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CIK: 0001753219
Total reported value
$763.4M
$763.4M
111 檔
19.0%
At the close of Q1 2026, United Capital Management of KS, Inc. disclosed equity holdings valued at approximately $763.4M, spread across 111 reported holdings.
United Capital Management of KS, Inc. executed strategic sector rebalancing during Q1 2026, establishing 23 new positions while fully exiting 19 holdings and trimming 37 positions.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, FBTC, SCHO) accounted for 19.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
STX
市值: $10.4M
Top Position Liquidated / Trimmed
BAC
前期市值: $8.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.33% | -1.69% | -30.03% | |
| 2 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 5.04% | -1.41% | +0.97% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.31% | -0.49% | +4.04% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.75% | -0.39% | +4.37% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.59% | -0.15% | -3.84% | |
| 6 | IESC | Ies Holdings Inc | Stock-Industrials | 3.21% | +0.16% | -1.74% | |
| 7 | VLO | Valero Energy CORP | Stock-Energy | 3.19% | -0.34% | -0.15% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | -0.08% | +44.73% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | -0.01% | +2.81% | |
| 10 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.74% | +0.22% | -23.98% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | +0.13% | -0.93% | |
| 12 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.63% | +0.02% | +10.17% | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 2.45% | -0.33% | +6.00% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.35% | -0.09% | -24.93% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 2.31% | +0.10% | +289.85% | |
| 16 | NUE | Nucor CORP | Stock-Materials | 2.17% | +0.21% | +0.75% | |
| 17 | RKLB | Rocket Lab CORP | Stock-Industrials | 2.09% | +0.51% | +0.20% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.07% | -0.32% | +3.70% | |
| 19 | SANM | Sanmina CORP | Stock-Tech | 2.04% | +0.41% | +2.20% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.87% | -0.35% | +5.19% | |
| 21 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.78% | -0.16% | +2.54% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | +0.24% | — | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.64% | -0.35% | -1.41% | |
| 24 | FETH | Fidelity Ethereum Fund | ETF-Other | 1.61% | -1.48% | +8.63% | |
| 25 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.57% | +0.07% | — | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.57% | -0.14% | +6.91% | |
| 27 | ASTS | Ast Spacemobile Inc | Stock-Tech | 1.50% | +0.83% | — | |
| 28 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.48% | +0.58% | — | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.46% | -1.46% | EXIT | |
| 30 | MLI | Mueller Industries Inc | Stock-Industrials | 1.46% | -0.07% | +1.06% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.34% | -0.21% | +2.79% | |
| 32 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.33% | +0.20% | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.14% | +4.25% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | -0.65% | +122.76% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.03% | -2.42% | |
| 36 | LNG | Cheniere Energy Inc | Stock-Energy | 0.99% | -0.26% | +1.16% | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.96% | -0.18% | +7.82% | |
| 38 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.94% | -0.94% | EXIT | |
| 39 | TFC | Truist Financial CORP | Stock-Financials | 0.93% | -0.05% | +1.49% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.91% | +0.24% | -3.58% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | +0.02% | +1.15% | |
| 42 | BKR | Baker Hughes Co | Stock-Energy | 0.89% | -0.19% | -0.06% | |
| 43 | SNA | Snap-on Inc | Stock-Industrials | 0.83% | -0.03% | +0.44% | |
