United Capital Management of KS, Inc.

Registered adviser

CIK

1753219

Location

SALINA, KS

Portfolio Value

Small $747,402,342

Diversification

Diversified

Filing Date

Global Rank

#2,989 / 8,830 ▲ 63 · as of Jun 2026

Top Industry

Semiconductors 14.3%

Period ended 42 days ago

Filed Nov 4, 2026 · 7d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 157755

Roster of Nov 1, 2026

Regulatory AUM

$884,829,122

Main clients

Individuals and high net worth (91% of AUM)

Private funds

1 fund · Hedge funds

Focus by fund count, roster of Nov 1, 2026

$31,229,326 gross assets

LEI

254900YN5MT7NR7O8782

Private funds on Schedule D 7.B.(1)

As filed Nov 15, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$0 gross assets in 1 fund Hedge funds $0 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$884,829,122	Individuals and high net worth (91%)
Apr 2025 to Mar 2026	$669,663,839	Individuals and high net worth (93%)
Apr 2024 to Mar 2025	$459,772,246	Individuals and high net worth (95%)
May 2023 to Mar 2024	$304,638,394	Individuals and high net worth (95%)
Apr 2023	$304,638,394	Individuals and high net worth (95%)
Apr 2022 to Mar 2023	$364,803,551	Individuals and high net worth (95%)

3 earlier changes not shown.

Schedule 13D/13G stakes

Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.

Company	Schedule	Event date	Filed	Shares	% of class	Change	Status
CRCW Crypto Co	13G	Jun 30, 2026	3mo	375,000,000	6.44%	—	Current

A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 35.3%, 42.2 effective positions, active share 70.2% against the Nasdaq-100 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

33.1% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 13.3 quarters (12+), a floor since 21.2% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 70.2%; sector active share 20.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

96 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

5.9%

+0.2 pts

Top 5

23.3%

+2.9 pts

Top 10

38.6%

+3.3 pts

HHI

253

Diversified+17

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.3%	$233,644,828	22
Unclassified	19.4%	$145,247,965	20
Industrials	10.1%	$75,435,547	12
Consumer Cyclical	8.7%	$65,376,083	6
Energy	8.3%	$62,232,734	5
Basic Materials	5.0%	$37,721,611	5
Utilities	4.5%	$33,606,668	6
Communication Services	4.5%	$33,407,972	3
Consumer Defensive	3.1%	$23,482,065	4
Healthcare	2.9%	$21,857,726	2
Financial Services	2.1%	$15,389,143	11

