McKinney Capital Management, LLC

13F filer · CIK 0002133532

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$254MU.S. long equity reported on 13F

Positions6834 new · 0 closed

Net flow last quarter+$64.8MBuys minus sells

Top 10 positions weight24.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202668 positions
KLACKla Corp	$16M	6.30%	0.00%	+16.9%	Q1 2026
ILMNIllumina, Inc.	$9.15M	3.61%	0.03%	New	Q2 2026
AMDAdvanced Micro Devices Inc	$7.96M	3.14%	0.00%	New	Q2 2026
MYRGMyr Group Inc.	$7.57M	2.98%	0.10%	New	Q2 2026
MSFTMicrosoft Corp	$7.19M	2.83%	0.00%	+14.7%	Q1 2026
COSTCostco Wholesale Corp	$6.89M	2.71%	0.00%	New	Q2 2026
DELLDell Technologies Inc.	$2.18M	0.86%	0.00%	-34.1%	Q1 2026
HPEHewlett Packard Enterprise Co	$1.86M	0.73%	0.00%	-20.8%	Q1 2026
BBYBest Buy Co Inc	$1.62M	0.64%	0.01%	+20.3%	Q1 2026
SWKStanley Black & Decker, Inc.	$1.57M	0.62%	0.01%	New	Q2 2026
PHMPultegroup Inc	$1.5M	0.59%	0.01%	+20.0%	Q1 2026
TROWPrice T Rowe Group Inc	$1.48M	0.58%	0.01%	New	Q2 2026
MOAltria Group, Inc.	$1.45M	0.57%	0.00%	New	Q2 2026
SWSmurfit Westrock plc	$1.45M	0.57%	0.01%	New	Q2 2026
GPCGenuine Parts Co	$1.45M	0.57%	0.01%	New	Q2 2026
FFord Motor Co	$1.39M	0.55%	0.00%	New	Q2 2026
RFRegions Financial Corp	$1.39M	0.55%	0.01%	New	Q2 2026
CPBCAMPBELL'S Co	$1.39M	0.55%	0.02%	New	Q2 2026
PRUPrudential Financial Inc	$1.38M	0.54%	0.00%	+4.1%	Q1 2026
XOMExxonMobil Holdings Corp	$1.38M	0.54%	0.00%	+47.3%	Q1 2026
PGRProgressive Corp	$1.37M	0.54%	0.00%	New	Q2 2026
METMetlife Inc	$1.37M	0.54%	0.00%	New	Q2 2026
SNASnap-on Inc	$1.37M	0.54%	0.01%	+11.8%	Q1 2026
PAYXPaychex Inc	$1.37M	0.54%	0.00%	New	Q2 2026
KHCKraft Heinz Co	$1.35M	0.53%	0.00%	New	Q2 2026
EIXEdison International	$1.34M	0.53%	0.00%	New	Q2 2026
UPSUnited Parcel Service Inc	$1.34M	0.53%	0.00%	New	Q2 2026
ESEversource Energy	$1.34M	0.53%	0.00%	+16.4%	Q1 2026
FEFirstenergy Corp	$1.33M	0.52%	0.00%	+23.1%	Q1 2026
HUMHumana Inc	$1.33M	0.52%	0.00%	New	Q2 2026
ELVElevance Health, Inc.	$1.32M	0.52%	0.00%	New	Q2 2026
OKEOneok Inc	$1.32M	0.52%	0.00%	+11.6%	Q1 2026
HPQHP Inc	$1.31M	0.52%	0.01%	New	Q2 2026
SWKSSkyworks Solutions, Inc.	$1.3M	0.51%	0.01%	New	Q2 2026
BMYBristol Myers Squibb Co	$1.3M	0.51%	0.00%	+13.2%	Q1 2026
AESAes Corp	$1.3M	0.51%	0.01%	+13.6%	Q1 2026
EXCExelon Corp	$1.29M	0.51%	0.00%	+18.0%	Q1 2026
CMCSAComcast Corp	$1.29M	0.51%	0.00%	+37.6%	Q1 2026
TAt&T Inc.	$1.28M	0.51%	0.00%	+15.8%	Q1 2026
VZVerizon Communications Inc	$1.27M	0.50%	0.00%	New	Q2 2026
EOGEog Resources Inc	$1.26M	0.50%	0.00%	+12.5%	Q1 2026
VTRSViatris Inc	$1.26M	0.49%	0.01%	New	Q2 2026
CHTRCharter Communications, Inc.	$1.25M	0.49%	0.00%	+73.3%	Q1 2026
CAGConagra Brands Inc.	$1.23M	0.48%	0.02%	New	Q2 2026
OMCOmnicom Group Inc.	$1.22M	0.48%	0.01%	New	Q2 2026
DVNDevon Energy Corp	$1.2M	0.47%	0.00%	+12.4%	Q1 2026
CFCF Industries Holdings, Inc.	$1.2M	0.47%	0.01%	+24.5%	Q1 2026
MOSMosaic Co	$1.19M	0.47%	0.02%	New	Q2 2026
PFEPfizer Inc	$1.16M	0.46%	0.00%	New	Q2 2026
COPConocophillips	$1.15M	0.45%	0.00%	+13.2%	Q1 2026

