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 PLTR, FBTC, SCHO, IEF, TSLA, and represent 22.02% of United Capital Management of KS's stock portfolio.
- Added to shares of these 10 stocks: IBM (+$11M), STX (+$10M), ASTS (+$9.9M), EWY (+$9.8M), WSM (+$8.8M), NVDA (+$6.3M), HII (+$5.0M), QQQ, MU, ARM.
- Started 23 new stock positions in MU, DE, EWY, LUV, KTOS, RCAT, ONDS, STX, T, FIX. WSM, DVLT, SIL, UMAC, CRCL, ASML, CIEN, STEX, VRT, ASTS, DEFT, WFRD, SMH.
- Reduced shares in these 10 stocks: PLTR (-$15M), PANW (-$14M), IWP (-$13M), NEM (-$11M), SCCO (-$9.5M), MSFT (-$8.5M), BAC (-$8.2M), ZS (-$7.7M), HIMS (-$6.3M), XBI (-$5.7M).
- Sold out of its positions in ABTC, APA, BWXT, BAC, DVN, Fundamental Global, FCX, JKHY, HIMS, INTC. KMB, PAAS, PWR, RTX, SOFI, PSLV, UBER, WPM, ZS.
- United Capital Management of KS was a net seller of stock by $-32M.
- United Capital Management of KS has $660M in assets under management (AUM), dropping by -7.49%.
- Central Index Key (CIK): 0001753219
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Portfolio Holdings for United Capital Management of KS
United Capital Management of KS holds 111 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 5.3 | $35M | -30% | 241k | 146.28 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 5.0 | $33M | 564k | 59.03 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 4.3 | $29M | +4% | 1.2M | 24.27 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.7 | $25M | +4% | 259k | 95.44 |
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| Tesla Motors (TSLA) | 3.6 | $24M | -3% | 64k | 371.75 |
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| Ies Hldgs (IESC) | 3.2 | $21M | 45k | 476.47 |
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| Valero Energy Corporation (VLO) | 3.2 | $21M | 85k | 247.08 |
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| NVIDIA Corporation (NVDA) | 3.1 | $20M | +44% | 116k | 174.40 |
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| Amazon (AMZN) | 2.7 | $18M | +2% | 87k | 208.27 |
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| Spdr Series Trust State Street Spd (XBI) | 2.7 | $18M | -23% | 142k | 127.73 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $18M | 62k | 287.56 |
|
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| Arm Holdings Sponsored Ads (ARM) | 2.6 | $17M | +10% | 115k | 151.28 |
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| Duke Energy Corp Com New (DUK) | 2.5 | $16M | +5% | 124k | 130.94 |
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| Apple (AAPL) | 2.4 | $16M | -24% | 61k | 253.79 |
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| International Business Machines (IBM) | 2.3 | $15M | +289% | 63k | 242.39 |
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| Nucor Corporation (NUE) | 2.2 | $14M | 85k | 169.10 |
|
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| Rocket Lab Corp (RKLB) | 2.1 | $14M | 215k | 64.22 |
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| Costco Wholesale Corporation (COST) | 2.1 | $14M | +3% | 14k | 996.46 |
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| Sanmina (SANM) | 2.0 | $14M | +2% | 104k | 129.64 |
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| Constellation Energy (CEG) | 1.9 | $12M | +5% | 44k | 279.25 |
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| Marathon Petroleum Corp (MPC) | 1.8 | $12M | +2% | 48k | 244.18 |
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| Eli Lilly & Co. (LLY) | 1.7 | $12M | 13k | 919.74 |
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| Wal-Mart Stores (WMT) | 1.6 | $11M | 87k | 124.28 |
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| Fidelity Ethereum SHS (FETH) | 1.6 | $11M | +8% | 508k | 20.88 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.6 | $10M | NEW | 27k | 391.76 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.6 | $10M | +6% | 221k | 46.95 |
|
| Ast Spacemobile Com Cl A (ASTS) | 1.5 | $9.9M | NEW | 119k | 82.87 |
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| Ishares Msci Sth Kor Etf (EWY) | 1.5 | $9.8M | NEW | 80k | 123.01 |
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| Chevron Corporation (CVX) | 1.5 | $9.7M | +3% | 47k | 206.90 |
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| Mueller Industries (MLI) | 1.5 | $9.7M | 87k | 110.80 |
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| TJX Companies (TJX) | 1.3 | $8.9M | +2% | 56k | 159.70 |
