Holders — by stockHoldings — by fund
McKinney Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002133532
$253.8M
disclosed book value
87
positions
19.2%
largest position share
Positions, as of 2026-06-30
top 87 of 87 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BUFRFIRST TR EXCHNG TRADED FD VI | 1.3M | $48.6M | 19.2% |
| 2 | QQHNORTHERN LTS FD TR III | 228,158 | $19.5M | 7.7% |
| 3 | QUSSPDR SERIES TRUST | 103,585 | $19.4M | 7.6% |
| 4 | KLACKLA CORP | 52,980 | $16.0M | 6.3% |
| 5 | SMLVSPDR SERIES TRUST | 63,794 | $10.0M | 4% |
| 6 | FLQLFRANKLIN TEMPLETON ETF TR | 126,142 | $9.9M | 3.9% |
| 7 | LVHILEGG MASON ETF INVT | 227,608 | $9.2M | 3.6% |
| 8 | ILMNILLUMINA INC | 52,049 | $9.2M | 3.6% |
| 9 | AMDADVANCED MICRO DEVICES INC | 13,704 | $8.0M | 3.1% |
| 10 | MYRGMYR GROUP INC | 15,124 | $7.6M | 3% |
| 11 | MSFTMICROSOFT CORP | 19,266 | $7.2M | 2.8% |
| 12 | COSTCOSTCO WHOLESALE CORPORATION | 7,361 | $6.9M | 2.7% |
| 13 | DELLDELL TECHNOLOGIES INC | 5,052 | $2.2M | 0.9% |
| 14 | QQQINEOS ETF TRUST | 34,138 | $1.9M | 0.8% |
| 15 | SPYINEOS ETF TRUST | 35,451 | $1.9M | 0.7% |
| 16 | HPEHEWLETT PACKARD ENTERPRISE C | 41,246 | $1.9M | 0.7% |
| 17 | BBYBEST BUY INC | 21,370 | $1.6M | 0.6% |
| 18 | SWKSTANLEY BLACK & DECKER INC | 16,654 | $1.6M | 0.6% |
| 19 | PHMPULTE GROUP INC | 10,898 | $1.5M | 0.6% |
| 20 | TROWPRICE T ROWE GROUP INC | 12,983 | $1.5M | 0.6% |
| 21 | MOALTRIA GROUP INC | 20,201 | $1.5M | 0.6% |
| 22 | SMURFIT WESTROCK PLC | 31,337 | $1.4M | 0.6% |
| 23 | GPCGENUINE PARTS CO | 12,261 | $1.4M | 0.6% |
| 24 | FFORD MTR CO | 100,108 | $1.4M | 0.5% |
| 25 | RFREGIONS FINANCIAL CORP NEW | 46,024 | $1.4M | 0.5% |
| 26 | CPBTHE CAMPBELLS COMPANY | 62,334 | $1.4M | 0.5% |
| 27 | PRUPRUDENTIAL FINL INC | 12,804 | $1.4M | 0.5% |
| 28 | EXMOCEXXON MOBIL CORP | 10,063 | $1.4M | 0.5% |
| 29 | PGRPROGRESSIVE CORP | 6,280 | $1.4M | 0.5% |
| 30 | METMETLIFE INC | 16,160 | $1.4M | 0.5% |
| 31 | SNASNAP ON INC | 3,397 | $1.4M | 0.5% |
| 32 | PAYXPAYCHEX INC | 13,896 | $1.4M | 0.5% |
| 33 | KHCKRAFT HEINZ CO | 57,201 | $1.4M | 0.5% |
| 34 | EIXEDISON INTL | 18,050 | $1.3M | 0.5% |
| 35 | UPSUNITED PARCEL SVCS INC | 12,468 | $1.3M | 0.5% |
| 36 | ESEVERSOURCE ENERGY | 18,478 | $1.3M | 0.5% |
| 37 | FEFIRSTENERGY CORP | 27,987 | $1.3M | 0.5% |
| 38 | HUMHUMANA INC | 3,344 | $1.3M | 0.5% |
| 39 | ELVELEVANCE HEALTH INC FORMERLY | 3,426 | $1.3M | 0.5% |
| 40 | OKEONEOK INC NEW | 15,200 | $1.3M | 0.5% |
| 41 | HPQHP INC | 59,816 | $1.3M | 0.5% |
| 42 | SWKSSKYWORKS SOLUTIONS INC | 19,150 | $1.3M | 0.5% |
