McKinney Capital Management as of March 31, 2026
Portfolio Holdings for McKinney Capital Management
McKinney Capital Management holds 46 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 36.0 | $42M | 1.2M | 33.77 | |
| Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) | 13.5 | $16M | 225k | 69.83 | |
| Apple (AAPL) | 7.4 | $8.6M | 34k | 253.79 | |
| Kla Corp Com New (KLAC) | 5.7 | $6.7M | 4.5k | 1472.41 | |
| Microsoft Corporation (MSFT) | 5.3 | $6.2M | 17k | 370.17 | |
| At&t (T) | 1.3 | $1.6M | 54k | 28.99 | |
| Dow (DOW) | 1.1 | $1.3M | 32k | 41.65 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 1.1 | $1.3M | 16k | 80.56 | |
| Devon Energy Corporation (DVN) | 1.1 | $1.3M | 26k | 50.32 | |
| ConocoPhillips (COP) | 1.1 | $1.3M | 9.8k | 132.00 | |
| Dell Technologies CL C (DELL) | 1.1 | $1.3M | 7.7k | 164.13 | |
| EOG Resources (EOG) | 1.1 | $1.3M | 8.6k | 144.57 | |
| Hewlett Packard Enterprise (HPE) | 1.1 | $1.2M | 52k | 23.81 | |
| Oneok (OKE) | 1.1 | $1.2M | 14k | 90.39 | |
| Bristol Myers Squibb (BMY) | 1.0 | $1.2M | 20k | 60.65 | |
| Prudential Financial (PRU) | 1.0 | $1.2M | 12k | 97.69 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $1.2M | 6.8k | 169.66 | |
| CF Industries Holdings (CF) | 1.0 | $1.2M | 8.9k | 129.84 | |
| Exelon Corporation (EXC) | 1.0 | $1.2M | 24k | 49.02 | |
| FirstEnergy (FE) | 1.0 | $1.2M | 23k | 50.66 | |
| Best Buy (BBY) | 1.0 | $1.1M | 18k | 64.20 | |
| FedEx Corporation (FDX) | 1.0 | $1.1M | 3.2k | 356.18 | |
| Snap-on Incorporated (SNA) | 0.9 | $1.1M | 3.0k | 363.22 | |
| Eversource Energy (ES) | 0.9 | $1.1M | 16k | 69.28 | |
| Apa Corporation (APA) | 0.9 | $1.1M | 26k | 42.44 | |
| AES Corporation (AES) | 0.9 | $1.1M | 78k | 14.09 | |
| Charter Communications Cl A (CHTR) | 0.9 | $1.1M | 5.1k | 215.88 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $1.1M | 38k | 28.71 | |
| Pulte (PHM) | 0.9 | $1.1M | 9.1k | 117.61 | |
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.8 | $947k | 19k | 49.37 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $751k | 1.2k | 650.34 | |
| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.6 | $714k | 27k | 26.27 | |
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.6 | $650k | 4.0k | 163.58 | |
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.6 | $649k | 13k | 49.69 | |
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.5 | $640k | 5.8k | 110.78 | |
| Quanta Services (PWR) | 0.5 | $551k | 1.0k | 549.02 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 0.4 | $479k | 14k | 35.32 | |
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.4 | $443k | 6.5k | 68.28 | |
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.4 | $440k | 11k | 39.43 | |
| Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) | 0.4 | $418k | 7.3k | 56.96 | |
| Caterpillar (CAT) | 0.3 | $395k | 558.00 | 708.46 | |
| Wabtec Corporation (WAB) | 0.3 | $379k | 1.5k | 249.91 | |
| American Electric Power Company (AEP) | 0.3 | $374k | 2.9k | 131.08 | |
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $329k | 8.6k | 38.42 | |
| Capital Group Global Equity SHS (CGGE) | 0.2 | $251k | 8.2k | 30.50 | |
| International Business Machines (IBM) | 0.2 | $207k | 853.00 | 242.39 |