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MLI	Mueller Industries Inc	+89,092	175,157	$10,616,265
SCHO	Schwab Short-Term U.S. Treasury ETF	+39,524	1,248,302	$29,784,485
IESC	IES Holdings, Inc.	+16,041	51,043	$16,388,886
IEF	iShares 7-10 Year Treasury Bond ETF	+12,639	284,191	$25,381,098
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+12,151	245,997	$10,924,726
GEV	GE Vernova Inc.	+11,443	11,716	$11,135,940
STEX	Streamex Corp.	+9,615	28,069	$18,048
FBTC	Fidelity Wise Origin Bitcoin Fund	+9,592	552,877	$40,160,985
ASTS	AST SpaceMobile, Inc.	+9,475	209,393	$12,324,871
DUK	Duke Energy CORP	+5,281	132,938	$15,156,261
CF	CF Industries Holdings, Inc.	+4,096	72,617	$8,365,478
NTR	Nutrien Ltd.	+4,047	109,188	$7,670,457
NVDA	Nvidia Corp	+4,025	117,604	$26,858,401
TJX	Tjx Companies Inc	+3,454	60,435	$7,996,154
SANM	Sanmina Corp	+2,964	76,875	$16,521,206
IBM	International Business Machines Corp	+2,743	68,223	$15,004,284
RKLB	Rocket Lab Corp	+2,707	197,620	$13,770,161
ARM	Arm Holdings PLC	+2,586	59,579	$17,257,653
BKR	Baker Hughes Co	+2,583	98,845	$5,426,590
TFC	Truist Financial Corp	+1,926	137,383	$6,360,832
WEC	Wec Energy Group, Inc.	+1,591	44,231	$4,457,600
TSLA	Tesla, Inc.	+1,277	63,637	$22,579,043
AMZN	Amazon Com Inc	+1,249	88,773	$22,117,792
FPEI	First Trust Institutional Preferred Securities and Income ETF	+1,043	57,290	$1,056,427
MSFT	Microsoft Corp	+1,039	3,656	$1,875,162
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ALAB	Astera Labs, Inc.	−3,386	28,413	$10,114,175
VLO	Valero Energy Corp	−2,756	80,765	$31,305,321
MRVL	Marvell Technology, Inc.	−2,295	28,760	$7,598,679
LMND	Lemonade, Inc.	−1,846	21,455	$968,478
MPC	Marathon Petroleum Corp	−1,662	46,703	$18,467,300
NUE	Nucor Corp	−1,524	79,903	$18,677,326
FTNT	Fortinet, Inc.	−1,078	35,609	$6,365,464
COIN	Coinbase Global, Inc.	−1,020	13,373	$2,492,860
GDX	VanEck Gold Miners ETF	−740	2,299	$201,852
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	−665	141,934	$22,380,153
AVGO	Broadcom Inc.	−550	22,884	$8,036,631
FETH	Fidelity Ethereum Fund	−541	60,677	$1,612,187
SCCO	Southern Copper Corp	−464	11,020	$2,234,419
MU	Micron Technology Inc	−417	11,250	$11,982,487
LOW	Lowes Companies Inc	−415	1,885	$347,386
IYW	iShares, Inc.	−364	3,210	$0
NRG	Nrg Energy, Inc.	−333	26,400	$2,525,160
PLTR	Palantir Technologies Inc.	−328	237,607	$44,444,389
V	Visa Inc.	−321	2,964	$1,065,054
QQQ	Invesco Qqq Trust, Series 1	−268	5,492	$4,062,816
CSCO	Cisco Systems, Inc.	−223	22,099	$2,378,515
ADM	Archer-Daniels-Midland Co	−207	2,930	$232,583
IVV	iShares Core S&P 500 ETF	−199	3,524	$2,698,855
AMD	Advanced Micro Devices Inc	−192	749	$458,208
CAT	Caterpillar Inc	−178	8,058	$6,533,345
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
OKLO	Oklo Inc.	254,072	$9,405,745
NLR	VanEck Uranium and Nuclear ETF	52,316	$5,412,613
HOOD	Robinhood Markets, Inc.	21,219	$2,387,137
ASST	Strive, Inc.	10,392	$305,628
YYY	Amplify CEF High Income ETF	14,330	$148,745
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
IONQ	IonQ, Inc.	231,271	$12,317,493
CEG	Constellation Energy Corp	46,779	$11,618,500
LITE	Lumentum Holdings Inc.	8,461	$7,260,045
ISRG	Intuitive Surgical Inc	14,928	$5,936,567
RTX	RTX Corp	1,134	$215,153
LASR	Nlight, Inc.	2,946	$205,100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

