United Capital Management of KS, Inc.
CIK: 0001753219SEC EDGAR →
Portfolio Value
$713.5M
Holdings
106
As of
Q4 2025
New Positions
16
Closed Positions
28
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | 343,946 | $61.1M | 8.57% |
| 2 | FIDELITY WISE ORIGIN BITCOIN | 558,320 | $42.6M | 5.96% |
| 3 | TESLA INC | 66,339 | $29.8M | 4.18% |
| 4 | SCHWAB STRATEGIC TR | 1,127,935 | $27.5M | 3.85% |
| 5 | ISHARES TR | 248,390 | $23.9M | 3.35% |
| 6 | SPDR SERIES TRUST | 186,145 | $22.7M | 3.18% |
| 7 | APPLE INC | 81,513 | $22.2M | 3.11% |
| 8 | ALPHABET INC | 62,435 | $19.5M | 2.74% |
| 9 | AMAZON COM INC | 84,577 | $19.5M | 2.74% |
| 10 | IES HLDGS INC | 45,273 | $17.6M | 2.47% |
Quarterly Changes
Top Buys
New Positions (17)
$9.6M · 15K shares
$2.1M · 41K shares
$1.2M · 15K shares
$1.2M · 10K shares
$1.2M · 10K shares
$982K · 2K shares
$736K · 4K shares
$632K · 12K shares
$627K · 27K shares
$547K · 3K shares
FG NEXUS INC.
$440K · 160K shares
$395K · 15K shares
$302K · 1K shares
$277K · 9K shares
$265K · 7K shares
$211K · 500 shares
$204K · 1K shares
Closed Positions (28)
$8.3M · 32K shares
$5.9M · 146K shares
$1.2M · 2K shares
$1.1M · 1K shares
$816K · 15K shares
$807K · 10K shares
$754K · 5K shares
$728K · 5K shares
$672K · 6K shares
$567K · 3K shares
$541K · 5K shares
$493K · 20K shares
$481K · 10K shares
$451K · 8K shares
$441K · 51K shares
$411K · 3K shares
$366K · 35K shares
$365K · 4K shares
$251K · 5K shares
$246K · 20K shares
$242K · 4K shares
$227K · 15K shares
$213K · 5K shares
$202K · 2K shares
$134K · 29K shares
$47K · 35K shares
$22K · 18K shares
$10K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 23 | $197.6M | 27.7% |
| Financial Services | 24 | $185.6M | 26.0% |
| Consumer Cyclical | 5 | $59.3M | 8.3% |
| Industrials | 11 | $43.1M | 6.0% |
| Energy | 9 | $39.7M | 5.6% |
| Basic Materials | 6 | $38.4M | 5.4% |
| Utilities | 6 | $35.8M | 5.0% |
| Healthcare | 5 | $33.4M | 4.7% |
| Communication Services | 3 | $29.6M | 4.1% |
| Unknown | 8 | $28.5M | 4.0% |
| Consumer Defensive | 5 | $22.3M | 3.1% |
| Real Estate | 1 | $75K | 0.0% |