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CIK: 0001753219
Total reported value
$763.4M
$763.4M
117 檔
26.4%
According to the latest 13F quarterly dataset, United Capital Management of KS, Inc. managed an equity portfolio of $763.4M at the end of Q3 2025, spanning 117 distinct U.S. exchange-listed positions.
In Q3 2025, United Capital Management of KS, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 8.96% | -1.69% | -4.16% | |
| 2 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 7.68% | -1.41% | -0.38% | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.00% | -0.15% | -0.77% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.67% | -0.49% | +4.71% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.11% | -0.39% | +6.08% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.83% | -0.09% | +2.15% | |
| 7 | FETH | Fidelity Ethereum Fund | ETF-Other | 2.61% | -1.48% | -0.68% | |
| 8 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.57% | +0.22% | +2.27% | |
| 9 | IESC | Ies Holdings Inc | Stock-Industrials | 2.52% | +0.16% | +1.37% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | -0.01% | +1.90% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.45% | +0.03% | +1.75% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.05% | +0.13% | +37.28% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | -0.08% | -1.03% | |
| 14 | DUK | Duke Energy CORP | Stock-Utilities | 1.97% | -0.33% | — | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.97% | — | +1.15% | |
| 16 | VLO | Valero Energy CORP | Stock-Energy | 1.97% | -0.34% | +2.43% | |
| 17 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.94% | +0.02% | -3.06% | |
| 18 | CEG | Constellation Energy | Stock-Utilities | 1.87% | -0.35% | +2.37% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.02% | +6.45% | |
| 20 | SANM | Sanmina CORP | Stock-Tech | 1.59% | +0.41% | +912.52% | |
| 21 | NUE | Nucor CORP | Stock-Materials | 1.54% | +0.21% | +1.48% | |
| 22 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.50% | — | +2.36% | |
| 23 | RKLB | Rocket Lab CORP | Stock-Industrials | 1.42% | +0.51% | -8.94% | |
| 24 | NEM | Newmont CORP | Stock-Materials | 1.35% | -0.06% | +5.02% | |
| 25 | ZS | Zscaler Inc | Stock-Tech | 1.35% | — | +0.83% | |
| 26 | MSTR | Strategy Inc | Stock-Tech | 1.31% | -0.32% | +2.27% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +0.24% | +1.21% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.26% | -0.35% | +1.52% | |
| 29 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.21% | -0.16% | +1.12% | |
| 30 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.21% | -0.14% | +9.60% | |
| 31 | MLI | Mueller Industries Inc | Stock-Industrials | 1.19% | -0.07% | -0.59% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.03% | -3.58% | |
| 33 | ITW | Illinois Tool Works | Stock-Industrials | 1.13% | — | +1.30% | |
| 34 | SCCO | Southern Copper CORP | Stock-Materials | 1.12% | -0.07% | +3.08% | |
| 35 | ALAB | Astera Labs Inc | Stock-Tech | 1.07% | +1.45% | -7.00% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 1.07% | — | +1.61% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.04% | -0.21% | +0.65% | |
| 38 | LNG | Cheniere Energy Inc | Stock-Energy | 0.94% | -0.26% | +18.76% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.91% | -1.46% | EXIT | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.32% | +1.36% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.02% | +3.85% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.83% | -0.05% | +2.85% | |
| 43 | PPC | Pilgrim's Pride CORP | Stock-Consumer Staples | 0.81% | — | +1.34% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.75% | -0.18% | +4.54% | |
| 45 | BKR | Baker Hughes Co | Stock-Energy | 0.74% | -0.19% | +29.56% | |
| 46 | SNA | Snap-on Inc | Stock-Industrials | 0.71% | -0.03% | +3.44% | |
| 47 | ABTC | American Bitcoin Corp-a | Stock-Other | 0.66% | — | — | |
