United Capital Management of KS, Inc.
13F Reported Value
ⓘ$660.3M
incl. option notional
Equity Holdings
ⓘ$659.6M
Option Notional
ⓘ$764,558
$0 puts / $764,558 calls
Holdings
111
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
United Capital Management of KS, Inc. disclosed 111 positions worth $660.3M in its Form 13F-HR for Q1 2026 — $659.6M in common stock plus $764,558 of put/call option positions (reported at underlying notional value, not premium at risk), led by $PLTR (Palantir Technologies Inc.) at 5.3% of the equity portfolio, followed by $FBTC. During the quarter the fund opened 22 new positions and exited 19 — including a new stake in $STX and a full exit from $BAC. The portfolio is most concentrated in Technology (26.1% of disclosed assets). All figures are sourced directly from United Capital Management of KS, Inc.’s Form 13F-HR filing with the SEC under CIK 1753219.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 85.8#11
Quality
$35.2M240,676 sh - $33.3M563,747 sh
SCHWAB STRATEGIC TR
—Quality
$28.5M1,173,541 shISHARES TR
—Quality
$24.7M259,245 sh- 50.1
Quality
$23.7M63,789 sh - 73.5
Quality
$21.2M44,486 sh - 51.4
Quality
$21.1M85,234 sh - 90.2
Quality
$20.2M116,025 sh - 74.6
Quality
$18.1M86,956 sh SPDR SERIES TRUST
—Quality
$18.1M141,504 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Palantir Technologies Inc.$PLTR | 85.8#11 | $35.2M | 240,676 |
 Fidelity Wise Origin Bitcoin Fund$FBTC | — | $33.3M | 563,747 |
| SCHWAB STRATEGIC TR | — | $28.5M | 1,173,541 |
| ISHARES TR | — | $24.7M | 259,245 |
 Tesla, Inc.$TSLA | 50.1 | $23.7M | 63,789 |
 IES Holdings, Inc.$IESC | 73.5 | $21.2M | 44,486 |
 VALERO ENERGY CORP/TX$VLO | 51.4 | $21.1M | 85,234 |
 NVIDIA CORP$NVDA | 90.2 | $20.2M | 116,025 |
 AMAZON COM INC$AMZN | 74.6 | $18.1M | 86,956 |
| SPDR SERIES TRUST | — | $18.1M | 141,504 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of United Capital Management of KS, Inc.'s 111 positions.
Showing top 10 of 111 holdings.
Sector Allocation
Technology
$172.1M
Other
$105.8M
Industrials
$96.7M
Financials
$63.0M
Consumer Discretionary
$61.7M
Energy
$56.2M
Utilities
$41.1M
Materials
$27.1M
Full Holdings — United Capital Management of KS, Inc. (Q1 2026)
All 111 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PLTR | Palantir Technologies Inc. | $35.2M | 5.3% | -65% | 85.8 |
| 2 | $FBTC | Fidelity Wise Origin Bitcoin Fund | $33.3M | 5.0% | -50% | — |
| 3 | — | SCHWAB STRATEGIC TR | $28.5M | 4.3% | -48% | — |
| 4 | — | ISHARES TR | $24.7M | 3.8% | -48% | — |
| 5 | $TSLA | Tesla, Inc. | $23.7M | 3.6% | -52% | 50.1 |
