United Capital Management of KS
Latest statistics and disclosures from United Capital Management of KS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHO, PLTR, FBTC, TSLA, IESC, and represent 17.90% of United Capital Management of KS's stock portfolio.
- Added to shares of these 10 stocks: IONQ (+$12M), ASML (+$11M), LMT (+$8.1M), CF (+$7.4M), LITE (+$7.3M), ASTS (+$7.2M), NTR (+$6.6M), IEF, SCHO, IBM.
- Started 9 new stock positions in LITE, NOC, RTX, LASR, CF, SPCX, IONQ, LMT, NTR.
- Reduced shares in these 10 stocks: ARM (-$21M), STX (-$13M), CVX (-$9.7M), SANM (-$7.6M), FETH (-$7.0M), IESC (-$7.0M), HII (-$6.2M), QQQ (-$5.9M), GEV, RKLB.
- Sold out of its positions in T, BTE, CVX, CIEN, CRCL, CLSK, FIX, DE, GMAB, SIL. HII, KTOS, LRCX, MARA, ONDS, OPEN, BITO, RCAT, LUV, UMAC, VRT, WFRD.
- United Capital Management of KS was a net seller of stock by $-35M.
- United Capital Management of KS has $763M in assets under management (AUM), dropping by 15.61%.
- Central Index Key (CIK): 0001753219
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Portfolio Holdings for United Capital Management of KS
United Capital Management of KS holds 98 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.8 | $29M | +3% | 1.2M | 24.14 |
|
| Palantir Technologies Cl A (PLTR) | 3.6 | $28M | 238k | 116.67 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 3.6 | $28M | -3% | 543k | 51.05 |
|
| Tesla Motors (TSLA) | 3.4 | $26M | -2% | 62k | 420.60 |
|
| Ies Hldgs (IESC) | 3.4 | $26M | -21% | 35k | 734.66 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.4 | $26M | +4% | 272k | 94.57 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $23M | -2% | 114k | 200.09 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 3.0 | $23M | 143k | 158.25 |
|
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| Valero Energy Corporation (VLO) | 2.8 | $22M | -2% | 84k | 260.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $22M | -2% | 60k | 357.37 |
|
| Amazon (AMZN) | 2.7 | $21M | 88k | 238.34 |
|
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| Arm Holdings Sponsored Ads (ARM) | 2.6 | $20M | -50% | 57k | 354.57 |
|
| Rocket Lab Corp (RKLB) | 2.6 | $20M | -9% | 195k | 101.65 |
|
| Sanmina (SANM) | 2.5 | $19M | -28% | 74k | 253.08 |
|
| International Business Machines (IBM) | 2.4 | $18M | +4% | 66k | 281.21 |
|
| Nucor Corporation (NUE) | 2.4 | $18M | -3% | 81k | 222.75 |
|
| Ast Spacemobile Com Cl A (ASTS) | 2.3 | $18M | +67% | 200k | 88.86 |
|
| Apple (AAPL) | 2.3 | $17M | -2% | 60k | 289.36 |
|
| Duke Energy Corp Com New (DUK) | 2.1 | $16M | +3% | 128k | 126.58 |
|
| Ishares Msci Sth Kor Etf (EWY) | 2.1 | $16M | -2% | 78k | 201.90 |
|
| Astera Labs (ALAB) | 2.0 | $15M | -5% | 32k | 483.02 |
|
| Eli Lilly & Co. (LLY) | 2.0 | $15M | 13k | 1199.39 |
|
|
| Micron Technology (MU) | 1.8 | $14M | -10% | 12k | 1154.29 |
|
| Costco Wholesale Corporation (COST) | 1.8 | $13M | +3% | 14k | 935.47 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.6 | $13M | -51% | 13k | 965.00 |
|
| Marathon Petroleum Corp (MPC) | 1.6 | $12M | 48k | 255.67 |
|
|
| Ionq Inc Pipe (IONQ) | 1.6 | $12M | NEW | 231k | 53.26 |
|
| Williams-Sonoma (WSM) | 1.5 | $12M | +4% | 50k | 233.10 |
|
| Constellation Energy (CEG) | 1.5 | $12M | +5% | 47k | 248.37 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.5 | $11M | +2738% | 5.7k | 1989.44 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.4 | $11M | +6% | 234k | 46.81 |
|
| Mueller Industries (MLI) | 1.4 | $11M | 86k | 122.93 |
|
|
| Wal-Mart Stores (WMT) | 1.3 | $9.9M | 87k | 113.26 |
|
|
| Marvell Technology (MRVL) | 1.2 | $9.3M | -8% | 31k | 297.89 |
|
| Meta Platforms Cl A (META) | 1.2 | $9.0M | +5% | 16k | 563.30 |
|
| Broadcom (AVGO) | 1.2 | $8.9M | -3% | 23k | 377.76 |
|
| Caterpillar (CAT) | 1.1 | $8.8M | -2% | 8.2k | 1064.93 |
|
| TJX Companies (TJX) | 1.1 | $8.6M | +2% | 57k | 151.50 |
|
| Lockheed Martin Corporation (LMT) | 1.1 | $8.1M | NEW | 16k | 509.46 |
|
| CF Industries Holdings (CF) | 1.0 | $7.4M | NEW | 69k | 108.26 |
|
| Lumentum Hldgs (LITE) | 1.0 | $7.3M | NEW | 8.5k | 858.06 |
|
| Abbvie (ABBV) | 0.9 | $7.1M | +2% | 28k | 251.64 |
|
| Truist Financial Corp equities (TFC) | 0.9 | $6.7M | 136k | 49.82 |
|
|
| Nutrien (NTR) | 0.9 | $6.6M | NEW | 105k | 62.95 |
|
| Snap-on Incorporated (SNA) | 0.8 | $6.1M | 15k | 402.41 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.8 | $5.9M | +8% | 15k | 397.68 |
|
| Fortinet (FTNT) | 0.7 | $5.6M | -2% | 37k | 153.62 |
|
| Cheniere Energy Com New (LNG) | 0.7 | $5.6M | 23k | 239.01 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.7 | $5.3M | 96k | 55.50 |
|
|
| Wec Energy Group (WEC) | 0.7 | $5.0M | +2% | 43k | 116.77 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $4.2M | -58% | 5.8k | 736.36 |
|
| Nrg Energy Com New (NRG) | 0.5 | $3.9M | 27k | 146.06 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.8M | 3.7k | 748.80 |
|
|
| Cisco Systems (CSCO) | 0.3 | $2.6M | -5% | 22k | 117.46 |
|
