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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 6 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPHY SPDR SERIES TRUST 108,055.0 $2.5M 0.11% -11K -9.3% $23.32 +0.6%
102 VEA VANGUARD TAX-MANAGED FDS 38,161.0 $2.4M 0.11% +2K +5.2% $64.08 +11.4%
103 HDV ISHARES TR 17,166.0 $2.3M 0.10% +4K +26.9% $135.72 -79.7%
104 BOND PIMCO ETF TR 24,280.0 $2.2M 0.10% -6K -20.9% $92.28 -0.4%
105 GEV GE VERNOVA INC Utilities 2,487.0 $2.2M 0.10% +1K +119.9% $873.53 +18.1%
106 UNP UNION PAC CORP Industrials 8,882.0 $2.2M 0.09% +222.0 +2.6% $242.63 +15.2%
107 VCRB VANGUARD MALVERN FDS 27,533.0 $2.1M 0.09% +1K +4.8% $77.38 -0.4%
108 CINF CINCINNATI FINL CORP Financial Services 13,437.0 $2.1M 0.09% +486.0 +3.8% $158.29 +2.9%
109 TSLA TESLA INC Consumer Cyclical 5,689.0 $2.1M 0.09% -274.0 -4.6% $371.78 +18.4%
110 VEU VANGUARD INTL EQUITY INDEX F 27,039.0 $2.0M 0.09% +1K +5.8% $75.10 +11.6%
111 IBDY ISHARES TR 77,210.0 $2.0M 0.09% +511.0 +0.7% $25.85 -0.3%
112 PSX PHILLIPS 66 Energy 10,915.0 $2.0M 0.09% +4K +67.7% $182.18 -4.1%
113 SCHM SCHWAB STRATEGIC TR 64,034.0 $2.0M 0.09% $30.96 +13.5%
114 USB US BANCORP Financial Services 36,650.0 $1.9M 0.08% +7K +21.9% $52.38 +4.4%
115 PGR PROGRESSIVE CORP Financial Services 9,634.0 $1.9M 0.08% +7K +295.6% $198.24 -0.7%
116 LOW LOWES COS INC Consumer Cyclical 8,063.0 $1.9M 0.08% +5K +163.0% $236.28 -8.2%
117 SPDW SPDR INDEX SHS FDS 41,315.0 $1.9M 0.08% $45.65 +11.4%
118 MCD MCDONALDS CORP Consumer Cyclical 5,971.0 $1.9M 0.08% +962.0 +19.2% $310.80 -9.6%
119 PNC PNC FINL SVCS GROUP INC Financial Services 8,809.0 $1.8M 0.08% +2K +22.6% $208.08 +6.1%
120 URI UNITED RENTALS INC Industrials 2,510.0 $1.8M 0.08% +2K +2785.1% $728.56 +35.6%
Page 6 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%