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Portfolio (Quarterly) Guide ↗

Mill Creek Capital Advisors, LLC

· CIK 0001964962
13F Portfolio $4.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 251 New
Page 6 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HD HOME DEPOT INC Consumer Cyclical 4,525.0 $1.6M 0.03% NEW $344.10 -8.8%
102 SYK STRYKER CORPORATION Healthcare 4,410.0 $1.6M 0.03% NEW $351.50 -8.5%
103 VGT VANGUARD WORLD FD 2,054.0 $1.5M 0.03% NEW $753.60 -84.8%
104 SCHE SCHWAB STRATEGIC TR 47,130.0 $1.5M 0.03% NEW $32.75 +8.6%
105 ORCL ORACLE CORP Technology 7,835.0 $1.5M 0.03% NEW $194.91 -2.6%
106 AMD ADVANCED MICRO DEVICES INC Technology 7,026.0 $1.5M 0.03% NEW $214.16 +109.9%
107 VO VANGUARD INDEX FDS 5,098.0 $1.5M 0.03% NEW $290.25 -73.3%
108 DVY ISHARES TR 10,228.0 $1.4M 0.03% NEW $141.14 +9.2%
109 COST COSTCO WHSL CORP NEW Consumer Defensive 1,626.0 $1.4M 0.03% NEW $862.35 +21.8%
110 NMFC NEW MTN FIN CORP Financial Services 149,000.0 $1.4M 0.03% NEW $9.21 -12.9%
111 UNH UNITEDHEALTH GROUP INC Healthcare 4,139.0 $1.4M 0.03% NEW $330.11 +16.1%
112 AMGN AMGEN INC Healthcare 4,113.0 $1.3M 0.03% NEW $327.31 +3.1%
113 OEF ISHARES TR 3,761.0 $1.3M 0.03% NEW $342.97 +8.0%
114 XLP SELECT SECTOR SPDR TR 16,199.0 $1.3M 0.03% NEW $77.68 +9.0%
115 CSCO CISCO SYS INC Technology 16,052.0 $1.2M 0.03% NEW $77.03 +53.4%
116 EIS ISHARES INC 11,051.0 $1.2M 0.03% NEW $110.03 +20.6%
117 MOV MOVADO GROUP INC Consumer Cyclical 58,750.0 $1.2M 0.03% NEW $20.62 +33.4%
118 LOW LOWES COS INC Consumer Cyclical 4,546.0 $1.1M 0.02% NEW $241.16 -9.9%
119 SUSA ISHARES TR 7,823.0 $1.1M 0.02% NEW $139.35 +8.1%
120 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,242.0 $1.1M 0.02% NEW $480.67 +4.7%
Page 6 of 13  ·  251 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 42.0%
Technology 20.0%
Healthcare 17.0%
Consumer Cyclical 6.4%
Communication Services 6.0%
Consumer Defensive 3.9%
Industrials 1.6%
Real Estate 1.3%
Energy 1.2%
Basic Materials 0.3%