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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 50 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 MAGIC SOFTWARE ENTERPRISES L 160.0 $4K NEW $25.75
982 ON ON SEMICONDUCTOR CORP Technology 76.0 $4K NEW $54.16 +130.6%
983 VTR VENTAS INC Real Estate 53.0 $4K NEW $77.40 +13.8%
984 SNOW LAKE RES LTD 1,367.0 $4K NEW $3.00
985 TDY TELEDYNE TECHNOLOGIES INC Technology 8.0 $4K NEW $510.75 +19.9%
986 HII HUNTINGTON INGALLS INDS INC Industrials 12.0 $4K NEW $340.08 -6.6%
987 ATLANTA BRAVES HLDGS INC 100.0 $4K NEW $39.45
988 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 185.0 $4K NEW $21.01 -4.2%
989 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 100.0 $4K NEW $38.73 -14.5%
990 EVGO EVGO INC Consumer Cyclical 1,319.0 $4K NEW $2.91 -29.2%
991 PI IMPINJ INC Technology 22.0 $4K NEW $174.05 -9.3%
992 LMB LIMBACH HLDGS INC Industrials 49.0 $4K NEW $77.86 +3.5%
993 APTIV PLC 50.0 $4K NEW $76.10
994 VV VANGUARD INDEX FDS 12.0 $4K NEW $314.83 +9.6%
995 BROOKFIELD ASSET MANAGMT LTD 71.0 $4K NEW $52.39
996 CHRW C H ROBINSON WORLDWIDE INC Industrials 23.0 $4K NEW $160.78 +9.8%
997 SVC SERVICE PPTYS TR Real Estate 1,995.0 $4K NEW $1.84 -4.9%
998 SIBN SI-BONE INC Healthcare 182.0 $4K NEW $19.73 -26.7%
999 CNXC CONCENTRIX CORP Technology 85.0 $4K NEW $41.59 -36.9%
1000 PHIN PHINIA INC Consumer Cyclical 56.0 $4K NEW $62.70 +24.2%
Page 50 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%