CIK: 0001753219
Total reported value
$660.3M
Reporting period: 2026-03-31 · Number of holdings: 111
United Capital Management of KS, Inc. disclosed 111 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $660.3M and a quarterly turnover rate of 41.9%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "U"
United Capital Management of KS, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.024 — mathematically equivalent to about 42 equally-sized positions, well below its 111 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.30), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim PLTR
-30.0% -$25.9M
Trim PANW
-92.2% -$15.4M
Trim IWP
-97.6% -$13.7M
Add IBM
+289.8% $10.5M
Trim MSFT
-89.9% -$11.4M
Trim NEM
-92.2% -$10.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.33% | -3.23% | -30.03% | |
| 2 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 5.04% | -0.92% | +0.97% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.31% | +0.46% | +4.04% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.75% | — | +4.37% | |
| 5 | TSLA | Tesla INC | Stock-Consumer Disc | 3.59% | -0.59% | -3.84% | |
| 6 | IESC | Ies Holdings INC | Stock-Industrials | 3.21% | +0.74% | -1.74% | |
| 7 | VLO | Valero Energy CORP | Stock-Energy | 3.19% | +1.24% | -0.15% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | +0.97% | +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% | -0.44% | -23.98% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | -0.05% | -0.93% | |
| 12 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.63% | +1.03% | +10.17% | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 2.45% | +0.53% | +6.00% | |
| 14 | AAPL | Apple INC | Stock-Tech | 2.35% | -0.75% | -24.93% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 2.31% | +1.64% | +289.85% | |
| 16 | NUE | Nucor CORP | Stock-Materials | 2.17% | — | +0.75% | |
| 17 | RKLB | Rocket Lab CORP | Stock-Industrials | 2.09% | — | +0.20% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.07% | +0.47% | +3.70% | |
| 19 | SANM | Sanmina CORP | Stock-Tech | 2.04% | -0.10% | +2.20% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.87% | -0.21% | +5.19% | |
| 21 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.78% | +0.71% | +2.54% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | -0.14% | — | |
| 23 | WMT | Walmart INC | Stock-Consumer Staples | 1.64% | +0.26% | -1.41% | |
| 24 | FETH | Fidelity Ethereum Fund | ETF-Other | 1.61% | -0.33% | +8.63% | |
| 25 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.57% | +1.57% | NEW | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.57% | — | +6.91% | |
| 27 | ASTS | Ast Spacemobile INC | Stock-Tech | 1.50% | +1.50% | NEW | |
| 28 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.48% | +1.48% | NEW | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.46% | +0.50% | +3.87% | |
| 30 | MLI | Mueller Industries INC | Stock-Industrials | 1.46% | — | +1.06% | |
| 31 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.34% | — | +2.79% | |
| 32 | WSM | Williams-sonoma INC | Stock-Consumer Disc | 1.33% | +1.33% | NEW | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.03% | +4.25% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | +0.68% | +122.76% | |
| 35 | AVGO | Broadcom INC | Stock-Tech | 1.13% | -0.07% | -2.42% | |
| 36 | LNG | Cheniere Energy INC | Stock-Energy | 0.99% | +0.37% | +1.16% | |
| 37 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.96% | — | +7.82% | |
| 38 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.94% | +0.80% | +442.73% | |
| 39 | TFC | Truist Financial CORP | Stock-Financials | 0.93% | — | +1.49% | |
| 40 | CAT | Caterpillar INC | Stock-Industrials | 0.91% | +0.21% | -3.58% | |
| 41 | ABBV | Abbvie INC | Stock-Healthcare | 0.90% | — | +1.15% | |
| 42 | BKR | Baker Hughes Co | Stock-Energy | 0.89% | +0.28% | -0.06% | |
| 43 | SNA | Snap-on INC | Stock-Industrials | 0.83% | — | +0.44% | |
| 44 | WEC | Wec Energy Group INC | Stock-Utilities | 0.73% | — | +2.53% | |
| 45 | MU | Micron Technology INC | Stock-Tech | 0.67% | +0.67% | NEW | |
| 46 | MSTR | Strategy INC | Stock-Tech | 0.59% | — | +56.69% | |
| 47 | NRG | Nrg Energy INC | Stock-Utilities | 0.59% | — | -6.06% | |
| 48 | ALAB | Astera Labs INC | Stock-Tech | 0.56% | -0.40% | -17.68% | |
| 49 | MRVL | Marvell Technology INC | Stock-Tech | 0.51% | — | -0.77% | |
| 50 | FTNT | Fortinet INC | Stock-Tech | 0.47% | — | -0.55% |
Performance for Q3 2026
-2.1%
Performance Last 4 Quarters
+5.4%
Based on 84% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 111 | $660.3M | 42 | |
| 2025-12-31 | 107 | $713.8M | 21 | |
| 2025-09-30 | 117 | $735.0M | 54 | |
| 2025-06-30 | 108 | $638.0M | 0 | |
| 2025-03-31 | 92 | $484.1M | 100 | |
| 2024-12-31 | 88 | $549.6M | 0 | |
| 2024-09-30 | 83 | $459.8M | 0 | |
| 2024-06-30 | 74 | $453.5M | 0 | |
| 2024-03-31 | 80 | $436.7M | 0 | |
| 2023-12-31 | 76 | $330.8M | 0 | |
| 2023-09-30 | 73 | $293.9M | 0 | |
| 2023-06-30 | 79 | $312.3M | 0 | |
| 2023-03-31 | 83 | $268.4M | 0 | |
| 2022-12-31 | 84 | $242.3M | 0 | |
| 2022-09-30 | 86 | $213.7M | 0 | |
| 2022-06-30 | 85 | $212.7M | 0 | |
| 2022-03-31 | 91 | $257.7M | 0 | |
| 2021-12-31 | 91 | $268.0M | 0 | |
| 2021-09-30 | 92 | $244.3M | 0 | |
| 2021-06-30 | 94 | $244.9M | 100 | |
| 2021-03-31 | 89 | $217.6M | 31 | |
| 2020-12-31 | 93 | $219.0M | 33 | |
| 2020-09-30 | 88 | $190.8M | 26 | |
| 2020-06-30 | 83 | $171.4M | 50 | |
| 2020-03-31 | 70 | $118.8M | 51 | |
| 2019-12-31 | 111 | $158.0M | 18 | |
| 2019-09-30 | 105 | $136.8M | 18 | |
| 2019-06-30 | 105 | $132.3M | 15 | |
| 2019-03-31 | 104 | $127.6M | 25 | |
| 2018-12-31 | 102 | $107.8M | 22 | |
| 2018-09-30 | 117 | $124.3M | — |
United Capital Management of KS, Inc.'s most significant position changes for 2026-03-31: New buy: Seagate Technology Holdings plc (STX); New buy: Ast Spacemobile INC (ASTS); New buy: Ishares Msci South Korea ETF (EWY); New buy: Williams-sonoma INC (WSM); Sold out: Bank Of America CORP (BAC).
