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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 58 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 HAUZ DBX ETF TR 149.0 $3K $22.60 +2.7%
1142 DAN DANA INC Consumer Cyclical 100.0 $3K NEW $33.65 +7.3%
1143 XRP BITWISE XRP ETF Financial Services 223.0 $3K $15.03 -3.6%
1144 DFAI DIMENSIONAL ETF TRUST 85.0 $3K $38.96 +7.2%
1145 PEB PEBBLEBROOK HOTEL TR Real Estate 256.0 $3K $12.63 +22.5%
1146 SCLX SCILEX HOLDING CO Healthcare 474.0 $3K $6.66 +12.2%
1147 LEU CENTRUS ENERGY CORP Energy 18.0 $3K -22.0 -55.0% $173.61 +3.5%
1148 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 104.0 $3K +4.0 +4.0% $29.99 +7.2%
1149 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 183.0 $3K $16.70 +9.8%
1150 CCJ CAMECO CORP Energy 28.0 $3K +5.0 +21.7% $108.64 +0.3%
1151 JPME J P MORGAN EXCHANGE TRADED F 26.0 $3K NEW $114.54 +6.8%
1152 EMBJ EMBRAER S.A. Industrials 50.0 $3K $59.34 -0.8%
1153 TER TERADYNE INC Technology 10.0 $3K NEW $296.50 +28.1%
1154 NYT NEW YORK TIMES CO MTN BE Communication Services 35.0 $3K NEW $83.74 -10.3%
1155 ENTERGY CORP NEW 26.0 $3K NEW $112.38
1156 FOXA FOX CORP Communication Services 50.0 $3K NEW $58.40 +12.6%
1157 VOX VANGUARD WORLD FD 16.0 $3K $179.88 +10.5%
1158 SOLV SOLVENTUM CORP Healthcare 44.0 $3K +1.0 +2.3% $65.32 +15.6%
1159 SNOW SNOWFLAKE INC Technology 19.0 $3K NEW $150.84 +55.5%
1160 RITM RITHM CAPITAL CORP Real Estate 300.0 $3K NEW $9.48 -1.9%
Page 58 of 67  ·  1,338 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%