| 6 | $IESC | IES Holdings, Inc. | $21.2M | 3.2% | -51% | 73.5 |
| 7 | $VLO | VALERO ENERGY CORP/TX | $21.1M | 3.2% | -50% | 51.4 |
| 8 | $NVDA | NVIDIA CORP | $20.2M | 3.1% | -28% | 90.2 |
| 9 | $AMZN | AMAZON COM INC | $18.1M | 2.8% | -49% | 74.6 |
| 10 | — | SPDR SERIES TRUST | $18.1M | 2.7% | -62% | — |
| 11 |  $GOOG | Alphabet Inc. | $17.8M | 2.7% | -50% | 80.2 |
| 12 |  $ARM | ARM HOLDINGS PLC /UK | $17.4M | 2.6% | -45% | — |
| 13 |  $DUK | Duke Energy CORP | $16.2M | 2.5% | -47% | 64 |
| 14 |  $AAPL | Apple Inc. | $15.5M | 2.4% | -62% | 76.1 |
| 15 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $15.3M | 2.3% | +95% | 66.7 |
| 16 |  $NUE | NUCOR CORP | $14.3M | 2.2% | -50% | 58.9 |
| 17 |  $RKLB | Rocket Lab Corp | $13.8M | 2.1% | -50% | 37.2 |
| 18 |  $COST | COSTCO WHOLESALE CORP /NEW | $13.7M | 2.1% | -48% | 67 |
| 19 |  $SANM | SANMINA CORP | $13.5M | 2.0% | -49% | 61 |
| 20 |  $CEG | Constellation Energy Corp | $12.3M | 1.9% | -47% | 62.5 |
| 21 |  $MPC | Marathon Petroleum Corp | $11.7M | 1.8% | -49% | 50.7 |
| 22 |  $LLY | ELI LILLY & Co | $11.5M | 1.8% | -50% | 89.3 |
| 23 |  $WMT | Walmart Inc. | $10.9M | 1.6% | -51% | 63.2 |
| 24 |  $FETH | Fidelity Ethereum Fund | $10.6M | 1.6% | -46% | — |
| 25 |  $STX | Seagate Technology Holdings plc | $10.4M | 1.6% | NEW | — |
| 26 | — | VANGUARD SCOTTSDALE FDS | $10.4M | 1.6% | -47% | — |
| 27 |  $ASTS | AST SpaceMobile, Inc. | $9.9M | 1.5% | NEW | 29.6 |
| 28 | — | ISHARES INC | $9.8M | 1.5% | NEW | — |
| 29 |  $CVX | CHEVRON CORP | $9.7M | 1.5% | -48% | 54.7 |
| 30 |  $MLI | MUELLER INDUSTRIES INC | $9.7M | 1.5% | -49% | 77.5 |
| 31 |  $TJX | TJX COMPANIES INC /DE/ | $8.9M | 1.3% | -49% | 70.7 |
| 32 |  $WSM | WILLIAMS SONOMA INC | $8.8M | 1.3% | NEW | 65 |
| 33 |  $META | Meta Platforms, Inc. | $8.7M | 1.3% | -48% | 80.9 |
| 34 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.0M | 1.2% | +11% | — |
| 35 |  $AVGO | Broadcom Inc. | $7.5M | 1.1% | -51% | 86.4 |
| 36 |  $LNG | Cheniere Energy, Inc. | $6.6M | 1.0% | -49% | 48.4 |
| 37 |  $ISRG | INTUITIVE SURGICAL INC | $6.3M | 1.0% | -46% | 81.4 |
| 38 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $6.2M | 0.9% | +171% | 55.4 |
| 39 |  $TFC | TRUIST FINANCIAL CORP | $6.1M | 0.9% | -49% | — |
| 40 |  $CAT | CATERPILLAR INC | $6.0M | 0.9% | -52% | 67.8 |
| 41 |  $ABBV | AbbVie Inc. | $6.0M | 0.9% | -49% | 59.3 |
| 42 |  $BKR | Baker Hughes Co | $5.9M | 0.9% | -50% | 63.4 |
| 43 |  $SNA | Snap-on Inc | $5.5M | 0.8% | -50% | 69.3 |
| 44 |  $WEC | WEC ENERGY GROUP, INC. | $4.8M | 0.7% | -49% | 67 |
