DOSSIER · 13F-HR · Q2 2026

McKinney Capital Management, LLC

$254M in tracked AUM across 87 positions as of Q2 2026.

MC
CIK 0002133532 · last filed Jun 30, 2026
Total AUM
$254M
as of Q2 2026
Holdings
87
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

McKinney Capital Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BUFR
FIRST TR EXCHNG TRADED FD VI
$49M1.3M19.2%
02
QQH
NORTHERN LTS FD TR III
$20M228K7.7%
03
QUS
SPDR SERIES TRUST
$19M104K7.6%
04
KLAC
KLA CORP
$16M53K6.3%
05
SMLV
SPDR SERIES TRUST
$10M64K4.0%
06
FLQL
FRANKLIN TEMPLETON ETF TR
$10M126K3.9%
07
LVHI
LEGG MASON ETF INVT
$9M228K3.6%
08
ILMN
ILLUMINA INC
$9M52K3.6%
09
AMD
ADVANCED MICRO DEVICES INC
$8M14K3.1%
10
MYRG
MYR GROUP INC
$8M15K3.0%

Filing history

2026Q2Jun 30
$254M 118.0%
87 positionsView →
2026Q1Mar 31
$116M
46 positionsView →