United Capital Management of KS, Inc. — 13F Holdings & Portfolio
CIK 1753219 · latest 13F-HR filed 2026-05-11
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$660.3M
Long-equity book
Holdings
111
Distinct positions
Period
2026-03-31
Filed 2026-05-11
Q/Q Activity
+23 / −19 / ↑31 / ↓41
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INTERNATIONAL BUSINESS MACHS$10.5M +219.0%
- VALERO ENERGY CORP$7.2M +51.6%
- ARM HOLDINGS PLC$6.0M +52.5%
- NVIDIA CORPORATION$5.3M +35.3%
- HUNTINGTON INGALLS INDS INC$5.2M +506.3%
Top Trims
- PALANTIR TECHNOLOGIES INC-$25.9M -42.4%
- PALO ALTO NETWORKS INC-$15.4M -92.7%
- ISHARES TR-$13.7M -97.7%
- MICROSOFT CORP-$11.4M -92.2%
- NEWMONT CORP-$10.2M -91.6%
New Positions
- SEAGATE TECHNOLOGY HLDNGS PL$10.4M
- AST SPACEMOBILE INC$9.9M
- ISHARES INC$9.8M
- WILLIAMS SONOMA INC$8.8M
- MICRON TECHNOLOGY INC$4.4M
Exited Positions
- BANK AMERICA CORP$8.2M
- ZSCALER INC$7.7M
- HIMS & HERS HEALTH INC$6.3M
- PAN AMERN SILVER CORP$2.1M
- UBER TECHNOLOGIES INC$1.9M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $35.2M | 5.33% | 240,676 | SH |
| 2 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $33.3M | 5.04% | 563,747 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $28.5M | 4.31% | 1,173,541 | SH |
| 4 | ISHARES TR | IEF | 464287440 | $24.7M | 3.75% | 259,245 | SH |
| 5 | TESLA INC | TSLA | 88160R101 | $23.7M | 3.59% | 63,789 | SH |
| 6 | IES HOLDINGS INC | IESC | 44951W106 | $21.2M | 3.21% | 44,486 | SH |
| 7 | VALERO ENERGY CORP | VLO | 91913Y100 | $21.1M | 3.19% | 85,234 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $20.2M | 3.06% | 116,025 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $18.1M | 2.74% | 86,956 | SH |
| 10 | SPDR SERIES TRUST | XBI | 78464A870 | $18.1M | 2.74% | 141,504 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $17.8M | 2.69% | 61,853 | SH |
| 12 | ARM HOLDINGS PLC | ARM | 042068205 | $17.4M | 2.63% | 114,976 | SH |
| 13 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $16.2M | 2.45% | 123,781 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $15.5M | 2.35% | 61,190 | SH |
| 15 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $15.3M | 2.31% | 62,945 | SH |
| 16 | NUCOR CORP | NUE | 670346105 | $14.3M | 2.17% | 84,687 | SH |
| 17 | ROCKET LAB CORP | RKLB | 773121108 | $13.8M | 2.09% | 214,508 | SH |
| 18 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $13.7M | 2.07% | 13,737 | SH |
| 19 | SANMINA CORP | SANM | 801056102 | $13.5M | 2.04% | 104,093 | SH |
| 20 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $12.3M | 1.87% | 44,184 | SH |
| 21 | MARATHON PETE CORP | MPC | 56585A102 | $11.7M | 1.78% | 48,011 | SH |
| 22 | ELI LILLY & CO | LLY | 532457108 | $11.5M | 1.74% | 12,517 | SH |
| 23 | WALMART INC | WMT | 931142103 | $10.9M | 1.64% | 87,371 | SH |
| 24 | FIDELITY ETHEREUM FD | FETH | 31613E103 | $10.6M | 1.61% | 507,843 | SH |
| 25 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $10.4M | 1.57% | 26,517 | SH |
| 26 | VANGUARD SCOTTSDALE FDS | VMBS | 92206C771 | $10.4M | 1.57% | 220,453 | SH |
| 27 | AST SPACEMOBILE INC | ASTS | 00217D100 | $9.9M | 1.50% | 119,297 | SH |
| 28 | ISHARES INC | EWY | 464286772 | $9.8M | 1.48% | 79,695 | SH |
| 29 | CHEVRON CORPORATION | CVX | 166764100 | $9.7M | 1.46% | 46,708 | SH |
| 30 | MUELLER INDS INC | MLI | 624756102 | $9.7M | 1.46% | 87,100 | SH |
| 31 | TJX COS INC NEW | TJX | 872540109 | $8.9M | 1.34% | 55,504 | SH |
| 32 | WILLIAMS SONOMA INC | WSM | 969904101 | $8.8M | 1.33% | 48,025 | SH |
| 33 | META PLATFORMS INC | META | 30303M102 | $8.7M | 1.32% | 15,220 | SH |
| 34 | INVESCO QQQ TR | QQQ | 46090E103 | $8.0M | 1.21% | 13,818 | SH |
| 35 | BROADCOM INC | AVGO | 11135F101 | $7.5M | 1.13% | 24,161 | SH |
| 36 | CHENIERE ENERGY INC | LNG | 16411R208 | $6.6M | 0.99% | 23,148 | SH |
| 37 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $6.3M | 0.96% | 13,713 | SH |
| 38 | HUNTINGTON INGALLS INDS INC | HII | 446413106 | $6.2M | 0.94% | 16,282 | SH |
| 39 | TRUIST FINL CORP | TFC | 89832Q109 | $6.1M | 0.93% | 133,234 | SH |
| 40 | CATERPILLAR INC | CAT | 149123101 | $6.0M | 0.91% | 8,438 | SH |
| 41 | ABBVIE INC | ABBV | 00287Y109 | $6.0M | 0.90% | 27,419 | SH |
| 42 | BAKER HUGHES COMPANY | BKR | 05722G100 | $5.9M | 0.89% | 96,047 | SH |
| 43 | SNAP ON INC | SNA | 833034101 | $5.5M | 0.83% | 15,082 | SH |
| 44 | WEC ENERGY GROUP INC | WEC | 92939U106 | $4.8M | 0.73% | 41,561 | SH |
| 45 | MICRON TECHNOLOGY INC | MU | 595112103 | $4.4M | 0.67% | 13,002 | SH |
| 46 | STRATEGY INC | MSTR | 594972408 | $3.9M | 0.59% | 31,428 | SH |
| 47 | NRG ENERGY INC | NRG | 629377508 | $3.9M | 0.59% | 26,666 | SH |
| 48 | ASTERA LABS INC | ALAB | 04626A103 | $3.7M | 0.56% | 33,817 | SH |
| 49 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $3.4M | 0.51% | 34,060 | SH |
| 50 | FORTINET INC | FTNT | 34959E109 | $3.1M | 0.47% | 37,615 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-11 | $660.3M | 111 | 0001941040-26-000312 |
| 2025-12-31 | 2026-02-17 | $713.8M | 107 | 0001941040-26-000186 |
| 2025-12-31 | 2026-02-13 | $713.5M | 106 | 0001941040-26-000121 |