| 45 |  $MU | MICRON TECHNOLOGY INC | $4.4M | 0.7% | NEW | 88.4 |
| 46 |  $MSTR | Strategy Inc | $3.9M | 0.6% | -22% | 25.4 |
| 47 |  $NRG | NRG ENERGY, INC. | $3.9M | 0.6% | -53% | 59.5 |
| 48 |  $ALAB | Astera Labs, Inc. | $3.7M | 0.6% | -59% | 77.7 |
| 49 |  $MRVL | Marvell Technology, Inc. | $3.4M | 0.5% | -50% | 77.3 |
| 50 |  $FTNT | Fortinet, Inc. | $3.1M | 0.5% | -50% | 78.1 |
| 51 | — | ISHARES TR | $2.5M | 0.4% | -52% | — |
| 52 |  $COIN | Coinbase Global, Inc. | $2.4M | 0.4% | -47% | 68 |
| 53 |  $SCCO | SOUTHERN COPPER CORP/ | $2.2M | 0.3% | -91% | 86.6 |
| 54 |  $GEV | GE Vernova Inc. | $1.9M | 0.3% | -26% | 70.1 |
| 55 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.3% | -50% | 72.3 |
| 56 |  $CMI | CUMMINS INC | $1.7M | 0.3% | -41% | 58.9 |
| 57 |  $AEE | AMEREN CORP | $1.6M | 0.3% | -50% | 63.5 |
| 58 |  $V | VISA INC. | $1.6M | 0.3% | -61% | 83.5 |
| 59 |  $WM | WASTE MANAGEMENT INC | $1.6M | 0.2% | -49% | 70.7 |
| 60 |  $QCOM | QUALCOMM INC/DE | $1.5M | 0.2% | -51% | 81.9 |
| 61 |  $LMND | Lemonade, Inc. | $1.5M | 0.2% | -52% | 36.8 |
| 62 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M | 0.2% | -55% | — |
| 63 |  $PANW | Palo Alto Networks Inc | $1.2M | 0.2% | -96% | 66.5 |
| 64 | — | FIRST TR EXCH TRADED FD III | $1.0M | 0.1% | -49% | — |
| 65 |  $MSFT | MICROSOFT CORP | $959,953 | 0.1% | -95% | 83.7 |
| 66 |  $NEM | NEWMONT Corp /DE/ | $934,539 | 0.1% | -96% | 88.3 |
| 67 |  $AMD | ADVANCED MICRO DEVICES INC | $826,129 | 0.1% | +44% | 78.8 |
| 68 |  $DPZ | DOMINOS PIZZA INC | $798,844 | 0.1% | -47% | 69.8 |
| 69 |  $IBITCALL | iShares Bitcoin Trust ETF | $764,558 | — | +221% | — |
| 70 |  $GD | GENERAL DYNAMICS CORP | $741,834 | 0.1% | -56% | 73 |
| 71 |  $CRCL | Circle Internet Group, Inc. | $712,140 | 0.1% | NEW | 44.8 |
| 72 | — | ISHARES TR | $666,044 | 0.1% | -52% | — |
| 73 |  $BRK.B | BERKSHIRE HATHAWAY INC | $663,692 | 0.1% | -50% | 64.5 |
| 74 |  $SO | SOUTHERN CO | $615,489 | 0.1% | -49% | 65.1 |
| 75 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $615,200 | 0.1% | NEW | 48 |
| 76 |  $LOW | LOWES COMPANIES INC | $606,887 | 0.1% | -60% | 63.5 |
| 77 |  $XOM | EXXON MOBIL CORP | $600,766 | 0.1% | -83% | 61.8 |
| 78 |  $TRV | TRAVELERS COMPANIES, INC. | $600,277 | 0.1% | -48% | 71.5 |
| 79 |  $MO | ALTRIA GROUP, INC. | $599,238 | 0.1% | -49% | 72.1 |
| 80 |  $CIEN | CIENA CORP | $582,345 | 0.1% | NEW | 70.7 |
| 81 |  $FIX | COMFORT SYSTEMS USA INC | $551,596 | 0.1% | NEW | 79.5 |
| 82 |  $VRT | Vertiv Holdings Co | $501,160 | 0.1% | NEW | 82.7 |
