13F-HR filed by McKinney Capital Management, LLC
McKinney Capital Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-05, with 87 holding rows worth $253,775,929.
- Accession
- 0001765380-26-000286
- Filer
- CIK 2133532
- Filed
- 2026-08-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 87 entries on the cover page, a total value of $253,775,929 stated on the cover page (in dollars after the unit check, H1), rows summing to $253,775,929 with VALUE read as dollars as filed, 13F file number 028-26920. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 1,331,602 | $48,643,421 | dollars as filed | |
| NORTHERN LTS FD TR III | 66538R748 | HCM DEFND 100 | 228,158 | $19,530,325 | dollars as filed | |
| SPDR SER TR | 78468R812 | MSCI USA STRTGIC | 103,585 | $19,356,069 | dollars as filed | |
| KLA CORP | 482480100 | COM | 52,980 | $15,984,596 | dollars as filed | |
| SPDR SERIES TRUST | 78468R887 | ST STR R2K LOWV | 63,794 | $10,038,809 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P801 | US LRG CP MLTFCT | 126,142 | $9,874,396 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 227,608 | $9,237,472 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 52,049 | $9,151,776 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 13,704 | $7,960,791 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 15,124 | $7,568,050 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 19,266 | $7,186,631 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 7,361 | $6,885,995 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 5,052 | $2,179,736 | dollars as filed | |
| NEOS ETF TRUST | 78433H675 | NASDAQ 100 HIGH | 34,138 | $1,938,697 | dollars as filed | |
| NEOS ETF TRUST | 78433H303 | NEOS S&P 500 HI | 35,451 | $1,882,094 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 41,246 | $1,860,607 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 21,370 | $1,621,556 | dollars as filed | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 16,654 | $1,567,474 | dollars as filed | |
| PULTE GROUP INC COM | 745867101 | Stock | 10,898 | $1,495,315 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 12,983 | $1,476,037 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 20,201 | $1,453,462 | dollars as filed | |
| SMURFIT WESTROCK PLC SHS | G8267P108 | Stock | 31,337 | $1,449,650 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 12,261 | $1,446,553 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 100,108 | $1,391,501 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 46,024 | $1,389,925 | dollars as filed | |
| THE CAMPBELLS COMPANY COM | 134429109 | Stock | 62,334 | $1,388,178 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 12,804 | $1,381,936 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 10,063 | $1,375,813 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 6,280 | $1,371,866 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 16,160 | $1,367,298 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 3,397 | $1,366,953 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 13,896 | $1,366,394 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 57,201 | $1,351,088 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 18,050 | $1,343,823 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 12,468 | $1,340,310 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 18,478 | $1,335,405 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 27,987 | $1,330,502 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 3,344 | $1,328,304 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 3,426 | $1,324,937 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 15,200 | $1,321,488 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 59,816 | $1,312,363 | dollars as filed | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 19,150 | $1,298,370 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 22,523 | $1,297,775 | dollars as filed | |
| AES CORP COM | 00130H105 | Stock | 88,507 | $1,297,513 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 27,737 | $1,293,099 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 52,355 | $1,285,315 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 61,972 | $1,282,820 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 30,050 | $1,272,317 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 9,724 | $1,261,495 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 79,032 | $1,255,028 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 8,774 | $1,247,751 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 91,341 | $1,229,450 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 16,710 | $1,216,989 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 28,978 | $1,197,371 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 11,057 | $1,197,031 | dollars as filed | |
| MOSAIC CO COM | 61945C103 | Stock | 56,352 | $1,194,099 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 48,152 | $1,159,500 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 11,055 | $1,149,278 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 3,456 | $1,082,177 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 19,076 | $1,004,351 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 36,398 | $995,849 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 7,767 | $966,525 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,273 | $950,638 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 10,421 | $942,996 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 27,368 | $891,376 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R704 | RBA INDL ETF | 6,560 | $874,120 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33737A108 | NASDQ CLN EDGE | 4,478 | $858,657 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 3,159 | $851,666 | dollars as filed | |
| MOLSON COORS BEVERAGE CO CL B | 60871R209 | Stock | 21,691 | $845,081 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U729 | FT VEST LAD | 27,373 | $764,528 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 885 | $637,235 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U752 | FT VEST LADDERED | 15,288 | $600,360 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 560 | $596,344 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 7,294 | $591,252 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 12,721 | $548,784 | dollars as filed | |
| NORTHERN LTS FD TR III | 66538R730 | HCM DEFEN 500 | 8,025 | $511,674 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,016 | $507,306 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 3,303 | $451,883 | dollars as filed | |
| ETF OPPORTUNITIES TRUST | 26923N108 | AMERICAN CONSER | 8,072 | $440,161 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 1,085 | $430,929 | dollars as filed | |
| DBX ETF TR | 23306X886 | XTRA SE SELE ETF | 3,850 | $400,516 | dollars as filed | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 8,696 | $386,798 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 732 | $366,285 | dollars as filed | |
| CAPITAL GROUP GLOBAL EQUITY | 14020R107 | SHS | 8,396 | $295,875 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 853 | $239,872 | dollars as filed | |
| FEDEX FGHT HLDG CO INC COMMON STOCK | 314352105 | Stock | 1,473 | $222,423 | dollars as filed | |
| Apple Inc | 037833100 | COM | 717 | $207,471 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001765380-26-000286 | this filing | 2026-08-05 | acceptance time not in the bulk data set |