United Capital Management of KS, Inc.

CIK

1753219

Location

SALINA, KS

Portfolio Value

Small $562,998,286

Diversification

Diversified

Filing Date

Global Rank

#2,456 / 8,622 ▼ 60 · as of Mar 2026

Top Industry

Semiconductors 11.8%

3Y Alpha vs SPY

+3.0%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+86.3%

SPY

+67.9%

Annualised alpha

+4.2%

Max drawdown

−24.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

96 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.3%

−3.8 pts

Top 5

23.9%

−4.9 pts

Top 10

39.8%

−2.8 pts

HHI

268

Diversified−53

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$172,952,058	26
Industrials	12.6%	$70,863,169	16
Consumer Cyclical	10.8%	$60,849,941	6
Energy	10.0%	$56,210,477	8
Unclassified	9.5%	$53,342,869	6
Utilities	7.0%	$39,511,584	6
Communication Services	4.8%	$27,090,717	4
Consumer Defensive	4.5%	$25,462,826	4
Healthcare	4.3%	$24,119,634	4
Basic Materials	3.1%	$17,433,372	3
Financial Services	2.7%	$15,083,685	12
Real Estate	0.0%	$77,954	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBM	International Business Machines Corp	+46,799	62,945	$15,257,238
FETH	Fidelity Ethereum Fund	+40,325	507,843	$10,603,761
NVDA	Nvidia Corp	+35,856	116,025	$20,234,760
IBIT	iShares Bitcoin Trust ETF	+13,700	19,900	$764,558
HII	Huntington Ingalls Industries, Inc.	+13,282	16,282	$6,185,531
MSTR	Strategy Inc	+11,371	31,428	$3,922,214
ARM	Arm Holdings PLC /Uk	+10,615	114,976	$17,393,569
QQQ	Invesco Qqq Trust, Series 1	+7,615	13,818	$7,975,473
DUK	Duke Energy CORP	+7,002	123,781	$16,207,884
FBTC	Fidelity Wise Origin Bitcoin Fund	+5,427	563,747	$33,277,985
MARA	MARA Holdings, Inc.	+5,173	46,045	$375,727
OPEN	Opendoor Technologies Inc.	+3,657	16,657	$77,954
GMAB	Genmab A/S	+3,000	12,000	$321,960
AMD	Advanced Micro Devices Inc	+2,648	4,061	$826,129
AMZN	Amazon Com Inc	+2,379	86,956	$18,110,326
SANM	Sanmina Corp	+2,242	104,093	$13,494,616
CEG	Constellation Energy Corp	+2,179	44,184	$12,338,382
TFC	Truist Financial Corp	+1,952	133,234	$6,124,766
CVX	Chevron Corp	+1,739	46,708	$9,663,885
TJX	Tjx Companies Inc /De/	+1,507	55,504	$8,863,988
CLSK	Cleanspark, Inc.	+1,370	53,401	$454,442
MPC	Marathon Petroleum Corp	+1,188	48,011	$11,723,325
WEC	Wec Energy Group, Inc.	+1,024	41,561	$4,811,516
ISRG	Intuitive Surgical Inc	+995	13,713	$6,321,555
MLI	Mueller Industries Inc	+912	87,100	$9,650,680
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	−103,270	240,676	$35,206,085
NEM	NEWMONT Corp /DE/	−102,574	8,633	$934,522
PANW	Palo Alto Networks Inc	−83,038	7,045	$1,129,454
SCCO	Southern Copper Corp/	−54,981	12,660	$2,178,279
MSFT	Microsoft Corp	−23,018	2,593	$959,850