| 83 |  $LRCX | LAM RESEARCH CORP | $491,418 | 0.1% | -73% | 82.4 |
| 84 |  $DE | DEERE & CO | $461,293 | 0.1% | NEW | 57.4 |
| 85 |  $CLSK | CLEANSPARK, INC. | $454,443 | 0.1% | -49% | 40.6 |
| 86 |  $BTE | BAYTEX ENERGY CORP. | $447,000 | 0.1% | -50% | — |
| 87 |  $NFLX | NETFLIX INC | $391,811 | 0.1% | -52% | 86.7 |
| 88 |  $GLD | SPDR GOLD TRUST | $390,273 | 0.1% | -57% | — |
| 89 |  $MARA | MARA Holdings, Inc. | $375,727 | 0.1% | -44% | 12.2 |
| 90 | — | VANGUARD SCOTTSDALE FDS | $374,043 | 0.1% | -50% | — |
| 91 |  $GMAB | GENMAB A/S | $369,600 | 0.1% | -33% | — |
| 92 | — | PROSHARES TR | $336,370 | 0.1% | -52% | — |
| 93 |  $SLV | iShares Silver Trust | $330,820 | 0.1% | -65% | — |
| 94 |  $MAIN | Main Street Capital CORP | $321,133 | 0.1% | -55% | — |
| 95 | — | ISHARES TR | $317,209 | 0.1% | -99% | — |
| 96 |  $ADM | Archer-Daniels-Midland Co | $317,120 | 0.1% | -44% | 49.4 |
| 97 |  $LUV | SOUTHWEST AIRLINES CO | $285,682 | 0.0% | NEW | 51.1 |
| 98 |  $UMAC | Unusual Machines, Inc. | $284,865 | 0.0% | NEW | 48.3 |
| 99 |  $WFRD | Weatherford International plc | $283,740 | 0.0% | NEW | — |
| 100 |  $STEX | Streamex Corp. | $279,938 | 0.0% | NEW | 21.8 |
| 101 | — | VANECK ETF TRUST | $270,997 | 0.0% | -90% | — |
| 102 |  $ASML | ASML HOLDING NV | $264,166 | 0.0% | NEW | — |
| 103 |  $RCAT | Red Cat Holdings, Inc. | $239,848 | 0.0% | NEW | 30 |
| 104 | — | GLOBAL X FDS | $227,992 | 0.0% | NEW | — |
| 105 |  $T | AT&T INC. | $204,636 | 0.0% | NEW | 71.9 |
| 106 | — | VANECK ETF TRUST | $203,202 | 0.0% | -98% | — |
| 107 | — | PROSHARES TR | $151,845 | 0.0% | -40% | — |
| 108 |  $OPEN | Opendoor Technologies Inc. | $77,955 | 0.0% | -36% | 37.1 |
| 109 |  $DVLT | Datavault AI Inc. | $49,773 | 0.0% | NEW | 23.7 |
| 110 |  $ONDS | Ondas Inc. | $21,253 | 0.0% | NEW | 31.8 |
| 111 |  $DEFT | Defi Technologies, Inc. | $17,985 | 0.0% | NEW | — |
New Positions (22)
$STX Seagate Technology Holdings plc$10.4M$ASTS AST SpaceMobile, Inc.$9.9M$WSM WILLIAMS SONOMA INC$8.8M$MU MICRON TECHNOLOGY INC$4.4M$CRCL Circle Internet Group, Inc.$712,140$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.$615,200$CIEN CIENA CORP$582,345$FIX COMFORT SYSTEMS USA INC$551,596$VRT Vertiv Holdings Co$501,160$DE DEERE & CO$461,293$LUV SOUTHWEST AIRLINES CO$285,682$UMAC Unusual Machines, Inc.$284,865$WFRD Weatherford International plc$283,740$STEX Streamex Corp.$279,938Exited Positions (19)
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$BWXT BWX Technologies, Inc.Browse Top Institutional Investors
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