McKinley Carter Wealth Services, Inc.

CIK

1484265

Location

WHEELING, WV

Portfolio Value

Small $450,799,853

Diversification

Diversified

Filing Date

Global Rank

#2,758 / 8,603 ▼ 75 · as of Mar 2026

Top Industry

Semiconductors 9.6%

3Y Alpha vs SPY

-6.9%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.7%

SPY

+76.5%

Annualised alpha

-7.0%

Max drawdown

−16.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

120 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.2%

−0.2 pts

Top 5

23.4%

−1.5 pts

Top 10

36.9%

−0.8 pts

HHI

241

Diversified−6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$120,567,967	17
Industrials	16.5%	$74,278,754	17
Consumer Cyclical	13.9%	$62,581,005	13
Financial Services	10.6%	$47,620,216	19
Communication Services	8.5%	$38,336,058	6
Healthcare	7.5%	$34,012,930	14
Consumer Defensive	6.8%	$30,809,998	10
Unclassified	3.2%	$14,616,134	7
Basic Materials	2.8%	$12,715,577	4
Utilities	2.0%	$9,214,689	9
Energy	1.2%	$5,324,333	2
Real Estate	0.2%	$722,192	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+6,073	46,252	$1,327,894
APH	Amphenol Corp /De/	+5,552	51,304	$6,482,260
IAUM	iShares Gold Trust Micro	+4,442	12,823	$598,834
GPN	Global Payments Inc	+3,415	7,223	$486,107
GD	General Dynamics Corp	+2,900	22,756	$7,810,314
RL	Ralph Lauren Corp	+2,336	21,390	$7,357,946
ICE	Intercontinental Exchange, Inc.	+1,847	31,210	$4,908,708
MDLZ	Mondelez International, Inc.	+1,695	35,891	$2,068,757
J	Jacobs Solutions Inc.	+1,539	65,587	$8,347,913
NVDA	Nvidia Corp	+1,303	79,215	$13,815,096
TXN	Texas Instruments Inc	+992	14,830	$2,879,096
WFC	Wells Fargo & Company/Mn	+958	23,493	$1,870,277
BTC	Grayscale Bitcoin Mini Trust ETF	+906	53,040	$1,590,669
ECL	Ecolab Inc.	+786	7,139	$1,899,116
KO	Coca Cola Co	+657	11,110	$844,915
TMUS	T-Mobile US, Inc.	+581	9,221	$1,936,686
AVGO	Broadcom Inc.	+461	80,067	$24,781,537
PGR	Progressive Corp/Oh/	+412	6,769	$1,341,886
RTX	RTX Corp	+298	3,745	$722,410
NEE	Nextera Energy Inc	+253	38,979	$3,620,369
CTVA	Corteva, Inc.	+240	6,667	$558,094
TT	Trane Technologies plc	+200	750	$312,555
ITW	Illinois Tool Works Inc	+196	9,016	$2,346,774
GLD	Spdr Gold Trust	+195	2,121	$912,645
LIN	Linde PLC	+139	20,012	$9,921,149
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−10,678	62,754	$18,045,540
