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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 7 of 67  ·  1,338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HLMN HILLMAN SOLUTIONS CORP Industrials 212,838.0 $1.8M 0.08% $8.32 -9.7%
122 INTC INTEL CORP Technology 40,080.0 $1.8M 0.08% +2K +4.1% $44.13 +175.9%
123 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 19,136.0 $1.8M 0.08% +2K +10.8% $92.31 -3.6%
124 IAU ISHARES GOLD TR Financial Services 19,966.0 $1.8M 0.08% $88.16 -5.0%
125 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,721.0 $1.7M 0.07% +559.0 +48.1% $996.56 +0.7%
126 ROK ROCKWELL AUTOMATION INC Industrials 4,744.0 $1.7M 0.07% +2K +46.4% $358.85 +27.1%
127 COF CAPITAL ONE FINL CORP Financial Services 8,987.0 $1.6M 0.07% +4K +89.5% $182.43 +3.5%
128 PEP PEPSICO INC Consumer Defensive 10,375.0 $1.6M 0.07% +2K +19.3% $155.29 -4.9%
129 ALC ALCON AG Healthcare 20,677.0 $1.6M 0.07% $75.35 -11.9%
130 TXN TEXAS INSTRS INC Technology 7,831.0 $1.5M 0.07% +3K +51.0% $194.14 +63.5%
131 MVIS MICROVISION INC DEL Technology 2,330,660.0 $1.5M 0.07% +240K +11.5% $0.64 -0.2%
132 ROST ROSS STORES INC Consumer Cyclical 6,839.0 $1.5M 0.07% +6K +429.3% $216.63 +7.8%
133 VRT VERTIV HOLDINGS CO Industrials 5,877.0 $1.5M 0.07% +431.0 +7.9% $250.58 +27.6%
134 SCHW SCHWAB CHARLES CORP Financial Services 15,606.0 $1.5M 0.06% +3K +26.7% $93.98 -8.9%
135 CATH GLOBAL X FDS 17,699.0 $1.4M 0.06% -1K -5.5% $78.15 +14.5%
136 MINT PIMCO ETF TR 13,702.0 $1.4M 0.06% +451.0 +3.4% $100.57 +0.1%
137 NFLX NETFLIX INC. Communication Services 14,171.0 $1.4M 0.06% -2K -11.2% $96.15 -9.2%
138 ETN EATON CORP PLC Industrials 3,808.0 $1.4M 0.06% +97.0 +2.6% $357.67 +13.6%
139 TFC TRUIST FINL CORP Financial Services 28,991.0 $1.3M 0.06% $45.97 +5.4%
140 HUM HUMANA INC Healthcare 7,549.0 $1.3M 0.06% +4K +129.1% $173.46 +76.6%
Page 7 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%