McKinley Carter Wealth Services, Inc.

13F filer · CIK 0001484265

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$1.94BU.S. long equity reported on 13F

Positions14212 new · 5 closed

Net flow last quarter+$2.39MBuys minus sells

Top 10 positions weight9.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026142 positions
AAPLApple Inc.	$34.8M	1.79%	0.00%	-0.4%	Q2 2013
AVGOBroadcom Inc.	$29.2M	1.51%	0.00%	-3.3%	Q1 2018
GOOGLAlphabet Inc.	$26.4M	1.36%	0.00%	+17.5%	Q3 2015
NVDANvidia Corp	$18.9M	0.97%	0.00%	+22.1%	Q1 2018
MSFTMicrosoft Corp	$15.4M	0.80%	0.00%	+3.1%	Q3 2013
COSTCostco Wholesale Corp	$14.1M	0.73%	0.00%	+0.7%	Q2 2013
LLYELI LILLY & Co	$13.9M	0.71%	0.00%	+79.6%	Q2 2013
THROTheron Resource Group	$13.6M	0.70%	3.98%	+5.0%	Q4 2025
PWRQuanta Services, Inc.	$13.3M	0.68%	0.01%	-3.1%	Q3 2025
EMXCEmax Holdings Corp	$12.7M	0.66%	Not reported	+0.2%	Q3 2021
TJXTJX Companies Inc	$12.3M	0.63%	0.01%	-0.7%	Q4 2013
ORLYO Reilly Automotive Inc	$11.5M	0.59%	0.02%	+1.1%	Q4 2013
AMZNAmazon Com Inc	$11.2M	0.58%	0.00%	-0.3%	Q4 2015
CATCaterpillar Inc	$10.7M	0.55%	0.00%	+4.3%	Q2 2013
LINLinde PLC	$10.6M	0.55%	0.00%	+2.1%	Q4 2021
MCKMckesson Corp	$10.3M	0.53%	0.01%	+0.2%	Q1 2018
FNDFSchwab Strategic Trust	$10.2M	0.53%	Not reported	-2.5%	Q2 2024
HUBBHubbell Inc	$10.2M	0.53%	0.04%	+0.4%	Q1 2024
WMWaste Management Inc	$10.2M	0.53%	0.01%	+1.3%	Q3 2017
MAMastercard Inc	$9.84M	0.51%	0.00%	-1.8%	Q4 2013
APHAmphenol Corp	$9.54M	0.49%	0.00%	+5.5%	Q1 2018
CACICaci International Inc	$9.32M	0.48%	0.09%	+2.1%	Q1 2019
RLRalph Lauren Corp	$8.89M	0.46%	Not reported	+3.6%	Q3 2025
