BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CHPS DBX ETF TR 3,850.0 $401K 0.16% NEW $104.03 -19.4%
82 CGUS CAPITAL GROUP CORE EQUITY ET 8,696.0 $387K 0.15% +136.0 +1.6% $44.48 +1.6%
83 BERKSHIRE HATHAWAY INC DEL 732.0 $366K 0.14% NEW $500.39
84 CGGE CAPITAL GROUP GLOBAL EQUITY 8,396.0 $296K 0.12% +182.0 +2.2% $35.24 +0.1%
85 IBM INTERNATIONAL BUSINESS MACHS Technology 853.0 $240K 0.10% $281.21 -16.5%
86 FEDEX FGHT HLDG CO INC 1,473.0 $222K 0.09% NEW $151.00
87 AAPL APPLE INC Technology 717.0 $207K 0.08% -33K -97.9% $289.36 +10.6%
Page 5 of 5  ·  87 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%