McKinney Capital Management, LLC
McKinney Capital Management, LLC reported 87 holdings worth US$254M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
McKinney Capital Management, LLC reported 87 holdings worth US$254M as of Jun 30, 2026. Largest: Kla Corporation, Illumina, Inc. and Advanced Micro Devices Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 87
- Value as reported
- US$254M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Kla Corporation | 52,980 | US$16M | 6.3% |
| Illumina, Inc. | 52,049 | US$9.15M | 3.6% |
| Advanced Micro Devices Inc | 13,704 | US$7.96M | 3.1% |
| Myr Group, Inc. | 15,124 | US$7.57M | 3.0% |
| Microsoft Corp. | 19,266 | US$7.19M | 2.8% |
| Costco Wholesale Corporation | 7,361 | US$6.89M | 2.7% |
| Dell Technologies Inc. | 5,052 | US$2.18M | 0.86% |
| Hewlett Packard Enterprise Company | 41,246 | US$1.86M | 0.73% |
| Best Buy Co., Inc. | 21,370 | US$1.62M | 0.64% |
| Stanley Black & Decker, Inc. | 16,654 | US$1.57M | 0.62% |
| Pultegroup, Inc. | 10,898 | US$1.5M | 0.59% |
| T. Rowe Price Group, Inc. | 12,983 | US$1.48M | 0.58% |
| Altria Group, Inc. | 20,201 | US$1.45M | 0.57% |
| Genuine Parts Company | 12,261 | US$1.45M | 0.57% |
| Ford Mtr Co Del | 100K | US$1.39M | 0.55% |
| Regions Financial Corporation | 46,024 | US$1.39M | 0.55% |
| The Campbell's Company | 62,334 | US$1.39M | 0.55% |
| Prudential Financial, Inc. | 12,804 | US$1.38M | 0.54% |
| Exxon Mobil Corporation | 10,063 | US$1.38M | 0.54% |
| Progressive Corporation (the) | 6,280 | US$1.37M | 0.54% |
| Metlife, Inc. | 16,160 | US$1.37M | 0.54% |
| Snap-on Incorporated | 3,397 | US$1.37M | 0.54% |
| Paychex, Inc. | 13,896 | US$1.37M | 0.54% |
| The Kraft Heinz Company | 57,201 | US$1.35M | 0.53% |
| Edison International | 18,050 | US$1.34M | 0.53% |
| United Parcel Service, Inc. | 12,468 | US$1.34M | 0.53% |
| Eversource Energy (d/b/a) | 18,478 | US$1.34M | 0.53% |
| Firstenergy Corp. | 27,987 | US$1.33M | 0.52% |
| Humana Inc. | 3,344 | US$1.33M | 0.52% |
| Elevance Health, Inc. | 3,426 | US$1.32M | 0.52% |
| Oneok, Inc. | 15,200 | US$1.32M | 0.52% |
| Hp Inc. | 59,816 | US$1.31M | 0.52% |
| Skyworks Solutions, Inc. | 19,150 | US$1.3M | 0.51% |
| Bristol-myers Squibb Company | 22,523 | US$1.3M | 0.51% |
| The Aes Corporation | 88,507 | US$1.3M | 0.51% |
| Exelon Corporation | 27,737 | US$1.29M | 0.51% |
| Comcast Corporation | 52,355 | US$1.29M | 0.51% |
| At&t Inc. | 61,972 | US$1.28M | 0.51% |
| Verizon Communications Inc. | 30,050 | US$1.27M | 0.50% |
| Eog Resources, Inc. | 9,724 | US$1.26M | 0.50% |
| Viatris Inc. | 79,032 | US$1.26M | 0.49% |
| Charter Communications, Inc. | 8,774 | US$1.25M | 0.49% |
| Conagra Brands, Inc. | 91,341 | US$1.23M | 0.48% |
| Omnicom Group Inc. | 16,710 | US$1.22M | 0.48% |
| Devon Energy Corporation | 28,978 | US$1.2M | 0.47% |
| Cf Industries Holdings, Inc. | 11,057 | US$1.2M | 0.47% |
| Mosaic Company (the) | 56,352 | US$1.19M | 0.47% |
| Pfizer, Inc. | 48,152 | US$1.16M | 0.46% |
| Conocophillips | 11,055 | US$1.15M | 0.45% |
| Fedex Corporation | 3,456 | US$1.08M | 0.43% |
| Dow Inc. | 36,398 | US$996K | 0.39% |
| Lennar Corporation | 10,421 | US$943K | 0.37% |
| Apa Corporation | 27,368 | US$891K | 0.35% |
| Westinghouse Air Brake Technologies Corporation | 3,159 | US$852K | 0.34% |
| Molson Coors Beverage Company | 21,691 | US$845K | 0.33% |
| Quanta Services, Inc. | 885 | US$637K | 0.25% |
| Caterpillar, Inc. | 560 | US$596K | 0.23% |
| Abbvie Inc. | 2,016 | US$507K | 0.20% |
| American Electric Power Company, Inc. | 3,303 | US$452K | 0.18% |
| Analog Devices, Inc. | 1,085 | US$431K | 0.17% |
| Berkshire Hathaway Inc. | 732 | US$366K | 0.14% |
| International Business Machines Corporation | 853 | US$240K | 0.09% |
| Apple Inc | 717 | US$207K | 0.08% |
Source
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