AIQAlliance HealthCare Services, Inc	$8.36M	0.43%	1.18%	+0.3%	Q4 2025
METAMeta Platforms, Inc.	$7.68M	0.40%	Not reported	+0.6%	Q3 2013
JPMJPMorgan Chase & Co	$7.63M	0.39%	0.00%	+1.9%	Q2 2013
GDGeneral Dynamics Corp	$7.51M	0.39%	0.01%	-6.9%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$7.39M	0.38%	Not reported	-1.4%	Q4 2020
DELLDell Technologies Inc.	$6.68M	0.34%	0.00%	New	Q2 2026
NFLXNetflix Inc	$6.57M	0.34%	0.00%	+0.9%	Q2 2015
AMDAdvanced Micro Devices Inc	$6.36M	0.33%	0.00%	New	Q2 2026
CCitigroup Inc	$6.02M	0.31%	0.00%	Not reported	Q1 2018
ABBVAbbVie Inc.	$5.94M	0.31%	0.00%	+2.0%	Q2 2013
PEPPepsico Inc	$5.6M	0.29%	0.00%	+1.3%	Q2 2013
BNYBank of New York Mellon Corp	$5.11M	0.26%	0.01%	-0.1%	Q2 2013
GWWW.W. Grainger, Inc.	$4.95M	0.26%	0.01%	-0.2%	Q4 2013
JNJJohnson & Johnson	$4.39M	0.23%	0.00%	+1.0%	Q2 2013
TXNTexas Instruments Inc	$4.29M	0.22%	0.00%	-3.0%	Q1 2018
MSMorgan Stanley	$4.23M	0.22%	0.00%	-1.2%	Q1 2018
CVXChevron Corp	$4.22M	0.22%	0.00%	+3.8%	Q3 2013
PGPROCTER & GAMBLE Co	$4.18M	0.22%	0.00%	-1.3%	Q2 2013
LMTLockheed Martin Corp	$3.91M	0.20%	0.00%	+3.3%	Q1 2015
NEENextera Energy Inc	$3.51M	0.18%	0.00%	+2.7%	Q1 2018
MCDMcdonalds Corp	$3.45M	0.18%	0.00%	+1.0%	Q2 2013
LOWLowes Companies Inc	$3.23M	0.17%	0.00%	-0.3%	Q1 2016
MRKMerck & Co., Inc.	$3.21M	0.17%	0.00%	+0.9%	Q2 2013
HDHome Depot, Inc.	$2.95M	0.15%	0.00%	-67.8%	Q2 2013
ESEversource Energy	$2.79M	0.14%	0.01%	+5.8%	Q1 2018
ADPAutomatic Data Processing Inc	$2.62M	0.14%	0.00%	+0.6%	Q1 2018
ITWIllinois Tool Works Inc	$2.55M	0.13%	0.00%	+4.7%	Q1 2018

