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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 3 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FANG DIAMONDBACK ENERGY INC Energy 1,780.0 $352K 0.01% -31.0 -1.7% $197.77 -1.8%
42 GDX VANECK ETF TRUST 3,590.0 $329K 0.01% -400.0 -10.0% $91.77 -6.1%
43 PULS PGIM ETF TR 6,494.0 $322K 0.01% -18K -73.6% $49.52 +0.4%
44 VXUS VANGUARD STAR FDS 3,994.0 $308K 0.01% -5K -55.3% $77.11 +11.1%
45 FLRN SPDR SERIES TRUST 9,491.0 $292K 0.01% -1K -13.5% $30.78 +0.2%
46 CSX CSX CORP Industrials 6,026.0 $247K 0.01% -4K -40.6% $41.05 +14.3%
47 SCHG SCHWAB STRATEGIC TR 8,382.0 $244K 0.01% -200.0 -2.3% $29.13 +18.4%
48 SPXC SPX TECHNOLOGIES INC Industrials 1,221.0 $244K 0.01% -250.0 -17.0% $199.94 +8.0%
49 SUB ISHARES TR 2,167.0 $231K 0.01% -25.0 -1.1% $106.50 -0.1%
50 ASML ASML HLDG NV Technology 159.0 $210K 0.01% -4.0 -2.5% $1320.83 +20.4%
51 EYPT EYEPOINT INC Healthcare 13,420.0 $173K 0.01% -2K -10.1% $12.89 +0.2%
52 IEF ISHARES TR 1,654.0 $158K 0.01% -268.0 -13.9% $95.44 -1.2%
53 ARCC ARES CAPITAL CORP Financial Services 8,757.0 $158K 0.01% -1K -14.5% $18.02 +4.8%
54 LIN LINDE PLC Basic Materials 315.0 $156K 0.01% -62.0 -16.4% $496.09 +3.3%
55 SPGI S&P GLOBAL INC Financial Services 358.0 $152K 0.01% -76.0 -17.5% $425.89 -3.0%
56 BX BLACKSTONE INC Financial Services 1,267.0 $146K 0.01% -27.0 -2.1% $115.02 +3.1%
57 BIV VANGUARD BD INDEX FDS 1,635.0 $126K 0.01% -100.0 -5.8% $77.18 -0.8%
58 KKR KKR & CO INC Financial Services 1,308.0 $121K 0.01% -55.0 -4.0% $92.53 +1.5%
59 DFUS DIMENSIONAL ETF TRUST 1,653.0 $117K 0.01% -201.0 -10.8% $70.91 +15.0%
60 BP BP PLC Energy 2,482.0 $117K 0.01% -416.0 -14.3% $47.00 -11.5%
Page 3 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%