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Portfolio (Quarterly) Guide ↗

Mill Creek Capital Advisors, LLC

· CIK 0001964962
13F Portfolio $4.9B AUM 260 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 74 Added 56 Reduced 6 Exited
Page 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 20,900.0 $8.9M 0.18% +413.0 +2.0% $426.40 -70.8%
22 EEM ISHARES TR 156,474.0 $8.9M 0.18% +2K +1.5% $56.79 +16.3%
23 JPM JPMORGAN CHASE & CO Financial Services 27,010.0 $7.9M 0.16% +352.0 +1.3% $294.16 +3.0%
24 GOOGL ALPHABET INC Communication Services 24,087.0 $6.9M 0.14% +885.0 +3.8% $287.56 +34.8%
25 GOOG ALPHABET INC Communication Services 23,939.0 $6.9M 0.14% +1K +6.6% $286.86 +33.7%
26 NVDA NVIDIA CORPORATION Technology 31,786.0 $5.5M 0.11% +7K +28.1% $174.40 +25.9%
27 VEA VANGUARD TAX-MANAGED FDS 79,133.0 $5.1M 0.10% +1K +1.4% $64.08 +10.3%
28 SEIC SEI INVTS CO Financial Services 51,309.0 $4.0M 0.08% +1K +2.6% $78.47 +15.7%
29 XLV SELECT SECTOR SPDR TR 24,361.0 $3.6M 0.07% +165.0 +0.7% $146.61 +1.0%
30 IWB ISHARES TR 9,694.0 $3.5M 0.07% +298.0 +3.2% $356.56 +13.6%
31 TQQQ PROSHARES TR 61,663.0 $2.6M 0.05% +30K +94.6% $41.68 +84.6%
32 V VISA INC Financial Services 8,385.0 $2.5M 0.05% +105.0 +1.3% $302.23 +9.4%
33 GLD SPDR GOLD TR Financial Services 5,499.0 $2.4M 0.05% +100.0 +1.9% $430.29 -3.1%
34 AVGO BROADCOM INC Technology 6,022.0 $1.9M 0.04% +190.0 +3.3% $309.51 +33.9%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,640.0 $1.6M 0.03% +14.0 +0.9% $996.44 +5.4%
36 EIS ISHARES INC 13,090.0 $1.5M 0.03% +2K +18.4% $116.04 +14.4%
37 AMGN AMGEN INC Healthcare 4,238.0 $1.5M 0.03% +125.0 +3.0% $351.85 -4.1%
38 OLED UNIVERSAL DISPLAY CORP Technology 13,789.0 $1.3M 0.03% +141.0 +1.0% $91.66 -0.1%
39 CSCO CISCO SYS INC Technology 16,196.0 $1.3M 0.03% +144.0 +0.9% $77.59 +52.3%
40 ORCL ORACLE CORP Technology 7,921.0 $1.2M 0.02% +86.0 +1.1% $147.11 +29.0%
Page 2 of 4  ·  74 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 41.7%
Technology 19.0%
Healthcare 18.2%
Consumer Cyclical 5.9%
Communication Services 5.7%
Consumer Defensive 4.3%
Energy 1.8%
Industrials 1.7%
Real Estate 1.0%
Utilities 0.4%