Q1 2026Reported Apr 20, 2026135 positions
AAPLApple Inc.	$30.7M	1.77%	0.00%	-7.6%	Q2 2013
AVGOBroadcom Inc.	$24.8M	1.43%	0.00%	+0.6%	Q1 2018
GOOGLAlphabet Inc.	$18M	1.04%	0.00%	-14.5%	Q3 2015
COSTCostco Wholesale Corp	$15M	0.86%	0.00%	-9.9%	Q2 2013
MSFTMicrosoft Corp	$14.9M	0.86%	0.00%	-7.5%	Q3 2013
NVDANvidia Corp	$13.5M	0.78%	0.00%	-0.8%	Q1 2018
TJXTJX Companies Inc	$13.1M	0.75%	0.01%	-2.5%	Q4 2013
MCKMckesson Corp	$11.8M	0.68%	0.01%	-3.6%	Q1 2018
ORLYO Reilly Automotive Inc	$11.4M	0.66%	0.01%	-0.5%	Q4 2013
THROTheron Resource Group	$10.9M	0.63%	3.79%	+380.2%	Q4 2025
CACICaci International Inc	$10.7M	0.62%	0.09%	-3.3%	Q1 2019
PWRQuanta Services, Inc.	$10.4M	0.60%	0.01%	-2.8%	Q3 2025
WMWaste Management Inc	$10.4M	0.60%	0.01%	-0.5%	Q3 2017
LINLinde PLC	$9.92M	0.57%	0.00%	+0.7%	Q4 2021
AMZNAmazon Com Inc	$9.84M	0.57%	0.00%	-4.2%	Q4 2015
EMXCEmax Holdings Corp	$9.78M	0.56%	Not reported	-58.4%	Q3 2021
MAMastercard Inc	$9.74M	0.56%	0.00%	-6.1%	Q4 2013
FNDFSchwab Strategic Trust	$9.73M	0.56%	Not reported	-55.3%	Q2 2024
HUBBHubbell Inc	$9.55M	0.55%	0.04%	-2.1%	Q1 2024
NFLXNetflix Inc	$8.77M	0.51%	0.00%	-4.2%	Q2 2015
HDHome Depot, Inc.	$8.53M	0.49%	0.00%	-6.9%	Q2 2013
JJacobs Solutions Inc.	$8.35M	0.48%	0.06%	+2.4%	Q3 2022
GDGeneral Dynamics Corp	$7.81M	0.45%	0.01%	+14.6%	Q4 2017
METAMeta Platforms, Inc.	$7.76M	0.45%	Not reported	-14.0%	Q3 2013
RLRalph Lauren Corp	$7.36M	0.42%	Not reported	+12.3%	Q3 2025
INTUIntuit Inc.	$7.34M	0.42%	0.01%	-5.2%	Q1 2014
AYIAcuity Inc. (De)	$7.02M	0.40%	0.08%	-1.5%	Q2 2024
CATCaterpillar Inc	$6.81M	0.39%	0.00%	-3.0%	Q2 2013
JPMJPMorgan Chase & Co	$6.73M	0.39%	0.00%	-7.4%	Q2 2013
APHAmphenol Corp	$6.48M	0.37%	0.00%	+12.1%	Q1 2018
PEPPepsico Inc	$6.34M	0.37%	0.00%	-4.8%	Q2 2013
AJGArthur J. Gallagher & Co.	$6.23M	0.36%	0.01%	-11.0%	Q1 2018
AIQAlliance HealthCare Services, Inc	$5.93M	0.34%	1.17%	+7.6%	Q4 2025
LLYELI LILLY & Co	$5.92M	0.34%	0.00%	-10.7%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$5.88M	0.34%	Not reported	-4.0%	Q4 2020
CVXChevron Corp	$5.08M	0.29%	0.00%	-2.8%	Q3 2013
ABBVAbbVie Inc.	$5.04M	0.29%	0.00%	-3.7%	Q2 2013
ICEIntercontinental Exchange, Inc.	$4.91M	0.28%	0.01%	+6.3%	Q1 2018
LMTLockheed Martin Corp	$4.49M	0.26%	0.00%	-2.3%	Q1 2015
BNYBank of New York Mellon Corp	$4.2M	0.24%	0.01%	-0.1%	Q2 2013
JNJJohnson & Johnson	$4.18M	0.24%	0.00%	-10.7%	Q2 2013
PGPROCTER & GAMBLE Co	$4.17M	0.24%	0.00%	-18.2%	Q2 2013
GWWW.W. Grainger, Inc.	$3.97M	0.23%	0.01%	-18.0%	Q4 2013
MCDMcdonalds Corp	$3.93M	0.23%	0.00%	-2.3%	Q2 2013
NEENextera Energy Inc	$3.62M	0.21%	0.00%	+0.7%	Q1 2018
LOWLowes Companies Inc	$3.47M	0.20%	0.00%	+0.9%	Q1 2016
MSMorgan Stanley	$3.37M	0.19%	0.00%	+0.1%	Q1 2018
MRKMerck & Co., Inc.	$2.98M	0.17%	0.00%	-1.4%	Q2 2013
TXNTexas Instruments Inc	$2.88M	0.17%	0.00%	+7.2%	Q1 2018
ESEversource Energy	$2.52M	0.15%	0.01%	0.0%	Q1 2018