| 44 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.73% | -0.08% | +2.53% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.67% | +1.09% | — | |
| 46 | MSTR | Strategy Inc | Stock-Tech | 0.59% | -0.32% | +56.69% | |
| 47 | NRG | Nrg Energy Inc | Stock-Utilities | 0.59% | -0.08% | -6.06% | |
| 48 | ALAB | Astera Labs Inc | Stock-Tech | 0.56% | +1.45% | -17.68% | |
| 49 | MRVL | Marvell Technology Inc | Stock-Tech | 0.51% | +0.70% | -0.77% | |
| 50 | FTNT | Fortinet Inc | Stock-Tech | 0.47% | +0.27% | -0.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +1.6% | +289.85% | Add |
| 2 | VLO | Valero Energy CORP | +1.2% | -0.15% | Trim |
| 3 | ARM | Arm Holdings Plc-adr | +1% | +10.17% | Add |
| 4 | NVDA | Nvidia CORP | +1% | +44.73% | Add |
| 5 | HII | Huntington Ingalls Industrie | +0.8% | +442.73% | Add |
| 6 | IESC | Ies Holdings Inc | +0.7% | -1.74% | Trim |
| 7 | MPC | Marathon Petroleum CORP | +0.7% | +2.54% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +122.76% | Add |
| 9 | DUK | Duke Energy CORP | +0.5% | +6.00% | Add |
| 10 | CVX | Chevron CORP | +0.5% | +3.87% | Add |
| 11 | COST | Costco Wholesale CORP | +0.5% | +3.70% | Add |
| 12 | SCHO | Schwab Short-term US Treas | +0.5% | +4.04% | Add |
| 13 | IEF | Ishares 7-10 Year Treasury B | +0.4% | +4.37% | Add |
| 14 | LNG | Cheniere Energy Inc | +0.4% | +1.16% | Add |
| 15 | BKR | Baker Hughes Co | +0.3% | -0.06% | Trim |
| 16 | WMT | Walmart Inc | +0.3% | -1.41% | Trim |
| 17 | NUE | Nucor CORP | +0.3% | +0.75% | Add |
| 18 | CAT | Caterpillar Inc | +0.2% | -3.58% | Trim |
| 19 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +6.91% | Add |
| 20 | TJX | Tjx Companies Inc | +0.2% | +2.79% | Add |
| 21 | MSTR | Strategy Inc | +0.2% | +56.69% | Add |
| 22 | GEV | GE Vernova Inc | +0.2% | +47.47% | Add |
| 23 | WEC | Wec Energy Group Inc | +0.1% | +2.53% | Add |
| 24 | SNA | Snap-on Inc | +0.1% | +0.44% | Add |
| 25 | MRVL | Marvell Technology Inc | +0.1% | -0.77% | Trim |
| 26 | AMD | Advanced Micro Devices | +0.1% | +187.40% | Add |
| 27 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +220.97% | Add |
| 28 | MLI | Mueller Industries Inc | +0.1% | +1.06% | Add |
| 29 | CMI | Cummins Inc | +0.1% | +18.42% | Add |
| 30 | FTNT | Fortinet Inc | +0.1% | -0.55% | Trim |
| 31 | AEE | Ameren Corporation | 0% | -0.57% | Trim |
| 32 | TFC | Truist Financial CORP | 0% | +1.49% | Add |
| 33 | ABBV | Abbvie Inc | 0% | +1.15% | Add |
| 34 | WM | Waste Management Inc | 0% | +1.72% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | +0.93% | Add |
| 36 | BTE | Baytex Energy CORP | 0% | — | Unchanged |
| 37 | ADM | Archer-daniels-midland Co | 0% | +12.30% | Add |
| 38 | GMAB | Genmab A/s -sp Adr | 0% | +33.33% | Add |
| 39 | MO | Altria Group Inc | 0% | +2.14% | Add |
| 40 | AMZN | Amazon.com Inc | 0% | +2.81% | Add |
| 41 | SO | Southern Co/the | 0% | +1.74% | Add |
| 42 | TRV | Travelers Cos Inc/the | 0% | +3.78% | Add |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 0% | -9.35% | Trim |
| 44 | MARA | Mara Holdings Inc | 0% | +12.66% | Add |
| 45 | FPEI | First Trust Institutional Pr | 0% | +2.10% | Add |
| 46 | RKLB | Rocket Lab CORP | — | +0.20% | Add |
| 47 | DPZ | Domino's Pizza Inc | — | +6.15% | Add |
| 48 | CLSK | Cleanspark Inc | — | +2.63% | Add |
| 49 | VONG | Vanguard Russell 1000 Growth | — | — | Unchanged |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
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 111 disclosed positions in Q1 2026.
During Q1 2026, United Capital Management of KS, Inc.'s top holdings by market value included PLTR (5.3%)、FBTC (5.0%)、SCHO (4.3%). The largest single position, PLTR, represented 5.3% of total portfolio value.
In Q1 2026, United Capital Management of KS, Inc. made 126 total portfolio adjustments, initiating 23 new buys, adding to 47 positions, trimming 37 holdings, and fully liquidating 19 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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