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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 8 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ESGD ISHARES TR 7,039.0 $673K 0.01% $95.62 +7.6%
142 ISCV ISHARES TR 9,399.0 $653K 0.01% $69.51 +6.6%
143 RTX RTX CORPORATION Industrials 3,250.0 $627K 0.01% +94.0 +3.0% $192.90 -9.4%
144 VOX VANGUARD WORLD FD 3,472.0 $624K 0.01% $179.82 +8.9%
145 FDX FEDEX CORP Industrials 1,749.0 $623K 0.01% -19.0 -1.1% $356.18 +9.2%
146 SRRK SCHOLAR ROCK HLDG CORP Healthcare 12,664.0 $623K 0.01% +164.0 +1.3% $49.16 -1.6%
147 DHR DANAHER CORP DEL Healthcare 3,235.0 $613K 0.01% $189.62 -8.6%
148 MS MORGAN STANLEY Financial Services 3,623.0 $596K 0.01% $164.57 +21.8%
149 BRIDGER AEROSPACE GRP HLDGS 296,192.0 $586K 0.01% +101K +51.9% $1.98
150 PGEN PRECIGEN INC Healthcare 150,150.0 $581K 0.01% $3.87 +10.3%
151 VEU VANGUARD INTL EQUITY INDEX F 7,712.0 $579K 0.01% $75.10 +10.0%
152 NFLX NETFLIX INC. Communication Services 5,961.0 $573K 0.01% +3K +106.0% $96.15 -7.1%
153 DOV DOVER CORP Industrials 2,710.0 $565K 0.01% $208.45 -0.3%
154 LLY ELI LILLY & CO Healthcare 614.0 $564K 0.01% +61.0 +11.0% $919.24 +13.3%
155 FETH FIDELITY ETHEREUM FD Financial Services 26,999.0 $564K 0.01% -3K -10.8% $20.88 +2.2%
156 ITW ILLINOIS TOOL WKS INC Industrials 2,112.0 $550K 0.01% +68.0 +3.3% $260.29 -4.0%
157 NEE NEXTERA ENERGY INC Utilities 5,917.0 $550K 0.01% +135.0 +2.3% $92.88 -3.4%
158 VTWG VANGUARD SCOTTSDALE FDS 2,399.0 $549K 0.01% $229.00 +17.4%
159 CVX CHEVRON CORPORATION Energy 2,638.0 $546K 0.01% +138.0 +5.5% $206.90 -7.7%
160 VOT VANGUARD INDEX FDS 2,117.0 $545K 0.01% -87.0 -4.0% $257.35 +12.3%
Page 8 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%