AAPL	Apple Inc.	−20,323	61,190	$15,529,410
ALAB	Astera Labs, Inc.	−7,261	33,817	$3,706,343
XOM	ExxonMobil Holdings Corp	−6,765	3,541	$600,766
TSLA	Tesla, Inc.	−2,550	63,789	$23,713,560
SLV	iShares Silver Trust	−2,141	4,855	$330,819
LRCX	Lam Research Corp	−2,000	2,300	$491,418
NRG	Nrg Energy, Inc.	−1,720	26,666	$3,896,969
V	Visa Inc.	−1,487	5,429	$1,640,860
WMT	Walmart Inc.	−1,247	87,371	$10,858,467
LMND	Lemonade, Inc.	−989	23,168	$1,452,170
IESC	IES Holdings, Inc.	−787	44,486	$21,196,244
MAIN	Main Street Capital CORP	−702	6,064	$321,149
LOW	Lowes Companies Inc	−633	2,569	$607,003
AVGO	Broadcom Inc.	−598	24,161	$7,478,071
GOOGL	Alphabet Inc.	−582	61,853	$17,786,448
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−431	4,180	$1,412,631
CAT	Caterpillar Inc	−313	8,438	$5,977,985
GD	General Dynamics Corp	−287	2,161	$741,698
MRVL	Marvell Technology, Inc.	−264	34,060	$3,373,643
FTNT	Fortinet, Inc.	−209	37,615	$3,073,897
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	26,517	$10,388,299
ASTS	AST SpaceMobile, Inc.	119,297	$9,886,142
WSM	Williams Sonoma Inc	48,025	$8,756,398
MU	Micron Technology Inc	13,002	$4,392,595
CRCL	Circle Internet Group, Inc.	7,464	$712,140
KTOS	Kratos Defense & Security Solutions, Inc.	8,725	$615,199
CIEN	Ciena Corp	1,500	$582,345
FIX	Comfort Systems USA Inc	400	$551,596
VRT	Vertiv Holdings Co	2,000	$501,160
DE	Deere & Co	819	$461,342
ONDS	Ondas Inc.	32,351	$292,453
LUV	Southwest Airlines Co	7,604	$285,682
UMAC	Unusual Machines, Inc.	22,973	$284,865
WFRD	Weatherford International plc	3,000	$283,740
STEX	Streamex Corp.	247,733	$279,938
ASML	Asml Holding NV	200	$264,166
RCAT	Red Cat Holdings, Inc.	18,323	$239,848
T	At&T Inc.	7,059	$204,640
DVLT	Datavault AI Inc.	80,500	$49,910
DEFT	Defi Technologies, Inc.	32,552	$18,001
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
BAC	Bank Of America Corp /De/	149,394	$8,216,670
ZS	Zscaler, Inc.	34,313	$7,717,679
HIMS	Hims & Hers Health, Inc.	194,013	$6,299,602
PAAS	Pan American Silver Corp	40,629	$2,104,988
UBER	Uber Technologies, Inc	22,963	$1,876,306
WPM	Wheaton Precious Metals Corp.	9,946	$1,168,853
FCX	Freeport-Mcmoran Inc	12,463	$632,995
PSLV	Sprott Physical Silver Trust	26,531	$627,458
JKHY	Jack Henry & Associates Inc	3,000	$547,440
APA	APA Corp	20,000	$489,200
DVN	Devon Energy Corp/De	12,000	$439,560
SOFI	SoFi Technologies, Inc.	15,125	$395,972
BWXT	BWX Technologies, Inc.	2,001	$345,852
KMB	Kimberly Clark Corp	2,709	$273,311
INTC	Intel Corp	7,200	$265,680
PWR	Quanta Services, Inc.	500	$211,030
RTX	RTX Corp	1,117	$204,857
ABTC	American Bitcoin Corp.	724,975	$82,163
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

