McKinley Carter Wealth Services, Inc.

CIK

1484265

Location

WHEELING, WV

Portfolio Value

Small $484,844,719

Diversification

Diversified

Filing Date

Global Rank

#2,829 / 8,517 ▼ 228

Top Industry

Semiconductors 12.9%

3Y Alpha vs SPY

+23.9%

Period ended 46 days ago

Filed Jul 28, 2026 · 18d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+200.1%

SPY

+75.3%

Annualised alpha

+23.7%

Max drawdown

−14.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

128 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.6%

−0.0 pts

Top 5

26.2%

−2.0 pts

Top 10

39.7%

−1.4 pts

HHI

263

Diversified−9

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.3%	$146,732,634	20
Industrials	14.6%	$70,854,297	18
Consumer Cyclical	12.2%	$59,131,201	13
Financial Services	9.8%	$47,751,771	20
Communication Services	9.0%	$43,695,184	7
Healthcare	8.6%	$41,766,428	16
Consumer Defensive	5.9%	$28,755,931	9
Unclassified	3.3%	$16,201,140	7
Basic Materials	2.8%	$13,587,744	4
Utilities	2.0%	$9,617,247	9
Energy	1.2%	$5,945,598	3
Real Estate	0.2%	$805,544	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+17,060	96,275	$19,263,664
GOOGL	Alphabet Inc.	+7,289	73,746	$26,354,608
LLY	ELI LILLY & Co	+5,121	11,556	$13,860,614
IAUM	iShares Gold Trust Micro	+4,807	17,630	$705,376
T	At&T Inc.	+2,843	19,962	$413,213
APH	Amphenol Corp /De/	+2,828	54,132	$9,544,554
KLAC	Kla Corp	+2,808	3,120	$941,335
XOM	ExxonMobil Holdings Corp	+2,328	10,641	$1,454,837
ES	Eversource Energy	+2,122	38,560	$2,786,731
NSC	Norfolk Southern Corp	+2,001	3,214	$1,011,092
NGEN	Nervgen Pharma Corp.	+1,761	32,653	$67,265
CHCO	City Holding Co	+1,529	15,306	$2,030,187
INTC	Intel Corp	+1,380	6,642	$927,422
WFC	Wells Fargo & Company/Mn	+1,360	24,853	$2,053,851
ORLY	O Reilly Automotive Inc	+1,304	125,312	$11,539,982
MSFT	Microsoft Corp	+1,228	41,349	$15,424,003
NEE	Nextera Energy Inc	+1,052	40,031	$3,513,520
AEP	American Electric Power Co Inc	+930	5,722	$782,826
CVX	Chevron Corp	+925	25,456	$4,219,586
NFLX	Netflix Inc	+842	92,076	$6,574,226
RL	Ralph Lauren Corp	+762	22,152	$8,892,034
PM	Philip Morris International Inc.	+654	2,193	$396,735
SBUX	Starbucks Corp	+617	24,560	$2,509,786
WM	Waste Management Inc	+592	45,783	$10,204,115
UBSI	United Bankshares Inc/Wv	+572	31,572	$1,446,944
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