| 43 | BMYBRISTOL-MYERS SQUIBB CO | 22,523 | $1.3M | 0.5% |
| 44 | AESAES CORP | 88,507 | $1.3M | 0.5% |
| 45 | EXCEXELON CORP | 27,737 | $1.3M | 0.5% |
| 46 | CMCSACOMCAST CORP NEW | 52,355 | $1.3M | 0.5% |
| 47 | TAT&T INC | 61,972 | $1.3M | 0.5% |
| 48 | VZVERIZON COMMUNICATIONS INC | 30,050 | $1.3M | 0.5% |
| 49 | EOGEOG RES INC | 9,724 | $1.3M | 0.5% |
| 50 | VTRSVIATRIS INC | 79,032 | $1.3M | 0.5% |
| 51 | CHTRCHARTER COMMUNICATIONS INC | 8,774 | $1.2M | 0.5% |
| 52 | CAGCONAGRA BRANDS INC | 91,341 | $1.2M | 0.5% |
| 53 | OMCOMNICOM GROUP INC | 16,710 | $1.2M | 0.5% |
| 54 | DVNDEVON ENERGY CORP NEW | 28,978 | $1.2M | 0.5% |
| 55 | CFCF INDUSTRIES HOLD | 11,057 | $1.2M | 0.5% |
| 56 | MOSMOSAIC CO | 56,352 | $1.2M | 0.5% |
| 57 | PFEPFIZER INC | 48,152 | $1.2M | 0.5% |
| 58 | COPCONOCOPHILLIPS | 11,055 | $1.1M | 0.5% |
| 59 | FDXFEDEX CORP | 3,456 | $1.1M | 0.4% |
| 60 | LYONDELLBASELL INDUSTRIES NV | 19,076 | $1.0M | 0.4% |
| 61 | DOWDOW HLDGS INC | 36,398 | $995,849 | 0.4% |
| 62 | ACCENTURE PLC IRELAND | 7,767 | $966,525 | 0.4% |
| 63 | SPYSTATE STR SPDR S&P 500 ETF T | 1,273 | $950,638 | 0.4% |
| 64 | LENLENNAR CORP | 10,421 | $942,996 | 0.4% |
| 65 | APAAPA CORPORATION | 27,368 | $891,376 | 0.4% |
| 66 | AIRRFIRST TR EXCHANGE TRADED FD | 6,560 | $874,120 | 0.3% |
| 67 | GRIDFIRST TR EXCHANGE-TRADED FD | 4,478 | $858,657 | 0.3% |
| 68 | WABWABTEC | 3,159 | $851,666 | 0.3% |
| 69 | TAPMOLSON COORS BEVERAGE CO | 21,691 | $845,081 | 0.3% |
| 70 | BUFZFIRST TR EXCHNG TRADED FD VI | 27,373 | $764,528 | 0.3% |
| 71 | PWRQUANTA SVCS INC | 885 | $637,235 | 0.3% |
| 72 | BUFQFIRST TR EXCHNG TRADED FD VI | 15,288 | $600,360 | 0.2% |
| 73 | CATCATERPILLAR INC | 560 | $596,344 | 0.2% |
| 74 | RDVYFIRST TR EXCHANGE TRADED FD | 7,294 | $591,252 | 0.2% |
| 75 | SDVYFIRST TR EXCHANGE TRADED FD | 12,721 | $548,784 | 0.2% |
| 76 | LGHNORTHERN LTS FD TR III | 8,025 | $511,674 | 0.2% |
| 77 | ABBVABBVIE INC | 2,016 | $507,306 | 0.2% |
| 78 | AEPAMERICAN ELEC PWR CO INC | 3,303 | $451,883 | 0.2% |
| 79 | ACVFETF OPPORTUNITIES TRUST | 8,072 | $440,161 | 0.2% |
| 80 | ADIANALOG DEVICES INC | 1,085 | $430,929 | 0.2% |
| 81 | CHPSDBX ETF TR | 3,850 | $400,516 | 0.2% |
| 82 | CGUSCAPITAL GROUP CORE EQUITY ET | 8,696 | $386,798 | 0.2% |
| 83 | BRK/BBERKSHIRE HATHAWAY INC DEL | 732 | $366,285 | 0.1% |
| 84 | CGGECAPITAL GROUP GLOBAL EQUITY | 8,396 | $295,875 | 0.1% |
| 85 | IBMINTERNATIONAL BUSINESS MACHS | 853 | $239,872 | 0.1% |
| 86 | FDXFFEDEX FGHT HLDG CO INC | 1,473 | $222,423 | 0.1% |
| 87 | AAPLAPPLE INC | 717 | $207,471 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.