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Portfolio (Quarterly) Guide ↗

MCF Advisors LLC

· CIK 0001602905
13F Portfolio $1.8B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1133 New
Page 45 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 84.0 $8K NEW $90.70 +4.4%
882 JNK SPDR SERIES TRUST 78.0 $8K NEW $97.22 -0.7%
883 TATT TAT TECHNOLOGIES LTD Industrials 169.0 $8K NEW $44.66 -9.7%
884 YUMC YUM CHINA HLDGS INC Consumer Cyclical 158.0 $8K NEW $47.74 -7.4%
885 ASTRAZENECA PLC 82.0 $8K NEW $91.94
886 PNR PENTAIR PLC Industrials 72.0 $7K NEW $104.15 -30.4%
887 EVRG EVERGY INC Utilities 103.0 $7K NEW $72.50 +16.1%
888 MPTI M-TRON INDS INC Technology 140.0 $7K NEW $53.22 +61.6%
889 SCHH SCHWAB STRATEGIC TR 356.0 $7K NEW $20.89 +13.7%
890 ETSY INC 134.0 $7K NEW $55.44
891 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 446.0 $7K NEW $16.59 -35.3%
892 BCC BOISE CASCADE CO DEL Basic Materials 100.0 $7K NEW $73.60 -4.5%
893 NICE NICE LTD Technology 65.0 $7K NEW $113.05 -19.4%
894 SMH VANECK ETF TRUST 20.0 $7K NEW $367.15 +62.2%
895 NVT NVENT ELECTRIC PLC Industrials 72.0 $7K NEW $101.97 +64.6%
896 TOST TOAST INC Technology 205.0 $7K NEW $35.51 -31.0%
897 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 22.0 $7K NEW $330.00 -22.3%
898 CGNX COGNEX CORP Technology 200.0 $7K NEW $35.98 +85.4%
899 PEGA PEGASYSTEMS INC Technology 120.0 $7K NEW $59.73 -43.5%
900 WING WINGSTOP INC Consumer Cyclical 30.0 $7K NEW $238.50 -41.0%
Page 45 of 57  ·  1,133 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 42.1%
Technology 21.0%
Industrials 7.9%
Healthcare 7.7%
Consumer Cyclical 5.8%
Communication Services 5.5%
Consumer Defensive 4.8%
Energy 2.3%
Utilities 1.7%
Real Estate 0.8%