96 tracked positions · $747,402,342 total · filing declares 96 positions · $763,105,803 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials 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	237,607	-328	$44,444,389	+60.1%	5.95%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	552,877	+9,592	$40,160,985	+44.8%	5.37%
VLO	Valero Energy Corp Energy	Reduced	80,765	-2,756	$31,305,321	+43.9%	4.19%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	1,248,302	+39,524	$29,784,485	+2.1%	3.99%
NVDA	Nvidia Corp Technology	Added	117,604	+4,025	$26,858,401	+18.2%	3.59%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	284,191	+12,639	$25,381,098	−1.2%	3.40%
TSLA	Tesla, Inc. Consumer Cyclical	Added	63,637	+1,277	$22,579,043	−13.9%	3.02%
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	Reduced	141,934	-665	$22,380,153	−0.8%	2.99%
AMZN	Amazon Com Inc Consumer Cyclical	Added	88,773	+1,249	$22,117,792	+6.0%	2.96%
GOOGL	Alphabet Inc. Communication Services	Added	60,560	+323	$20,837,484	−3.2%	2.79%
AAPL	Apple Inc. Technology	Added	60,249	+611	$20,064,121	+16.3%	2.68%
NUE	Nucor Corp Basic Materials	Reduced	79,903	-1,524	$18,677,326	+3.0%	2.50%
MPC	Marathon Petroleum Corp Energy	Reduced	46,703	-1,662	$18,467,300	+49.3%	2.47%
ARM	Arm Holdings PLC Technology	Added	59,579	+2,586	$17,257,653	−14.6%	2.31%
SANM	Sanmina Corp Technology	Added	76,875	+2,964	$16,521,206	−11.7%	2.21%
IESC	IES Holdings, Inc. Industrials	Added	51,043	+16,041	$16,388,886	−36.3%	2.19%
DUK	Duke Energy CORP Utilities	Added	132,938	+5,281	$15,156,261	−6.2%	2.03%
IBM	International Business Machines Corp Technology	Added	68,223	+2,743	$15,004,284	−18.5%	2.01%
LLY	ELI LILLY & Co Healthcare	Reduced	12,572	-55	$14,546,809	−4.0%	1.95%
RKLB	Rocket Lab Corp Industrials	Added	197,620	+2,707	$13,770,161	−30.5%	1.84%
COST	Costco Wholesale Corp Consumer Defensive	Added	14,849	+567	$13,517,638	+1.2%	1.81%
STX	Seagate Technology Holdings plc Technology	Added	13,390	+420	$12,350,132	−1.3%	1.65%
ASTS	AST SpaceMobile, Inc. Technology	Added	209,393	+9,475	$12,324,871	−30.6%	1.65%
META	Meta Platforms, Inc. Communication Services	Added	16,927	+873	$12,275,121	+35.7%	1.64%
MU	Micron Technology Inc Technology	Reduced	11,250	-417	$11,982,487	−11.0%	1.60%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	50,890	+673	$11,599,866	−0.9%	1.55%
GEV	GE Vernova Inc. Industrials	Added	11,716	+11,443	$11,135,940	+3372.0%	1.49%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	245,997	+12,151	$10,924,726	−0.2%	1.46%
MLI	Mueller Industries Inc Industrials	Added	175,157	+89,092	$10,616,265	+0.3%	1.42%
ASML	Asml Holding NV Technology	Added	5,710	+33	$10,344,635	−8.4%	1.38%
ALAB	Astera Labs, Inc. Technology	Reduced	28,413	-3,386	$10,114,175	−34.2%	1.35%
OKLO	Oklo Inc. Utilities	NEW	254,072	NEW	$9,405,745	NEW	1.26%
WMT	Walmart Inc. Consumer Defensive	Added	87,485	+246	$9,091,441	−8.0%	1.22%
CF	CF Industries Holdings, Inc. Basic Materials	Added	72,617	+4,096	$8,365,478	+12.8%	1.12%
LMT	Lockheed Martin Corp Industrials	Added	15,916	+77	$8,105,223	+0.4%	1.08%
AVGO	Broadcom Inc. Technology	Reduced	22,884	-550	$8,036,631	−9.2%	1.08%
TJX	Tjx Companies Inc Consumer Cyclical	Added	60,435	+3,454	$7,996,154	−7.4%	1.07%
NTR	Nutrien Ltd. Basic Materials	Added	109,188	+4,047	$7,670,457	+15.9%	1.03%
MRVL	Marvell Technology, Inc. Technology	Reduced	28,760	-2,295	$7,598,679	−17.9%	1.02%
ABBV	AbbVie Inc. Healthcare	Reduced	27,948	-90	$7,310,917	+3.6%	0.98%
CAT	Caterpillar Inc Industrials	Reduced	8,058	-178	$6,533,345	−25.5%	0.87%
FTNT	Fortinet, Inc. Technology	Reduced	35,609	-1,078	$6,365,464	+12.9%	0.85%
TFC	Truist Financial Corp Financial Services	Added	137,383	+1,926	$6,360,832	−5.7%	0.85%
LNG	Cheniere Energy, Inc. Energy	Reduced	23,308	-48	$6,270,551	+12.3%	0.84%
SNA	Snap-on Inc Industrials	Added	15,314	+53	$5,564,341	−9.4%	0.74%
BKR	Baker Hughes Co Energy	Added	98,845	+2,583	$5,426,590	+1.6%	0.73%
NLR	VanEck Uranium and Nuclear ETF	NEW	52,316	NEW	$5,412,613	NEW	0.72%
WEC	Wec Energy Group, Inc. Utilities	Added	44,231	+1,591	$4,457,600	−10.5%	0.60%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,492	-268	$4,062,816	−4.2%	0.54%
MSTR	Strategy Inc Technology	Added	24,412	+912	$3,737,233	+82.9%	0.50%

Showing the top 50 of 96 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.