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McKinney Capital Management, LLC 13F holdings

Filed 2026-08-05 · McKinney Capital Management, LLC · 87 positions · $253.8M

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TickerCompanySharesValue% of portfolio
BUFRFIRST TR EXCHNG TRADED FD VI1.3M$48.6M19.2%
QQHNORTHERN LTS FD TR III228.2K$19.5M7.7%
QUSSPDR SERIES TRUST103.6K$19.4M7.6%
KLACKLA CORP53.0K$16.0M6.3%
SMLVSPDR SERIES TRUST63.8K$10.0M4.0%
FLQLFRANKLIN TEMPLETON ETF TR126.1K$9.9M3.9%
LVHILEGG MASON ETF INVT227.6K$9.2M3.6%
ILMNILLUMINA INC52.0K$9.2M3.6%
AMDADVANCED MICRO DEVICES INC13.7K$8.0M3.1%
MYRGMYR GROUP INC15.1K$7.6M3.0%
MSFTMICROSOFT CORP19.3K$7.2M2.8%
COSTCOSTCO WHOLESALE CORPORATION7.4K$6.9M2.7%
DELLDELL TECHNOLOGIES INC5.1K$2.2M0.9%
QQQINEOS ETF TRUST34.1K$1.9M0.8%
SPYINEOS ETF TRUST35.5K$1.9M0.7%
HPEHEWLETT PACKARD ENTERPRISE C41.2K$1.9M0.7%
BBYBEST BUY INC21.4K$1.6M0.6%
SWKSTANLEY BLACK & DECKER INC16.7K$1.6M0.6%
PHMPULTE GROUP INC10.9K$1.5M0.6%
TROWPRICE T ROWE GROUP INC13.0K$1.5M0.6%
MOALTRIA GROUP INC20.2K$1.5M0.6%
—SMURFIT WESTROCK PLC31.3K$1.4M0.6%
GPCGENUINE PARTS CO12.3K$1.4M0.6%
FFORD MTR CO100.1K$1.4M0.5%
RFREGIONS FINANCIAL CORP NEW46.0K$1.4M0.5%
CPBTHE CAMPBELLS COMPANY62.3K$1.4M0.5%
PRUPRUDENTIAL FINL INC12.8K$1.4M0.5%
EXMOCEXXON MOBIL CORP10.1K$1.4M0.5%
PGRPROGRESSIVE CORP6.3K$1.4M0.5%
METMETLIFE INC16.2K$1.4M0.5%
SNASNAP ON INC3.4K$1.4M0.5%
PAYXPAYCHEX INC13.9K$1.4M0.5%
KHCKRAFT HEINZ CO57.2K$1.4M0.5%
EIXEDISON INTL18.1K$1.3M0.5%
UPSUNITED PARCEL SVCS INC12.5K$1.3M0.5%
ESEVERSOURCE ENERGY18.5K$1.3M0.5%
FEFIRSTENERGY CORP28.0K$1.3M0.5%
HUMHUMANA INC3.3K$1.3M0.5%
ELVELEVANCE HEALTH INC FORMERLY3.4K$1.3M0.5%
OKEEURONEOK INC NEW15.2K$1.3M0.5%
HPHP INC59.8K$1.3M0.5%
SWKSSKYWORKS SOLUTIONS INC19.1K$1.3M0.5%
BMYBRISTOL-MYERS SQUIBB CO22.5K$1.3M0.5%
AESAES CORP88.5K$1.3M0.5%
EXCEXELON CORP27.7K$1.3M0.5%
CMCSACOMCAST CORP NEW52.4K$1.3M0.5%
TAT&T INC62.0K$1.3M0.5%
VZVERIZON COMMUNICATIONS INC30.1K$1.3M0.5%
EOGEOG RES INC9.7K$1.3M0.5%
VTRSVIATRIS INC79.0K$1.3M0.5%
CHTRCHARTER COMMUNICATIONS INC8.8K$1.2M0.5%
CAGCONAGRA BRANDS INC91.3K$1.2M0.5%
OMCOMNICOM GROUP INC16.7K$1.2M0.5%
DVNDEVON ENERGY CORP NEW29.0K$1.2M0.5%
CFCF INDUSTRIES HOLD11.1K$1.2M0.5%
MOSMOSAIC CO56.4K$1.2M0.5%
PFEPFIZER INC48.2K$1.2M0.5%
COPCONOCOPHILLIPS11.1K$1.1M0.5%
FDXFEDEX CORP3.5K$1.1M0.4%
—LYONDELLBASELL INDUSTRIES NV19.1K$1.0M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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