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United Capital Management of KS, Inc. — 13F Holdings & Portfolio

CIK 1753219 · latest 13F-HR filed 2026-08-05

Backtest portfolio

United Capital Management of KS, Inc. manages $763.4M in 13F-reported U.S. long-equity assets across 98 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHO (3.82%), PLTR (3.64%), FBTC (3.63%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions and exited 22; 45 existing positions rose in reported value and 28 fell.

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
$763.4M

Long-equity book

Holdings
98

Distinct positions

Period
2026-06-30

Filed 2026-08-05

Q/Q Activity
+9 / −22 / ↑45 / ↓28

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SCHO3.8% · +3%PLTR3.6% · -1%FBTC3.6% · -4%TSLA3.4% · -2%IESC3.4% · -21%IEF3.4% · +5%NVDA3.0% · -2%XBI3.0% · +1%VLO2.9% · -2%GOOGL2.8% · -3%AMZN2.7% · +1%ARM2.6% · -50%RKLB2.6% · -9%SANM2.5% · -29%IBM2.4% · +4%NUE2.4% · -4%ASTS2.3% · +68%AAPL2.3% · -2%DUK2.1% · +3%EWY2.1% · -2%ALAB2.0% · -6%LLY2.0% · +1%MU1.8% · -10%COST1.8% · +4%STX1.6% · -51%MPC1.6% · +1%IONQ1.6% · newWSM1.5% · +5%CEG1.5% · +6%ASML1.5% · +2738%VMBS1.4% · +6%MLI1.4% · -1%WMT1.3% · -0%MRVL1.2% · -9%META1.2% · +6%AVGO1.2% · -3%CAT1.1% · -2%TJX1.1% · +3%LMT1.1% · newCF1.0% · newLITE1.0% · newABBV0.9% · +2%TFC0.9% · +2%NTR0.9% · newSNA0.8% · +1%ISRG0.8% · +9%FTNT0.7% · -2%LNG0.7% · +1%BKR0.7% · +0%WEC0.7% · +3%QQQ0.6% · -58%NRG0.5% · +0%IVV0.4% · -2%CSCO0.3% · -6%QCOM0.3% · -0%COIN0.3% · +3%MSTR0.3% · -25%SCCO0.3% · -9%TSM0.3% · -3%AEE0.2% · -0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 32.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

United Capital Management of KS, Inc. Holdings (2026-06-30)

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 SCHWAB STRATEGIC TR SCHO 808524862 $29.2M 3.82% 1,208,778 SH
2 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $27.8M 3.64% 237,935 SH
3 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $27.7M 3.63% 543,285 SH
4 TESLA INC TSLA 88160R101 $26.2M 3.44% 62,360 SH
5 IES HOLDINGS INC IESC 44951W106 $25.7M 3.37% 35,002 SH
6 ISHARES TR IEF 464287440 $25.7M 3.36% 271,552 SH
7 NVIDIA CORPORATION NVDA 67066G104 $22.7M 2.98% 113,579 SH
8 SPDR SERIES TRUST XBI 78464A870 $22.6M 2.96% 142,599 SH
9 VALERO ENERGY CORP VLO 91913Y100 $21.8M 2.85% 83,521 SH
10 ALPHABET INC GOOGL 02079K305 $21.5M 2.82% 60,237 SH
11 AMAZON COM INC AMZN 023135106 $20.9M 2.73% 87,524 SH
12 ARM HOLDINGS PLC ARM 042068205 $20.2M 2.65% 56,993 SH
13 ROCKET LAB CORP RKLB 773121108 $19.8M 2.60% 194,913 SH
14 SANMINA CORP SANM 801056102 $18.7M 2.45% 73,911 SH
15 INTERNATIONAL BUSINESS MACHS IBM 459200101 $18.4M 2.41% 65,480 SH
16 NUCOR CORP NUE 670346105 $18.1M 2.38% 81,427 SH
17 AST SPACEMOBILE INC ASTS 00217D100 $17.8M 2.33% 199,918 SH
18 APPLE INC AAPL 037833100 $17.3M 2.26% 59,638 SH
19 DUKE ENERGY CORP NEW DUK 26441C204 $16.2M 2.12% 127,657 SH
20 ISHARES INC EWY 464286772 $15.7M 2.06% 77,847 SH
21 ASTERA LABS INC ALAB 04626A103 $15.4M 2.01% 31,799 SH
22 ELI LILLY & CO LLY 532457108 $15.1M 1.98% 12,627 SH
23 MICRON TECHNOLOGY INC MU 595112103 $13.5M 1.76% 11,667 SH
24 COSTCO WHOLESALE CORPORATION COST 22160K105 $13.4M 1.75% 14,282 SH
25 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $12.5M 1.64% 12,970 SH
26 MARATHON PETE CORP MPC 56585A102 $12.4M 1.62% 48,365 SH
27 IONQ INC IONQ 46222L108 $12.3M 1.61% 231,271 SH
28 WILLIAMS SONOMA INC WSM 969904101 $11.7M 1.53% 50,217 SH
29 CONSTELLATION ENERGY CORP CEG 21037T109 $11.6M 1.52% 46,779 SH
30 ASML HLDG NV ASML N07059210 $11.3M 1.48% 5,677 SH
31 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $10.9M 1.43% 233,846 SH
32 MUELLER INDS INC MLI 624756102 $10.6M 1.39% 86,065 SH
33 WALMART INC WMT 931142103 $9.9M 1.29% 87,239 SH
34 MARVELL TECHNOLOGY INC MRVL 573874104 $9.3M 1.21% 31,055 SH
35 META PLATFORMS INC META 30303M102 $9.0M 1.18% 16,054 SH
36 BROADCOM INC AVGO 11135F101 $8.9M 1.16% 23,434 SH
37 CATERPILLAR INC CAT 149123101 $8.8M 1.15% 8,236 SH
38 TJX COS INC NEW TJX 872540109 $8.6M 1.13% 56,981 SH
39 LOCKHEED MARTIN CORP LMT 539830109 $8.1M 1.06% 15,839 SH
40 CF INDUSTRIES HOLD CF 125269100 $7.4M 0.97% 68,521 SH
41 LUMENTUM HLDGS INC LITE 55024U109 $7.3M 0.95% 8,461 SH
42 ABBVIE INC ABBV 00287Y109 $7.1M 0.92% 28,038 SH
43 TRUIST FINL CORP TFC 89832Q109 $6.7M 0.88% 135,457 SH
44 NUTRIEN LTD NTR 67077M108 $6.6M 0.87% 105,141 SH
45 SNAP ON INC SNA 833034101 $6.1M 0.80% 15,261 SH
46 INTUITIVE SURGICAL INC ISRG 46120E602 $5.9M 0.78% 14,928 SH
47 FORTINET INC FTNT 34959E109 $5.6M 0.74% 36,687 SH
48 CHENIERE ENERGY INC LNG 16411R208 $5.6M 0.73% 23,356 SH
49 BAKER HUGHES COMPANY BKR 05722G100 $5.3M 0.70% 96,262 SH
50 WEC ENERGY GROUP INC WEC 92939U106 $5.0M 0.65% 42,640 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $763.4M 98 0001941040-26-000510
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
Filer Information
Address
227 N. SANTA FE AVE.
SALINA, KS 67401
Phone
(785) 823-7900
Filing Manager
United Capital Management of KS, Inc.
SALINA, KS
Signatory
Ryan Kolzow
Chief Operating Officer