McKinney Capital Management, LLC — 13F Holdings & Portfolio

CIK 2133532 · latest 13F-HR filed 2026-08-05

McKinney Capital Management, LLC manages $253.8M in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BUFR (19.17%), QQH (7.70%), QUS (7.63%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 41 new positions, exited 0, added to 36, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
8 GREENWAY PLAZA
SUITE 1350
HOUSTON, TX 77046
Phone
(713) 888-0841
Filing Manager
McKinney Capital Management, LLC
HOUSTON, TX
Signatory
Christy Fabian
Chief Compliance Officer
Loading holdings…
AUM

$253.8M

Long-equity book

Holdings

87

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+41 / −0 / ↑36 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • KLA CORP$9.3M +139.5%
  • FIRST TR EXCHNG TRADED FD VI$6.7M +16.1%
  • NORTHERN LTS FD TR III$3.8M +24.4%
  • NEOS ETF TRUST$1.3M +198.5%
  • MICROSOFT CORP$967.8K +15.6%
Show all 36

Top Trims

  • APPLE INC-$8.4M -97.6%
  • DOW HLDGS INC-$325.8K -24.7%
  • LYONDELLBASELL INDUSTRIES NV-$294.0K -22.6%
  • AT&T INC-$268.5K -17.3%
  • APA CORPORATION-$207.9K -18.9%
Show all 7

New Positions

  • SPDR SERIES TRUST$19.4M
  • SPDR SERIES TRUST$10.0M
  • FRANKLIN TEMPLETON ETF TR$9.9M
  • LEGG MASON ETF INVT$9.2M
  • ILLUMINA INC$9.2M
Show all 41

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $48.6M 19.17% 1,331,602 SH
2 NORTHERN LTS FD TR III QQH 66538R748 $19.5M 7.70% 228,158 SH
3 SPDR SERIES TRUST QUS 78468R812 $19.4M 7.63% 103,585 SH
4 KLA CORP KLAC 482480100 $16.0M 6.30% 52,980 SH
5 SPDR SERIES TRUST SMLV 78468R887 $10.0M 3.96% 63,794 SH
6 FRANKLIN TEMPLETON ETF TR FLQL 35473P801 $9.9M 3.89% 126,142 SH
7 LEGG MASON ETF INVT LVHI 52468L505 $9.2M 3.64% 227,608 SH
8 ILLUMINA INC ILMN 452327109 $9.2M 3.61% 52,049 SH
9 ADVANCED MICRO DEVICES INC AMD 007903107 $8.0M 3.14% 13,704 SH
10 MYR GROUP INC MYRG 55405W104 $7.6M 2.98% 15,124 SH
11 MICROSOFT CORP MSFT 594918104 $7.2M 2.83% 19,266 SH
12 COSTCO WHOLESALE CORPORATION COST 22160K105 $6.9M 2.71% 7,361 SH
13 DELL TECHNOLOGIES INC DELL 24703L202 $2.2M 0.86% 5,052 SH
14 NEOS ETF TRUST QQQI 78433H675 $1.9M 0.76% 34,138 SH
15 NEOS ETF TRUST SPYI 78433H303 $1.9M 0.74% 35,451 SH
16 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $1.9M 0.73% 41,246 SH
17 BEST BUY INC BBY 086516101 $1.6M 0.64% 21,370 SH
18 STANLEY BLACK & DECKER INC SWK 854502101 $1.6M 0.62% 16,654 SH
19 PULTE GROUP INC PHM 745867101 $1.5M 0.59% 10,898 SH
20 PRICE T ROWE GROUP INC TROW 74144T108 $1.5M 0.58% 12,983 SH
21 ALTRIA GROUP INC MO 02209S103 $1.5M 0.57% 20,201 SH
22 SMURFIT WESTROCK PLC SW G8267P108 $1.4M 0.57% 31,337 SH
23 GENUINE PARTS CO GPC 372460105 $1.4M 0.57% 12,261 SH
24 FORD MTR CO F 345370860 $1.4M 0.55% 100,108 SH
25 REGIONS FINANCIAL CORP NEW RF 7591EP100 $1.4M 0.55% 46,024 SH
26 THE CAMPBELLS COMPANY CPB 134429109 $1.4M 0.55% 62,334 SH
27 PRUDENTIAL FINL INC PRU 744320102 $1.4M 0.54% 12,804 SH
28 EXXON MOBIL CORP XOM 30231G102 $1.4M 0.54% 10,063 SH
29 PROGRESSIVE CORP PGR 743315103 $1.4M 0.54% 6,280 SH
30 METLIFE INC MET 59156R108 $1.4M 0.54% 16,160 SH
31 SNAP ON INC SNA 833034101 $1.4M 0.54% 3,397 SH
32 PAYCHEX INC PAYX 704326107 $1.4M 0.54% 13,896 SH
33 KRAFT HEINZ CO KHC 500754106 $1.4M 0.53% 57,201 SH
34 EDISON INTL EIX 281020107 $1.3M 0.53% 18,050 SH
35 UNITED PARCEL SVCS INC UPS 911312106 $1.3M 0.53% 12,468 SH
36 EVERSOURCE ENERGY ES 30040W108 $1.3M 0.53% 18,478 SH
37 FIRSTENERGY CORP FE 337932107 $1.3M 0.52% 27,987 SH
38 HUMANA INC HUM 444859102 $1.3M 0.52% 3,344 SH
39 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $1.3M 0.52% 3,426 SH
40 ONEOK INC NEW OKE 682680103 $1.3M 0.52% 15,200 SH
41 HP INC HPQ 40434L105 $1.3M 0.52% 59,816 SH
42 SKYWORKS SOLUTIONS INC SWKS 83088M102 $1.3M 0.51% 19,150 SH
43 BRISTOL-MYERS SQUIBB CO BMY 110122108 $1.3M 0.51% 22,523 SH
44 AES CORP AES 00130H105 $1.3M 0.51% 88,507 SH
45 EXELON CORP EXC 30161N101 $1.3M 0.51% 27,737 SH
46 COMCAST CORP NEW CMCSA 20030N101 $1.3M 0.51% 52,355 SH
47 AT&T INC T 00206R102 $1.3M 0.51% 61,972 SH
48 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.3M 0.50% 30,050 SH
49 EOG RES INC EOG 26875P101 $1.3M 0.50% 9,724 SH
50 VIATRIS INC VTRS 92556V106 $1.3M 0.49% 79,032 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $253.8M 87 0001765380-26-000286
2026-03-31 2026-05-14 $116.4M 46 0001765380-26-000211