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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 2 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFLX NETFLIX INC. Communication Services 14,171.0 $1.4M 0.06% -2K -11.2% $96.15 -9.1%
22 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 16,453.0 $1.2M 0.05% -313.0 -1.9% $72.69 +10.1%
23 MOTI VANECK ETF TRUST 33,048.0 $1.1M 0.05% -380.0 -1.1% $34.15 +2.3%
24 SLV ISHARES SILVER TR Financial Services 15,834.0 $1.1M 0.05% -3K -14.7% $68.14 -1.1%
25 IHI ISHARES TR 16,985.0 $906K 0.04% -183.0 -1.1% $53.35 -7.9%
26 BILS SPDR SERIES TRUST 7,859.0 $781K 0.03% -792.0 -9.2% $99.44 -0.0%
27 EMLP FIRST TR EXCHANGE-TRADED FD 17,303.0 $755K 0.03% -92.0 -0.5% $43.66 +0.6%
28 IUSB ISHARES TR 16,115.0 $744K 0.03% -3K -15.7% $46.19 -0.3%
29 QCOM QUALCOMM INC Technology 5,286.0 $681K 0.03% -2K -29.6% $128.78 +77.7%
30 VTEB VANGUARD MUN BD FDS 13,486.0 $673K 0.03% -104.0 -0.8% $49.89 +0.6%
31 SCHF SCHWAB STRATEGIC TR 24,086.0 $596K 0.03% -200.0 -0.8% $24.75 +11.5%
32 AVDV AMERICAN CENTY ETF TR 5,703.0 $570K 0.03% -700.0 -10.9% $99.87 +10.0%
33 XLV SELECT SECTOR SPDR TR 3,799.0 $557K 0.02% -250.0 -6.2% $146.63 +1.5%
34 UPS UNITED PARCEL SVCS INC Industrials 5,563.0 $547K 0.02% -311.0 -5.3% $98.38 +5.9%
35 VYMI VANGUARD WHITEHALL FDS 5,743.0 $541K 0.02% -2K -23.4% $94.25 +6.6%
36 AVES AMERICAN CENTY ETF TR 8,670.0 $520K 0.02% -676.0 -7.2% $59.98 +12.3%
37 SHOP SHOPIFY INC Technology 4,329.0 $514K 0.02% -97.0 -2.2% $118.62 -9.8%
38 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 26,416.0 $506K 0.02% -3K -9.2% $19.15 -3.4%
39 TYL TYLER TECHNOLOGIES INC Technology 1,472.0 $504K 0.02% -562.0 -27.6% $342.38 -11.7%
40 LDUR PIMCO ETF TR 4,383.0 $420K 0.02% -2K -31.8% $95.82 -0.3%
Page 2 of 9  ·  166 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%