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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 4 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FENY FIDELITY COVINGTON TRUST 3,292.0 $112K 0.01% -950.0 -22.4% $34.02 -7.0%
62 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 5,876.0 $110K 0.01% -938.0 -13.8% $18.70 -2.9%
63 SHEL SHELL PLC Energy 1,062.0 $99K 0.00% -22.0 -2.0% $93.00 -9.9%
64 BAX BAXTER INTL INC Healthcare 5,722.0 $96K 0.00% -175.0 -3.0% $16.81 +15.0%
65 SCHP SCHWAB STRATEGIC TR 3,425.0 $91K 0.00% -10K -75.1% $26.61 +0.5%
66 CLX CLOROX CO DEL Consumer Defensive 868.0 $90K 0.00% -233.0 -21.2% $103.60 -6.3%
67 XYL XYLEM INC Industrials 750.0 $90K 0.00% -185.0 -19.8% $119.50 -7.9%
68 ISRG INTUITIVE SURGICAL INC Healthcare 194.0 $89K 0.00% -40.0 -17.1% $460.99 -9.2%
69 VRTX VERTEX PHARMACEUTICALS INC Healthcare 197.0 $88K 0.00% -57.0 -22.4% $446.54 -2.1%
70 CENCORA INC 278.0 $87K 0.00% -25.0 -8.2% $314.14
71 D DOMINION ENERGY INC Utilities 1,410.0 $87K 0.00% -85.0 -5.7% $61.82 +8.7%
72 SPYI NEOS ETF TRUST 1,726.0 $85K 0.00% -4K -69.3% $49.37 +8.6%
73 DNP DNP SELECT INCOME FD INC Financial Services 7,636.0 $79K 0.00% -590.0 -7.2% $10.30 +5.3%
74 XLP SELECT SECTOR SPDR TR 953.0 $78K 0.00% -30.0 -3.0% $81.97 +3.2%
75 WPC WP CAREY INC Real Estate 1,084.0 $74K 0.00% -477.0 -30.6% $68.56 +8.4%
76 AVSC AMERICAN CENTY ETF TR 1,167.0 $73K 0.00% -99.0 -7.8% $62.31 +10.9%
77 AMT AMERICAN TOWER CORP Real Estate 416.0 $72K 0.00% -84.0 -16.8% $172.44 +7.3%
78 SMCI SUPER MICRO COMPUTER INC Technology 2,987.0 $68K 0.00% -709.0 -19.2% $22.77 +67.7%
79 ADBE ADOBE INC Technology 268.0 $65K 0.00% -306.0 -53.3% $243.08 -2.0%
80 MSTR STRATEGY INC Technology 507.0 $63K 0.00% -32.0 -5.9% $124.80 +23.6%
Page 4 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%