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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 63 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ROAD CONSTRUCTION PARTNERS INC Industrials 12.0 $1K NEW $111.17 +4.6%
1242 MIAMI INTL HLDGS INC 34.0 $1K NEW $38.94
1243 QRVO QORVO INC Technology 17.0 $1K $77.41 +34.2%
1244 SPTL SPDR SERIES TRUST 50.0 $1K NEW $26.30 -1.5%
1245 RGEN REPLIGEN CORP Healthcare 11.0 $1K NEW $117.91 -4.0%
1246 MGA MAGNA INTL INC Consumer Cyclical 23.0 $1K NEW $55.83 +18.9%
1247 JETS ETF SER SOLUTIONS 50.0 $1K $24.64 +18.0%
1248 QAI NEW YORK LIFE INVESTMENTS ET 36.0 $1K $33.81 +7.6%
1249 NNE NANO NUCLEAR ENERGY INC Industrials 58.0 $1K $20.48 +33.6%
1250 FG F&G ANNUITIES & LIFE INC Financial Services 46.0 $1K -20.0 -30.3% $25.33 +10.4%
1251 PPTA PERPETUA RESOURCES CORP Basic Materials 41.0 $1K NEW $28.12 -6.9%
1252 ALK ALASKA AIR GROUP INC Industrials 31.0 $1K NEW $36.81 +24.9%
1253 TPR TAPESTRY INC Consumer Cyclical 8.0 $1K NEW $141.12 -1.6%
1254 TIDAL TRUST II 53.0 $1K $21.30
1255 RAMP LIVERAMP HLDGS INC Technology 41.0 $1K NEW $26.54 +42.1%
1256 CC CHEMOURS CO Basic Materials 49.0 $1K NEW $22.18 +1.4%
1257 ULTA ULTA BEAUTY INC Consumer Cyclical 2.0 $1K -6.0 -75.0% $523.00 -3.0%
1258 FN FABRINET Technology 2.0 $1K NEW $522.00 +31.7%
1259 IQVIA HLDGS INC 6.0 $1K $170.67
1260 ALLY ALLY FINL INC Financial Services 26.0 $1K NEW $39.23 +9.5%
Page 63 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%