J	Jacobs Solutions Inc.	−51,028	14,559	$1,834,434
AJG	Arthur J. Gallagher & Co.	−25,925	2,839	$651,749
AYI	Acuity Inc. (De)	−20,946	4,123	$1,552,969
HD	Home Depot, Inc.	−17,588	8,362	$2,949,110
INTU	Intuit Inc.	−14,210	2,765	$721,665
MDLZ	Mondelez International, Inc.	−6,347	29,544	$1,708,824
TSCO	Tractor Supply Co /De/	−4,163	8,020	$253,512
AVGO	Broadcom Inc.	−2,675	77,392	$29,234,828
ABT	Abbott Laboratories	−2,126	17,323	$1,571,889
TMUS	T-Mobile US, Inc.	−1,828	7,393	$1,240,027
GD	General Dynamics Corp	−1,567	21,189	$7,505,991
CMCSA	Comcast Corp	−1,227	45,025	$1,105,363
PWR	Quanta Services, Inc.	−590	18,412	$13,257,376
TJX	Tjx Companies Inc /De/	−531	81,312	$12,318,768
AAPL	Apple Inc.	−517	127,571	$36,913,944
TXN	Texas Instruments Inc	−443	14,387	$4,288,333
PG	PROCTER & GAMBLE Co	−364	28,475	$4,175,574
MA	Mastercard Inc	−342	19,157	$9,839,035
KO	Coca Cola Co	−323	10,787	$876,659
CTVA	Corteva, Inc.	−292	6,375	$539,898
MS	Morgan Stanley	−239	20,256	$4,234,314
DHR	Danaher Corp /De/	−162	1,111	$211,623
QQQ	Invesco Qqq Trust, Series 1	−142	10,041	$7,394,192
TMO	Thermo Fisher Scientific Inc.	−139	1,502	$753,042
AMZN	Amazon Com Inc	−127	47,105	$11,227,005
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
DELL	Dell Technologies Inc.	15,480	$6,679,000
AMD	Advanced Micro Devices Inc	10,947	$6,359,221
C	Citigroup Inc	43,040	$6,023,878
F	Ford Motor Co	35,432	$492,504
VZ	Verizon Communications Inc	7,730	$327,288
CVS	CVS HEALTH Corp	2,534	$262,142
ASML	Asml Holding NV	113	$224,806
ADI	Analog Devices Inc	554	$220,032
SWK	Stanley Black & Decker, Inc.	2,231	$209,981
ISRG	Intuitive Surgical Inc	518	$205,998
ETN	Eaton Corp plc	478	$203,685
AXP	American Express Co	600	$202,950
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	529,601	$40,837,533
VEA	Vanguard FTSE Developed Markets ETF	525,701	$33,686,920
VB	Vanguard Morningstar Small-Cap ETF	20,584	$5,391,361
VEU	Vanguard FTSE All-World Ex-US ETF	70,956	$5,328,795
ICE	Intercontinental Exchange, Inc.	31,210	$4,908,708
VIGI	Vanguard International Dividend Appreciation ETF	15,233	$1,347,511
HON	Honeywell International Inc	1,147	$259,256
PLTR	Palantir Technologies Inc.	1,708	$249,846
HSY	Hershey Co	1,193	$248,012
BABA	Alibaba Group Holding Ltd	1,811	$227,208
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

