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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 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 15,938.0 $2.7M 0.06% -264.0 -1.6% $169.66 -7.9%
22 KVUE KENVUE INC Consumer Defensive 123,186.0 $2.1M 0.04% -1K -0.8% $17.24 +1.3%
23 IVE ISHARES TR 9,805.0 $2.1M 0.04% -2K -19.9% $211.15 +7.1%
24 VNQ VANGUARD INDEX FDS 20,936.0 $1.9M 0.04% -290.0 -1.4% $88.70 +9.0%
25 DVY ISHARES TR 7,905.0 $1.2M 0.03% -2K -22.7% $151.42 +1.8%
26 VWO VANGUARD INTL EQUITY INDEX F 18,491.0 $999K 0.02% -93.0 -0.5% $54.05 +8.6%
27 VGT VANGUARD WORLD FD 1,368.0 $954K 0.02% -686.0 -33.4% $697.49 -83.6%
28 TEL TE CONNECTIVITY PLC Technology 3,700.0 $773K 0.02% -22.0 -0.6% $209.02 -3.7%
29 MRK MERCK & CO INC Healthcare 5,935.0 $714K 0.01% -140.0 -2.3% $120.30 -3.7%
30 FDX FEDEX CORP Industrials 1,749.0 $623K 0.01% -19.0 -1.1% $356.18 +9.2%
31 FETH FIDELITY ETHEREUM FD Financial Services 26,999.0 $564K 0.01% -3K -10.8% $20.88 +2.2%
32 VOT VANGUARD INDEX FDS 2,117.0 $545K 0.01% -87.0 -4.0% $257.35 +12.3%
33 IJH ISHARES TR 7,760.0 $524K 0.01% -5K -40.1% $67.53 +8.0%
34 VOE VANGUARD INDEX FDS 2,702.0 $498K 0.01% -140.0 -4.9% $184.28 +4.5%
35 MTBA SIMPLIFY EXCHANGE TRADED FUN 8,603.0 $426K 0.01% -1K -12.6% $49.46 -0.8%
36 AMT AMERICAN TOWER CORP Real Estate 2,395.0 $413K 0.01% -188.0 -7.3% $172.58 +6.5%
37 UNP UNION PAC CORP Industrials 1,651.0 $401K 0.01% -535.0 -24.5% $242.62 +9.6%
38 GILD GILEAD SCIENCES INC Healthcare 2,761.0 $385K 0.01% -18.0 -0.7% $139.37 -6.4%
39 CMCSA COMCAST CORP NEW Communication Services 11,680.0 $335K 0.01% -256.0 -2.1% $28.71 -12.6%
40 WFC WELLS FARGO & CO Financial Services 4,209.0 $335K 0.01% -544.0 -11.4% $79.62 -4.8%
Page 2 of 3  ·  56 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%