McKinney Capital Management, LLC

CIK 0002133532 • 2 13F filings • May 14, 2026 – Aug 5, 2026

Import this data to Google Sheets with:

=jivedata("mckinney-capital-management-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: McKinney Capital Management, LLC, Chief Compliance Officer
Address: 8 GREENWAY PLAZA, SUITE 1350, HOUSTON, TX, 77046
Phone: 813-543-9862
AUM: $253.8M

AUM over time

$253.8M latest

Sector allocation over time

Past 2 quarters

Q2 2026

Q1 2026

TechnologyHealthcareConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $253.8M87 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$507K	0.2%	2,016 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$967K	0.4%	7,767 SH	New
ADVANCED MICRO DEVICES INC	COM	$8.0M	3.1%	13,704 SH	New
AES CORP	COM	$1.3M	0.5%Prev: 0.9%	88,507 SH	Increased+10,561 SH
ALTRIA GROUP INC	COM	$1.5M	0.6%	20,201 SH	New
AMERICAN ELEC PWR CO INC	COM	$452K	0.2%Prev: 0.3%	3,303 SH	Increased+447 SH
ANALOG DEVICES INC	COM	$431K	0.2%	1,085 SH	New
APA CORPORATION	COM	$891K	0.4%Prev: 0.9%	27,368 SH	Decreased+1,465 SH
APPLE INC	COM	$207K	0.1%Prev: 7.4%	717 SH	Decreased-33,247 SH
AT&T INC	COM	$1.3M	0.5%Prev: 1.3%	61,972 SH	Decreased+8,460 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$366K	0.1%	732 SH	New
BEST BUY INC	COM	$1.6M	0.6%Prev: 1.0%	21,370 SH	Increased+3,602 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.3M	0.5%Prev: 1.0%	22,523 SH	Increased+2,624 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREAT UNIT	$387K	0.2%	8,696 SH	New
CAPITAL GROUP GLOBAL EQUITY	SHS	$296K	0.1%Prev: 0.2%	8,396 SH	Increased+182 SH
CATERPILLAR INC	COM	$596K	0.2%Prev: 0.3%	560 SH	Increased+2 SH
CF INDUSTRIES HOLD	COM	$1.2M	0.5%Prev: 1.0%	11,057 SH	Increased+2,172 SH
CHARTER COMMUNICATIONS INC	CL A	$1.2M	0.5%Prev: 0.9%	8,774 SH	Increased+3,710 SH
COMCAST CORP NEW	CL A	$1.3M	0.5%Prev: 0.9%	52,355 SH	Increased+14,317 SH
CONAGRA BRANDS INC	COM	$1.2M	0.5%	91,341 SH	New
CONOCOPHILLIPS	COM	$1.1M	0.5%Prev: 1.1%	11,055 SH	Decreased+1,286 SH
COSTCO WHOLESALE CORPORATION	COM	$6.9M	2.7%	7,361 SH	New
DBX ETF TR	XTRA SE SELE ETF	$401K	0.2%	3,850 SH	New
DELL TECHNOLOGIES INC	CL C	$2.2M	0.9%Prev: 1.1%	5,052 SH	Increased-2,619 SH
DEVON ENERGY CORP NEW	COM	$1.2M	0.5%Prev: 1.1%	28,978 SH	Decreased+3,195 SH
DOW HLDGS INC	COM	$996K	0.4%Prev: 1.1%	36,398 SH	Decreased+4,666 SH
EDISON INTL	COM	$1.3M	0.5%	18,050 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$1.3M	0.5%	3,426 SH	New
EOG RES INC	COM	$1.3M	0.5%Prev: 1.1%	9,724 SH	Increased+1,077 SH
ETF OPPORTUNITIES TRUST	AMERICAN CONSER	$440K	0.2%	8,072 SH	New
EVERSOURCE ENERGY	COM	$1.3M	0.5%Prev: 0.9%	18,478 SH	Increased+2,599 SH
EXELON CORP	COM	$1.3M	0.5%Prev: 1.0%	27,737 SH	Increased+4,234 SH
EXXON MOBIL CORP	COM	$1.4M	0.5%Prev: 1.0%	10,063 SH	Increased+3,230 SH
FEDEX CORP	COM	$1.1M	0.4%Prev: 1.0%	3,456 SH	Decreased+279 SH
FEDEX FGHT HLDG CO INC	COMMON STOCK	$222K	0.1%	1,473 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$874K	0.3%Prev: 0.5%	6,560 SH	Increased+783 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$591K	0.2%Prev: 0.4%	7,294 SH	Increased+806 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$549K	0.2%Prev: 0.4%	12,721 SH	Increased+1,558 SH
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$859K	0.3%Prev: 0.6%	4,478 SH	Increased+507 SH
