McKinney Capital Management, LLC Concentrated Active

Location: HOUSTON, TX

CIK: 0002133532 · Show all filings

Period: Q1 2026

Filing Date: May 14, 2026

Total Value ($000): $116,429 (100.0% shares, 0.0% debt)

Holdings (46)

BUFR FIRST TR EXCHNG TRADED FD VI 36.0%

Value ($000) $41,906 Shares 1,240,917 Est. Cost $33.77 Unrealized —

QQH NORTHERN LTS FD TR III 13.5%

Value ($000) $15,704 Shares 224,885 Est. Cost $69.83 Unrealized —

AAPL APPLE INC 7.4%

Value ($000) $8,620 Shares 33,964 Est. Cost $262.82 Unrealized 0.0%

KLAC KLA CORP 5.7%

Value ($000) $6,674 Shares 4,533 Est. Cost $1462.03 Unrealized 0.0%

MSFT MICROSOFT CORP 5.3%

Value ($000) $6,219 Shares 16,800 Est. Cost $434.61 Unrealized 0.0%

T AT&T INC 1.3%

Value ($000) $1,551 Shares 53,512 Est. Cost $25.75 Unrealized 0.0%

DOW DOW HLDGS INC 1.1%

Value ($000) $1,322 Shares 31,732 Est. Cost $29.05 Unrealized 0.0%

LYB LYONDELLBASELL INDUSTRIES NV 1.1%

Value ($000) $1,298 Shares 16,116 Est. Cost $52.41 Unrealized 0.0%

DVN DEVON ENERGY CORP NEW 1.1%

Value ($000) $1,297 Shares 25,783 Est. Cost $40.25 Unrealized 0.0%

COP CONOCOPHILLIPS 1.1%

Value ($000) $1,290 Shares 9,769 Est. Cost $102.65 Unrealized 0.0%

DELL DELL TECHNOLOGIES INC 1.1%

Value ($000) $1,259 Shares 7,671 Est. Cost $119.03 Unrealized 0.0%

EOG EOG RES INC 1.1%

Value ($000) $1,250 Shares 8,647 Est. Cost $112.14 Unrealized 0.0%

HPE HEWLETT PACKARD ENTERPRISE C 1.1%

Value ($000) $1,240 Shares 52,077 Est. Cost $22.07 Unrealized 0.0%

OKE ONEOK INC NEW 1.1%

Value ($000) $1,232 Shares 13,625 Est. Cost $78.53 Unrealized 0.0%

BMY BRISTOL-MYERS SQUIBB CO 1.0%

Value ($000) $1,207 Shares 19,899 Est. Cost $57.43 Unrealized 0.0%

PRU PRUDENTIAL FINL INC 1.0%

Value ($000) $1,201 Shares 12,298 Est. Cost $107.39 Unrealized 0.0%

XOM EXXON MOBIL CORP 1.0%

Value ($000) $1,159 Shares 6,833 Est. Cost $138.74 Unrealized 0.0%

CF CF INDUSTRIES HOLD 1.0%

Value ($000) $1,154 Shares 8,885 Est. Cost $90.08 Unrealized 0.0%

EXC EXELON CORP 1.0%

Value ($000) $1,152 Shares 23,503 Est. Cost $45.14 Unrealized 0.0%

FE FIRSTENERGY CORP 1.0%

Value ($000) $1,152 Shares 22,740 Est. Cost $47.09 Unrealized 0.0%

BBY BEST BUY INC 1.0%

Value ($000) $1,141 Shares 17,768 Est. Cost $66.96 Unrealized 0.0%

FDX FEDEX CORP 1.0%

Value ($000) $1,132 Shares 3,177 Est. Cost $338.93 Unrealized 0.0%

SNA SNAP ON INC 0.9%

Value ($000) $1,103 Shares 3,038 Est. Cost $371.29 Unrealized 0.0%

ES EVERSOURCE ENERGY 0.9%

Value ($000) $1,100 Shares 15,879 Est. Cost $70.10 Unrealized 0.0%

APA APA CORPORATION 0.9%

Value ($000) $1,099 Shares 25,903 Est. Cost $26.43 Unrealized 0.0%

AES AES CORP 0.9%

Value ($000) $1,098 Shares 77,946 Est. Cost $15.14 Unrealized 0.0%

CHTR CHARTER COMMUNICATIONS INC 0.9%

Value ($000) $1,093 Shares 5,064 Est. Cost $213.73 Unrealized 0.0%

CMCSA COMCAST CORP NEW 0.9%

Value ($000) $1,092 Shares 38,038 Est. Cost $29.82 Unrealized 0.0%

PHM PULTE GROUP INC 0.9%

Value ($000) $1,068 Shares 9,084 Est. Cost $131.41 Unrealized 0.0%

SPYI NEOS ETF TRUST 0.8%

Value ($000) $947 Shares 19,177 Est. Cost $49.37 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 0.6%