| Qualcomm (QCOM) | 0.3 | $2.1M | 12k | 184.79 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.3 | $2.1M | +2% | 14k | 146.19 |
|
| Strategy Cl A New (MSTR) | 0.3 | $2.0M | -25% | 24k | 86.93 |
|
| Southern Copper Corporation (SCCO) | 0.3 | $2.0M | -9% | 12k | 174.26 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.9M | -3% | 4.0k | 477.62 |
|
| Ameren Corporation (AEE) | 0.2 | $1.7M | 15k | 113.04 |
|
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| Palo Alto Networks (PANW) | 0.2 | $1.6M | -34% | 4.6k | 341.02 |
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| Waste Management (WM) | 0.2 | $1.6M | 7.0k | 222.90 |
|
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| Lemonade (LMND) | 0.2 | $1.5M | 23k | 65.05 |
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| Visa Com Cl A (V) | 0.1 | $1.1M | -39% | 3.3k | 343.09 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $1.1M | +5% | 56k | 19.29 |
|
| Microsoft Corporation (MSFT) | 0.1 | $976k | 2.6k | 372.95 |
|
|
| Fidelity Ethereum SHS (FETH) | 0.1 | $964k | -87% | 61k | 15.74 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $901k | -2% | 3.6k | 252.21 |
|
| Cummins (CMI) | 0.1 | $808k | -63% | 1.1k | 713.48 |
|
| Travelers Companies (TRV) | 0.1 | $709k | +4% | 2.1k | 330.13 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $698k | 1.4k | 500.39 |
|
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| Domino's Pizza (DPZ) | 0.1 | $679k | +2% | 2.3k | 296.01 |
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| Altria (MO) | 0.1 | $678k | +3% | 9.4k | 71.95 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT) | 0.1 | $669k | 20k | 33.29 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $642k | +32% | 4.7k | 136.72 |
|
| Southern Company (SO) | 0.1 | $632k | +3% | 6.6k | 95.71 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $603k | -25% | 6.5k | 93.41 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $597k | NEW | 1.2k | 509.31 |
|
| Advanced Micro Devices (AMD) | 0.1 | $547k | -76% | 941.00 | 580.91 |
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| Lowe's Companies (LOW) | 0.1 | $507k | -10% | 2.3k | 220.45 |
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| General Dynamics Corporation (GD) | 0.1 | $504k | -34% | 1.4k | 354.24 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $436k | 3.4k | 127.81 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $355k | +99% | 6.3k | 56.16 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $348k | 530.00 | 655.89 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $345k | -4% | 2.4k | 146.44 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $334k | 907.00 | 368.38 |
|
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| Ge Vernova (GEV) | 0.0 | $321k | -87% | 273.00 | 1174.86 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $318k | 6.1k | 51.88 |
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| Netflix (NFLX) | 0.0 | $303k | +4% | 4.2k | 71.40 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $260k | 4.9k | 53.47 |
|
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| Archer Daniels Midland Company (ADM) | 0.0 | $240k | -28% | 3.1k | 76.41 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $236k | NEW | 1.4k | 170.86 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $229k | +2% | 3.0k | 75.45 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $215k | NEW | 1.1k | 189.67 |
|
| Nlight (LASR) | 0.0 | $205k | NEW | 2.9k | 69.62 |
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| Defi Technologies (DEFT) | 0.0 | $17k | 33k | 0.51 |
|
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| Biosig Technologies (STEX) | 0.0 | $16k | -92% | 19k | 0.85 |
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| Datavault Ai Com Shs (DVLT) | 0.0 | $16k | -44% | 45k | 0.35 |
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Past Filings by United Capital Management of KS
SEC 13F filings are viewable for United Capital Management of KS going back to 2018
- United Capital Management of KS 2026 Q2 filed Aug. 5, 2026
- United Capital Management of KS 2026 Q1 filed May 11, 2026
- United Capital Management of KS 2025 Q4 amended filed Feb. 17, 2026
- United Capital Management of KS 2025 Q3 filed Nov. 12, 2025
- United Capital Management of KS 2025 Q2 filed Aug. 1, 2025
- United Capital Management of KS 2025 Q1 filed May 13, 2025
- United Capital Management of KS 2024 Q4 filed Feb. 10, 2025
- United Capital Management of KS 2024 Q3 filed Nov. 4, 2024
- United Capital Management of KS 2024 Q2 filed July 31, 2024
- United Capital Management of KS 2024 Q1 filed April 19, 2024
- United Capital Management of KS 2023 Q4 filed Jan. 25, 2024
- United Capital Management of KS 2023 Q3 filed Nov. 3, 2023
- United Capital Management of KS 2023 Q2 filed Aug. 4, 2023
- United Capital Management of KS 2023 Q1 filed April 27, 2023
- United Capital Management of KS 2022 Q4 filed Jan. 31, 2023
- United Capital Management of KS 2022 Q3 filed Oct. 31, 2022