13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001753219
Total reported value
$763.4M
$763.4M
108 檔
22.7%
In Q2 2025, United Capital Management of KS, Inc.'s U.S. equity holdings reached a combined market value of $763.4M, distributed across 108 disclosed stock positions.
During Q2 2025, 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 | 8.36% | -1.41% | +0.04% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 8.05% | -1.69% | -4.10% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.04% | -0.49% | -35.75% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.35% | -0.39% | — | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.32% | -0.15% | +3.00% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | -0.01% | -1.27% | |
| 7 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.79% | +0.03% | -0.65% | |
| 8 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.64% | +0.02% | +10.45% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.57% | -0.09% | +1.65% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.43% | — | +0.57% | |
| 11 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.40% | +0.22% | +2.85% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.19% | — | +0.88% | |
| 13 | IESC | Ies Holdings Inc | Stock-Industrials | 2.13% | +0.16% | — | |
| 14 | CEG | Constellation Energy | Stock-Utilities | 2.07% | -0.35% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | -0.08% | +12.72% | |
| 16 | MSTR | Strategy Inc | Stock-Tech | 1.85% | -0.32% | +0.13% | |
| 17 | FETH | Fidelity Ethereum Fund | ETF-Other | 1.84% | -1.48% | +3.30% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.02% | +1.14% | |
| 19 | VLO | Valero Energy CORP | Stock-Energy | 1.75% | -0.34% | +3.80% | |
| 20 | NUE | Nucor CORP | Stock-Materials | 1.67% | +0.21% | +2.15% | |
| 21 | ZS | Zscaler Inc | Stock-Tech | 1.61% | — | +0.50% | |
| 22 | NEE | Nextera Energy Inc | Stock-Utilities | 1.58% | — | +3.11% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.50% | +0.24% | +0.02% | |
| 24 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.48% | — | +1660.03% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.35% | -0.35% | -0.95% | |
| 26 | RKLB | Rocket Lab CORP | Stock-Industrials | 1.34% | +0.51% | — | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.25% | -0.14% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.13% | +7.68% | |
| 29 | ITW | Illinois Tool Works | Stock-Industrials | 1.22% | — | +1.58% | |
| 30 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.19% | -0.16% | +3.23% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.03% | -7.45% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 1.11% | — | +1.43% | |
| 33 | MLI | Mueller Industries Inc | Stock-Industrials | 1.08% | -0.07% | +2.65% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.05% | -0.32% | -1.56% | |
| 35 | SCCO | Southern Copper CORP | Stock-Materials | 1.04% | -0.07% | — | |
| 36 | NEM | Newmont CORP | Stock-Materials | 1.03% | -0.06% | — | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.02% | -0.21% | +0.91% | |
| 38 | PPC | Pilgrim's Pride CORP | Stock-Consumer Staples | 1.02% | — | +1.37% | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.00% | -0.18% | +6.72% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.94% | -1.46% | EXIT | |
| 41 | LNG | Cheniere Energy Inc | Stock-Energy | 0.94% | -0.26% | +0.81% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.87% | -0.05% | +2.77% | |
| 43 | NRG | Nrg Energy Inc | Stock-Utilities | 0.77% | -0.08% | -7.49% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.02% | +1.34% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | +0.10% | +0.09% | |
| 46 | SNA | Snap-on Inc | Stock-Industrials | 0.71% | -0.03% | +2.28% | |
| 47 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.70% | -0.09% | +3.45% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.24% | -15.35% | |
| 49 | FTNT | Fortinet Inc | Stock-Tech | 0.63% | +0.27% | -3.86% | |
| 50 | ALAB | Astera Labs Inc | Stock-Tech | 0.61% | +1.45% | — |
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 108 disclosed positions in Q2 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, PLTR, SCHO) accounted for 22.7% of total reported equity market value during Q2 2025.
During Q2 2025, United Capital Management of KS, Inc.'s top holdings by market value included FBTC (8.4%)、PLTR (8.1%)、SCHO (4.0%). The largest single position, FBTC, represented 8.4% of total portfolio value.
In Q2 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.