Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McKinney Capital Management, LLC (CIK 2133532) reported $253.8M across 87 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BUFR ($48.6M, 19.17%), QQH ($19.5M, 7.70%), QUS ($19.4M, 7.63%), KLAC ($16.0M, 6.30%), SMLV ($10.0M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | $48.6M | 19.17% | 1.3M | Added |
| 2 | QQH | NORTHERN LTS FD TR III | $19.5M | 7.70% | 228,158 | Added |
| 3 | QUS | SPDR SERIES TRUST | $19.4M | 7.63% | 103,585 | New |
| 4 | KLAC | KLA CORP | $16.0M | 6.30% | 52,980 | Added |
| 5 | SMLV | SPDR SERIES TRUST | $10.0M | 3.96% | 63,794 | New |
| 6 | FLQL | FRANKLIN TEMPLETON ETF TR | $9.9M | 3.89% | 126,142 | New |
| 7 | LVHI | LEGG MASON ETF INVT | $9.2M | 3.64% | 227,608 | New |
| 8 | ILMN | ILLUMINA INC | $9.2M | 3.61% | 52,049 | New |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $8.0M | 3.14% | 13,704 | New |
| 10 | MYRG | MYR GROUP INC | $7.6M | 2.98% | 15,124 | New |
| 11 | MSFT | MICROSOFT CORP | $7.2M | 2.83% | 19,266 | Added |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $6.9M | 2.71% | 7,361 | New |
| 13 | DELL | DELL TECHNOLOGIES INC | $2.2M | 0.86% | 5,052 | Trimmed |
| 14 | QQQI | NEOS ETF TRUST | $1.9M | 0.76% | 34,138 | Added |
| 15 | SPYI | NEOS ETF TRUST | $1.9M | 0.74% | 35,451 | Added |
| 16 | HPE | HEWLETT PACKARD ENTERPRISE C | $1.9M | 0.73% | 41,246 | Trimmed |
| 17 | BBY | BEST BUY INC | $1.6M | 0.64% | 21,370 | Added |
| 18 | SWK | STANLEY BLACK & DECKER INC | $1.6M | 0.62% | 16,654 | New |
| 19 | PHM | PULTE GROUP INC | $1.5M | 0.59% | 10,898 | Added |
| 20 | TROW | PRICE T ROWE GROUP INC | $1.5M | 0.58% | 12,983 | New |
| 21 | SW | SMURFIT WESTROCK PLC | $1.4M | 0.57% | 31,337 | New |
| 22 | MO | ALTRIA GROUP INC | $1.5M | 0.57% | 20,201 | New |
| 23 | GPC | GENUINE PARTS CO | $1.4M | 0.57% | 12,261 | New |
| 24 | RF | REGIONS FINANCIAL CORP NEW | $1.4M | 0.55% | 46,024 | New |
| 25 | CPB | THE CAMPBELLS COMPANY | $1.4M | 0.55% | 62,334 | New |
Source: SEC Form 13F filings · as of 2026-06-30