McKinley Carter Wealth Services, Inc.
SEC Form 13F institutional filer · CIK 0001484265
13F-HR · 123 reported holdings · 2026-03-31
Reported long-US-equity value
$0.98B
Top-10 concentration
62.4%
McKinley Carter Wealth Services, Inc. — $982M AUM allocation strategy
McKinley Carter Wealth Services, Inc. files SEC Form 13F and reports $982M of long US equity value across 123 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 8.5%, followed by Financials 6.8% and Consumer Discretionary 3.5%.
The top 10 holdings account for 62% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
McKinley Carter Wealth Services, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$982M
total across 123 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
62% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPGI +17K sh · +$6.94M+$CMCSA +6.07K sh · +$127K+$APH +5.55K sh · +$299K
Biggest trims (shares)
−$IVV −1.56M sh · −$57.6M−$SCHW −272K sh · −$11.1M−$XLF −169K sh · −$10.2M
Exited to nil (held last quarter, gone now)
$CTAS ($716K last qtr)$HCA ($560K last qtr)$PLD ($481K last qtr)$EW ($450K last qtr)$ISRG ($443K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors3.9%—
- Financial Exchanges & Data3.9%—
- Technology Hardware, Storage & Peripherals3.1%—
- Investment Banking & Brokerage1.9%—
- Interactive Media & Services1.8%—
- Consumer Staples Merchandise Retail1.5%—
- Systems Software1.5%—
- Apparel Retail1.3%—
- Other holdings81.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 192K | $37.9M | +17K | 3.9% |
| $AAPL | Apple Inc | 121K | $30.7M | -9.88K | 3.1% |
| $AVGO | Broadcom Inc | 80.1K | $24.8M | +461 | 2.5% |
| $SCHW | Charles Schwab Corporation | 559K | $19M | -272K | 1.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 62.8K | $18M | -10.7K | 1.8% |
| $COST | Costco Wholesale Corporation | 15K | $15M | -1.65K | 1.5% |
| $MSFT | Microsoft Corporation | 40.1K | $14.9M | -3.25K | 1.5% |
| $NVDA | NVIDIA Corporation | 77.3K | $13.5M | -597 | 1.4% |
…and 115 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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