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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 64 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 EVOLV TECHNOLOGIES HLDNGS IN 8,000.0 $1K $0.13
1262 CRNC CERENCE INC Technology 159.0 $1K -400.0 -71.6% $6.31 +84.7%
1263 INSM INSMED INC Healthcare 6.0 $982.0 NEW $163.67 -35.0%
1264 RH RH Consumer Cyclical 7.0 $979.0 NEW $139.86 +2.6%
1265 FORM FORMFACTOR INC Technology 10.0 $970.0 NEW $97.00 +37.1%
1266 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2.0 $970.0 -18.0 -90.0% $485.00 +5.7%
1267 PETS PETMED EXPRESS INC Healthcare 400.0 $912.0 $2.28 -4.4%
1268 GFS GLOBALFOUNDRIES INC Technology 20.0 $890.0 $44.50 +82.3%
1269 EMBC EMBECTA CORP Healthcare 100.0 $884.0 $8.84 -62.8%
1270 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 7.0 $879.0 $125.57 +1.7%
1271 MOOG INC 3.0 $878.0 NEW $292.67
1272 AFRM AFFIRM HLDGS INC Technology 19.0 $871.0 NEW $45.84 +53.7%
1273 HSTM HEALTHSTREAM INC Healthcare 41.0 $850.0 $20.73 +17.0%
1274 NRGV ENERGY VAULT HOLDINGS INC Utilities 250.0 $825.0 $3.30 +62.3%
1275 VCYT VERACYTE INC Healthcare 25.0 $806.0 NEW $32.24 +38.0%
1276 SBSW SIBANYE STILLWATER LTD Basic Materials 63.0 $796.0 $12.63 -6.2%
1277 NLOP NET LEASE OFFICE PROPERTIES Real Estate 58.0 $778.0 $13.41 -10.5%
1278 SANM SANMINA CORP Technology 6.0 $778.0 NEW $129.67 +101.9%
1279 IREN IREN LIMITED Financial Services 22.0 $755.0 NEW $34.32 +97.7%
1280 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 50.0 $753.0 NEW $15.06 -2.4%
Page 64 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%