PG	PROCTER & GAMBLE Co	−6,414	28,839	$4,165,505
WMT	Walmart Inc.	−5,374	9,432	$1,172,208
AAPL	Apple Inc.	−4,982	128,088	$32,507,453
TSCO	Tractor Supply Co /De/	−4,219	12,183	$551,889
NFLX	Netflix Inc	−4,042	91,234	$8,772,149
MVBF	Mvb Financial Corp	−4,002	25,877	$642,525
AJG	Arthur J. Gallagher & Co.	−3,571	28,764	$6,229,707
MSFT	Microsoft Corp	−3,250	40,121	$14,851,590
CSCO	Cisco Systems, Inc.	−2,799	4,933	$382,751
BX	Blackstone Inc.	−2,768	2,013	$231,474
T	At&T Inc.	−2,394	17,119	$496,279
ABT	Abbott Laboratories	−2,375	19,449	$1,996,828
META	Meta Platforms, Inc.	−2,212	13,559	$7,757,510
TJX	Tjx Companies Inc /De/	−2,072	81,843	$13,070,327
PEP	Pepsico Inc	−2,053	40,832	$6,340,801
AMZN	Amazon Com Inc	−2,049	47,232	$9,837,008
JNJ	Johnson & Johnson	−2,039	17,108	$4,181,879
V	Visa Inc.	−2,013	5,382	$1,626,655
HD	Home Depot, Inc.	−1,910	25,950	$8,534,695
JPM	Jpmorgan Chase & Co	−1,829	22,874	$6,728,615
CL	Colgate Palmolive Co	−1,803	2,880	$245,462
DHR	Danaher Corp /De/	−1,636	1,273	$241,360
DUK	Duke Energy CORP	−1,500	3,494	$457,504
AEP	American Electric Power Co Inc	−1,457	4,792	$628,135
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
CDNS	Cadence Design Systems Inc	1,558	$432,921
HON	Honeywell International Inc	1,147	$271,899
HSY	Hershey Co	1,193	$248,012
INTC	Intel Corp	5,262	$232,212
TGT	Target Corp	1,803	$218,523
NGEN	Nervgen Pharma Corp.	30,892	$116,462
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
CTAS	Cintas Corp	3,806	$715,794
HCA	HCA Healthcare, Inc.	1,199	$559,765
PLD	Prologis, Inc.	3,767	$480,895
EW	Edwards Lifesciences Corp	5,283	$450,375
ISRG	Intuitive Surgical Inc	782	$442,893
CINF	Cincinnati Financial Corp	2,563	$418,589
DIS	Walt Disney Co	3,480	$395,919
PAYX	Paychex Inc	3,119	$349,889
SILA	Sila Realty Trust, Inc.	13,980	$325,873
NKE	NIKE, Inc.	4,923	$313,644
FISV	Fiserv Inc	4,663	$313,213
ASML	Asml Holding NV	266	$284,582
ADBE	Adobe Inc.	754	$263,892
NXPI	NXP Semiconductors N.V.	1,170	$253,960
EMR	Emerson Electric Co	1,838	$243,939
PFE	Pfizer Inc	8,701	$216,654
ZTS	Zoetis Inc.	1,698	$213,642
AWK	American Water Works Company, Inc.	1,599	$208,669
CME	Cme Group Inc.	761	$207,813
CVS	CVS HEALTH Corp	2,552	$202,526
SYK	Stryker Corp	575	$202,095
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

