MCF Advisors LLC HCAT β€” HEALTH CATALYST INC

Ownership history in MCF Advisors LLC  Β·  5 quarters on record

AI Ownership Summary

MCF Advisors LLC reported HEALTH CATALYST INC (HCAT) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows HCAT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HCAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MCF Advisors LLC's position in HEALTH CATALYST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HCAT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HCAT stock page MCF Advisors LLC fund profile MCF Advisors LLC full holdings
How MCF Advisors LLC held HCAT β€” position size vs. price
% of Fund (quarterly)    HCAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 70,000 β€” 0% 0.00% $89K 2026-05-11 $1.38
2025 Q4 REDUCED 6.7% -46.9% βœ… 70,000 -5,000 -6.7% 0.01% $167K 2026-02-11 $1.99
2025 Q3 ADDED β€” β€” β€” 75,000 +50,000 +200.0% 0.01% $214K 2025-11-05 $3.05
2025 Q2 UNCHANGED β€” β€” β€” 25,000 β€” 0% 0.01% $94K 2025-07-15 $3.74
2025 Q1 INITIATED β€” β€” β€” 25,000 β€” β€” 0.01% $113K 2025-05-06 $4.07

🏒 Other funds also holding HCAT

As of 2026 Q1 β€” sorted by position size

Nepsis Inc. 3Y 7Y 0.8% HighMark Wealth Management LLC 3Y 0.46% PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.09% Williams & Novak, LLC 0.03% Strong Retirement Solutions LLC 0.02% 71 West Capital Partners 0.02% Caitong International Asset Management Co., Ltd 0.02% Net Worth Advisory Group 0.01% CIGNA INVESTMENTS INC /NEW 3Y 7Y 0.0% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.0%

FAQ About MCF Advisors LLC and HCAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MCF Advisors LLC reported owning HCAT?

MCF Advisors LLC reported HCAT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported HCAT position in MCF Advisors LLC's portfolio?

The largest reported portfolio weight for HCAT was 0.01% in 2025 Q3.

What is the latest reported HCAT position on this page?

The most recent filing on this page is 2026 Q1, when MCF Advisors LLC reported 70,000 shares, equal to 0.00% of portfolio, with an estimated market value of $89K.

What does the chart on this HCAT ownership page compare?

The chart compares MCF Advisors LLC's quarterly HCAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MCF Advisors LLC time their HCAT position?

Based on 13F filing dates vs. subsequent HCAT price moves, MCF Advisors LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on HCAT relative to SPY over the holding period was -74.2%.

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