# United Capital Management of KS, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1753219. Source: https://holderbook.com/funds/1753219-united-capital-management-of-ks-inc/

- Reported value: $763.4M
- Positions: 98
- Weight of the ten largest: 32.9%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $29.2M | 1,208,778 | 3.8% | 31 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $27.8M | 237,935 | 3.6% | 23 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $27.7M | 543,285 | 3.6% | 10 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $26.2M | 62,360 | 3.4% | 24 |
| IES HOLDINGS INC | [IESC](https://holderbook.com/stocks/IESC/) | $25.7M | 35,002 | 3.4% | 5 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $25.7M | 271,552 | 3.4% | 5 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $22.7M | 113,579 | 3.0% | 31 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $22.6M | 142,599 | 3.0% | 31 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $21.8M | 83,521 | 2.8% | 18 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $21.5M | 60,237 | 2.8% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $20.9M | 87,524 | 2.7% | 21 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $20.2M | 56,993 | 2.6% | 9 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $19.8M | 194,913 | 2.6% | 5 |
| SANMINA CORP | [SANM](https://holderbook.com/stocks/SANM/) | $18.7M | 73,911 | 2.5% | 5 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $18.4M | 65,480 | 2.4% | 25 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $18.1M | 81,427 | 2.4% | 6 |
| AST SPACEMOBILE INC | [ASTS](https://holderbook.com/stocks/ASTS/) | $17.8M | 199,918 | 2.3% | 2 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $17.3M | 59,638 | 2.3% | 31 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $16.2M | 127,657 | 2.1% | 4 |
| ISHARES INC | [EWY](https://holderbook.com/stocks/EWY/) | $15.7M | 77,847 | 2.1% | 2 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $15.4M | 31,799 | 2.0% | 5 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $15.1M | 12,627 | 2.0% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $13.5M | 11,667 | 1.8% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $13.4M | 14,282 | 1.8% | 25 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $12.5M | 12,970 | 1.6% | 2 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $12.4M | 48,365 | 1.6% | 15 |
| IONQ INC | [IONQ](https://holderbook.com/stocks/IONQ/) | $12.3M | 231,271 | 1.6% | 1 |
| WILLIAMS SONOMA INC | [WSM](https://holderbook.com/stocks/WSM/) | $11.7M | 50,217 | 1.5% | 2 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $11.6M | 46,779 | 1.5% | 5 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $11.3M | 5,677 | 1.5% | 2 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $10.9M | 233,846 | 1.4% | 5 |
| MUELLER INDS INC | [MLI](https://holderbook.com/stocks/MLI/) | $10.6M | 86,065 | 1.4% | 13 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $9.9M | 87,239 | 1.3% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $9.3M | 31,055 | 1.2% | 20 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $9.0M | 16,054 | 1.2% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $8.9M | 23,434 | 1.2% | 26 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $8.8M | 8,236 | 1.1% | 13 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $8.6M | 56,981 | 1.1% | 8 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $8.1M | 15,839 | 1.1% | 1 |
| CF INDUSTRIES HOLD | [CF](https://holderbook.com/stocks/CF/) | $7.4M | 68,521 | 1.0% | 1 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $7.3M | 8,461 | 1.0% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $7.1M | 28,038 | 0.9% | 31 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $6.7M | 135,457 | 0.9% | 19 |
| NUTRIEN LTD | [NTR](https://holderbook.com/stocks/NTR/) | $6.6M | 105,141 | 0.9% | 1 |
| SNAP ON INC | [SNA](https://holderbook.com/stocks/SNA/) | $6.1M | 15,261 | 0.8% | 8 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $5.9M | 14,928 | 0.8% | 15 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $5.6M | 36,687 | 0.7% | 27 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $5.6M | 23,356 | 0.7% | 12 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $5.3M | 96,262 | 0.7% | 6 |
| WEC ENERGY GROUP INC | [WEC](https://holderbook.com/stocks/WEC/) | $5.0M | 42,640 | 0.7% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $4.2M | 5,760 | 0.6% | 31 |