Value ($000) $750 Shares 1,154 Est. Cost $650.34 Unrealized —

BUFZ FIRST TR EXCHNG TRADED FD VI 0.6%

Value ($000) $713 Shares 27,160 Est. Cost $26.27 Unrealized —

GRID FIRST TR EXCHANGE-TRADED FD 0.6%

Value ($000) $650 Shares 3,971 Est. Cost $163.58 Unrealized —

QQQI NEOS ETF TRUST 0.6%

Value ($000) $649 Shares 13,070 Est. Cost $49.69 Unrealized —

AIRR FIRST TR EXCHANGE TRADED FD 0.5%

Value ($000) $640 Shares 5,777 Est. Cost $110.78 Unrealized —

PWR QUANTA SVCS INC 0.5%

Value ($000) $551 Shares 1,003 Est. Cost $486.21 Unrealized 0.0%

BUFQ FIRST TR EXCHNG TRADED FD VI 0.4%

Value ($000) $479 Shares 13,555 Est. Cost $35.32 Unrealized —

RDVY FIRST TR EXCHANGE TRADED FD 0.4%

Value ($000) $443 Shares 6,488 Est. Cost $68.28 Unrealized —

SDVY FIRST TR EXCHANGE TRADED FD 0.4%

Value ($000) $440 Shares 11,163 Est. Cost $39.43 Unrealized —

LGH NORTHERN LTS FD TR III 0.4%

Value ($000) $418 Shares 7,345 Est. Cost $56.96 Unrealized —

CAT CATERPILLAR INC 0.3%

Value ($000) $395 Shares 558 Est. Cost $684.39 Unrealized 0.0%

WAB WABTEC 0.3%

Value ($000) $379 Shares 1,516 Est. Cost $238.93 Unrealized 0.0%

AEP AMERICAN ELEC PWR CO INC 0.3%

Value ($000) $374 Shares 2,856 Est. Cost $120.54 Unrealized 0.0%

CGUS CAPITAL GROUP CORE EQUITY ET 0.3%

Value ($000) $329 Shares 8,560 Est. Cost $38.42 Unrealized —

CGGE CAPITAL GROUP GLOBAL EQUITY 0.2%

Value ($000) $251 Shares 8,214 Est. Cost $30.50 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.2%

