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CIK: 0001753219
Total reported value
$763.4M
$763.4M
92 檔
19.4%
As reported in its official Q1 2025 Form 13F filing, United Capital Management of KS, Inc.'s tracked investment portfolio stood at $763.4M with 92 total positions.
In Q1 2025, United Capital Management of KS, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 8.43% | -1.41% | -0.39% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-Other | 8.27% | -0.49% | +4.81% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 6.85% | -1.69% | -17.57% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.61% | -0.09% | -0.51% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.46% | -0.15% | +2.14% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | -0.01% | +4.36% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 3.02% | — | +11.46% | |
| 8 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 3.00% | +0.22% | +3.54% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.98% | +0.03% | +6.62% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.42% | — | +3.37% | |
| 11 | VLO | Valero Energy CORP | Stock-Energy | 2.18% | -0.34% | +5.64% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.10% | +0.24% | -0.05% | |
| 13 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.08% | +0.02% | +3.90% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 2.06% | — | — | |
| 15 | NUE | Nucor CORP | Stock-Materials | 2.00% | +0.21% | — | |
| 16 | EOG | Eog Resources Inc | Stock-Energy | 1.90% | — | +4.74% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.02% | -35.49% | |
| 18 | MSTR | Strategy Inc | Stock-Tech | 1.74% | -0.32% | +0.85% | |
| 19 | FETH | Fidelity Ethereum Fund | ETF-Other | 1.70% | -1.48% | — | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.62% | -0.35% | -0.83% | |
| 21 | PPC | Pilgrim's Pride CORP | Stock-Consumer Staples | 1.60% | — | +2.16% | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 1.59% | — | +2.53% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | -0.08% | -56.30% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.38% | -1.46% | EXIT | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.34% | -0.32% | -0.62% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.13% | +3.22% | |
| 27 | ZS | Zscaler Inc | Stock-Tech | 1.34% | — | +4.85% | |
| 28 | MLI | Mueller Industries Inc | Stock-Industrials | 1.33% | -0.07% | +2.79% | |
| 29 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.33% | -0.16% | +6.33% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.31% | -0.21% | +2.91% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 1.27% | — | +305.03% | |
| 32 | LNG | Cheniere Energy Inc | Stock-Energy | 1.17% | -0.26% | +1.75% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.13% | -0.18% | +1353.96% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | +0.02% | +2.39% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 1.07% | -0.05% | +2.77% | |
| 36 | SNA | Snap-on Inc | Stock-Industrials | 0.99% | -0.03% | +2.51% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.03% | -3.86% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.92% | +0.24% | -56.71% | |
| 39 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.82% | -0.08% | +4.06% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | +0.10% | +0.48% | |
| 41 | BKR | Baker Hughes Co | Stock-Energy | 0.80% | -0.19% | — | |
| 42 | FTNT | Fortinet Inc | Stock-Tech | 0.79% | +0.27% | +3.50% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | -0.65% | -6.30% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.10% | -62.29% | |
| 45 | NRG | Nrg Energy Inc | Stock-Utilities | 0.65% | -0.08% | -9.50% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | — | -4.21% | |
| 47 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.51% | — | -44.31% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.02% | -66.30% | |
| 49 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.44% | -0.09% | +4.53% | |
| 50 | MRVL | Marvell Technology Inc | Stock-Tech | 0.40% | +0.70% | -5.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | New buy |
| 2 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 3 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | TSLA | Tesla Inc | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 8 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 9 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 10 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 11 | VLO | Valero Energy CORP | — | NEW | New buy |
| 12 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 13 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 14 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 15 | NUE | Nucor CORP | — | NEW | New buy |
| 16 | EOG | Eog Resources Inc | — | NEW | New buy |
| 17 | MSFT | Microsoft CORP | — | NEW | New buy |
| 18 | MSTR | Strategy Inc | — | NEW | New buy |
| 19 | FETH | Fidelity Ethereum Fund | — | NEW | New buy |
| 20 | WMT | Walmart Inc | — | NEW | New buy |
| 21 | PPC | Pilgrim's Pride CORP | — | NEW | New buy |
| 22 | ITW | Illinois Tool Works | — | NEW | New buy |
| 23 | NVDA | Nvidia CORP | — | NEW | New buy |
| 24 | CVX | Chevron CORP | — | NEW | New buy |
| 25 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 27 | ZS | Zscaler Inc | — | NEW | New buy |
| 28 | MLI | Mueller Industries Inc | — | NEW | New buy |
| 29 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 30 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 31 | BAC | Bank Of America CORP | — | NEW | New buy |
| 32 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 33 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 34 | ABBV | Abbvie Inc | — | NEW | New buy |
| 35 | TFC | Truist Financial CORP | — | NEW | New buy |
| 36 | SNA | Snap-on Inc | — | NEW | New buy |
| 37 | AVGO | Broadcom Inc | — | NEW | New buy |
| 38 | CAT | Caterpillar Inc | — | NEW | New buy |
| 39 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 40 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 41 | BKR | Baker Hughes Co | — | NEW | New buy |
| 42 | FTNT | Fortinet Inc | — | NEW | New buy |
| 43 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 44 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 45 | NRG | Nrg Energy Inc | — | NEW | New buy |
| 46 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 47 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 48 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 49 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 50 | MRVL | Marvell Technology Inc | — | NEW | New buy |
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 92 disclosed positions in Q1 2025.
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 19.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
FBTC
市值: $40.8M
During Q1 2025, United Capital Management of KS, Inc.'s top holdings by market value included FBTC (8.4%)、SCHO (8.3%)、PLTR (6.8%). The largest single position, FBTC, represented 8.4% of total portfolio value.
In Q1 2025, United Capital Management of KS, Inc. made 50 total portfolio adjustments, initiating 50 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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