Holdings
McKinney Capital Management, LLC
As of Jun 30, 2026, McKinney Capital Management, LLC reported 63 positions worth US$122M. Largest: Kla Corporation, Illumina, Inc. and Advanced Micro Devices Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kla Corporation | 52,980 | US$16M | +48,447 | Jun 30, 2026 |
| Illumina, Inc. | 52,049 | US$9.15M | new | Jun 30, 2026 |
| Advanced Micro Devices Inc | 13,704 | US$7.96M | new | Jun 30, 2026 |
| Myr Group, Inc. | 15,124 | US$7.57M | new | Jun 30, 2026 |
| Microsoft Corp. | 19,266 | US$7.19M | +2,466 | Jun 30, 2026 |
| Costco Wholesale Corporation | 7,361 | US$6.89M | new | Jun 30, 2026 |
| Dell Technologies Inc. | 5,052 | US$2.18M | −2,619 | Jun 30, 2026 |
| Hewlett Packard Enterprise Company | 41,246 | US$1.86M | −10,831 | Jun 30, 2026 |
| Best Buy Co., Inc. | 21,370 | US$1.62M | +3,602 | Jun 30, 2026 |
| Stanley Black & Decker, Inc. | 16,654 | US$1.57M | new | Jun 30, 2026 |