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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 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AVAV AEROVIRONMENT INC Industrials 2.0 $367.0 -175.0 -98.9% $183.50 -2.7%
162 JOBY JOBY AVIATION INC Industrials 35.0 $290.0 -200.0 -85.1% $8.29 +37.2%
163 PTON PELOTON INTERACTIVE INC Consumer Cyclical 66.0 $284.0 -218.0 -76.8% $4.30 +37.4%
164 BCS BARCLAYS PLC Financial Services 10.0 $212.0 -82.0 -89.1% $21.20 +15.1%
165 WORKHORSE GROUP INC 1.0 $4.0 -1.0 -50.0% $4.00
166 XRX XEROX HOLDINGS CORP Technology 1.0 $2.0 -2K -100.0% $2.00 +52.8%
Page 9 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%