Q1 2026Reported May 14, 202633 positions
AAPLApple Inc.	$8.62M	7.40%	0.00%	New	Q1 2026
KLACKla Corp	$6.67M	5.73%	0.00%	New	Q1 2026
MSFTMicrosoft Corp	$6.22M	5.34%	0.00%	New	Q1 2026
TAt&T Inc.	$1.55M	1.33%	0.00%	New	Q1 2026
DOWDow Inc.	$1.32M	1.14%	0.00%	New	Q1 2026
LYBLyondellBasell Industries N.V.	$1.3M	1.12%	0.01%	New	Q1 2026
DVNDevon Energy Corp	$1.3M	1.11%	0.00%	New	Q1 2026
COPConocophillips	$1.29M	1.11%	0.00%	New	Q1 2026
DELLDell Technologies Inc.	$1.26M	1.08%	0.00%	New	Q1 2026
EOGEog Resources Inc	$1.25M	1.07%	0.00%	New	Q1 2026
HPEHewlett Packard Enterprise Co	$1.24M	1.06%	0.00%	New	Q1 2026
OKEOneok Inc	$1.23M	1.06%	0.00%	New	Q1 2026
BMYBristol Myers Squibb Co	$1.21M	1.04%	0.00%	New	Q1 2026
PRUPrudential Financial Inc	$1.2M	1.03%	0.00%	New	Q1 2026
XOMExxonMobil Holdings Corp	$1.16M	1.00%	0.00%	New	Q1 2026
CFCF Industries Holdings, Inc.	$1.15M	0.99%	0.01%	New	Q1 2026
EXCExelon Corp	$1.15M	0.99%	0.00%	New	Q1 2026
FEFirstenergy Corp	$1.15M	0.99%	0.00%	New	Q1 2026
BBYBest Buy Co Inc	$1.14M	0.98%	0.01%	New	Q1 2026
FDXFedex Corp	$1.13M	0.97%	0.00%	New	Q1 2026
SNASnap-on Inc	$1.1M	0.95%	0.01%	New	Q1 2026
ESEversource Energy	$1.1M	0.94%	0.00%	New	Q1 2026
APAAPA Corp	$1.1M	0.94%	0.01%	New	Q1 2026
AESAes Corp	$1.1M	0.94%	0.01%	New	Q1 2026
CHTRCharter Communications, Inc.	$1.09M	0.94%	0.00%	New	Q1 2026
CMCSAComcast Corp	$1.09M	0.94%	0.00%	New	Q1 2026
PHMPultegroup Inc	$1.07M	0.92%	0.00%	New	Q1 2026
SPYSPDR S&P 500 ETF Trust	$750K	0.64%	Not reported	New	Q1 2026
PWRQuanta Services, Inc.	$551K	0.47%	0.00%	New	Q1 2026
CATCaterpillar Inc	$395K	0.34%	0.00%	New	Q1 2026
WABWestinghouse Air Brake Technologies Corp	$379K	0.33%	0.00%	New	Q1 2026
AEPAmerican Electric Power Co Inc	$374K	0.32%	0.00%	New	Q1 2026
IBMInternational Business Machines Corp	$207K	0.18%	0.00%	New	Q1 2026

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