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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 66 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 PZZA PAPA JOHNS INTL INC Consumer Cyclical 10.0 $325.0 NEW $32.50 +1.9%
1302 ATYR ATYR PHARMA INC Healthcare 400.0 $312.0 $0.78 -38.2%
1303 GAMESTOP CORP NEW 80.0 $309.0 $3.86
1304 NTNX NUTANIX INC Technology 8.0 $305.0 NEW $38.12 +21.9%
1305 JOBY JOBY AVIATION INC Industrials 35.0 $290.0 -200.0 -85.1% $8.29 +37.3%
1306 PTON PELOTON INTERACTIVE INC Consumer Cyclical 66.0 $284.0 -218.0 -76.8% $4.30 +37.3%
1307 ABTS ABITS GROUP INC Financial Services 184.0 $284.0 $1.54 -45.6%
1308 UNIT UNITI GROUP LLC Real Estate 28.0 $263.0 $9.39 +23.1%
1309 GRMN GARMIN LTD Technology 1.0 $233.0 NEW $233.00 +2.2%
1310 BCS BARCLAYS PLC Financial Services 10.0 $212.0 -82.0 -89.1% $21.20 +15.6%
1311 FIG FIGMA INC Technology 10.0 $212.0 $21.20 +0.1%
1312 APLE APPLE HOSPITALITY REIT INC Real Estate 18.0 $208.0 NEW $11.56 +28.6%
1313 PLUG PLUG PWR INC Industrials 90.0 $204.0 $2.27 +78.5%
1314 BHC BAUSCH HEALTH COS INC Healthcare 37.0 $200.0 $5.41 -0.0%
1315 ENPH ENPHASE ENERGY INC Energy 5.0 $190.0 $38.00 +88.4%
1316 BHF BRIGHTHOUSE FINL INC Financial Services 3.0 $180.0 $60.00 +4.1%
1317 EHAB ENHABIT INC Healthcare 11.0 $155.0 NEW $14.09 -2.1%
1318 EDIT EDITAS MEDICINE INC Healthcare 54.0 $134.0 +53.0 +5300.0% $2.48 +45.7%
1319 ARQQ ARQIT QUANTUM INC Technology 10.0 $133.0 $13.30 +19.9%
1320 VKTX VIKING THERAPEUTICS INC Healthcare 4.0 $131.0 NEW $32.75 -3.5%
Page 66 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%