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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 C CITIGROUP INC Financial Services 2,885.0 $327K 0.01% -82.0 -2.8% $113.42 +15.3%
42 BAC BANK AMERICA CORP Financial Services 6,549.0 $319K 0.01% -517.0 -7.3% $48.75 +12.7%
43 SYK STRYKER CORPORATION Healthcare 920.0 $302K 0.01% -3K -79.1% $328.59 -15.2%
44 KKR KKR & CO INC — 3,005.0 $278K 0.01% -47.0 -1.5% $92.50 —
45 MTB M & T BK CORP Financial Services 1,320.0 $273K 0.01% -18.0 -1.4% $206.77 +5.2%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 1,126.0 $273K 0.01% -9.0 -0.8% $242.39 -9.2%
47 MO ALTRIA GROUP INC Consumer Defensive 4,105.0 $271K 0.01% -61.0 -1.5% $66.00 +4.1%
48 XLI SELECT SECTOR SPDR TR — 1,579.0 $255K 0.01% -568.0 -26.5% $161.75 +4.6%
49 LVHD LEGG MASON ETF INVT — 5,813.0 $247K 0.01% -1K -16.4% $42.56 -2.0%
50 JCI JOHNSON CONTROLS INTERNATION Industrials 1,872.0 $245K 0.01% -742.0 -28.4% $130.95 +14.1%
51 XLE SELECT SECTOR SPDR TR — 3,917.0 $240K 0.01% -2K -36.5% $61.26 +0.5%
52 ABT ABBOTT LABORATORIES Healthcare 2,336.0 $240K 0.01% -14K -85.8% $102.67 -1.7%
53 PM PHILIP MORRIS INTL INC Consumer Defensive 1,320.0 $218K 0.00% -23.0 -1.7% $165.31 +17.3%
54 MSTR STRATEGY INC Technology 1,701.0 $212K 0.00% -22.0 -1.3% $124.80 +23.9%
55 XLB SELECT SECTOR SPDR TR — 4,230.0 $211K 0.00% -1K -23.2% $49.97 -1.8%
56 COF CAPITAL ONE FINL CORP Financial Services 1,130.0 $206K 0.00% -8.0 -0.7% $182.43 +7.7%
Page 3 of 3  ·  56 positions

① 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 42.5%
Technology 19.4%
Healthcare 18.6%
Consumer Cyclical 6.0%
Consumer Defensive 4.4%
Communication Services 4.0%
Industrials 1.7%
Energy 1.5%
Real Estate 1.0%
Basic Materials 0.4%