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| Williams-Sonoma (WSM) | 1.3 | $8.8M | NEW | 48k | 182.33 |
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| Meta Platforms Cl A (META) | 1.3 | $8.7M | +4% | 15k | 572.13 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $8.0M | +122% | 14k | 577.17 |
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| Broadcom (AVGO) | 1.1 | $7.5M | -2% | 24k | 309.51 |
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| Cheniere Energy Com New (LNG) | 1.0 | $6.6M | 23k | 283.76 |
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| Intuitive Surgical Com New (ISRG) | 1.0 | $6.3M | +7% | 14k | 460.99 |
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| Huntington Ingalls Inds (HII) | 0.9 | $6.2M | +442% | 16k | 379.90 |
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| Truist Financial Corp equities (TFC) | 0.9 | $6.1M | 133k | 45.97 |
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| Caterpillar (CAT) | 0.9 | $6.0M | -3% | 8.4k | 708.47 |
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| Abbvie (ABBV) | 0.9 | $6.0M | 27k | 217.49 |
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| Baker Hughes Company Cl A (BKR) | 0.9 | $5.9M | 96k | 61.05 |
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| Snap-on Incorporated (SNA) | 0.8 | $5.5M | 15k | 363.22 |
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| Wec Energy Group (WEC) | 0.7 | $4.8M | +2% | 42k | 115.77 |
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| Micron Technology (MU) | 0.7 | $4.4M | NEW | 13k | 337.84 |
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| Strategy Cl A New (MSTR) | 0.6 | $3.9M | +56% | 31k | 124.80 |
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| Nrg Energy Com New (NRG) | 0.6 | $3.9M | -6% | 27k | 146.14 |
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| Astera Labs (ALAB) | 0.6 | $3.7M | -17% | 34k | 109.60 |
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| Marvell Technology (MRVL) | 0.5 | $3.4M | 34k | 99.05 |
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| Fortinet (FTNT) | 0.5 | $3.1M | 38k | 81.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.5M | -4% | 3.8k | 653.18 |
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| Coinbase Global Com Cl A (COIN) | 0.4 | $2.4M | +6% | 14k | 174.61 |
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| Southern Copper Corporation (SCCO) | 0.3 | $2.2M | -81% | 13k | 172.06 |
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| Ge Vernova (GEV) | 0.3 | $1.9M | +47% | 2.2k | 872.90 |
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| Cisco Systems (CSCO) | 0.3 | $1.8M | 24k | 77.59 |
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| Cummins (CMI) | 0.3 | $1.7M | +18% | 3.1k | 538.08 |
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| Ameren Corporation (AEE) | 0.2 | $1.6M | 15k | 109.92 |
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| Visa Com Cl A (V) | 0.2 | $1.6M | -21% | 5.4k | 302.26 |
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| Waste Management (WM) | 0.2 | $1.6M | 6.9k | 229.79 |
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| Qualcomm (QCOM) | 0.2 | $1.5M | 12k | 128.78 |
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| Lemonade (LMND) | 0.2 | $1.5M | -4% | 23k | 62.68 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.4M | -9% | 4.2k | 337.98 |
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| Palo Alto Networks (PANW) | 0.2 | $1.2M | -92% | 7.0k | 172.90 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.2 | $1.0M | +2% | 53k | 19.00 |
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| Microsoft Corporation (MSFT) | 0.1 | $960k | -89% | 2.6k | 370.21 |
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| Newmont Mining Corporation (NEM) | 0.1 | $935k | -92% | 8.6k | 108.25 |
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| Advanced Micro Devices (AMD) | 0.1 | $826k | +187% | 4.1k | 203.43 |
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| Domino's Pizza (DPZ) | 0.1 | $799k | +6% | 2.2k | 358.87 |
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| Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT) | 0.1 | $765k | +220% | 20k | 38.42 |
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| General Dynamics Corporation (GD) | 0.1 | $742k | -11% | 2.2k | 343.28 |
