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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 6 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EW EDWARDS LIFESCIENCES CORP Healthcare 364.0 $29K 0.00% -207.0 -36.2% $80.08 +8.0%
102 STRL STERLING INFRASTRUCTURE INC Industrials 71.0 $29K 0.00% -14.0 -16.5% $407.28 +92.0%
103 LSCC LATTICE SEMICONDUCTOR CORP Technology 294.0 $27K 0.00% -26.0 -8.1% $92.76 +59.5%
104 FTAI AVIATION LTD 111.0 $27K 0.00% -10.0 -8.3% $245.00
105 GSK GSK PLC Healthcare 484.0 $27K 0.00% -102.0 -17.4% $55.39 -6.9%
106 NDAQ NASDAQ INC Financial Services 313.0 $27K 0.00% -42.0 -11.8% $84.89 +6.6%
107 VSS VANGUARD INTL EQUITY INDEX F 162.0 $24K 0.00% -32.0 -16.5% $145.79 +10.3%
108 DLR DIGITAL RLTY TR INC Real Estate 130.0 $23K 0.00% -93.0 -41.7% $180.22 +6.4%
109 HOOD ROBINHOOD MKTS INC Financial Services 333.0 $23K 0.00% -44.0 -11.7% $69.30 +10.0%
110 ANNALY CAPITAL MANAGEMENT IN 1,039.0 $23K 0.00% -649.0 -38.5% $21.85
111 INTU INTUIT Technology 51.0 $22K 0.00% -154.0 -75.1% $432.90 -28.9%
112 CTRA COTERRA ENERGY INC Energy 619.0 $22K 0.00% -264.0 -29.9% $35.14 -7.3%
113 SOFI SOFI TECHNOLOGIES INC Financial Services 1,305.0 $21K 0.00% -2K -58.2% $15.88 +1.8%
114 DHI D R HORTON INC Consumer Cyclical 150.0 $21K 0.00% -140.0 -48.3% $137.22 +7.7%
115 AZO AUTOZONE INC Consumer Cyclical 6.0 $20K 0.00% -3.0 -33.3% $3377.83 -10.4%
116 LW LAMB WESTON HLDGS INC Consumer Defensive 450.0 $19K 0.00% -199.0 -30.7% $42.26 +1.2%
117 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 586.0 $19K 0.00% -667.0 -53.2% $32.01 +2.1%
118 PL PLANET LABS PBC Industrials 645.0 $18K 0.00% -933.0 -59.1% $27.95 +80.6%
119 FORTINET INC 219.0 $18K 0.00% -29.0 -11.7% $81.72
120 RF REGIONS FINANCIAL CORP NEW Financial Services 665.0 $18K 0.00% -427.0 -39.1% $26.55 +5.8%
Page 6 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%