1y return+15.6%S&P 500 +20.9%
3y return+44.1%S&P 500 +68.5%
5y return+34.5%S&P 500 +74.5%
10y return+147.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $248 against $357 in the S&P 500.2
McKinley Carter Wealth Services, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DFAIDimensional Etf Trust | $150.0M | 7.7% | +4.4% |
| IVVIshares Tr | $128.7M | 6.6% | +2.5% |
| FBNDFidelity Merrimack Str Tr | $111.3M | 5.7% | +7.8% |
| IWBIshares Tr | $102.1M | 5.3% | |
| DFAEDimensional Etf Trust | $92.5M | 4.8% | +5.5% |
| AGGIshares Tr | $64.6M | 3.3% | +5.1% |
| VXUSVanguard Star Fds | $44.4M | 2.3% | −1.9% |
| VEAVanguard Tax-managed Fds | $37.9M | 2.0% | +1.2% |
| IVEIshares Tr | $36.9M | 1.9% | +1.4% |
| IEFAIshares Tr | $35.6M | 1.8% | −2.2% |
| AAPLApple Inc | $34.8M | 1.8% | |
| ILCGIshares Tr | $32.7M | 1.7% | +3.1% |
| AVGOBroadcom Inc | $29.2M | 1.5% | −3.3% |
| DYNFBlackrock Etf Trust | $28.2M | 1.5% | +6.4% |
| GOOGLAlphabet Inc | $26.4M | 1.4% | +17.5% |
| IWFIshares Tr | $24.5M | 1.3% | |
| USIGIshares Tr | $20.5M | 1.1% | +11.5% |
| MBBIshares Tr | $19.7M | 1.0% | +18.5% |
| IJRIshares Tr | $18.9M | 1.0% | |
| NVDANvidia Corporation | $18.9M | 1.0% | +22.1% |
| IXUSIshares Tr | $18.1M | 0.9% | −5.4% |
| XLKSelect Sector Spdr Tr | $17.1M | 0.9% | −1.6% |
| TLHIshares Tr | $16.7M | 0.9% | +26.7% |
| GRIDFirst Tr Exchange-traded Fd | $16.3M | 0.8% | +7.1% |
| IJHIshares Tr | $15.9M | 0.8% | −4.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | September 30, 2021 | +678.9% | $29.2M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $18.9M |
| LLYEli Lilly & Co | December 31, 2020 | +610.4% | $13.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $26.4M |
| ORLYOreilly Automotive Inc | June 30, 2020 | +227.6% | $11.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $34.8M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $14.1M |
| TJXTjx Cos Inc New | June 30, 2020 | +199.6% | $12.3M |
| XLKSelect Sector Spdr Tr | December 31, 2020 | +193.1% | $17.1M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $24.5M |
Sold off last quarter
- ICEIntercontinental Exchange In was $4.9M
- SGOVIshares Tr was $289K
- Honeywell Intl IncCUSIP 438516106 was $259K
- PLTRPalantir Technologies Inc was $250K
- HSYHershey Co was $248K
- BABAAlibaba Group Hldg Ltd was $227K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | −1.9% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −12.8% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +5.3% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: McKinley Carter Wealth Services, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1484265&type=13F-HR&dateb=&owner=include&count=40CIK 1484265
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1484265/000148426526000003/Filed July 28, 2026 · accession 0001484265-26-000003