McKinney Capital Management as of June 30, 2026
Portfolio Holdings for McKinney Capital Management
McKinney Capital Management holds 87 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 19.2 | $49M | 1.3M | 36.53 | |
| Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) | 7.7 | $20M | 228k | 85.60 | |
| Spdr Series Trust St Str Msci Usaq (QUS) | 7.6 | $19M | 104k | 186.86 | |
| Kla Corp Com New (KLAC) | 6.3 | $16M | 53k | 301.71 | |
| Spdr Series Trust St Str R2k Lowv (SMLV) | 4.0 | $10M | 64k | 157.36 | |
| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 3.9 | $9.9M | 126k | 78.28 | |
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 3.6 | $9.2M | 228k | 40.59 | |
| Illumina (ILMN) | 3.6 | $9.2M | 52k | 175.83 | |
| Advanced Micro Devices (AMD) | 3.1 | $8.0M | 14k | 580.91 | |
| Myr (MYRG) | 3.0 | $7.6M | 15k | 500.40 | |
| Microsoft Corporation (MSFT) | 2.8 | $7.2M | 19k | 373.02 | |
| Costco Wholesale Corporation (COST) | 2.7 | $6.9M | 7.4k | 935.47 | |
| Dell Technologies CL C (DELL) | 0.9 | $2.2M | 5.1k | 431.46 | |
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.8 | $1.9M | 34k | 56.79 | |
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.7 | $1.9M | 36k | 53.09 | |
| Hewlett Packard Enterprise (HPE) | 0.7 | $1.9M | 41k | 45.11 | |
| Best Buy (BBY) | 0.6 | $1.6M | 21k | 75.88 | |
| Stanley Black & Decker (SWK) | 0.6 | $1.6M | 17k | 94.12 | |
| Pulte (PHM) | 0.6 | $1.5M | 11k | 137.21 | |
| T. Rowe Price (TROW) | 0.6 | $1.5M | 13k | 113.69 | |
| Altria (MO) | 0.6 | $1.5M | 20k | 71.95 | |
| Smurfit Westrock SHS (SW) | 0.6 | $1.4M | 31k | 46.26 | |
| Genuine Parts Company (GPC) | 0.6 | $1.4M | 12k | 117.98 | |
| Ford Motor Company (F) | 0.5 | $1.4M | 100k | 13.90 | |
| Regions Financial Corporation (RF) | 0.5 | $1.4M | 46k | 30.20 | |
| Campbell Soup Company (CPB) | 0.5 | $1.4M | 62k | 22.27 | |
| Prudential Financial (PRU) | 0.5 | $1.4M | 13k | 107.93 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $1.4M | 10k | 136.72 | |
| Progressive Corporation (PGR) | 0.5 | $1.4M | 6.3k | 218.45 | |
| MetLife (MET) | 0.5 | $1.4M | 16k | 84.61 | |
| Snap-on Incorporated (SNA) | 0.5 | $1.4M | 3.4k | 402.40 | |
| Paychex (PAYX) | 0.5 | $1.4M | 14k | 98.33 | |
| Kraft Heinz (KHC) | 0.5 | $1.4M | 57k | 23.62 | |
| Edison International (EIX) | 0.5 | $1.3M | 18k | 74.45 | |
| United Parcel Svcs CL B (UPS) | 0.5 | $1.3M | 13k | 107.50 | |
| Eversource Energy (ES) | 0.5 | $1.3M | 19k | 72.27 | |
| FirstEnergy (FE) | 0.5 | $1.3M | 28k | 47.54 | |
| Humana (HUM) | 0.5 | $1.3M | 3.3k | 397.22 | |
| Anthem (ELV) | 0.5 | $1.3M | 3.4k | 386.73 | |
| Oneok (OKE) | 0.5 | $1.3M | 15k | 86.94 | |
| Hp (HPQ) | 0.5 | $1.3M | 60k | 21.94 | |
| Skyworks Solutions (SWKS) | 0.5 | $1.3M | 19k | 67.80 | |
| Bristol Myers Squibb (BMY) | 0.5 | $1.3M | 23k | 57.62 | |
| AES Corporation (AES) | 0.5 | $1.3M | 89k | 14.66 | |
