McKinney Capital Management, LLC
89 holdingsFiling period: 2026-06-30Current AUM: $259.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BUFR | First TR Exchng Traded FD VI | 1.33M | $48.6M | $50.1M | 19.33% | +90.7K | 2026-06-30 |
| 2 | QQH | Northern Lts FD TR III | 228.2K | $19.5M | $19.1M | 7.36% | +3.3K | 2026-06-30 |
| 3 | QUS | Spdr Series Trust | 103.6K | $19.4M | $20.4M | 7.85% | -- | 2026-06-30 |
| 4 | KLAC | Kla Corp | 53.0K | $16.0M | $7.9M | 3.05% | +48.4K | 2026-06-30 |
| 5 | SMLV | Spdr Series Trust | 63.8K | $10.0M | $9.9M | 3.82% | -- | 2026-06-30 |
| 6 | FLQL | Franklin Templeton ETF TR | 126.1K | $9.9M | $9.8M | 3.77% | -- | 2026-06-30 |
| 7 | LVHI | Legg Mason ETF Invt | 227.6K | $9.2M | $9.8M | 3.78% | -- | 2026-06-30 |
| 8 | ILMN | Illumina Inc | 52.0K | $9.2M | $14.1M | 5.44% | -- | 2026-06-30 |
| 9 | AMD | Advanced Micro Devices Inc | 13.7K | $8.0M | $7.3M | 2.81% | -- | 2026-06-30 |
| 10 | MYRG | Myr Group Inc | 15.1K | $7.6M | $3.9M | 1.52% | -- | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 19.3K | $7.2M | $10.3M | 3.96% | +2.5K | 2026-06-30 |
| 12 | COST | Costco Wholesale Corporation | 7.4K | $6.9M | $7.4M | 2.85% | -- | 2026-06-30 |
| 13 | DELL | Dell Technologies Inc | 5.1K | $2.2M | $2.4M | 0.91% | -2,619 | 2026-06-30 |
| 14 | QQQI | Neos ETF Trust | 34.1K | $1.9M | $1.8M | 0.70% | +21.1K | 2026-06-30 |
| 15 | SPYI | Neos ETF Trust | 35.5K | $1.9M | $1.9M | 0.72% | +16.3K | 2026-06-30 |
| 16 | HPE | Hewlett Packard Enterprise C | 41.2K | $1.9M | $2.4M | 0.93% | -10,831 | 2026-06-30 |
| 17 | BBY | Best Buy Inc | 21.4K | $1.6M | $2.1M | 0.81% | +3.6K | 2026-06-30 |
| 18 | SWK | Stanley Black & Decker Inc | 16.7K | $1.6M | $1.7M | 0.64% | -- | 2026-06-30 |
| 19 | PHM | Pulte Group Inc | 10.9K | $1.5M | $1.3M | 0.51% | +1.8K | 2026-06-30 |
| 20 | TROW | Price T Rowe Group Inc | 13.0K | $1.5M | $1.3M | 0.52% | -- | 2026-06-30 |
| 21 | MO | Altria Group Inc | 20.2K | $1.5M | $1.5M | 0.57% | -- | 2026-06-30 |
| 22 | — | Smurfit Westrock PLC | 31.3K | $1.4M | $1.4M | 0.56% | -- | 2026-06-30 |
| 23 | GPC | Genuine Parts Co | 12.3K | $1.4M | $1.5M | 0.58% | -- | 2026-06-30 |
| 24 | F | Ford Mtr Co | 100.1K | $1.4M | $1.2M | 0.45% | -- | 2026-06-30 |
| 25 | RF | Regions Financial Corp New | 46.0K | $1.4M | $1.3M | 0.51% | -- | 2026-06-30 |
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