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Portfolio (Quarterly) Guide ↗

McKinley Carter Wealth Services, Inc.

· CIK 0001484265
13F Portfolio $1.7B AUM 307 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 61 Added 153 Reduced 26 Exited
Page 4 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RL RALPH LAUREN CORP Consumer Cyclical 21,390.0 $7.4M 0.42% +2K +12.3% $343.99 +9.8%
62 INTU INTUIT Technology 16,975.0 $7.3M 0.42% -930.0 -5.2% $432.37 -26.0%
63 VYMI VANGUARD WHITEHALL FDS 75,149.0 $7.1M 0.41% -2K -2.0% $94.24 +5.9%
64 AYI ACUITY INC Industrials 25,069.0 $7.0M 0.41% -375.0 -1.5% $280.22 +2.6%
65 CAT CATERPILLAR INC Industrials 9,613.0 $6.8M 0.39% -296.0 -3.0% $708.48 +24.2%
66 SCHF SCHWAB STRATEGIC TR 273,337.0 $6.8M 0.39% -21K -7.2% $24.75 +10.1%
67 JPM JPMORGAN CHASE & CO Financial Services 22,874.0 $6.7M 0.39% -2K -7.4% $294.16 +4.2%
68 APH AMPHENOL CORP Technology 51,304.0 $6.5M 0.37% +6K +12.1% $126.35 +4.5%
69 PEP PEPSICO INC Consumer Defensive 40,832.0 $6.3M 0.37% -2K -4.8% $155.29 -3.0%
70 AJG GALLAGHER ARTHUR J & CO Financial Services 28,764.0 $6.2M 0.36% -4K -11.0% $216.58 -5.5%
71 IWM ISHARES TR 24,216.0 $6.0M 0.35% -1K -4.4% $248.00 +15.0%
72 AIQ GLOBAL X FDS 127,047.0 $5.9M 0.34% +9K +7.6% $46.67 +34.6%
73 LLY ELI LILLY & CO Healthcare 6,435.0 $5.9M 0.34% -771.0 -10.7% $919.75 +15.8%
74 QQQ INVESCO QQQ TR Financial Services 10,183.0 $5.9M 0.34% -423.0 -4.0% $577.19 +24.3%
75 ISCG ISHARES TR 105,477.0 $5.8M 0.33% -1K -1.1% $54.80 +12.5%
76 ESGU ISHARES TR 39,930.0 $5.6M 0.33% +7K +20.4% $141.42 +15.1%
77 VB VANGUARD INDEX FDS 20,584.0 $5.4M 0.31% -831.0 -3.9% $261.92 +10.4%
78 VEU VANGUARD INTL EQUITY INDEX F 70,956.0 $5.3M 0.31% -12K -14.0% $75.10 +9.8%
79 CVX CHEVRON CORPORATION Energy 24,531.0 $5.1M 0.29% -710.0 -2.8% $206.90 -7.5%
80 EFA ISHARES TR 52,202.0 $5.1M 0.29% -17K -25.1% $97.13 +7.1%
Page 4 of 16  ·  305 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 25.9%
Industrials 17.0%
Consumer Cyclical 13.9%
Financial Services 13.6%
Communication Services 8.8%
Healthcare 7.6%
Consumer Defensive 6.8%
Basic Materials 2.8%
Utilities 2.0%
Energy 1.5%