McKinney Capital Management, LLC — 13F holdings

McKinney Capital Management, LLC reported 87 holdings worth $254M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

  1. BUFR FIRST TR EXCHNG TRADED FD VI — $48.6M (19.2%)
  2. QQH NORTHERN LTS FD TR III — $19.5M (7.7%)
  3. QUS SPDR SERIES TRUST — $19.4M (7.6%)
  4. KLAC KLA CORP — $16.0M (6.3%)
  5. SMLV SPDR SERIES TRUST — $10.0M (4.0%)
  6. FLQL FRANKLIN TEMPLETON ETF TR — $9.87M (3.9%)
  7. LVHI LEGG MASON ETF INVT — $9.24M (3.6%)
  8. ILMN ILLUMINA INC — $9.15M (3.6%)
  9. AMD ADVANCED MICRO DEVICES INC — $7.96M (3.1%)
  10. MYRG MYR GROUP INC DEL — $7.57M (3.0%)