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| Circle Internet Group Com Cl A (CRCL) | 0.1 | $712k | NEW | 7.5k | 95.41 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $666k | -3% | 3.7k | 181.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $664k | 1.4k | 479.20 |
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| Southern Company (SO) | 0.1 | $616k | 6.4k | 96.52 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $615k | NEW | 8.7k | 70.51 |
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| Lowe's Companies (LOW) | 0.1 | $607k | -19% | 2.6k | 236.23 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $601k | -65% | 3.5k | 169.66 |
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| Travelers Companies (TRV) | 0.1 | $600k | +3% | 2.1k | 291.68 |
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| Altria (MO) | 0.1 | $599k | +2% | 9.1k | 65.99 |
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| Ciena Corp Com New (CIEN) | 0.1 | $582k | NEW | 1.5k | 388.23 |
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| Comfort Systems USA (FIX) | 0.1 | $552k | NEW | 400.00 | 1378.99 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $501k | NEW | 2.0k | 250.58 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $491k | -46% | 2.3k | 213.66 |
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| Deere & Company (DE) | 0.1 | $461k | NEW | 819.00 | 563.24 |
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| Cleanspark Com New (CLSK) | 0.1 | $454k | +2% | 53k | 8.51 |
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| Baytex Energy Corp (BTE) | 0.1 | $447k | 100k | 4.47 |
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| Netflix (NFLX) | 0.1 | $392k | -4% | 4.1k | 96.15 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $390k | -14% | 907.00 | 430.29 |
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| Marathon Digital Holdings In (MARA) | 0.1 | $376k | +12% | 46k | 8.16 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $374k | 3.4k | 109.69 |
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| Genmab A/s Sponsored Ads (GMAB) | 0.1 | $370k | +33% | 12k | 30.80 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $336k | -3% | 3.2k | 106.01 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $331k | -30% | 4.9k | 68.14 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $321k | -10% | 6.1k | 52.96 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $317k | -97% | 2.5k | 128.11 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $317k | +12% | 4.4k | 72.68 |
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| Southwest Airlines (LUV) | 0.0 | $286k | NEW | 7.6k | 37.57 |
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| Unusual Machs Com Shs (UMAC) | 0.0 | $285k | NEW | 23k | 12.40 |
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| Weatherford Intl Ord Shs (WFRD) | 0.0 | $284k | NEW | 3.0k | 94.58 |
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| Biosig Technologies (STEX) | 0.0 | $280k | NEW | 248k | 1.13 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $271k | -79% | 3.0k | 91.77 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $264k | NEW | 200.00 | 1320.83 |
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| Red Cat Hldgs (RCAT) | 0.0 | $240k | NEW | 18k | 13.09 |
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| Global X Fds Global X Silver (SIL) | 0.0 | $228k | NEW | 2.5k | 90.08 |
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| At&t (T) | 0.0 | $205k | NEW | 7.1k | 28.99 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $203k | NEW | 530.00 | 383.40 |
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| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $152k | +19% | 16k | 9.31 |
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| Opendoor Technologies (OPEN) | 0.0 | $78k | +28% | 17k | 4.68 |
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| Datavault Ai Com Shs (DVLT) | 0.0 | $50k | NEW | 81k | 0.62 |
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| Ondas Com New (ONDS) | 0.0 | $21k | NEW | 32k | 0.66 |
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| Defi Technologies (DEFT) | 0.0 | $18k | NEW | 33k | 0.55 |
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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 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
- United Capital Management of KS 2022 Q2 filed Aug. 4, 2022