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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 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UAL UNITED AIRLS HLDGS INC Industrials 55.0 $5K -317.0 -85.2% $92.07 +22.3%
142 INDA ISHARES TR 100.0 $5K -814.0 -89.1% $46.84 +3.5%
143 NRG NRG ENERGY INC Utilities 29.0 $4K -119.0 -80.4% $146.17 -5.6%
144 RFI COHEN & STEERS TOTAL RETURN Financial Services 365.0 $4K -366.0 -50.1% $11.15 +1.3%
145 CHWY CHEWY INC Consumer Cyclical 150.0 $4K -442.0 -74.7% $27.00 -21.5%
146 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 60.0 $4K -115.0 -65.7% $67.08 +20.7%
147 PEGA PEGASYSTEMS INC Technology 86.0 $4K -34.0 -28.3% $42.57 -20.7%
148 KNSL KINSALE CAP GROUP INC Financial Services 10.0 $3K -8.0 -44.4% $341.70 -10.4%
149 LEU CENTRUS ENERGY CORP Energy 18.0 $3K -22.0 -55.0% $173.61 +3.8%
150 WING WINGSTOP INC Consumer Cyclical 18.0 $3K -12.0 -40.0% $155.00 -1.9%
151 EOSE EOS ENERGY ENTERPRISES INC Industrials 501.0 $2K -999.0 -66.6% $4.96 +73.6%
152 DDOG DATADOG INC Technology 21.0 $2K -156.0 -88.1% $118.10 +87.8%
153 VLTO VERALTO CORP Industrials 23.0 $2K -4.0 -14.8% $88.43 -4.5%
154 ES EVERSOURCE ENERGY Utilities 26.0 $2K -175.0 -87.1% $69.31 +0.5%
155 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 120.0 $2K -36.0 -23.1% $14.95 +9.2%
156 CNXC CONCENTRIX CORP Technology 61.0 $2K -24.0 -28.2% $27.36 -4.1%
157 FG F&G ANNUITIES & LIFE INC Financial Services 46.0 $1K -20.0 -30.3% $25.33 +10.4%
158 ULTA ULTA BEAUTY INC Consumer Cyclical 2.0 $1K -6.0 -75.0% $523.00 -3.0%
159 CRNC CERENCE INC Technology 159.0 $1K -400.0 -71.6% $6.31 +84.7%
160 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2.0 $970.0 -18.0 -90.0% $485.00 +5.7%
Page 8 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%