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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 5 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ISMD NORTHERN LTS FD TR IV 1,539.0 $62K 0.00% -598.0 -28.0% $40.09 +17.8%
82 AJG GALLAGHER ARTHUR J & CO Financial Services 282.0 $61K 0.00% -14.0 -4.7% $216.58 -6.3%
83 ATRO ASTRONICS CORP Industrials 914.0 $61K 0.00% -304.0 -25.0% $66.73 +27.4%
84 TGT TARGET CORP Consumer Defensive 476.0 $58K 0.00% -735.0 -60.7% $121.20 +5.9%
85 SRLN SSGA ACTIVE ETF TR 1,423.0 $57K 0.00% -430.0 -23.2% $40.15 +1.1%
86 VCIT VANGUARD SCOTTSDALE FDS 630.0 $52K 0.00% -124.0 -16.4% $82.75 -0.2%
87 WSO WATSCO INC Industrials 132.0 $48K 0.00% -82.0 -38.3% $363.80 +4.7%
88 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 272.0 $43K 0.00% -18.0 -6.2% $157.29 -4.8%
89 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 1,125.0 $41K 0.00% -154.0 -12.0% $36.10 +9.1%
90 CEFA GLOBAL X FDS 1,072.0 $40K 0.00% -1K -53.4% $36.87 +8.1%
91 UNILEVER PLC 667.0 $38K 0.00% -28.0 -4.0% $57.45
92 ADSK AUTODESK INC Technology 159.0 $38K 0.00% -7.0 -4.2% $239.40 -1.0%
93 MCHP MICROCHIP TECHNOLOGY INC. Technology 559.0 $36K 0.00% -100.0 -15.2% $64.61 +49.9%
94 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 603.0 $36K 0.00% -2K -79.0% $59.03 +10.5%
95 CDW CDW CORP Technology 293.0 $35K 0.00% -81.0 -21.7% $121.02 -5.6%
96 CNC CENTENE CORP DEL Healthcare 1,048.0 $34K 0.00% -224.0 -17.6% $32.74 +79.6%
97 AAOI APPLIED OPTOELECTRONICS INC Technology 394.0 $33K 0.00% -202.0 -33.9% $84.59 +112.6%
98 OTIS OTIS WORLDWIDE CORP Industrials 421.0 $32K 0.00% -142.0 -25.2% $77.08 -6.9%
99 REGN REGENERON PHARMACEUTICALS Healthcare 42.0 $32K 0.00% -3.0 -6.7% $772.64 -18.8%
100 GM GENERAL MTRS CO Consumer Cyclical 408.0 $30K 0.00% -35.0 -7.9% $74.50 +12.9%
Page 5 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%