McKinley Carter Wealth Services, Inc. reported 129 positions worth $483.92M for the quarter ended Sep 30, 2026, up 2.5% on the prior quarter. It opened 6 new positions, added to 74, trimmed 41 and exited 3. Its largest holding is Apple Inc. at 8.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TER Teradyne, Inc | +19.3K | – | $7.74M | 1.6% |
| SPCX Space Exploration Technologies Corp | +18.6K | – | $2.80M | 0.579% |
| LLY ELI LILLY & Co | +731 | +6.3% | $845.83K | 2.94% |
| DELL Dell Technologies Inc. | +1,222 | +7.9% | $657.37K | 1.86% |
| NVDA Nvidia Corp | +2,510 | +2.7% | $573.23K | 4.57% |
| C Citigroup Inc | +3,091 | +7.2% | $400.22K | 1.23% |
| PLTR Palantir Technologies Inc. | +1,797 | – | $336.13K | 0.069% |
| CRWD CrowdStrike Holdings, Inc. | +1,193 | – | $315.85K | 0.065% |
| GOOGL Alphabet Inc. | +831 | +1.1% | $285.93K | 5.3% |
| GD General Dynamics Corp | +833 | +3.9% | $276.41K | 1.51% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NFLX Netflix Inc | -82.4K | -89.5% | $5.73M | 0.139% |
| XOM ExxonMobil Holdings Corp | -10.6K | -100.0% | $1.45M | Exited |
| AAPL Apple Inc. | -2,864 | -2.4% | $953.77K | 8.08% |
| IAUM iShares Gold Trust Micro | -12.6K | -71.7% | $523.32K | 0.043% |
| J Jacobs Solutions Inc. | -3,257 | -22.4% | $440.56K | 0.316% |
| AVGO Broadcom Inc. | -1,246 | -1.6% | $437.58K | 5.53% |
| HD Home Depot, Inc. | -1,429 | -17.1% | $406.54K | 0.408% |
| VZ Verizon Communications Inc | -7,730 | -100.0% | $327.29K | Exited |
| MSFT Microsoft Corp | -465 | -1.1% | $238.50K | 4.33% |
| AJG Arthur J. Gallagher & Co. | -911 | -32.1% | $207.76K | 0.091% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TER Teradyne, Inc | +19.3K | $7.74M | 1.6% |
| SPCX Space Exploration Technologies Corp | +18.6K | $2.80M | 0.579% |
| PLTR Palantir Technologies Inc. | +1,797 | $336.13K | 0.069% |
| CRWD CrowdStrike Holdings, Inc. | +1,193 | $315.85K | 0.065% |
| MPC Marathon Petroleum Corp | +660 | $260.93K | 0.054% |
| MU Micron Technology Inc | +190 | $202.37K | 0.042% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 117.4K | $39.10M | 8.08% | -2,864 | -2.4% | Reduced | 0% |
| 2 | AVGO Broadcom Inc. | Technology | 76.1K | $26.74M | 5.53% | -1,246 | -1.6% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 74.6K | $25.66M | 5.3% | +831 | +1.1% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 96.9K | $22.13M | 4.57% | +2,510 | +2.7% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 40.9K | $20.97M | 4.33% | -465 | -1.1% | Reduced | 0% |
| 6 | LLY ELI LILLY & Co | Healthcare | 12.3K | $14.22M | 2.94% | +731 | +6.3% | Added | 0% |
| 7 | COST Costco Wholesale Corp | Consumer Staples | 15.1K | $13.78M | 2.85% | +30 | +0.2% | Added | 0% |
| 8 | CACI Caci International Inc | Industrials | 20.1K | $12.21M | 2.52% | -62 | -0.3% | Reduced | 0.09% |
| 9 | PWR Quanta Services, Inc. | Industrials | 18.2K | $11.71M | 2.42% | -185 | -1.0% | Reduced | 0.01% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 46.8K | $11.67M | 2.41% | -276 | -0.6% | Reduced | 0% |
| 11 | MCK Mckesson Corp | Healthcare | 13.7K | $11.66M | 2.41% | +25 | +0.2% | Added | 0.01% |
| 12 | TJX Tjx Companies Inc | Consumer Discretionary | 81.1K | $10.73M | 2.22% | -199 | -0.2% | Reduced | 0.01% |
| 13 | ORLY O Reilly Automotive Inc | Consumer Discretionary | 125.0K | $10.68M | 2.21% | -295 | -0.2% | Reduced | 0.02% |
| 14 | MA Mastercard Inc | Financial Services | 19.3K | $10.63M | 2.2% | +118 | +0.6% | Added | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 13.8K | $9.98M | 2.06% | +125 | +0.9% | Added | 0% |
Tip. Select a row to see that position’s full history at McKinley Carter Wealth Services.
As of its Q3 2026 13F filing, McKinley Carter Wealth Services, Inc.’s five largest positions were Apple Inc. (AAPL) at 8.1%, Broadcom Inc. (AVGO) at 5.5%, Alphabet Inc. (GOOGL) at 5.3%, Nvidia Corp (NVDA) at 4.6%, Microsoft Corp (MSFT) at 4.3% of the reported portfolio.
McKinley Carter Wealth Services, Inc. reported a 13F portfolio worth $483.92M across 129 positions for Q3 2026. That is up 2.5% from the previous quarter.
Its largest purchases by value were Teradyne, Inc ($7.74M), Space Exploration Technologies Corp ($2.80M), ELI LILLY & Co ($845.83K). It opened 6 new positions.
Its largest sales by value were Netflix Inc ($5.73M), ExxonMobil Holdings Corp ($1.45M), Apple Inc. ($953.77K). It exited 3 positions entirely.
From the Form 13F-HR reports McKinley Carter Wealth Services, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.