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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 12 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BAR GRANITESHARES GOLD TR Financial Services 5,869.0 $271K 0.01% $46.13 -3.1%
222 UAL UNITED AIRLS HLDGS INC Industrials 2,939.0 $271K 0.01% NEW $92.07 +6.5%
223 HWM HOWMET AEROSPACE INC Industrials 1,142.0 $263K 0.01% $230.46 +12.8%
224 CAT CATERPILLAR INC Industrials 367.0 $260K 0.01% +13.0 +3.7% $708.46 +22.2%
225 VXF VANGUARD INDEX FDS 1,258.0 $259K 0.01% $205.80 +11.1%
226 XLI SELECT SECTOR SPDR TR 1,579.0 $255K 0.01% -568.0 -26.5% $161.75 +5.4%
227 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,283.0 $253K 0.01% NEW $59.03 +14.5%
228 DASH DOORDASH INC Communication Services 1,662.0 $250K 0.01% $150.15 +6.1%
229 LVHD LEGG MASON ETF INVT 5,813.0 $247K 0.01% -1K -16.4% $42.56 +0.9%
230 JCI JOHNSON CONTROLS INTERNATION Industrials 1,872.0 $245K 0.01% -742.0 -28.4% $130.95 +3.5%
231 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 722.0 $244K 0.01% +42.0 +6.2% $337.95 +18.8%
232 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,588.0 $242K 0.01% $52.76 +14.2%
233 APH AMPHENOL CORP Technology 1,907.0 $241K 0.01% +125.0 +7.0% $126.35 -1.2%
234 XLE SELECT SECTOR SPDR TR 3,917.0 $240K 0.01% -2K -36.5% $61.26 -3.5%
235 ABT ABBOTT LABORATORIES Healthcare 2,336.0 $240K 0.01% -14K -85.8% $102.67 -14.5%
236 BLCO BAUSCH PLUS LOMB CORP Healthcare 15,000.0 $238K 0.01% NEW $15.90 +1.6%
237 VZ VERIZON COMMUNICATIONS INC Communication Services 4,733.0 $238K 0.01% NEW $50.20 -4.7%
238 USMV ISHARES TR 2,552.0 $237K 0.01% $92.74 +3.6%
239 SLM SLM CORP Financial Services 10,960.0 $235K 0.01% $21.41 +2.8%
240 LIN LINDE PLC Basic Materials 461.0 $229K 0.01% NEW $495.76 +3.8%
Page 12 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%