Mckinney Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$116.4M
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
46
reported holdings
Largest positions
All 46 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $41.9M | 1.2M |
| Northern Lts Fd Tr Iii | QQH | Shares | $15.7M | 225K |
| Apple Inc | AAPL | Shares | $8.6M | 34K |
| Kla Corp | KLAC | Shares | $6.7M | 5K |
| Microsoft Corp | MSFT | Shares | $6.2M | 17K |
| At&T Inc | T | Shares | $1.6M | 54K |
| Dow Hldgs Inc | DOW | Shares | $1.3M | 32K |
| Lyondellbasell Industries Nv | Shares | $1.3M | 16K | |
| Devon Energy Corp New | DVN | Shares | $1.3M | 26K |
| Conocophillips | COP | Shares | $1.3M | 10K |
| Dell Technologies Inc | DELL | Shares | $1.3M | 8K |
| Eog Res Inc | EOG | Shares | $1.3M | 9K |
| Hewlett Packard Enterprise C | HPE | Shares | $1.2M | 52K |
| Oneok Inc New | OKE | Shares | $1.2M | 14K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.2M | 20K |
| Prudential Finl Inc | PRU | Shares | $1.2M | 12K |
| Exxon Mobil Corp | XOM | Shares | $1.2M | 7K |
| Cf Industries Hold | CF | Shares | $1.2M | 9K |
| Exelon Corp | EXC | Shares | $1.2M | 24K |
| Firstenergy Corp | FE | Shares | $1.2M | 23K |
| Best Buy Inc | BBY | Shares | $1.1M | 18K |
| Fedex Corp | FDX | Shares | $1.1M | 3K |
| Snap On Inc | SNA | Shares | $1.1M | 3K |
| Eversource Energy | ES | Shares | $1.1M | 16K |
| Apa Corporation | APA | Shares | $1.1M | 26K |
| Aes Corp | AES | Shares | $1.1M | 78K |
| Charter Communications Inc | CHTR | Shares | $1.1M | 5K |
| Comcast Corp New | CMCSA | Shares | $1.1M | 38K |
| Pulte Group Inc | PHM | Shares | $1.1M | 9K |
| Neos Etf Trust | SPYI | Shares | $947K | 19K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $750K | 1K |
| First Tr Exchng Traded Fd Vi | BUFZ | Shares | $713K | 27K |
| First Tr Exchange-Traded Fd | GRID | Shares | $650K | 4K |
| Neos Etf Trust | QQQI | Shares | $649K | 13K |
| First Tr Exchange Traded Fd | AIRR | Shares | $640K | 6K |
| Quanta Svcs Inc | PWR | Shares | $551K | 1K |
| First Tr Exchng Traded Fd Vi | BUFQ | Shares | $479K | 14K |
| First Tr Exchange Traded Fd | RDVY | Shares | $443K | 6K |
| First Tr Exchange Traded Fd | SDVY | Shares | $440K | 11K |
| Northern Lts Fd Tr Iii | LGH | Shares | $418K | 7K |
| Caterpillar Inc | CAT | Shares | $395K | 558 |
| Wabtec | WAB | Shares | $379K | 2K |
| American Elec Pwr Co Inc | AEP | Shares | $374K | 3K |
| Capital Group Core Equity Et | CGUS | Shares | $329K | 9K |
| Capital Group Global Equity | CGGE | Shares | $251K | 8K |
| International Business Machs | IBM | Shares | $207K | 853 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.