McKinney Capital Management, LLC: 13F holdings
CIK 21335322026Q2
| Positions | 87 |
|---|
| Reported value | $253.8m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 87 (+41 vs prior quarter) |
|---|
| Reported value | $253.8m (+118.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BUFR FIRST TR EXCHNG TRADED FD VI | 1,331,602 | $48.6m | 19.2% |
| QQH NORTHERN LTS FD TR III | 228,158 | $19.5m | 7.7% |
| QUS SPDR SERIES TRUST | 103,585 | $19.4m | 7.6% |
| KLAC KLA CORP | 52,980 | $16.0m | 6.3% |
| SMLV SPDR SERIES TRUST | 63,794 | $10.0m | 4.0% |
| FLQL FRANKLIN TEMPLETON ETF TR | 126,142 | $9.9m | 3.9% |
| LVHI LEGG MASON ETF INVT | 227,608 | $9.2m | 3.6% |
| ILMN ILLUMINA INC | 52,049 | $9.2m | 3.6% |
| AMD ADVANCED MICRO DEVICES INC | 13,704 | $8.0m | 3.1% |
| MYRG MYR GROUP INC | 15,124 | $7.6m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2133532")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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