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$48.6M	19.2%	1,331,602 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LAD	$765K	0.3%Prev: 0.6%	27,373 SH	Increased+213 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD ETF	$600K	0.2%	15,288 SH	New
FIRSTENERGY CORP	COM	$1.3M	0.5%Prev: 1.0%	27,987 SH	Increased+5,247 SH
FORD MTR CO	COM	$1.4M	0.5%	100,108 SH	New
FRANKLIN TEMPLETON ETF TR	US LRG CP MLTFCT	$9.9M	3.9%	126,142 SH	New
GENUINE PARTS CO	COM	$1.4M	0.6%	12,261 SH	New
HEWLETT PACKARD ENTERPRISE C	COM	$1.9M	0.7%Prev: 1.1%	41,246 SH	Increased-10,831 SH
HP INC	COM	$1.3M	0.5%	59,816 SH	New
HUMANA INC	COM	$1.3M	0.5%	3,344 SH	New
ILLUMINA INC	COM	$9.2M	3.6%	52,049 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$240K	0.1%Prev: 0.2%	853 SH	Increased
KLA CORP	COM NEW	$16.0M	6.3%Prev: 5.7%	52,980 SH	Increased+48,447 SH
KRAFT HEINZ CO	COM	$1.4M	0.5%	57,201 SH	New
LEGG MASON ETF INVT	FRANKLIN INTL LW	$9.2M	3.6%	227,608 SH	New
LENNAR CORP	CL A	$943K	0.4%	10,421 SH	New
LYONDELLBASELL INDUSTRIES NV	SHS - A -	$1.0M	0.4%Prev: 1.1%	19,076 SH	Decreased+2,960 SH
METLIFE INC	COM	$1.4M	0.5%	16,160 SH	New
MICROSOFT CORP	COM	$7.2M	2.8%Prev: 5.3%	19,266 SH	Increased+2,466 SH
MOLSON COORS BEVERAGE CO	CL B	$845K	0.3%	21,691 SH	New
MOSAIC CO	COM	$1.2M	0.5%	56,352 SH	New
MYR GROUP INC	COM	$7.6M	3.0%	15,124 SH	New
NEOS ETF TRUST	NASDAQ 100 HIGH	$1.9M	0.8%Prev: 0.6%	34,138 SH	Increased+21,068 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$1.9M	0.7%Prev: 0.8%	35,451 SH	Increased+16,274 SH
NORTHERN LTS FD TR III	HCM DEFEN 500	$512K	0.2%Prev: 0.4%	8,025 SH	Increased+680 SH
NORTHERN LTS FD TR III	HCM DEFND 100	$19.5M	7.7%Prev: 13.5%	228,158 SH	Increased+3,273 SH
OMNICOM GROUP INC	COM	$1.2M	0.5%	16,710 SH	New
ONEOK INC NEW	COM	$1.3M	0.5%Prev: 1.1%	15,200 SH	Increased+1,575 SH
PAYCHEX INC	COM	$1.4M	0.5%	13,896 SH	New
PFIZER INC	COM	$1.2M	0.5%	48,152 SH	New
PRICE T ROWE GROUP INC	COM	$1.5M	0.6%	12,983 SH	New
PROGRESSIVE CORP	COM	$1.4M	0.5%	6,280 SH	New
PRUDENTIAL FINL INC	COM	$1.4M	0.5%Prev: 1.0%	12,804 SH	Increased+506 SH
PULTE GROUP INC	COM	$1.5M	0.6%Prev: 0.9%	10,898 SH	Increased+1,814 SH
QUANTA SVCS INC	COM	$637K	0.3%Prev: 0.5%	885 SH	Increased-118 SH
REGIONS FINANCIAL CORP NEW	COM	$1.4M	0.5%	46,024 SH	New
SKYWORKS SOLUTIONS INC	COM	$1.3M	0.5%	19,150 SH	New
SMURFIT WESTROCK PLC	SHS	$1.4M	0.6%	31,337 SH	New
SNAP ON INC	COM	$1.4M	0.5%Prev: 0.9%	3,397 SH	Increased+359 SH
SPDR SERIES TRUST	ST STR MSCI USAQ	$19.4M	7.6%	103,585 SH	New
SPDR SERIES TRUST	ST STR R2K LOWV	$10.0M	4.0%	63,794 SH	New
STANLEY BLACK & DECKER INC	COM	$1.6M	0.6%	16,654 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$951K	0.4%Prev: 0.6%	1,273 SH	Increased+119 SH
THE CAMPBELLS COMPANY	COM	$1.4M	0.5%	62,334 SH	New
UNITED PARCEL SVCS INC	CL B	$1.3M	0.5%	12,468 SH	New
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.5%	30,050 SH	New
VIATRIS INC	COM	$1.3M	0.5%	79,032 SH	New
WABTEC	COM	$852K	0.3%Prev: 0.3%	3,159 SH	Increased+1,643 SH

Sold (vs prior filing)

CAPITAL GROUP CORE EQUITY ET — $329K
FIRST TR EXCHNG TRADED FD VI — $42.4M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Aug 5, 2026	Q2 2026	13F-HR	0001765380-26-000286	$253.8M	View
May 14, 2026	Q1 2026	13F-HR	0001765380-26-000211	$116.4M	View