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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 65 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 LECO LINCOLN ELEC HLDGS INC Industrials 3.0 $750.0 NEW $250.00 +5.3%
1282 RR RICHTECH ROBOTICS INC Industrials 350.0 $732.0 $2.09 +59.7%
1283 ETH GRAYSCALE ETHEREUM STAKING Financial Services 36.0 $715.0 NEW $19.86 -2.1%
1284 BITO PROSHARES TR 70.0 $652.0 NEW $9.31 +9.5%
1285 LCID LUCID GROUP INC Consumer Cyclical 66.0 $629.0 $9.53 -34.9%
1286 POET POET TECHNOLOGIES INC Technology 100.0 $594.0 $5.94 +121.8%
1287 USFR WISDOMTREE TR 11.0 $554.0 $50.36 -0.1%
1288 SLVM SYLVAMO CORP Basic Materials 13.0 $550.0 NEW $42.31 -7.5%
1289 OCCIDENTAL PETE CORP 12.0 $515.0 NEW $42.92
1290 J JACOBS SOLUTIONS INC Industrials 4.0 $510.0 NEW $127.50 -8.8%
1291 NEXTNRG INC 1,212.0 $485.0 NEW $0.40
1292 BMI BADGER METER INC Technology 3.0 $458.0 NEW $152.67 -17.7%
1293 ONDS ONDAS INC Technology 49.0 $443.0 NEW $9.04 +18.0%
1294 WPP WPP PLC NEW Communication Services 27.0 $420.0 $15.56 +19.1%
1295 GRAL GRAIL INC Healthcare 8.0 $414.0 $51.75 +37.4%
1296 VYX NCR VOYIX CORPORATION Technology 62.0 $393.0 $6.34 +3.7%
1297 IDLV INVESCO EXCH TRADED FD TR II 11.0 $379.0 NEW $34.45 +1.8%
1298 AVAV AEROVIRONMENT INC Industrials 2.0 $367.0 -175.0 -98.9% $183.50 -2.5%
1299 AIRR FIRST TR EXCHANGE TRADED FD 3.0 $333.0 $111.00 +17.0%
1300 XLRE SELECT SECTOR SPDR TR 8.0 $327.0 $40.88 +9.4%
Page 65 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%