Q4 2025Reported Feb 6, 2026151 positions
AAPLApple Inc.	$35.5M	1.98%	0.00%	-5.3%	Q2 2013
AVGOBroadcom Inc.	$27.6M	1.54%	0.00%	-6.8%	Q1 2018
GOOGLAlphabet Inc.	$23M	1.28%	0.00%	-7.0%	Q3 2015
EMXCEmax Holdings Corp	$21.7M	1.21%	Not reported	-22.0%	Q3 2021
MSFTMicrosoft Corp	$21M	1.17%	0.00%	-5.9%	Q3 2013
FNDFSchwab Strategic Trust	$20.1M	1.12%	Not reported	-22.1%	Q2 2024
NVDANvidia Corp	$14.5M	0.81%	0.00%	+0.8%	Q1 2018
COSTCostco Wholesale Corp	$14.4M	0.80%	0.00%	-2.3%	Q2 2013
TJXTJX Companies Inc	$12.9M	0.72%	0.01%	-1.9%	Q4 2013
INTUIntuit Inc.	$11.9M	0.66%	0.01%	-3.3%	Q1 2014
MAMastercard Inc	$11.9M	0.66%	0.00%	+0.3%	Q4 2013
MCKMckesson Corp	$11.6M	0.65%	0.01%	-1.6%	Q1 2018
AMZNAmazon Com Inc	$11.4M	0.64%	0.00%	-2.3%	Q4 2015
ORLYO Reilly Automotive Inc	$11.4M	0.63%	0.01%	-1.2%	Q4 2013
CACICaci International Inc	$10.9M	0.61%	0.09%	-2.8%	Q1 2019
METAMeta Platforms, Inc.	$10.4M	0.58%	Not reported	+1.0%	Q3 2013
WMWaste Management Inc	$9.98M	0.56%	0.01%	+0.2%	Q3 2017
HDHome Depot, Inc.	$9.59M	0.54%	0.00%	-2.9%	Q2 2013
AYIAcuity Inc. (De)	$9.16M	0.51%	0.08%	-0.4%	Q2 2024
NFLXNetflix Inc	$8.93M	0.50%	0.00%	+0.3%	Q2 2015
HUBBHubbell Inc	$8.82M	0.49%	0.04%	-0.3%	Q1 2024
JJacobs Solutions Inc.	$8.48M	0.47%	0.05%	+0.7%	Q3 2022
LINLinde PLC	$8.47M	0.47%	0.00%	+1.0%	Q4 2021
AJGArthur J. Gallagher & Co.	$8.37M	0.47%	0.01%	-0.1%	Q1 2018
PWRQuanta Services, Inc.	$8.25M	0.46%	0.01%	+5.1%	Q3 2025
JPMJPMorgan Chase & Co	$7.96M	0.44%	0.00%	-8.3%	Q2 2013
LLYELI LILLY & Co	$7.74M	0.43%	0.00%	+17.9%	Q2 2013
RLRalph Lauren Corp	$6.74M	0.38%	Not reported	+655.8%	Q3 2025
GDGeneral Dynamics Corp	$6.68M	0.37%	0.01%	+141.1%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$6.52M	0.36%	Not reported	-2.6%	Q4 2020
APHAmphenol Corp	$6.18M	0.35%	0.00%	+13.4%	Q1 2018
PEPPepsico Inc	$6.15M	0.34%	0.00%	+2.1%	Q2 2013
AIQAlliance HealthCare Services, Inc	$6.01M	0.34%	1.09%	New	Q4 2025
CATCaterpillar Inc	$5.68M	0.32%	0.00%	-1.5%	Q2 2013
ABBVAbbVie Inc.	$5.49M	0.31%	0.00%	0.0%	Q2 2013
PGPROCTER & GAMBLE Co	$5.05M	0.28%	0.00%	-7.6%	Q2 2013
ICEIntercontinental Exchange, Inc.	$4.76M	0.27%	0.01%	-6.8%	Q1 2018
GWWW.W. Grainger, Inc.	$4.48M	0.25%	0.01%	-1.0%	Q4 2013
BNYBank of New York Mellon Corp	$4.11M	0.23%	0.01%	-0.9%	Q2 2013
JNJJohnson & Johnson	$3.96M	0.22%	0.00%	+0.6%	Q2 2013
MCDMcdonalds Corp	$3.96M	0.22%	0.00%	+1.5%	Q2 2013
CVXChevron Corp	$3.85M	0.21%	0.00%	+2.4%	Q3 2013
LMTLockheed Martin Corp	$3.67M	0.21%	0.00%	+2.3%	Q1 2015
MSMorgan Stanley	$3.64M	0.20%	0.00%	-0.8%	Q1 2018
LOWLowes Companies Inc	$3.51M	0.20%	0.00%	+2.0%	Q1 2016
NEENextera Energy Inc	$3.11M	0.17%	0.00%	+3.2%	Q1 2018
ADPAutomatic Data Processing Inc	$2.99M	0.17%	0.00%	+2.0%	Q1 2018
ACNAccenture plc	$2.9M	0.16%	0.00%	-3.1%	Q2 2013
ABTAbbott Laboratories	$2.73M	0.15%	0.00%	-1.2%	Q2 2013
MRKMerck & Co., Inc.	$2.64M	0.15%	0.00%	+7.6%	Q2 2013

