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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 13 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 APOS APOLLO GLOBAL MGMT INC Financial Services 2,025.0 $226K 0.01% $111.42 -76.5%
242 QVAL EA SERIES TRUST 4,313.0 $225K 0.01% $52.14 +4.1%
243 NTRA NATERA INC Healthcare 1,123.0 $225K 0.01% $199.99 +1.8%
244 HON HONEYWELL INTL INC Industrials 973.0 $220K 0.01% NEW $226.00 -1.0%
245 PM PHILIP MORRIS INTL INC Consumer Defensive 1,320.0 $218K 0.00% -23.0 -1.7% $165.31 +14.1%
246 J P MORGAN EXCHANGE TRADED F 3,505.0 $215K 0.00% +80.0 +2.3% $61.32
247 PSX PHILLIPS 66 Energy 1,171.0 $213K 0.00% NEW $182.18 -1.6%
248 KO COCA COLA CO Consumer Defensive 2,799.0 $213K 0.00% NEW $76.05 +6.7%
249 UBER UBER TECHNOLOGIES INC Technology 2,954.0 $212K 0.00% +172.0 +6.2% $71.93 +3.7%
250 MSTR STRATEGY INC Technology 1,701.0 $212K 0.00% -22.0 -1.3% $124.80 +32.1%
251 MDLZ MONDELEZ INTL INC Consumer Defensive 3,678.0 $212K 0.00% NEW $57.64 +6.7%
252 XLB SELECT SECTOR SPDR TR 4,230.0 $211K 0.00% -1K -23.2% $49.97 +0.1%
253 CL COLGATE PALMOLIVE CO Consumer Defensive 2,471.0 $211K 0.00% NEW $85.24 +6.1%
254 BX BLACKSTONE INC Financial Services 1,819.0 $209K 0.00% +34.0 +1.9% $114.99 +3.1%
255 COF CAPITAL ONE FINL CORP Financial Services 1,130.0 $206K 0.00% -8.0 -0.7% $182.43 +2.3%
256 HCC WARRIOR MET COAL INC Energy 2,189.0 $204K 0.00% NEW $93.15 -8.3%
257 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 12,092.0 $150K 0.00% $12.40 +7.3%
258 NRK NUVEEN NY AMT FREE Financial Services 12,123.0 $124K 0.00% $10.21 +0.7%
259 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 21,423.0 $109K 0.00% $5.10 -2.7%
260 OPK OPKO HEALTH INC Healthcare 14,383.0 $16K +2K +16.1% $1.14 +12.3%
Page 13 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%