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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 5 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWO ISHARES TR 8,964.0 $2.8M 0.06% $313.82 +17.3%
82 XOM EXXON MOBIL CORP Energy 15,938.0 $2.7M 0.06% -264.0 -1.6% $169.66 -7.9%
83 TQQQ PROSHARES TR 61,663.0 $2.6M 0.05% +30K +94.6% $41.68 +84.6%
84 V VISA INC Financial Services 8,385.0 $2.5M 0.05% +105.0 +1.3% $302.23 +9.4%
85 AKRE PROFESIONALLY MANAGED PORTFO 46,006.0 $2.4M 0.05% $52.85 +3.1%
86 GLD SPDR GOLD TR Financial Services 5,499.0 $2.4M 0.05% +100.0 +1.9% $430.29 -3.1%
87 KVUE KENVUE INC Consumer Defensive 123,186.0 $2.1M 0.04% -1K -0.8% $17.24 +1.3%
88 IVE ISHARES TR 9,805.0 $2.1M 0.04% -2K -19.9% $211.15 +7.1%
89 ISHARES TR 89,775.0 $2.1M 0.04% $22.91
90 SONY SONY GROUP CORP Technology 99,290.0 $2.1M 0.04% $20.70 +10.2%
91 GWX SPDR INDEX SHS FDS 47,111.0 $2.0M 0.04% $42.23 +8.6%
92 DIS DISNEY WALT CO Communication Services 19,564.0 $1.9M 0.04% $96.38 +7.5%
93 AVGO BROADCOM INC Technology 6,022.0 $1.9M 0.04% +190.0 +3.3% $309.51 +33.9%
94 VNQ VANGUARD INDEX FDS 20,936.0 $1.9M 0.04% -290.0 -1.4% $88.70 +9.0%
95 FSBC FIVE STAR BANCORP Financial Services 46,602.0 $1.8M 0.04% NEW $37.72 +11.3%
96 ITOT ISHARES TR 12,047.0 $1.7M 0.04% $142.43 +13.8%
97 EZU ISHARES INC 27,367.0 $1.7M 0.04% $62.64 +9.0%
98 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,640.0 $1.6M 0.03% +14.0 +0.9% $996.44 +5.4%
99 MUB ISHARES TR 15,012.0 $1.6M 0.03% $106.15 -0.1%
100 SCHE SCHWAB STRATEGIC TR 47,130.0 $1.6M 0.03% $32.95 +8.0%
Page 5 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%