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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 59 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 WING WINGSTOP INC Consumer Cyclical 18.0 $3K -12.0 -40.0% $155.00 +1.2%
1162 HIGHLANDER SILVER CORP 470.0 $3K NEW $5.88
1163 CRL CHARLES RIV LABS INTL INC Healthcare 16.0 $3K $172.50 +3.4%
1164 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 294.0 $3K NEW $9.28 -4.8%
1165 CW CURTISS WRIGHT CORP Industrials 4.0 $3K NEW $681.25 +10.7%
1166 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 94.0 $3K $28.12 +22.8%
1167 QBTS D-WAVE QUANTUM INC Technology 183.0 $3K NEW $14.43 +106.7%
1168 XLY SELECT SECTOR SPDR TR 24.0 $3K $109.17 +11.3%
1169 GXO GXO LOGISTICS INCORPORATED Industrials 50.0 $3K $51.86 -1.8%
1170 DXC DXC TECHNOLOGY CO Technology 206.0 $3K +200.0 +3333.3% $12.57 -26.7%
1171 IVES WEDBUSH SER TR 91.0 $3K NEW $28.37 +37.1%
1172 PPG PPG INDS INC Basic Materials 24.0 $3K NEW $106.92 +6.9%
1173 QS QUANTUMSCAPE CORP Consumer Cyclical 400.0 $3K $6.38 +46.4%
1174 HPE HEWLETT PACKARD ENTERPRISE C Technology 107.0 $3K $23.84 +57.5%
1175 PII POLARIS INC Consumer Cyclical 46.0 $3K $54.50 +27.9%
1176 PINS PINTEREST INC Communication Services 136.0 $2K NEW $18.35 +11.1%
1177 EOSE EOS ENERGY ENTERPRISES INC Industrials 501.0 $2K -999.0 -66.6% $4.96 +84.8%
1178 CRCL CIRCLE INTERNET GROUP INC Financial Services 26.0 $2K NEW $95.42 +9.7%
1179 DDOG DATADOG INC Technology 21.0 $2K -156.0 -88.1% $118.10 +93.6%
1180 CVIE MORGAN STANLEY ETF TRUST 34.0 $2K NEW $72.71 +15.8%
Page 59 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%