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Portfolio (Quarterly) Guide ↗

McKinley Carter Wealth Services, Inc.

· CIK 0001484265
13F Portfolio $1.8B AUM 322 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 320 New
Page 2 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 43,371.0 $21.0M 1.17% NEW $483.62 -13.4%
22 FNDF SCHWAB STRATEGIC TR 445,359.0 $20.1M 1.12% NEW $45.21 +18.0%
23 XLV SELECT SECTOR SPDR TR 124,830.0 $19.3M 1.08% NEW $154.80 -3.2%
24 IJH ISHARES TR 292,127.0 $19.3M 1.08% NEW $66.00 +11.4%
25 XLF SELECT SECTOR SPDR TR 342,459.0 $18.8M 1.05% NEW $54.77 -5.2%
26 IXUS ISHARES TR 207,164.0 $17.5M 0.98% NEW $84.64 +12.2%
27 DFAE DIMENSIONAL ETF TRUST 523,351.0 $17.0M 0.95% NEW $32.57 +19.9%
28 IJR ISHARES TR 138,649.0 $16.7M 0.93% NEW $120.18 +14.3%
29 IAGG ISHARES TR 310,310.0 $15.5M 0.87% NEW $50.01 +0.1%
30 USIG ISHARES TR 295,969.0 $15.3M 0.86% NEW $51.77 -1.5%
31 NVDA NVIDIA CORPORATION Technology 77,912.0 $14.5M 0.81% NEW $186.50 +15.5%
32 COST COSTCO WHSL CORP NEW Consumer Defensive 16,659.0 $14.4M 0.80% NEW $862.34 +19.2%
33 TJX TJX COS INC NEW Consumer Cyclical 83,915.0 $12.9M 0.72% NEW $153.61 +3.0%
34 INTU INTUIT Technology 17,905.0 $11.9M 0.66% NEW $662.41 -51.7%
35 MA MASTERCARD INCORPORATED Financial Services 20,762.0 $11.9M 0.66% NEW $570.87 -12.7%
36 MCK MCKESSON CORP Healthcare 14,102.0 $11.6M 0.65% NEW $820.32 -6.6%
37 BND VANGUARD BD INDEX FDS 155,108.0 $11.5M 0.64% NEW $74.07 -1.4%
38 AMZN AMAZON COM INC Consumer Cyclical 49,281.0 $11.4M 0.64% NEW $230.82 +15.4%
39 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 124,581.0 $11.4M 0.64% NEW $91.21 +0.6%
40 CACI CACI INTL INC Technology 20,379.0 $10.9M 0.61% NEW $532.81 -5.9%
Page 2 of 16  ·  320 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
Technology 27.9%
Industrials 15.0%
Financial Services 14.4%
Consumer Cyclical 13.2%
Communication Services 9.7%
Healthcare 8.1%
Consumer Defensive 6.2%
Basic Materials 2.2%
Utilities 1.8%
Energy 1.1%