BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MUX MCEWEN INC. Basic Materials 300.0 $6K NEW $20.42 +3.1%
162 GIII G III APPAREL GROUP LTD Consumer Cyclical 220.0 $6K NEW $27.70 +16.6%
163 CCS CENTURY COMMUNITIES INC Consumer Cyclical 106.0 $6K NEW $57.39 -5.6%
164 ZION ZIONS BANCORPORATION NATL AS Financial Services 105.0 $6K NEW $57.63 +8.9%
165 CVNA CARVANA CO Consumer Cyclical 19.0 $6K NEW $314.42 -76.8%
166 DOCU DOCUSIGN INC Technology 125.0 $6K NEW $47.42 +2.1%
167 PBUS INVESCO EXCH TRADED FD TR II 87.0 $6K NEW $65.17 +15.3%
168 GNL GLOBAL NET LEASE INC Real Estate 576.0 $5K NEW $9.36 +1.3%
169 IAT ISHARES TR 100.0 $5K NEW $53.84 +6.8%
170 TECH BIO-TECHNE CORP Healthcare 103.0 $5K NEW $52.26 -8.0%
171 SIVR ABRDN SILVER ETF TRUST Financial Services 72.0 $5K NEW $71.61 -1.0%
172 VPU VANGUARD WORLD FD 26.0 $5K NEW $198.15 -1.2%
173 OFRM ONCE UPON A FARM PBC Consumer Defensive 309.0 $5K NEW $16.35 -8.7%
174 EQPT EQUIPMENTSHARE COM INC Industrials 246.0 $5K NEW $20.37 +11.9%
175 YSS YORK SPACE SYSTEMS INC Technology 222.0 $5K NEW $22.17 +49.7%
176 WCN WASTE CONNECTIONS INC Industrials 30.0 $5K NEW $162.47 -5.4%
177 SWKS SKYWORKS SOLUTIONS INC Technology 90.0 $5K NEW $53.56 +46.9%
178 WSC WILLSCOT HLDGS CORP Industrials 277.0 $5K NEW $17.36 +48.4%
179 PAYC PAYCOM SOFTWARE INC Technology 39.0 $5K NEW $121.56 +8.8%
180 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 40.0 $4K NEW $105.40 -3.0%
Page 9 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%