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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 7 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EPD ENTERPRISE PRODS PARTNERS L Energy 27,498.0 $1.0M 0.02% $37.84 +4.3%
122 SUSA ISHARES TR 7,835.0 $1.0M 0.02% $132.10 +14.0%
123 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,474.0 $1.0M 0.02% NEW $292.75 +33.2%
124 ISHARES TR 44,695.0 $1.0M 0.02% $22.43
125 VWO VANGUARD INTL EQUITY INDEX F 18,491.0 $999K 0.02% -93.0 -0.5% $54.05 +8.6%
126 PEP PEPSICO INC Consumer Defensive 6,313.0 $980K 0.02% +117.0 +1.9% $155.29 -4.1%
127 VGT VANGUARD WORLD FD 1,368.0 $954K 0.02% -686.0 -33.4% $697.49 -83.6%
128 WSFS WSFS FINL CORP Financial Services 14,085.0 $922K 0.02% $65.46 +9.7%
129 WMT WALMART INC Consumer Defensive 7,256.0 $902K 0.02% +438.0 +6.4% $124.27 +5.3%
130 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 17,849.0 $824K 0.02% $46.19 -3.1%
131 PDP INVESCO EXCHANGE TRADED FD T 6,574.0 $794K 0.02% $120.74 +15.3%
132 ADAG ADAGENE INC Healthcare 199,610.0 $782K 0.02% $3.92 -3.3%
133 TEL TE CONNECTIVITY PLC Technology 3,700.0 $773K 0.02% -22.0 -0.6% $209.02 -3.7%
134 ECL ECOLAB INC Basic Materials 2,883.0 $767K 0.02% $266.02 -6.0%
135 EEMS ISHARES INC 10,521.0 $728K 0.01% $69.18 +9.4%
136 MRK MERCK & CO INC Healthcare 5,935.0 $714K 0.01% -140.0 -2.3% $120.30 -3.7%
137 ARCC ARES CAPITAL CORP Financial Services 39,225.0 $707K 0.01% NEW $18.02 +4.0%
138 GE GE AEROSPACE Industrials 2,477.0 $703K 0.01% +42.0 +1.7% $283.75 +6.3%
139 MCD MCDONALDS CORP Consumer Cyclical 2,251.0 $699K 0.01% +52.0 +2.4% $310.72 -8.5%
140 IYW ISHARES TR 3,829.0 $695K 0.01% $181.40 +32.3%
Page 7 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%