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CIK: 0001753219
Total reported value
$763.4M
$763.4M
107 檔
24.2%
During the Q4 2025 filing period, United Capital Management of KS, Inc. (CIK: 0001753219) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $763.4M across 107 reported positions.
United Capital Management of KS, Inc. executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 8 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 8.56% | -1.69% | -4.72% | |
| 2 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 5.96% | -1.41% | -1.23% | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.18% | -0.15% | +0.30% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.85% | -0.49% | +1.96% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.35% | -0.39% | +4.79% | |
| 6 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 3.18% | +0.22% | -1.26% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.10% | -0.09% | -0.12% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.74% | +0.13% | +0.48% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | -0.01% | +0.92% | |
| 10 | IESC | Ies Holdings Inc | Stock-Industrials | 2.47% | +0.16% | -2.65% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.32% | +0.03% | +1.76% | |
| 12 | SANM | Sanmina CORP | Stock-Tech | 2.14% | +0.41% | +0.59% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | -0.08% | +2.34% | |
| 14 | RKLB | Rocket Lab CORP | Stock-Industrials | 2.09% | +0.51% | -1.87% | |
| 15 | CEG | Constellation Energy | Stock-Utilities | 2.08% | -0.35% | +0.47% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.96% | — | +0.47% | |
| 17 | VLO | Valero Energy CORP | Stock-Energy | 1.95% | -0.34% | +0.37% | |
| 18 | FETH | Fidelity Ethereum Fund | ETF-Other | 1.94% | -1.48% | +1.21% | |
| 19 | NUE | Nucor CORP | Stock-Materials | 1.92% | +0.21% | +0.69% | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 1.92% | -0.33% | -0.44% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.88% | +0.24% | +0.44% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.02% | +2.33% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.60% | -0.32% | +93.11% | |
| 24 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.60% | +0.02% | +3.47% | |
| 25 | NEM | Newmont CORP | Stock-Materials | 1.56% | -0.06% | -5.81% | |
| 26 | MLI | Mueller Industries Inc | Stock-Industrials | 1.39% | -0.07% | +0.02% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.38% | -0.35% | -1.24% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.36% | -0.14% | +9.22% | |
| 29 | SCCO | Southern Copper CORP | Stock-Materials | 1.36% | -0.07% | -0.20% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.14% | — | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | +0.03% | -2.00% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.16% | -0.21% | +1.77% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 1.15% | — | -1.75% | |
| 34 | ZS | Zscaler Inc | Stock-Tech | 1.08% | — | +3.90% | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.07% | -0.16% | +1.67% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.01% | -0.18% | +3.43% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.96% | -1.46% | EXIT | |
| 38 | ALAB | Astera Labs Inc | Stock-Tech | 0.96% | +1.45% | +2.01% | |
| 39 | TFC | Truist Financial CORP | Stock-Financials | 0.91% | -0.05% | -1.13% | |
| 40 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.88% | — | +0.14% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | +0.02% | +1.18% | |
| 42 | SNA | Snap-on Inc | Stock-Industrials | 0.72% | -0.03% | -0.66% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | +0.24% | -5.84% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.67% | +0.10% | -0.64% | |
| 45 | NRG | Nrg Energy Inc | Stock-Utilities | 0.63% | -0.08% | -5.23% | |
| 46 | LNG | Cheniere Energy Inc | Stock-Energy | 0.62% | -0.26% | -21.79% | |