96 tracked positions · $562,998,286 total · filing declares 111 positions · $660,348,576 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 96 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PLTR	Palantir Technologies Inc. Technology	Reduced	240,676	-103,270	$35,206,085	−42.4%	6.25%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	563,747	+5,427	$33,277,985	−21.8%	5.91%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	63,789	-2,550	$23,713,560	−20.5%	4.21%
IESC	IES Holdings, Inc. Industrials	Reduced	44,486	-787	$21,196,244	+20.4%	3.76%
VLO	Valero Energy Corp/Tx Energy	Reduced	85,234	-127	$21,059,616	+51.6%	3.74%
NVDA	Nvidia Corp Technology	Added	116,025	+35,856	$20,234,760	+35.3%	3.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	86,956	+2,379	$18,110,326	−7.2%	3.22%
GOOGL	Alphabet Inc. Communication Services	Reduced	61,853	-582	$17,786,448	−9.0%	3.16%
ARM	Arm Holdings PLC /Uk Technology	Added	114,976	+10,615	$17,393,569	+52.5%	3.09%
DUK	Duke Energy CORP Utilities	Added	123,781	+7,002	$16,207,884	+18.4%	2.88%
AAPL	Apple Inc. Technology	Reduced	61,190	-20,323	$15,529,410	−29.9%	2.76%
IBM	International Business Machines Corp Technology	Added	62,945	+46,799	$15,257,238	+219.0%	2.71%
NUE	Nucor Corp Basic Materials	Added	84,687	+631	$14,320,571	+4.5%	2.54%
RKLB	Rocket Lab Corp Industrials	Added	214,508	+418	$13,775,703	−7.8%	2.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	13,737	+490	$13,687,958	+19.8%	2.43%
SANM	Sanmina Corp Technology	Added	104,093	+2,242	$13,494,616	−11.7%	2.40%
CEG	Constellation Energy Corp Utilities	Added	44,184	+2,179	$12,338,382	−16.9%	2.19%
MPC	Marathon Petroleum Corp Energy	Added	48,011	+1,188	$11,723,325	+54.0%	2.08%
LLY	ELI LILLY & Co Healthcare	Held	12,517	0	$11,512,761	−14.4%	2.04%
WMT	Walmart Inc. Consumer Defensive	Reduced	87,371	-1,247	$10,858,467	+10.0%	1.93%
FETH	Fidelity Ethereum Fund	Added	507,843	+40,325	$10,603,761	−23.4%	1.88%
STX	Seagate Technology Holdings plc Technology	NEW	26,517	NEW	$10,388,299	NEW	1.85%
ASTS	AST SpaceMobile, Inc. Technology	NEW	119,297	NEW	$9,886,142	NEW	1.76%
CVX	Chevron Corp Energy	Added	46,708	+1,739	$9,663,885	+41.0%	1.72%
MLI	Mueller Industries Inc Industrials	Added	87,100	+912	$9,650,680	−2.5%	1.71%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	55,504	+1,507	$8,863,988	+6.9%	1.57%
WSM	Williams Sonoma Inc Consumer Cyclical	NEW	48,025	NEW	$8,756,398	NEW	1.56%
META	Meta Platforms, Inc. Communication Services	Added	15,220	+621	$8,707,818	−9.6%	1.55%
QQQ	Invesco Qqq Trust, Series 1	Added	13,818	+7,615	$7,975,473	+109.3%	1.42%
AVGO	Broadcom Inc. Technology	Reduced	24,161	-598	$7,478,071	−12.7%	1.33%
LNG	Cheniere Energy, Inc. Energy	Added	23,148	+265	$6,568,476	+47.7%	1.17%
ISRG	Intuitive Surgical Inc Healthcare	Added	13,713	+995	$6,321,555	−12.2%	1.12%
HII	Huntington Ingalls Industries, Inc. Industrials	Added	16,282	+13,282	$6,185,531	+506.3%	1.10%
TFC	Truist Financial Corp Financial Services	Added	133,234	+1,952	$6,124,766	−5.2%	1.09%
CAT	Caterpillar Inc Industrials	Reduced	8,438	-313	$5,977,985	+19.2%	1.06%
ABBV	AbbVie Inc. Healthcare	Added	27,419	+312	$5,963,358	−3.7%	1.06%
BKR	Baker Hughes Co Energy	Reduced	96,047	-53	$5,863,669	+34.0%	1.04%
SNA	Snap-on Inc Industrials	Added	15,082	+66	$5,478,084	+5.9%	0.97%
WEC	Wec Energy Group, Inc. Utilities	Added	41,561	+1,024	$4,811,516	+12.5%	0.85%
MU	Micron Technology Inc Technology	NEW	13,002	NEW	$4,392,595	NEW	0.78%
MSTR	Strategy Inc Technology	Added	31,428	+11,371	$3,922,214	+28.7%	0.70%
NRG	Nrg Energy, Inc. Utilities	Reduced	26,666	-1,720	$3,896,969	−13.8%	0.69%
ALAB	Astera Labs, Inc. Technology	Reduced	33,817	-7,261	$3,706,343	−45.8%	0.66%
MRVL	Marvell Technology, Inc. Technology	Reduced	34,060	-264	$3,373,643	+15.7%	0.60%
FTNT	Fortinet, Inc. Technology	Reduced	37,615	-209	$3,073,897	+2.3%	0.55%
COIN	Coinbase Global, Inc. Financial Services	Added	13,977	+827	$2,440,523	−17.9%	0.43%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	12,660	-54,981	$2,178,279	−77.6%	0.39%
GEV	GE Vernova Inc. Industrials	Added	2,218	+714	$1,936,092	+97.0%	0.34%
CSCO	Cisco Systems, Inc. Technology	Added	23,674	+219	$1,836,865	+1.7%	0.33%
CMI	Cummins Inc Industrials	Added	3,124	+486	$1,680,774	+24.8%	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.