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CIK: 0001753219
Total reported value
$763.4M
$763.4M
88 檔
21.9%
According to the latest 13F quarterly dataset, United Capital Management of KS, Inc. managed an equity portfolio of $763.4M at the end of Q4 2024, spanning 88 distinct U.S. exchange-listed positions.
During Q4 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 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 8.45% | -1.41% | +1.78% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-Other | 6.87% | -0.49% | +111.06% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 6.56% | -1.69% | +9.00% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.66% | -0.15% | +0.48% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.93% | -0.08% | -3.89% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.60% | -0.09% | +0.85% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | -0.01% | +5.98% | |
| 8 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.84% | +0.22% | +1.52% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.76% | -0.02% | +1.94% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.72% | +0.03% | +103.98% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.32% | — | — | |
| 12 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 2.27% | — | -5.21% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.23% | — | +3232.42% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 2.05% | +0.24% | +2.16% | |
| 15 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.04% | +0.02% | +2.64% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.73% | +0.24% | +0.69% | |
| 17 | VLO | Valero Energy CORP | Stock-Energy | 1.69% | -0.34% | +3.67% | |
| 18 | RS | Reliance Inc | Stock-Materials | 1.57% | — | +4.48% | |
| 19 | DELL | Dell Technologies -c | Stock-Tech | 1.56% | — | +2.90% | |
| 20 | MSTR | Strategy Inc | Stock-Tech | 1.53% | -0.32% | +28.22% | |
| 21 | EOG | Eog Resources Inc | Stock-Energy | 1.52% | — | +4.18% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.48% | -0.35% | -0.35% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.41% | -0.02% | +3.46% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.13% | — | |
| 25 | ITW | Illinois Tool Works | Stock-Industrials | 1.39% | — | +3.10% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.38% | -0.10% | +2.29% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.03% | -6.66% | |
| 28 | MLI | Mueller Industries Inc | Stock-Industrials | 1.19% | -0.07% | +1.97% | |
| 29 | URI | United Rentals Inc | Stock-Industrials | 1.16% | — | -5.85% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.32% | -3.01% | |
| 31 | PPC | Pilgrim's Pride CORP | Stock-Consumer Staples | 1.15% | — | +2.11% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.12% | -0.21% | +2.96% | |
| 33 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.05% | -0.16% | +2.66% | |
| 34 | ZS | Zscaler Inc | Stock-Tech | 1.02% | — | +4.45% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 0.96% | -0.05% | +9.97% | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.96% | -0.04% | +2.95% | |
| 37 | LNG | Cheniere Energy Inc | Stock-Energy | 0.94% | -0.26% | +14.84% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.94% | -1.46% | EXIT | |
| 39 | SNA | Snap-on Inc | Stock-Industrials | 0.86% | -0.03% | +0.22% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.02% | +1.28% | |
| 41 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.78% | — | -1.59% | |
| 42 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.74% | — | -0.00% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | -0.65% | -8.38% | |
| 44 | MRVL | Marvell Technology Inc | Stock-Tech | 0.68% | +0.70% | -1.83% | |
| 45 | FTNT | Fortinet Inc | Stock-Tech | 0.66% | +0.27% | -5.64% | |
| 46 | HAL | Halliburton Co | Stock-Energy | 0.65% | — | -0.25% | |
| 47 | BCC | Boise Cascade Co | Stock-Materials | 0.64% | — | +1.56% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | +0.10% | -1.95% | |
| 49 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.60% | -0.08% | +2.21% | |
| 50 | NRG | Nrg Energy Inc | Stock-Utilities | 0.60% | -0.08% | -5.36% |
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 88 disclosed positions in Q4 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 FBTC, SCHO, PLTR) accounted for 21.9% of total reported equity market value during Q4 2024.
During Q4 2024, United Capital Management of KS, Inc.'s top holdings by market value included FBTC (8.4%)、SCHO (6.9%)、PLTR (6.6%). The largest single position, FBTC, represented 8.4% of total portfolio value.
In Q4 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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