McKinney Capital Management, LLC

Est. AUM

$116.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$41.9M	1240917	35.99%	SOLE
2	NORTHERN LTS FD TR III	HCM DEFND 100	$15.7M	224885	13.49%	SOLE
3	APPLE INC	COM	$8.6M	33964	7.40%	SOLE
4	KLA CORP	COM NEW	$6.7M	4533	5.73%	SOLE
5	MICROSOFT CORP	COM	$6.2M	16800	5.34%	SOLE
6	AT&T INC	COM	$1.6M	53512	1.33%	SOLE
7	DOW HLDGS INC	COM	$1.3M	31732	1.14%	SOLE
8	LYONDELLBASELL INDUSTRIES NV	SHS - A -	$1.3M	16116	1.11%	SOLE
9	DEVON ENERGY CORP NEW	COM	$1.3M	25783	1.11%	SOLE
10	CONOCOPHILLIPS	COM	$1.3M	9769	1.11%	SOLE
11	DELL TECHNOLOGIES INC	CL C	$1.3M	7671	1.08%	SOLE
12	EOG RES INC	COM	$1.3M	8647	1.07%	SOLE
13	HEWLETT PACKARD ENTERPRISE C	COM	$1.2M	52077	1.07%	SOLE
14	ONEOK INC NEW	COM	$1.2M	13625	1.06%	SOLE
15	BRISTOL-MYERS SQUIBB CO	COM	$1.2M	19899	1.04%	SOLE
16	PRUDENTIAL FINL INC	COM	$1.2M	12298	1.03%	SOLE
17	EXXON MOBIL CORP	COM	$1.2M	6833	1.00%	SOLE
18	CF INDUSTRIES HOLD	COM	$1.2M	8885	0.99%	SOLE
19	EXELON CORP	COM	$1.2M	23503	0.99%	SOLE
20	FIRSTENERGY CORP	COM	$1.2M	22740	0.99%	SOLE
21	BEST BUY INC	COM	$1.1M	17768	0.98%	SOLE
22	FEDEX CORP	COM	$1.1M	3177	0.97%	SOLE
23	SNAP ON INC	COM	$1.1M	3038	0.95%	SOLE
24	EVERSOURCE ENERGY	COM	$1.1M	15879	0.94%	SOLE
25	APA CORPORATION	COM	$1.1M	25903	0.94%	SOLE
26	AES CORP	COM	$1.1M	77946	0.94%	SOLE
27	CHARTER COMMUNICATIONS INC	CL A	$1.1M	5064	0.94%	SOLE
28	COMCAST CORP NEW	CL A	$1.1M	38038	0.94%	SOLE
29	PULTE GROUP INC	COM	$1.1M	9084	0.92%	SOLE
30	NEOS ETF TRUST	NEOS S&P 500 HI	$947K	19177	0.81%	SOLE
31	STATE STR SPDR S&P 500 ETF T	TR UNIT	$750K	1154	0.64%	SOLE
32	FIRST TR EXCHNG TRADED FD VI	FT VEST LAD	$713K	27160	0.61%	SOLE
33	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$650K	3971	0.56%	SOLE
34	NEOS ETF TRUST	NASDAQ 100 HIGH	$649K	13070	0.56%	SOLE
35	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$640K	5777	0.55%	SOLE
36	QUANTA SVCS INC	COM	$551K	1003	0.47%	SOLE
37	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$479K	13555	0.41%	SOLE
38	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$443K	6488	0.38%	SOLE
39	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$440K	11163	0.38%	SOLE
40	NORTHERN LTS FD TR III	HCM DEFEN 500	$418K	7345	0.36%	SOLE
41	CATERPILLAR INC	COM	$395K	558	0.34%	SOLE
42	WABTEC	COM	$379K	1516	0.33%	SOLE
43	AMERICAN ELEC PWR CO INC	COM	$374K	2856	0.32%	SOLE
44	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$329K	8560	0.28%	SOLE
45	CAPITAL GROUP GLOBAL EQUITY	SHS	$251K	8214	0.22%	SOLE
46	INTERNATIONAL BUSINESS MACHS	COM	$207K	853	0.18%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.