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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 6 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EIS ISHARES INC 13,090.0 $1.5M 0.03% +2K +18.4% $116.04 +14.4%
102 QUAL ISHARES TR 7,907.0 $1.5M 0.03% $191.82 +10.9%
103 HD HOME DEPOT INC Consumer Cyclical 4,539.0 $1.5M 0.03% $328.89 -4.6%
104 AMGN AMGEN INC Healthcare 4,238.0 $1.5M 0.03% +125.0 +3.0% $351.85 -4.1%
105 VO VANGUARD INDEX FDS 5,110.0 $1.5M 0.03% $287.19 -73.0%
106 MOV MOVADO GROUP INC Consumer Cyclical 58,750.0 $1.4M 0.03% $24.42 +12.6%
107 AMD ADVANCED MICRO DEVICES INC Technology 7,023.0 $1.4M 0.03% $203.43 +121.0%
108 XLP SELECT SECTOR SPDR TR 16,248.0 $1.3M 0.03% $81.98 +3.3%
109 OLED UNIVERSAL DISPLAY CORP Technology 13,789.0 $1.3M 0.03% +141.0 +1.0% $91.66 -0.1%
110 CSCO CISCO SYS INC Technology 16,196.0 $1.3M 0.03% +144.0 +0.9% $77.59 +52.3%
111 DVY ISHARES TR 7,905.0 $1.2M 0.03% -2K -22.7% $151.42 +1.8%
112 OEF ISHARES TR 3,761.0 $1.2M 0.03% $318.07 +16.4%
113 ORCL ORACLE CORP Technology 7,921.0 $1.2M 0.02% +86.0 +1.1% $147.11 +29.0%
114 NMFC NEW MTN FIN CORP Financial Services 149,000.0 $1.2M 0.02% $7.76 +3.4%
115 UNH UNITEDHEALTH GROUP INC Healthcare 4,134.0 $1.1M 0.02% $270.59 +41.7%
116 TJX TJX COS INC NEW Consumer Cyclical 6,820.0 $1.1M 0.02% +50.0 +0.7% $159.70 -0.3%
117 SCHA SCHWAB STRATEGIC TR 37,403.0 $1.1M 0.02% $29.08 +14.1%
118 LOW LOWES COS INC Consumer Cyclical 4,584.0 $1.1M 0.02% +38.0 +0.8% $236.28 -8.0%
119 DIA STATE STR SPDR DOW JONES IND Financial Services 2,275.0 $1.1M 0.02% +33.0 +1.5% $463.26 +8.6%
120 VISN VISTANCE NETWORKS INC Technology 57,785.0 $1.1M 0.02% $18.20 -36.1%
Page 6 of 13  ·  260 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%