Value ($000) $207 Shares 853 Est. Cost $283.93 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BUFR	FIRST TR EXCHNG TRADED FD VI	1,240,917	$41,906	36.0%	$33.77	—	FT VEST LADDERED	33740F755
QQH	NORTHERN LTS FD TR III	224,885	$15,704	13.5%	$69.83	—	HCM DEFND 100	66538R748
AAPL	APPLE INC	33,964	$8,620	7.4%	$262.82	0.0%	COM	037833100
KLAC	KLA CORP	4,533	$6,674	5.7%	$1462.03	0.0%	COM NEW	482480100
MSFT	MICROSOFT CORP	16,800	$6,219	5.3%	$434.61	0.0%	COM	594918104
T	AT&T INC	53,512	$1,551	1.3%	$25.75	0.0%	COM	00206R102
DOW	DOW HLDGS INC	31,732	$1,322	1.1%	$29.05	0.0%	COM	260557103
LYB	LYONDELLBASELL INDUSTRIES NV	16,116	$1,298	1.1%	$52.41	0.0%	SHS - A -	N53745100
DVN	DEVON ENERGY CORP NEW	25,783	$1,297	1.1%	$40.25	0.0%	COM	25179M103
COP	CONOCOPHILLIPS	9,769	$1,290	1.1%	$102.65	0.0%	COM	20825C104
DELL	DELL TECHNOLOGIES INC	7,671	$1,259	1.1%	$119.03	0.0%	CL C	24703L202
EOG	EOG RES INC	8,647	$1,250	1.1%	$112.14	0.0%	COM	26875P101
HPE	HEWLETT PACKARD ENTERPRISE C	52,077	$1,240	1.1%	$22.07	0.0%	COM	42824C109
OKE	ONEOK INC NEW	13,625	$1,232	1.1%	$78.53	0.0%	COM	682680103
BMY	BRISTOL-MYERS SQUIBB CO	19,899	$1,207	1.0%	$57.43	0.0%	COM	110122108
PRU	PRUDENTIAL FINL INC	12,298	$1,201	1.0%	$107.39	0.0%	COM	744320102
XOM	EXXON MOBIL CORP	6,833	$1,159	1.0%	$138.74	0.0%	COM	30231G102
CF	CF INDUSTRIES HOLD	8,885	$1,154	1.0%	$90.08	0.0%	COM	125269100
EXC	EXELON CORP	23,503	$1,152	1.0%	$45.14	0.0%	COM	30161N101
FE	FIRSTENERGY CORP	22,740	$1,152	1.0%	$47.09	0.0%	COM	337932107
BBY	BEST BUY INC	17,768	$1,141	1.0%	$66.96	0.0%	COM	086516101
FDX	FEDEX CORP	3,177	$1,132	1.0%	$338.93	0.0%	COM	31428X106
SNA	SNAP ON INC	3,038	$1,103	0.9%	$371.29	0.0%	COM	833034101
ES	EVERSOURCE ENERGY	15,879	$1,100	0.9%	$70.10	0.0%	COM	30040W108
APA	APA CORPORATION	25,903	$1,099	0.9%	$26.43	0.0%	COM	03743Q108
AES	AES CORP	77,946	$1,098	0.9%	$15.14	0.0%	COM	00130H105
CHTR	CHARTER COMMUNICATIONS INC	5,064	$1,093	0.9%	$213.73	0.0%	CL A	16119P108
CMCSA	COMCAST CORP NEW	38,038	$1,092	0.9%	$29.82	0.0%	CL A	20030N101
PHM	PULTE GROUP INC	9,084	$1,068	0.9%	$131.41	0.0%	COM	745867101
SPYI	NEOS ETF TRUST	19,177	$947	0.8%	$49.37	—	NEOS S&P 500 HI	78433H303
SPY	STATE STR SPDR S&P 500 ETF T	1,154	$750	0.6%	$650.34	—	TR UNIT	78462F103
BUFZ	FIRST TR EXCHNG TRADED FD VI	27,160	$713	0.6%	$26.27	—	FT VEST LAD	33740U729
GRID	FIRST TR EXCHANGE-TRADED FD	3,971	$650	0.6%	$163.58	—	NASDQ CLN EDGE	33737A108
QQQI	NEOS ETF TRUST	13,070	$649	0.6%	$49.69	—	NASDAQ 100 HIGH	78433H675
AIRR	FIRST TR EXCHANGE TRADED FD	5,777	$640	0.5%	$110.78	—	RBA INDL ETF	33738R704
PWR	QUANTA SVCS INC	1,003	$551	0.5%	$486.21	0.0%	COM	74762E102
BUFQ	FIRST TR EXCHNG TRADED FD VI	13,555	$479	0.4%	$35.32	—	FT VEST LADDERED	33740U752
RDVY	FIRST TR EXCHANGE TRADED FD	6,488	$443	0.4%	$68.28	—	RISNG DIVD ACHIV	33738R506
SDVY	FIRST TR EXCHANGE TRADED FD	11,163	$440	0.4%	$39.43	—	SMID RISNG ETF	33741X102
LGH	NORTHERN LTS FD TR III	7,345	$418	0.4%	$56.96	—	HCM DEFEN 500	66538R730
CAT	CATERPILLAR INC	558	$395	0.3%	$684.39	0.0%	COM	149123101
WAB	WABTEC	1,516	$379	0.3%	$238.93	0.0%	COM	929740108
AEP	AMERICAN ELEC PWR CO INC	2,856	$374	0.3%	$120.54	0.0%	COM	025537101
CGUS	CAPITAL GROUP CORE EQUITY ET	8,560	$329	0.3%	$38.42	—	SHS CREATION UNI	14020V108
CGGE	CAPITAL GROUP GLOBAL EQUITY	8,214	$251	0.2%	$30.50	—	SHS	14020R107
IBM	INTERNATIONAL BUSINESS MACHS	853	$207	0.2%	$283.93	0.0%	COM	459200101