Q3 2025Reported Nov 4, 2025153 positions
AAPLApple Inc.	$35.1M	1.84%	0.00%	-2.2%	Q2 2013
AVGOBroadcom Inc.	$28.2M	1.48%	0.00%	-6.0%	Q1 2018
EMXCEmax Holdings Corp	$25.9M	1.36%	Not reported	-1.9%	Q3 2021
FNDFSchwab Strategic Trust	$24.6M	1.29%	Not reported	-2.1%	Q2 2024
MSFTMicrosoft Corp	$23.9M	1.25%	0.00%	-1.6%	Q3 2013
GOOGLAlphabet Inc.	$19.2M	1.01%	0.00%	-1.6%	Q3 2015
COSTCostco Wholesale Corp	$15.8M	0.83%	0.00%	-1.2%	Q2 2013
NVDANvidia Corp	$14.4M	0.76%	0.00%	-0.9%	Q1 2018
ORLYO Reilly Automotive Inc	$13.6M	0.71%	0.01%	-2.2%	Q4 2013
INTUIntuit Inc.	$12.6M	0.66%	0.01%	-0.9%	Q1 2014
TJXTJX Companies Inc	$12.4M	0.65%	0.01%	-0.3%	Q4 2013
MAMastercard Inc	$11.8M	0.62%	0.00%	-1.0%	Q4 2013
HDHome Depot, Inc.	$11.6M	0.61%	0.00%	-0.6%	Q2 2013
METAMeta Platforms, Inc.	$11.5M	0.60%	Not reported	+2.1%	Q3 2013
NFLXNetflix Inc	$11.4M	0.60%	0.00%	-3.1%	Q2 2015
AMZNAmazon Com Inc	$11.1M	0.58%	0.00%	-0.6%	Q4 2015
MCKMckesson Corp	$11.1M	0.58%	0.01%	-1.5%	Q1 2018
CACICaci International Inc	$10.5M	0.55%	0.10%	+0.7%	Q1 2019
AJGArthur J. Gallagher & Co.	$10M	0.53%	0.01%	-0.1%	Q1 2018
WMWaste Management Inc	$10M	0.52%	0.01%	-0.1%	Q3 2017
JJacobs Solutions Inc.	$9.53M	0.50%	0.05%	-0.6%	Q3 2022
LINLinde PLC	$9.35M	0.49%	0.00%	-1.3%	Q4 2021
AYIAcuity Inc. (De)	$8.8M	0.46%	0.08%	-2.3%	Q2 2024
HUBBHubbell Inc	$8.58M	0.45%	0.04%	+0.5%	Q1 2024
JPMJPMorgan Chase & Co	$8.49M	0.45%	0.00%	+0.2%	Q2 2013
PWRQuanta Services, Inc.	$7.71M	0.40%	0.01%	New	Q3 2025
QQQInvesco QQQ Trust, Series 1	$6.54M	0.34%	Not reported	+1.7%	Q4 2020
FISVFiserv Inc	$6.07M	0.32%	0.01%	-15.5%	Q4 2013
PEPPepsico Inc	$5.9M	0.31%	0.00%	-0.7%	Q2 2013
PGPROCTER & GAMBLE Co	$5.86M	0.31%	0.00%	+13.9%	Q2 2013
ABBVAbbVie Inc.	$5.56M	0.29%	0.00%	-0.3%	Q2 2013
ICEIntercontinental Exchange, Inc.	$5.31M	0.28%	0.01%	+16.0%	Q1 2018
ADBEAdobe Inc.	$5.18M	0.27%	0.00%	-1.2%	Q2 2017
APHAmphenol Corp	$4.99M	0.26%	0.00%	Not reported	Q1 2018
CATCaterpillar Inc	$4.8M	0.25%	0.00%	-2.4%	Q2 2013
LLYELI LILLY & Co	$4.66M	0.24%	0.00%	-1.1%	Q2 2013
BRK.ABerkshire Hathaway Inc	$4.53M	0.24%	Not reported	Not reported	Q4 2017
GWWW.W. Grainger, Inc.	$4.28M	0.22%	0.01%	-58.7%	Q4 2013
BNYBank of New York Mellon Corp	$3.9M	0.20%	0.01%	-2.8%	Q2 2013
MCDMcdonalds Corp	$3.88M	0.20%	0.00%	-0.2%	Q2 2013
CVXChevron Corp	$3.83M	0.20%	0.00%	+2.6%	Q3 2013
LMTLockheed Martin Corp	$3.71M	0.19%	0.00%	+0.9%	Q1 2015
LOWLowes Companies Inc	$3.59M	0.19%	0.00%	+3.8%	Q1 2016
JNJJohnson & Johnson	$3.53M	0.19%	0.00%	-1.2%	Q2 2013
ADPAutomatic Data Processing Inc	$3.35M	0.18%	0.00%	-0.5%	Q1 2018
MSMorgan Stanley	$3.28M	0.17%	0.00%	-2.0%	Q1 2018
ABTAbbott Laboratories	$2.96M	0.16%	0.00%	+3.6%	Q2 2013
GBTCGrayscale Bitcoin Trust ETF	$2.88M	0.15%	0.01%	+0.3%	Q1 2024
NEENextera Energy Inc	$2.83M	0.15%	0.00%	+10.6%	Q1 2018
GDGeneral Dynamics Corp	$2.81M	0.15%	0.00%	+9.6%	Q4 2017

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