| 48 | NRG | Nrg Energy Inc | Stock-Utilities | 0.66% | -0.08% | -1.88% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | +0.10% | +1.60% | |
| 50 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.61% | -0.08% | +5.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.1% | -4.16% | Trim |
| 2 | HIMS | Hims & Hers Health Inc | +1.4% | +2.36% | Add |
| 3 | FETH | Fidelity Ethereum Fund | +0.9% | -0.68% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | +37.28% | Add |
| 5 | TSLA | Tesla Inc | +0.5% | -0.77% | Add |
| 6 | NVDA | Nvidia CORP | +0.4% | -1.03% | Add |
| 7 | COIN | Coinbase Global Inc -class A | +0.2% | +2.56% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | -3.58% | Trim |
| 9 | UBER | Uber Technologies Inc | +0.2% | +61.54% | Add |
| 10 | ZS | Zscaler Inc | 0% | +0.83% | Add |
| 11 | NRG | Nrg Energy Inc | 0% | -1.88% | Trim |
| 12 | MSFT | Microsoft CORP | 0% | +6.45% | Add |
| 13 | BKR | Baker Hughes Co | -0.1% | +29.56% | Add |
| 14 | MPC | Marathon Petroleum CORP | -0.1% | +1.12% | Add |
| 15 | ARM | Arm Holdings Plc-adr | -0.1% | -3.06% | Add |
| 16 | MLI | Mueller Industries Inc | -0.1% | -0.59% | Add |
| 17 | BAC | Bank Of America CORP | -0.2% | +1.61% | Add |
| 18 | VLO | Valero Energy CORP | -0.2% | +2.43% | Add |
| 19 | LNG | Cheniere Energy Inc | -0.2% | +18.76% | Add |
| 20 | TJX | Tjx Companies Inc | -0.3% | +0.65% | Add |
| 21 | WMT | Walmart Inc | -0.4% | +1.52% | Add |
| 22 | LOW | Lowe's Cos Inc | -0.4% | -4.12% | Trim |
| 23 | KMB | Kimberly-clark CORP | -0.4% | -22.21% | Trim |
| 24 | XBI | Ss Spdr S&p Biotech ETF | -0.4% | +2.27% | Add |
| 25 | MSTR | Strategy Inc | -0.4% | +2.27% | Add |
| 26 | IWP | Ishares Russell Mid-cap Grow | -0.5% | +1.15% | Add |
| 27 | NUE | Nucor CORP | -0.5% | +1.48% | Add |
| 28 | PANW | Palo Alto Networks Inc | -0.5% | +1.75% | Add |
| 29 | FBTC | Fidelity Wise Origin Bitcoin | -0.8% | -0.38% | Trim |
| 30 | AMZN | Amazon.com Inc | -0.8% | +1.90% | Add |
| 31 | AAPL | Apple Inc | -0.8% | +2.15% | Add |
| 32 | PPC | Pilgrim's Pride CORP | -0.8% | +1.34% | Add |
| 33 | SCHO | Schwab Short-term US Treas | -4.6% | +4.71% | Trim |
| 34 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 35 | IESC | Ies Holdings Inc | — | NEW | New buy |
| 36 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 37 | DUK | Duke Energy CORP | — | NEW | New buy |
| 38 | CEG | Constellation Energy | — | NEW | New buy |
| 39 | SANM | Sanmina CORP | — | NEW | New buy |
| 40 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 41 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 42 | NEM | Newmont CORP | — | NEW | New buy |
| 43 | EOG | Eog Resources Inc | — | EXIT | Sold out |
| 44 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | New buy |
| 45 | SCCO | Southern Copper CORP | — | NEW | New buy |
| 46 | ALAB | Astera Labs Inc | — | NEW | New buy |
| 47 | ABTC | American Bitcoin Corp-a | — | NEW | New buy |
| 48 | HII | Huntington Ingalls Industrie | — | NEW | New buy |
| 49 | MU | Micron Technology Inc | — | EXIT | Sold out |
| 50 | FIX | Comfort Systems USA 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 117 disclosed positions in Q3 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 PLTR, FBTC, TSLA) accounted for 26.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
IEF
市值: $22.9M
Top Position Liquidated / Trimmed
XLF
前期市值: $14.6M
During Q3 2025, United Capital Management of KS, Inc.'s top holdings by market value included PLTR (9.0%)、FBTC (7.7%)、TSLA (4.0%). The largest single position, PLTR, represented 9.0% of total portfolio value.
In Q3 2025, United Capital Management of KS, Inc. made 50 total portfolio adjustments, initiating 13 new buys, adding to 26 positions, trimming 7 holdings, and fully liquidating 4 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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