120 positions · $450,799,853 total · as of Mar 31, 2026

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

Showing 1–50 of 120 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	128,088	-4,982	$32,507,453	−10.1%	7.21%
AVGO	Broadcom Inc. Technology	Added	80,067	+461	$24,781,537	−10.1%	5.50%
GOOGL	Alphabet Inc. Communication Services	Reduced	62,754	-10,678	$18,045,540	−21.5%	4.00%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	15,306	-1,353	$15,251,357	+6.2%	3.38%
MSFT	Microsoft Corp Technology	Reduced	40,121	-3,250	$14,851,590	−29.2%	3.29%
NVDA	Nvidia Corp Technology	Added	79,215	+1,303	$13,815,096	−4.9%	3.06%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	81,843	-2,072	$13,070,327	+1.4%	2.90%
MCK	Mckesson Corp Healthcare	Reduced	13,599	-503	$11,768,030	+1.7%	2.61%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	124,008	-573	$11,447,178	+0.7%	2.54%
CACI	Caci International Inc /De/ Technology	Reduced	19,701	-678	$10,714,782	−1.3%	2.38%
PWR	Quanta Services, Inc. Industrials	Reduced	19,002	-545	$10,432,478	+26.5%	2.31%
WM	Waste Management Inc Industrials	Reduced	45,191	-244	$10,384,439	+4.0%	2.30%
LIN	Linde PLC Basic Materials	Added	20,012	+139	$9,921,149	+17.1%	2.20%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	47,232	-2,049	$9,837,008	−13.5%	2.18%
MA	Mastercard Inc Financial Services	Reduced	19,499	-1,263	$9,742,870	−17.8%	2.16%
HUBB	Hubbell Inc Industrials	Reduced	19,452	-413	$9,545,874	+8.2%	2.12%
NFLX	Netflix Inc Communication Services	Reduced	91,234	-4,042	$8,772,149	−1.8%	1.95%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	25,950	-1,910	$8,534,695	−11.0%	1.89%
J	Jacobs Solutions Inc. Industrials	Added	65,587	+1,539	$8,347,913	−1.6%	1.85%
GD	General Dynamics Corp Industrials	Added	22,756	+2,900	$7,810,314	+16.8%	1.73%
META	Meta Platforms, Inc. Communication Services	Reduced	13,559	-2,212	$7,757,510	−25.5%	1.72%
RL	Ralph Lauren Corp Consumer Cyclical	Added	21,390	+2,336	$7,357,946	+9.2%	1.63%
INTU	Intuit Inc. Technology	Reduced	16,975	-930	$7,339,650	−38.1%	1.63%
AYI	Acuity Inc. (De) Industrials	Reduced	25,069	-375	$7,024,835	−23.3%	1.56%
CAT	Caterpillar Inc Industrials	Reduced	9,613	-296	$6,810,425	+20.0%	1.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	22,874	-1,829	$6,728,615	−15.5%	1.49%
APH	Amphenol Corp /De/ Technology	Added	51,304	+5,552	$6,482,260	+4.8%	1.44%
PEP	Pepsico Inc Consumer Defensive	Reduced	40,832	-2,053	$6,340,801	+3.0%	1.41%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	28,764	-3,571	$6,229,707	−25.6%	1.38%
LLY	ELI LILLY & Co Healthcare	Reduced	6,435	-771	$5,918,719	−23.6%	1.31%
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,183	-423	$5,877,423	−9.8%	1.30%
CVX	Chevron Corp Energy	Reduced	24,531	-710	$5,075,463	+31.9%	1.13%
ABBV	AbbVie Inc. Healthcare	Reduced	23,152	-890	$5,035,328	−8.3%	1.12%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	31,210	+1,847	$4,908,708	+3.2%	1.09%
LMT	Lockheed Martin Corp Industrials	Reduced	7,426	-171	$4,488,200	+22.1%	1.00%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	35,397	-27	$4,199,146	+2.1%	0.93%
JNJ	Johnson & Johnson Healthcare	Reduced	17,108	-2,039	$4,181,879	+5.5%	0.93%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	28,839	-6,414	$4,165,505	−17.5%	0.92%
GWW	W.W. Grainger, Inc. Industrials	Reduced	3,644	-798	$3,974,912	−11.3%	0.88%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	12,651	-303	$3,931,804	−0.7%	0.87%
NEE	Nextera Energy Inc Utilities	Added	38,979	+253	$3,620,369	+16.5%	0.80%
LOW	Lowes Companies Inc Consumer Cyclical	Added	14,698	+125	$3,472,843	−1.2%	0.77%
MS	Morgan Stanley Financial Services	Added	20,495	+19	$3,372,862	−7.2%	0.75%
MRK	Merck & Co., Inc. Healthcare	Reduced	24,746	-345	$2,976,696	+12.7%	0.66%
TXN	Texas Instruments Inc Technology	Added	14,830	+992	$2,879,096	+19.9%	0.64%
ES	Eversource Energy Utilities	Reduced	36,438	-10	$2,524,424	+2.9%	0.56%
ADP	Automatic Data Processing Inc Technology	Added	11,637	+5	$2,364,405	−21.0%	0.52%
ITW	Illinois Tool Works Inc Industrials	Added	9,016	+196	$2,346,774	+8.0%	0.52%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	23,943	-1,114	$2,145,053	+1.7%	0.48%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	35,891	+1,695	$2,068,757	+12.4%	0.46%