McKinney Capital Management, LLC

Wealth advisor Mechanical CIK 2133532
League rank
#818
in Wealth advisor · #3168 overall
Long book
$116.4M
Q1 2026
Positions
46
Top-10 weight
74%
concentration
Last quarter
+12.3%
SPY +14.8%
Turnover
of book per quarter

Strategy in plain words

auto-generated from filings

McKinney Capital Management, LLC is a wealth-management firm allocating client money, running a $116.4M US long book across 46 positions.

The portfolio is concentrated: the top 10 names carry 74% of the portfolio. Current anchor positions: FT VEST LAD BUFFERVETF-USD I, HCM DEFENDER 100 INDEX ETF, APPLE INC, KLA CORP, MICROSOFT CORP.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Sector allocation

Technology
34%
Other
18%
Utilities
12%
Energy
12%
Industrials
9%
Communications
7%
Materials
3%
Healthcare
2%

Long book by quarter

$116.4M
Q1 2026

What does McKinney Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology34.0K$8.6M7.4%Held
KLAC KLA CORPOther4.5K$6.7M5.7%Held
MSFT MICROSOFT CORPTechnology16.8K$6.2M5.3%Held
T AT&T INCCommunications53.5K$1.6M1.3%Held
DOW DOW INCMaterials31.7K$1.3M1.1%Held
LYB LYONDELLBASELL INDU-CL AOther16.1K$1.3M1.1%Held
DVN DEVON ENERGY CORPEnergy25.8K$1.3M1.1%Held
COP CONOCOPHILLIPSEnergy9.8K$1.3M1.1%Held
DELL DELL TECHNOLOGIES -CTechnology7.7K$1.3M1.1%Held
EOG EOG RESOURCES INCEnergy8.6K$1.3M1.1%Held
HPE HEWLETT PACKARD ENTERPRISETechnology52.1K$1.2M1.1%Held
OKE ONEOK INCUtilities13.6K$1.2M1.1%Held
BMY BRISTOL-MYERS SQUIBB COHealthcare19.9K$1.2M1.0%Held
PRU PRUDENTIAL FINANCIAL INCFinancials12.3K$1.2M1.0%Held
XOM EXXON MOBIL CORPEnergy6.8K$1.2M1.0%Held
CF CF INDUSTRIES HOLDINGS INCOther8.9K$1.2M1.0%Held
EXC EXELON CORPUtilities23.5K$1.2M1.0%Held
FE FIRSTENERGY CORPUtilities22.7K$1.2M1.0%Held
BBY BEST BUY CO INCConsumer discretionary17.8K$1.1M1.0%Held
FDX FEDEX CORPIndustrials3.2K$1.1M1.0%Held
SNA SNAP-ON INCIndustrials3.0K$1.1M0.9%Held
ES EVERSOURCE ENERGYUtilities15.9K$1.1M0.9%Held
APA APA CORPEnergy25.9K$1.1M0.9%Held
AES AES CORPUtilities77.9K$1.1M0.9%Held
CHTR CHARTER COMMUNICATIONS INC-ACommunications5.1K$1.1M0.9%Held
CMCSA COMCAST CORP-CLASS ACommunications38.0K$1.1M0.9%Held
PHM PULTEGROUP INCIndustrials9.1K$1.1M0.9%Held
PWR QUANTA SERVICES INCIndustrials1.0K$551K0.5%Held
CAT CATERPILLAR INCIndustrials558$395K0.3%Held
WAB WABTEC CORPIndustrials1.5K$379K0.3%Held
AEP AMERICAN ELECTRIC POWERUtilities2.9K$374K0.3%Held
IBM INTL BUSINESS MACHINES CORPTechnology853$207K0.2%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202646$116.4M canonicalSEC ↗