| 47 | BKR | Baker Hughes Co | Stock-Energy | 0.61% | -0.19% | -13.93% | |
| 48 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.60% | -0.08% | +3.37% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | -0.65% | -3.80% | |
| 50 | MSTR | Strategy Inc | Stock-Tech | 0.43% | -0.32% | -33.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.7% | +93.11% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.48% | Add |
| 3 | RKLB | Rocket Lab CORP | +0.7% | -1.87% | Trim |
| 4 | XBI | Ss Spdr S&p Biotech ETF | +0.6% | -1.26% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.6% | +0.44% | Add |
| 6 | SANM | Sanmina CORP | +0.6% | +0.59% | Add |
| 7 | NUE | Nucor CORP | +0.4% | +0.69% | Add |
| 8 | AAPL | Apple Inc | +0.3% | -0.12% | Trim |
| 9 | ISRG | Intuitive Surgical Inc | +0.3% | +3.43% | Add |
| 10 | SCCO | Southern Copper CORP | +0.2% | -0.20% | Trim |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +4.79% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | +0.92% | Add |
| 13 | NEM | Newmont CORP | +0.2% | -5.81% | Trim |
| 14 | CEG | Constellation Energy | +0.2% | +0.47% | Add |
| 15 | MLI | Mueller Industries Inc | +0.2% | +0.02% | Add |
| 16 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +9.22% | Add |
| 17 | CMI | Cummins Inc | +0.1% | +129.59% | Add |
| 18 | IESC | Ies Holdings Inc | -0.1% | -2.65% | Trim |
| 19 | DUK | Duke Energy CORP | -0.1% | -0.44% | Trim |
| 20 | APA | Apa CORP | -0.1% | -60.00% | Trim |
| 21 | ALAB | Astera Labs Inc | -0.1% | +2.01% | Add |
| 22 | PANW | Palo Alto Networks Inc | -0.1% | +1.76% | Add |
| 23 | BKR | Baker Hughes Co | -0.1% | -13.93% | Trim |
| 24 | MPC | Marathon Petroleum CORP | -0.1% | +1.67% | Add |
| 25 | COIN | Coinbase Global Inc -class A | -0.2% | +0.07% | Add |
| 26 | UBER | Uber Technologies Inc | -0.2% | -32.60% | Trim |
| 27 | ZS | Zscaler Inc | -0.3% | +3.90% | Add |
| 28 | LNG | Cheniere Energy Inc | -0.3% | -21.79% | Trim |
| 29 | ARM | Arm Holdings Plc-adr | -0.3% | +3.47% | Add |
| 30 | PLTR | Palantir Technologies Inc-a | -0.4% | -4.72% | Trim |
| 31 | ABTC | American Bitcoin Corp-a | -0.5% | — | Unchanged |
| 32 | HIMS | Hims & Hers Health Inc | -0.6% | +0.14% | Add |
| 33 | FETH | Fidelity Ethereum Fund | -0.7% | +1.21% | Add |
| 34 | MSTR | Strategy Inc | -0.9% | -33.00% | Trim |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | -1.7% | -1.23% | Trim |
| 36 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 37 | ITW | Illinois Tool Works | — | EXIT | Sold out |
| 38 | PPC | Pilgrim's Pride CORP | — | EXIT | Sold out |
| 39 | PAAS | Pan American Silver CORP | — | NEW | New buy |
| 40 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 41 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 42 | FIX | Comfort Systems USA Inc | — | EXIT | Sold out |
| 43 | WPM | Wheaton Precious Metals CORP | — | NEW | New buy |
| 44 | KLAC | Kla CORP | — | EXIT | Sold out |
| 45 | GEV | GE Vernova Inc | — | NEW | New buy |
| 46 | EQT | Eqt CORP | — | EXIT | Sold out |
| 47 | TEM | Tempus Ai Inc-cl A | — | EXIT | Sold out |
| 48 | VRT | Vertiv Holdings Co-a | — | EXIT | Sold out |
| 49 | LRCX | Lam Research CORP | — | NEW | New buy |
| 50 | DELL | Dell Technologies -c | — | EXIT | Sold out |
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 107 disclosed positions in Q4 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 24.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
META
市值: $9.6M
Top Position Liquidated / Trimmed
ITW
前期市值: $8.3M
During Q4 2025, United Capital Management of KS, Inc.'s top holdings by market value included PLTR (8.6%)、FBTC (6.0%)、TSLA (4.2%). The largest single position, PLTR, represented 8.6% of total portfolio value.
In Q4 2025, United Capital Management of KS, Inc. made 49 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 14 holdings, and fully liquidating 8 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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