%
150 MRTN MARTEN TRANS LTD Industrials 544.0 $7K NEW $13.13 +31.4%
151 OTEX OPEN TEXT CORP Technology 318.0 $7K NEW $22.24 +3.5%
152 AGNC AGNC INVT CORP Real Estate 680.0 $7K NEW $10.15 +3.5%
153 QEFA SPDR INDEX SHS FDS 73.0 $7K NEW $93.27 +5.0%
154 TEX TEREX CORP NEW Industrials 115.0 $7K NEW $59.10 -0.1%
155 PLUS EPLUS INC Technology 88.0 $7K NEW $75.25 +18.5%
156 TD TORONTO DOMINION BK ONT Financial Services 69.0 $6K NEW $93.32 +20.2%
157 FICO FAIR ISAAC CORP Technology 6.0 $6K NEW $1067.67 +19.7%
158 VCEL VERICEL CORP Healthcare 199.0 $6K NEW $32.17 +6.5%
159 LEG LEGGETT & PLATT INC Consumer Cyclical 635.0 $6K NEW $9.88 +4.2%
160 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 366.0 $6K NEW $17.07 -2.5%
Page 8 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%