McKinley Carter Wealth Services, Inc.

CIK

1484265

Location

WHEELING, WV

Portfolio Value

Micro $12,715,577

Diversification

Diversified

Filing Date

Global Rank

#2,774 / 8,586 ▼ 88

Top Industry

Semiconductors 9.5%

3Y Alpha vs SPY

-7.8%

Period ended 3 months ago

Filed Apr 20, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+45.9%

SPY

+78.1%

Annualised alpha

-7.8%

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

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

Top Position

7.2%

−0.2 pts

Top 5

23.3%

−1.5 pts

Top 10

36.7%

−0.8 pts

HHI

239

Diversified−6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$120,981,419	17
Industrials	16.4%	$74,266,111	17
Consumer Cyclical	13.8%	$62,581,005	13
Financial Services	10.5%	$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	1.5%	$6,734,716	3
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
XOM	Exxon Mobil Corp	−2,341	8,313	$1,410,383
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
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	$259,256
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

4 positions · $12,715,577 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SHW	Sherwin Williams Co Basic Materials	Reduced	1,052	-75	$337,218	−7.7%	2.65%
CTVA	Corteva, Inc. Basic Materials	Added	6,667	+240	$558,094	+29.5%	4.39%
ECL	Ecolab Inc. Basic Materials	Added	7,139	+786	$1,899,116	+13.9%	14.94%
LIN	Linde PLC Basic Materials	Added	20,012	+139	$9,921,149	+17.1%	78.02%