McKinney Capital Management, LLC
CIK 2133532 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- BUFR19.17%
- QQH7.70%
- QUS7.63%
- KLAC6.30%
- SMLV3.96%
- FLQL3.89%
- LVHI3.64%
- ILMN3.61%
- AMD3.14%
- MYRG2.98%
Share classes counted separately62.02%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BUFRWeight decreased · -16.82 pp35.99% → 19.17%Shares +90.69K (+7.31%)
- QQHWeight decreased · -5.79 pp13.49% → 7.70%Shares +3.27K (+1.46%)
- MSFTWeight decreased · -2.51 pp5.34% → 2.83%Shares +2.47K (+14.68%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BUFRFT VEST LAD BUFFERVETF-USD IFT LADD BUFF ETF View history and evidence | $48.64M | 19.17% | 1.33M shares | 35.99% → 19.17%-16.82 pp +90.69K (+7.31%) | Added | ▾ |
| 02 | QQHHCM DEFENDER 100 INDEX ETFHCM DEFND 100 View history and evidence | $19.53M | 7.70% | 228.16K shares | 13.49% → 7.70%-5.79 pp +3.27K (+1.46%) | Added | ▾ |
| 03 | QUSSS SPDR MSCI U STRATFACT ETFST STR MSCI USAQ View history and evidence | $19.36M | 7.63% | 103.58K shares | Prior unavailable +103.58K | New | ▾ |
| 04 | KLACKLA CORPCOM NEW View history and evidence | $15.98M | 6.30% | 52.98K shares | 5.73% → 6.30%+0.57 pp +48.45K (+1068.76%) | Added | ▾ |
| 05 | SMLVSS SPDR US SC LOW VOL IDXST STR R2K LOWV View history and evidence | $10.04M | 3.96% | 63.79K shares | Prior unavailable +63.79K | New | ▾ |
| 06 | FLQLFRANKLIN U.S. LARGE CAP MULTUS LRG CP MLTFCT View history and evidence | $9.87M | 3.89% | 126.14K shares | Prior unavailable +126.14K | New | ▾ |
| 07 | LVHIFRANKLIN INTERNATIONAL LOW VFRANKLIN INTL LW View history and evidence | $9.24M | 3.64% | 227.61K shares | Prior unavailable +227.61K | New | ▾ |
| 08 | ILMNILLUMINA INC View history and evidence | $9.15M | 3.61% | 52.05K shares | Prior unavailable +52.05K | New | ▾ |
| 09 | AMDADVANCED MICRO DEVICES View history and evidence | $7.96M | 3.14% | 13.70K shares | Prior unavailable +13.70K | New | ▾ |
| 10 | MYRGMYR GROUP INC/DELAWARE View history and evidence | $7.57M | 2.98% | 15.12K shares | Prior unavailable +15.12K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2133532 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 253775929
}Research all 87 reported holdings.
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