128 tracked positions · $484,844,719 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 128 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. PUT + SHARES Technology	Reduced	127,571	-517	$36,913,944	+13.6%	7.61%
AVGO	Broadcom Inc. Technology	Reduced	77,392	-2,675	$29,234,828	+18.0%	6.03%
GOOGL	Alphabet Inc. Communication Services	Added	73,746	+7,289	$26,354,608	+37.9%	5.44%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	96,275	+17,060	$19,263,664	+39.4%	3.97%
MSFT	Microsoft Corp Technology	Added	41,349	+1,228	$15,424,003	+3.9%	3.18%
COST	Costco Wholesale Corp /New PUT + SHARES Consumer Defensive	Added	15,407	+101	$14,412,786	−5.5%	2.97%
LLY	ELI LILLY & Co Healthcare	Added	11,556	+5,121	$13,860,614	+134.2%	2.86%
PWR	Quanta Services, Inc. Industrials	Reduced	18,412	-590	$13,257,376	+27.1%	2.73%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	81,312	-531	$12,318,768	−5.8%	2.54%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	125,312	+1,304	$11,539,982	+0.8%	2.38%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	47,105	-127	$11,227,005	+14.1%	2.32%
CAT	Caterpillar Inc Industrials	Added	10,027	+414	$10,677,752	+56.8%	2.20%
LIN	Linde PLC Basic Materials	Added	20,434	+422	$10,604,019	+6.9%	2.19%
MCK	Mckesson Corp Healthcare	Added	13,629	+30	$10,298,072	−12.5%	2.12%
HUBB	Hubbell Inc Industrials	Added	19,520	+68	$10,212,864	+7.0%	2.11%
WM	Waste Management Inc Industrials	Added	45,783	+592	$10,204,115	−1.7%	2.10%
MA	Mastercard Inc Financial Services	Reduced	19,157	-342	$9,839,035	+1.0%	2.03%
APH	Amphenol Corp /De/ Technology	Added	54,132	+2,828	$9,544,554	—	1.97%
CACI	Caci International Inc /De/ Technology	Added	20,114	+413	$9,318,011	−13.0%	1.92%
RL	Ralph Lauren Corp Consumer Cyclical	Added	22,152	+762	$8,892,034	+20.8%	1.83%
META	Meta Platforms, Inc. Communication Services	Added	13,635	+76	$7,680,459	−1.0%	1.58%
JPM	Jpmorgan Chase & Co Financial Services	Added	23,301	+427	$7,627,116	+13.4%	1.57%
GD	General Dynamics Corp Industrials	Reduced	21,189	-1,567	$7,505,991	−3.9%	1.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,041	-142	$7,394,192	+25.8%	1.53%
DELL	Dell Technologies Inc. Technology	NEW	15,480	NEW	$6,679,000	NEW	1.38%
NFLX	Netflix Inc Communication Services	Added	92,076	+842	$6,574,226	−25.1%	1.36%
AMD	Advanced Micro Devices Inc Technology	NEW	10,947	NEW	$6,359,221	NEW	1.31%
C	Citigroup Inc Financial Services	NEW	43,040	NEW	$6,023,878	NEW	1.24%
ABBV	AbbVie Inc. Healthcare	Added	23,623	+471	$5,944,491	+18.1%	1.23%
PEP	Pepsico Inc Consumer Defensive	Added	41,369	+537	$5,601,362	−11.7%	1.16%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	35,362	-35	$5,113,698	+21.8%	1.05%
GWW	W.W. Grainger, Inc. Industrials	Reduced	3,638	-6	$4,949,135	+24.5%	1.02%
JNJ	Johnson & Johnson Healthcare	Added	17,271	+163	$4,386,315	+4.9%	0.90%
TXN	Texas Instruments Inc Technology	Reduced	14,387	-443	$4,288,333	+48.9%	0.88%
MS	Morgan Stanley Financial Services	Reduced	20,256	-239	$4,234,314	+25.5%	0.87%
CVX	Chevron Corp Energy	Added	25,456	+925	$4,219,586	−16.9%	0.87%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	28,475	-364	$4,175,574	+0.2%	0.86%
LMT	Lockheed Martin Corp Industrials	Added	7,669	+243	$3,907,048	−12.9%	0.81%
NEE	Nextera Energy Inc Utilities	Added	40,031	+1,052	$3,513,520	−3.0%	0.72%
MCD	Mcdonalds Corp Consumer Cyclical	Added	12,776	+125	$3,453,480	−12.2%	0.71%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	14,657	-41	$3,231,721	−6.9%	0.67%
MRK	Merck & Co., Inc. Healthcare	Added	24,973	+227	$3,209,030	+7.8%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	8,362	-17,588	$2,949,110	−65.4%	0.61%
ES	Eversource Energy Utilities	Added	38,560	+2,122	$2,786,731	+10.4%	0.57%
ADP	Automatic Data Processing Inc Technology	Added	11,709	+72	$2,622,230	+10.9%	0.54%
ITW	Illinois Tool Works Inc Industrials	Added	9,436	+420	$2,552,154	+8.8%	0.53%
SBUX	Starbucks Corp Consumer Cyclical	Added	24,560	+617	$2,509,786	+17.0%	0.52%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,076	-36	$2,297,064	+13.5%	0.47%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,107	-4	$2,185,277	+13.9%	0.45%
ECL	Ecolab Inc. Basic Materials	Added	7,527	+388	$2,097,097	+10.4%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.