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Portfolio (Quarterly) Guide ↗

Mill Creek Capital Advisors, LLC

· CIK 0001964962
13F Portfolio $4.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 251 New
Page 8 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VOX VANGUARD WORLD FD 3,472.0 $672K 0.01% NEW $193.61 +0.5%
142 MCD MCDONALDS CORP Consumer Cyclical 2,199.0 $672K 0.01% NEW $305.56 -13.3%
143 ESGD ISHARES TR 7,039.0 $669K 0.01% NEW $95.09 +9.0%
144 ISCV ISHARES TR 9,399.0 $644K 0.01% NEW $68.50 +15.0%
145 MS MORGAN STANLEY Financial Services 3,611.0 $641K 0.01% NEW $177.53 +28.7%
146 MRK MERCK & CO INC Healthcare 6,075.0 $639K 0.01% NEW $105.27 +17.4%
147 PGEN PRECIGEN INC Healthcare 150,000.0 $627K 0.01% NEW $4.18 +22.5%
148 VOT VANGUARD INDEX FDS 2,204.0 $615K 0.01% NEW $279.14 +7.0%
149 LLY ELI LILLY & CO Healthcare 553.0 $594K 0.01% NEW $1073.76 +7.7%
150 RTX RTX CORPORATION Industrials 3,156.0 $579K 0.01% NEW $183.40 +6.8%
151 VEU VANGUARD INTL EQUITY INDEX F 7,712.0 $567K 0.01% NEW $73.56 +13.0%
152 VTWG VANGUARD SCOTTSDALE FDS 2,399.0 $566K 0.01% NEW $235.95 +18.4%
153 QQQM INVESCO EXCH TRADED FD TR II 2,214.0 $560K 0.01% NEW $252.92 +16.9%
154 SRRK SCHOLAR ROCK HLDG CORP Healthcare 12,500.0 $551K 0.01% NEW $44.05 +22.7%
155 XLY SELECT SECTOR SPDR TR 4,517.0 $539K 0.01% NEW $119.41 -2.0%
156 IYH ISHARES TR 8,250.0 $537K 0.01% NEW $65.10 +2.6%
157 DOV DOVER CORP Industrials 2,711.0 $529K 0.01% NEW $195.24 +8.7%
158 ACN ACCENTURE PLC IRELAND Technology 1,912.0 $513K 0.01% NEW $268.30 -48.9%
159 FDX FEDEX CORP Industrials 1,768.0 $511K 0.01% NEW $288.86 +8.5%
160 UNP UNION PAC CORP Industrials 2,186.0 $506K 0.01% NEW $231.32 +24.7%
Page 8 of 13  ·  251 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 42.0%
Technology 20.0%
Healthcare 17.0%
Consumer Cyclical 6.4%
Communication Services 6.0%
Consumer Defensive 3.9%
Industrials 1.6%
Real Estate 1.3%
Energy 1.2%
Basic Materials 0.3%