| Exelon Corporation (EXC) | 0.5 | $1.3M | 28k | 46.62 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $1.3M | 52k | 24.55 | |
| At&t (T) | 0.5 | $1.3M | 62k | 20.70 | |
| Verizon Communications (VZ) | 0.5 | $1.3M | 30k | 42.34 | |
| EOG Resources (EOG) | 0.5 | $1.3M | 9.7k | 129.73 | |
| Viatris (VTRS) | 0.5 | $1.3M | 79k | 15.88 | |
| Charter Communications Cl A (CHTR) | 0.5 | $1.2M | 8.8k | 142.21 | |
| ConAgra Foods (CAG) | 0.5 | $1.2M | 91k | 13.46 | |
| Omni (OMC) | 0.5 | $1.2M | 17k | 72.83 | |
| Devon Energy Corporation (DVN) | 0.5 | $1.2M | 29k | 41.32 | |
| CF Industries Holdings (CF) | 0.5 | $1.2M | 11k | 108.26 | |
| Mosaic (MOS) | 0.5 | $1.2M | 56k | 21.19 | |
| Pfizer (PFE) | 0.5 | $1.2M | 48k | 24.08 | |
| ConocoPhillips (COP) | 0.5 | $1.1M | 11k | 103.96 | |
| FedEx Corporation (FDX) | 0.4 | $1.1M | 3.5k | 313.13 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.4 | $1.0M | 19k | 52.65 | |
| Dow (DOW) | 0.4 | $996k | 36k | 27.36 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $967k | 7.8k | 124.44 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $951k | 1.3k | 746.77 | |
| Lennar Corp Cl A (LEN) | 0.4 | $943k | 10k | 90.49 | |
| Apa Corporation (APA) | 0.4 | $891k | 27k | 32.57 | |
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.3 | $874k | 6.6k | 133.25 | |
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.3 | $859k | 4.5k | 191.75 | |
| Wabtec Corporation (WAB) | 0.3 | $852k | 3.2k | 269.60 | |
| Molson Coors Beverage CL B (TAP) | 0.3 | $845k | 22k | 38.96 | |
| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.3 | $765k | 27k | 27.93 | |
| Quanta Services (PWR) | 0.3 | $637k | 885.00 | 720.04 | |
| First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ) | 0.2 | $600k | 15k | 39.27 | |
| Caterpillar (CAT) | 0.2 | $596k | 560.00 | 1064.90 | |
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $591k | 7.3k | 81.06 | |
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.2 | $549k | 13k | 43.14 | |
| Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) | 0.2 | $512k | 8.0k | 63.76 | |
| Abbvie (ABBV) | 0.2 | $507k | 2.0k | 251.64 | |
| American Electric Power Company (AEP) | 0.2 | $452k | 3.3k | 136.81 | |
| Etf Opportunities Trust American Conser (ACVF) | 0.2 | $440k | 8.1k | 54.53 | |
| Analog Devices (ADI) | 0.2 | $431k | 1.1k | 397.17 | |
| Dbx Etf Tr Xtra Se Sele Etf (CHPS) | 0.2 | $401k | 3.9k | 104.03 | |
| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.2 | $387k | 8.7k | 44.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $366k | 732.00 | 500.39 | |
| Capital Group Global Equity SHS (CGGE) | 0.1 | $296k | 8.4k | 35.24 | |
| International Business Machines (IBM) | 0.1 | $240k | 853.00 | 281.21 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $222k | 1.5k | 151.00 | |
| Apple (AAPL) | 0.1 | $208k | 717.00 | 289.36 |
