United Capital Management of KS, Inc.

CIK

1753219

Location

SALINA, KS

Portfolio Value

Small $558,151,379

Diversification

Diversified

Filing Date

Global Rank

#2,458 / 8,616 ▼ 54 · as of Mar 2026

Top Industry

Semiconductors 11.9%

3Y Alpha vs SPY

+2.9%

Period ended 4 months ago

Filed May 11, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+85.4%

SPY

+72.4%

Annualised alpha

+2.9%

Max drawdown

−24.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.3%

−3.8 pts

Top 5

24.1%

−4.9 pts

Top 10

40.2%

−2.8 pts

HHI

271

Diversified−53

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.0%	$172,952,058	26
Industrials	11.8%	$66,037,829	16
Consumer Cyclical	10.9%	$60,849,941	6
Energy	10.1%	$56,210,477	8
Unclassified	9.6%	$53,342,869	6
Utilities	7.1%	$39,511,584	6
Communication Services	4.9%	$27,090,717	4
Consumer Defensive	4.6%	$25,462,826	4
Healthcare	4.3%	$24,119,634	4
Basic Materials	3.1%	$17,411,805	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	$4,825,340
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	$2,156,712
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
ABTC	American Bitcoin Corp.	724,975	$1,232,457
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

96 positions · $558,151,379 total · 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%	6.31%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	563,747	+5,427	$33,277,985	−21.8%	5.96%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	63,789	-2,550	$23,713,560	−20.5%	4.25%
IESC	IES Holdings, Inc. Industrials	Reduced	44,486	-787	$21,196,244	+20.4%	3.80%
VLO	Valero Energy Corp/Tx Energy	Reduced	85,234	-127	$21,059,616	+51.6%	3.77%
NVDA	Nvidia Corp Technology	Added	116,025	+35,856	$20,234,760	+35.3%	3.63%
AMZN	Amazon Com Inc Consumer Cyclical	Added	86,956	+2,379	$18,110,326	−7.2%	3.24%
GOOGL	Alphabet Inc. Communication Services	Reduced	61,853	-582	$17,786,448	−9.0%	3.19%
ARM	Arm Holdings PLC /Uk Technology	Added	114,976	+10,615	$17,393,569	+52.5%	3.12%
DUK	Duke Energy CORP Utilities	Added	123,781	+7,002	$16,207,884	+18.4%	2.90%
AAPL	Apple Inc. Technology	Reduced	61,190	-20,323	$15,529,410	−29.9%	2.78%
IBM	International Business Machines Corp Technology	Added	62,945	+46,799	$15,257,238	+219.0%	2.73%
NUE	Nucor Corp Basic Materials	Added	84,687	+631	$14,320,571	+4.5%	2.57%
RKLB	Rocket Lab Corp Industrials	Added	214,508	+418	$13,775,703	−7.8%	2.47%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	13,737	+490	$13,687,958	+19.8%	2.45%
SANM	Sanmina Corp Technology	Added	104,093	+2,242	$13,494,616	−11.7%	2.42%
CEG	Constellation Energy Corp Utilities	Added	44,184	+2,179	$12,338,382	−16.9%	2.21%
MPC	Marathon Petroleum Corp Energy	Added	48,011	+1,188	$11,723,325	+54.0%	2.10%
LLY	ELI LILLY & Co Healthcare	Held	12,517	0	$11,512,761	−14.4%	2.06%
WMT	Walmart Inc. Consumer Defensive	Reduced	87,371	-1,247	$10,858,467	+10.0%	1.95%
FETH	Fidelity Ethereum Fund	Added	507,843	+40,325	$10,603,761	−23.4%	1.90%
STX	Seagate Technology Holdings plc Technology	NEW	26,517	NEW	$10,388,299	NEW	1.86%
ASTS	AST SpaceMobile, Inc. Technology	NEW	119,297	NEW	$9,886,142	NEW	1.77%
CVX	Chevron Corp Energy	Added	46,708	+1,739	$9,663,885	+41.0%	1.73%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	55,504	+1,507	$8,863,988	+6.9%	1.59%
WSM	Williams Sonoma Inc Consumer Cyclical	NEW	48,025	NEW	$8,756,398	NEW	1.57%
META	Meta Platforms, Inc. Communication Services	Added	15,220	+621	$8,707,818	−9.6%	1.56%
QQQ	Invesco Qqq Trust, Series 1	Added	13,818	+7,615	$7,975,473	+109.3%	1.43%
AVGO	Broadcom Inc. Technology	Reduced	24,161	-598	$7,478,071	−12.7%	1.34%
LNG	Cheniere Energy, Inc. Energy	Added	23,148	+265	$6,568,476	+47.7%	1.18%
ISRG	Intuitive Surgical Inc Healthcare	Added	13,713	+995	$6,321,555	−12.2%	1.13%
HII	Huntington Ingalls Industries, Inc. Industrials	Added	16,282	+13,282	$6,185,531	+506.3%	1.11%
TFC	Truist Financial Corp Financial Services	Added	133,234	+1,952	$6,124,766	−5.2%	1.10%
CAT	Caterpillar Inc Industrials	Reduced	8,438	-313	$5,977,985	+19.2%	1.07%
ABBV	AbbVie Inc. Healthcare	Added	27,419	+312	$5,963,358	−3.7%	1.07%
BKR	Baker Hughes Co Energy	Reduced	96,047	-53	$5,863,669	+34.0%	1.05%
SNA	Snap-on Inc Industrials	Added	15,082	+66	$5,478,084	+5.9%	0.98%
MLI	Mueller Industries Inc Industrials	Added	87,100	+912	$4,825,340	−2.5%	0.86%
WEC	Wec Energy Group, Inc. Utilities	Added	41,561	+1,024	$4,811,516	+12.5%	0.86%
MU	Micron Technology Inc Technology	NEW	13,002	NEW	$4,392,595	NEW	0.79%
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%	0.70%
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%	0.44%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	12,660	-54,981	$2,156,712	−77.4%	0.39%
GEV	GE Vernova Inc. Industrials	Added	2,218	+714	$1,936,092	+97.0%	0.35%
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%