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CIK: 0001753219
Total reported value
$763.4M
$763.4M
80 檔
14.5%
According to the latest 13F quarterly dataset, United Capital Management of KS, Inc. managed an equity portfolio of $763.4M at the end of Q1 2024, spanning 80 distinct U.S. exchange-listed positions.
During Q1 2024, United Capital Management of KS, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | ETF-Other | 6.68% | -0.49% | +6.53% | |
| 2 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 5.89% | — | -34.76% | |
| 3 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 4.97% | -1.41% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.19% | -0.08% | -24.82% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.57% | -0.02% | +0.49% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.57% | -0.09% | +2.01% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.52% | -0.01% | +3.95% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.08% | -1.69% | +4.67% | |
| 9 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 3.03% | -0.02% | EXIT | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.96% | -0.15% | +114.77% | |
| 11 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.87% | +0.22% | +27.09% | |
| 12 | VLO | Valero Energy CORP | Stock-Energy | 2.72% | -0.34% | +2.16% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 2.42% | +0.24% | +4.07% | |
| 14 | RS | Reliance Inc | Stock-Materials | 2.22% | — | +4.69% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.19% | +0.24% | -0.81% | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 1.81% | — | +6.05% | |
| 17 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.77% | -0.16% | +3.11% | |
| 18 | EOG | Eog Resources Inc | Stock-Energy | 1.77% | — | +9.59% | |
| 19 | URI | United Rentals Inc | Stock-Industrials | 1.66% | — | -5.73% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.63% | -0.02% | +1.93% | |
| 21 | MOS | Mosaic Co/the | Stock-Materials | 1.59% | — | +119.35% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.49% | — | +9.87% | |
| 23 | DE | Deere & Co | Stock-Industrials | 1.47% | -0.07% | EXIT | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.47% | -0.35% | +202.81% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 1.45% | -0.04% | +4.28% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.41% | -0.10% | +7.33% | |
| 27 | MLI | Mueller Industries Inc | Stock-Industrials | 1.25% | -0.07% | +2.98% | |
| 28 | AKAM | Akamai Technologies Inc | Stock-Tech | 1.23% | — | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.22% | -0.32% | -2.42% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 1.18% | +0.02% | -2.92% | |
| 31 | ZS | Zscaler Inc | Stock-Tech | 1.17% | — | +8.72% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 1.10% | — | +2.90% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.07% | — | +5.77% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.04% | +0.03% | +0.68% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.03% | -2.11% | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.99% | +0.08% | NEW | |
| 37 | BCC | Boise Cascade Co | Stock-Materials | 0.98% | — | +3.79% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | -0.65% | -10.03% | |
| 39 | TFC | Truist Financial CORP | Stock-Financials | 0.96% | -0.05% | +3.79% | |
| 40 | COR | Cencora Inc | Stock-Healthcare | 0.96% | — | -0.59% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.93% | -1.46% | EXIT | |
| 42 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.90% | — | +6.79% | |
| 43 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.85% | — | +11.72% | |
| 44 | CHRD | Chord Energy CORP | Stock-Energy | 0.85% | — | — | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | — | -17.08% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | -0.06% | +3.78% | |
| 47 | LNG | Cheniere Energy Inc | Stock-Energy | 0.73% | -0.26% | +8.81% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | +0.10% | +0.26% | |
| 49 | NRG | Nrg Energy Inc | Stock-Utilities | 0.66% | -0.08% | -7.87% | |
| 50 | FTNT | Fortinet Inc | Stock-Tech | 0.64% | +0.27% | +3.59% |
According to official SEC Form 13F filings, United Capital Management of KS, Inc. reported a total U.S. public equity portfolio value of $763.4M across 80 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHO, SMCIUSD, FBTC) accounted for 14.5% of total reported equity market value during Q1 2024.
During Q1 2024, United Capital Management of KS, Inc.'s top holdings by market value included SCHO (6.7%)、SMCIUSD (5.9%)、FBTC (5.0%). The largest single position, SCHO, represented 6.7% of total portfolio value.
In Q1 2024, United Capital Management of KS, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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