| # | 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 | LNG | Cheniere Energy INC | +0.4% | +1.16% | Add |
| 14 | BKR | Baker Hughes Co | +0.3% | -0.06% | Trim |
| 15 | WMT | Walmart INC | +0.3% | -1.41% | Trim |
| 16 | CAT | Caterpillar INC | +0.2% | -3.58% | Trim |
| 17 | GEV | GE Vernova INC | +0.2% | +47.47% | Add |
| 18 | AMZN | Amazon.com INC | 0% | +2.81% | Add |
| 19 | RKLB | Rocket Lab CORP | — | +0.20% | Add |
| 20 | META | Meta Platforms Inc-class A | 0% | +4.25% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.93% | Trim |
| 22 | AVGO | Broadcom INC | -0.1% | -2.42% | Trim |
| 23 | SANM | Sanmina CORP | -0.1% | +2.20% | Add |
| 24 | GDX | Vaneck Gold Miners ETF | -0.1% | -79.67% | Trim |
| 25 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 26 | CEG | Constellation Energy | -0.2% | +5.19% | Add |
| 27 | FETH | Fidelity Ethereum Fund | -0.3% | +8.63% | Add |
| 28 | ALAB | Astera Labs INC | -0.4% | -17.68% | Trim |
| 29 | XBI | Ss Spdr S&p Biotech ETF | -0.4% | -23.98% | Trim |
| 30 | TSLA | Tesla INC | -0.6% | -3.84% | Trim |
| 31 | AAPL | Apple INC | -0.8% | -24.93% | Trim |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | -0.9% | +0.97% | Add |
| 33 | SCCO | Southern Copper CORP | -1% | -81.28% | Trim |
| 34 | NEM | Newmont CORP | -1.4% | -92.24% | Trim |
| 35 | MSFT | Microsoft CORP | -1.6% | -89.88% | Trim |
| 36 | IWP | Ishares Russell Mid-cap Grow | -1.9% | -97.58% | Trim |
| 37 | PANW | Palo Alto Networks INC | -2.1% | -92.18% | Trim |
| 38 | PLTR | Palantir Technologies Inc-a | -3.2% | -30.03% | Trim |
| 39 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 40 | ASTS | Ast Spacemobile INC | — | NEW | New buy |
| 41 | EWY | Ishares Msci South Korea ETF | — | NEW | New buy |
| 42 | WSM | Williams-sonoma INC | — | NEW | New buy |
| 43 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 44 | ZS | Zscaler INC | — | EXIT | Sold out |
| 45 | HIMS | Hims & Hers Health INC | — | EXIT | Sold out |
| 46 | MU | Micron Technology INC | — | NEW | New buy |
| 47 | PAAS | Pan American Silver CORP | — | EXIT | Sold out |
| 48 | UBER | Uber Technologies INC | — | EXIT | Sold out |
| 49 | ABTC | American Bitcoin Corp-a | — | EXIT | Sold out |
| 50 | WPM | Wheaton Precious Metals CORP | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | Amendment | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-01 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-04 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-31 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-19 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-25 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-03 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-04 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-27 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-31 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-31 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-04 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-26 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-18 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-27 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-26 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-27 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-21 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-19 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-17 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-04 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-24 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-15 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-25 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-10 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-09 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001596053
Total reported value
$660.4M
68 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0000810672
Total reported value
$660.6M
103 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001609120
Total reported value
$660.6M
136 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0002057054
Total reported value
$209.7M
76 stks
2026-03-31
3 of the top 5 holdings overlap, including Tesla INC
CIK 0001393825
Total reported value
$29.0B
1,607 stks
2026-03-31
2 of the top 5 holdings overlap, including Tesla INC
CIK 0001450144
Total reported value
$860.9M
1,599 stks
2026-03-31
2 of the top 5 holdings overlap, including Ishares 7-10 Year Treasury B