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Portfolio (Quarterly) Guide ↗

McKinney Capital Management, LLC

· CIK 0002133532
13F Portfolio $254M AUM 87 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 41 New 40 Added 4 Reduced
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FEDEX FGHT HLDG CO INC 1,473.0 $222K 0.09% NEW $151.00
Page 3 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Industrials 13.1%
Healthcare 12.8%
Consumer Defensive 10.5%
Financial Services 6.4%
Energy 5.8%
Utilities 5.6%
Consumer Cyclical 5.5%
Communication Services 5.0%
Basic Materials 3.5%