| NRG ENERGY INC | [NRG](https://holderbook.com/stocks/NRG/) | $3.9M | 26,733 | 0.5% | 25 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.8M | 3,723 | 0.4% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.6M | 22,322 | 0.3% | 13 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $2.1M | 11,525 | 0.3% | 26 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $2.1M | 14,393 | 0.3% | 14 |
| STRATEGY INC | [MSTR](https://holderbook.com/stocks/MSTR/) | $2.0M | 23,500 | 0.3% | 11 |
| SOUTHERN COPPER CORP | [SCCO](https://holderbook.com/stocks/SCCO/) | $2.0M | 11,484 | 0.3% | 5 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.9M | 4,037 | 0.3% | 10 |
| AMEREN CORP | [AEE](https://holderbook.com/stocks/AEE/) | $1.7M | 14,887 | 0.2% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $1.6M | 4,633 | 0.2% | 27 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $1.6M | 6,969 | 0.2% | 25 |
| LEMONADE INC | [LMND](https://holderbook.com/stocks/LMND/) | $1.5M | 23,301 | 0.2% | 6 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.1M | 3,285 | 0.1% | 31 |
| FIRST TR EXCH TRADED FD III | [FPEI](https://holderbook.com/stocks/FPEI/) | $1.1M | 56,247 | 0.1% | 26 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $976.0K | 2,617 | 0.1% | 31 |
| FIDELITY ETHEREUM FD | [FETH](https://holderbook.com/stocks/FETH/) | $963.6K | 61,218 | 0.1% | 6 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $901.4K | 3,574 | 0.1% | 31 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $807.7K | 1,132 | 0.1% | 6 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $708.5K | 2,146 | 0.1% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $698.0K | 1,395 | 0.1% | 21 |
| DOMINOS PIZZA INC | [DPZ](https://holderbook.com/stocks/DPZ/) | $678.5K | 2,292 | 0.1% | 23 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $678.2K | 9,426 | 0.1% | 8 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $669.1K | 0 | 0.1% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $642.3K | 4,698 | 0.1% | 3 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $632.2K | 6,606 | 0.1% | 31 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $603.2K | 6,458 | 0.1% | 5 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $597.4K | 1,173 | 0.1% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $546.6K | 941 | 0.1% | 3 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $507.0K | 2,300 | 0.1% | 31 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $504.4K | 1,424 | 0.1% | 14 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $435.8K | 3,410 | 0.1% | 11 |
| PROSHARES TR | [NOBL](https://holderbook.com/stocks/NOBL/) | $354.7K | 6,316 | 0.0% | 31 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $347.6K | 530 | 0.0% | 2 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $345.0K | 2,356 | 0.0% | 31 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $334.1K | 907 | 0.0% | 9 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $320.7K | 273 | 0.0% | 3 |
| MAIN STR CAP CORP | [MAIN](https://holderbook.com/stocks/MAIN/) | $318.1K | 6,132 | 0.0% | 5 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $303.1K | 4,245 | 0.0% | 16 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $259.6K | 4,855 | 0.0% | 8 |
| ARCHER DANIELS MIDLAND CO | [ADM](https://holderbook.com/stocks/ADM/) | $239.7K | 3,137 | 0.0% | 6 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $235.6K | 1,379 | 0.0% | 1 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $229.3K | 3,039 | 0.0% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $215.1K | 1,134 | 0.0% | 1 |
| NLIGHT INC | [LASR](https://holderbook.com/stocks/LASR/) | $205.1K | 2,946 | 0.0% | 1 |
| DEFI TECHNOLOGIES INC | [DEFT](https://holderbook.com/stocks/DEFT/) | $16.7K | 32,552 | 0.0% | 2 |
| STREAMEX CORP | [STEX](https://holderbook.com/stocks/STEX/) | $15.7K | 18,454 | 0.0% | 2 |
| DATAVAULT AI INC | [DVLT](https://holderbook.com/stocks/DVLT/) | $15.6K | 44,500 | 0.0% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +20.7% | +14.8% | +5.9% | 100% |
| Q1 2026 | -4.0% | -4.6% | +0.6% | 100% |
| Q4 2025 | -2.4% | +2.4% | -4.8% | 100% |
| Q3 2025 | +12.8% | +7.8% | +5.0% | 100% |
| Q2 2025 | +16.7% | +10.5% | +6.3% | 100% |
| Q1 2025 | -6.5% | -4.6% | -2.0% | 100% |
| Q4 2024 | +14.2% | +2.1% | +12.0% | 100% |
| Q3 2024 | +2.1% | +5.4% | -3.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $763.4M | 98 |
| Q1 2026 | $660.3M | 111 |
| Q4 2025 | $1.4B | 107 |
| Q3 2025 | $735.0M | 117 |
| Q2 2025 | $638.0M | 108 |
| Q1 2025 | $484.1M | 92 |
| Q4 2024 | $549.6M | 88 |
| Q3 2024 | $459.8M | 83 |
| Q2 2024 | $453.5M | 74 |
| Q1 2024 | $436.7M | 80 |
| Q4 2023 | $330.8M | 76 |
| Q3 2023 | $293.9M | 73 |