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CIK: 0001753219
Total reported value
$763.4M
$763.4M
74 檔
15.5%
The Q2 2024 SEC filing reveals that United Capital Management of KS, Inc. held a total portfolio value of $763.4M, covering 74 public equity positions.
During Q2 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 | 7.58% | -0.49% | +18.12% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.41% | -0.08% | +879.47% | |
| 3 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 4.55% | — | -0.95% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.33% | -0.09% | +2.57% | |
| 5 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 4.17% | -1.41% | +3.23% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.71% | -0.15% | +15.72% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.71% | -0.02% | +1.50% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.69% | -0.01% | +1.63% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.46% | -1.69% | +5.95% | |
| 10 | ARM | Arm Holdings Plc-adr | Stock-Tech | 3.11% | +0.02% | — | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.07% | +0.03% | +158.38% | |
| 12 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.81% | +0.22% | +3.97% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.44% | +0.24% | -0.27% | |
| 14 | VLO | Valero Energy CORP | Stock-Energy | 2.43% | -0.34% | +0.90% | |
| 15 | DELL | Dell Technologies -c | Stock-Tech | 2.42% | — | — | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 2.16% | +0.24% | +2.04% | |
| 17 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 2.09% | -0.02% | EXIT | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 2.08% | — | +4.03% | |
| 19 | RS | Reliance Inc | Stock-Materials | 1.88% | — | +2.78% | |
| 20 | EOG | Eog Resources Inc | Stock-Energy | 1.72% | — | +2.80% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.59% | -0.35% | +0.01% | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.49% | -0.16% | +1.21% | |
| 23 | GD | General Dynamics CORP | Stock-Industrials | 1.45% | -0.04% | +1.35% | |
| 24 | URI | United Rentals Inc | Stock-Industrials | 1.40% | — | -2.87% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.38% | -0.02% | +1.89% | |
| 26 | MOS | Mosaic Co/the | Stock-Materials | 1.36% | — | -0.71% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.34% | -0.32% | -1.36% | |
| 28 | DE | Deere & Co | Stock-Industrials | 1.32% | -0.07% | EXIT | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | -0.10% | +2.99% | |
| 30 | MLI | Mueller Industries Inc | Stock-Industrials | 1.30% | -0.07% | +1.87% | |
| 31 | ZS | Zscaler Inc | Stock-Tech | 1.23% | — | +9.44% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.18% | -1.46% | EXIT | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.03% | -3.04% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 1.08% | +0.02% | +0.61% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 0.93% | -0.05% | +1.00% | |
| 36 | HAL | Halliburton Co | Stock-Energy | 0.92% | — | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.88% | -0.65% | -12.87% | |
| 38 | COR | Cencora Inc | Stock-Healthcare | 0.86% | — | +1.39% | |
| 39 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.85% | — | +2.53% | |
| 40 | CHRD | Chord Energy CORP | Stock-Energy | 0.78% | — | +2.22% | |
| 41 | LNG | Cheniere Energy Inc | Stock-Energy | 0.78% | -0.26% | +2.22% | |
| 42 | BCC | Boise Cascade Co | Stock-Materials | 0.74% | — | +1.39% | |
| 43 | NRG | Nrg Energy Inc | Stock-Utilities | 0.70% | -0.08% | -5.47% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | — | -14.76% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.61% | +0.10% | +0.92% | |
| 46 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.56% | -0.08% | +4.81% | |
| 47 | FTNT | Fortinet Inc | Stock-Tech | 0.55% | +0.27% | +1.04% | |
| 48 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.54% | -0.09% | +5.42% | |
| 49 | MRVL | Marvell Technology Inc | Stock-Tech | 0.53% | +0.70% | +1.99% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.41% | +0.06% | +0.53% |
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 74 disclosed positions in Q2 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, NVDA, SMCIUSD) accounted for 15.5% of total reported equity market value during Q2 2024.
During Q2 2024, United Capital Management of KS, Inc.'s top holdings by market value included SCHO (7.6%)、NVDA (5.4%)、SMCIUSD (4.5%). The largest single position, SCHO, represented 7.6% of total portfolio value.
In Q2 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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