Filed: 5/13/2025ACC: 0001941040-25-000292
📋 What this filing means
UNITED CAPITAL MANAGEMENT OF KS, INC. filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $484.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$484.05M
Total AUM (reported)
6.49M
Total Shares
Allocation by class
COM$258.61M53.4%
SHS$49.04M10.1%
SHT TM US TRES$40.03M8.3%
CL A$38.12M7.9%
FINANCIAL$14.63M3.0%
COM NEW$14.55M3.0%
S&P BIOTECH$14.54M3.0%
Portfolio Concentration
Top 3$114.00M23.6%
4–10$105.40M21.8%
11–25$129.10M26.7%
Rest$135.55M28.0%
Top 3 weight
23.6%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 6.49M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole92
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings92
Rows:
FIDELITY WISE ORIGIN BITCOIN
SOLEShares567.24K
TypeSH
Market value$40.82M
8.43%
Sole
0.00
Shared
0.00
None
567.24K
SCHWAB STRATEGIC TR
SOLEShares1.64M
TypeSH
Market value$40.03M
8.27%
Sole
0.00
Shared
0.00
None
1.64M
PALANTIR TECHNOLOGIES INC
SOLEShares392.74K
TypeSH
Market value$33.15M
6.85%
Sole
0.00
Shared
0.00
None
392.74K
APPLE INC
SOLEShares78.60K
TypeSH
Market value$17.46M
3.61%
Sole
0.00
Shared
0.00
None
78.60K
TESLA INC
SOLEShares64.72K
TypeSH
Market value$16.77M
3.46%
Sole
0.00
Shared
0.00
None
64.72K
AMAZON COM INC
SOLEShares83.30K
TypeSH
Market value$15.85M
3.27%
Sole
0.00
Shared
0.00
None
83.30K
SELECT SECTOR SPDR TR
SOLEShares293.77K
TypeSH
Market value$14.63M
3.02%
Sole
0.00
Shared
0.00
None
293.77K
SPDR SER TR
SOLEShares179.24K
TypeSH
Market value$14.54M
3.00%
Sole
0.00
Shared
0.00
None
179.24K
PALO ALTO NETWORKS INC
SOLEShares87.57K
TypeSH
Market value$14.43M
2.98%
Sole
0.00
Shared
0.00
None
87.57K
ISHARES TR
SOLEShares99.76K
TypeSH
Market value$11.72M
2.42%
Sole
0.00
Shared
0.00
None
99.76K
VALERO ENERGY CORP
SOLEShares79.99K
TypeSH
Market value$10.56M
2.18%
Sole
0.00
Shared
0.00
None
79.99K
ELI LILLY & CO
SOLEShares12.31K
TypeSH
Market value$10.17M
2.10%
Sole
0.00
Shared
0.00
None
12.31K
ARM HOLDINGS PLC
SOLEShares94.21K
TypeSH
Market value$10.06M
2.08%
Sole
0.00
Shared
0.00
None
94.21K
NEXTERA ENERGY INC
SOLEShares140.96K
TypeSH
Market value$9.99M
2.06%
Sole
0.00
Shared
0.00
None
140.96K
NUCOR CORP
SOLEShares80.53K
TypeSH
Market value$9.69M
2.00%
Sole
0.00
Shared
0.00
None
80.53K
EOG RES INC
SOLEShares71.54K
TypeSH
Market value$9.17M
1.90%
Sole
0.00
Shared
0.00
None
71.54K
MICROSOFT CORP
SOLEShares23.25K
TypeSH
Market value$8.73M
1.80%
Sole
0.00
Shared
0.00
None
23.25K
MICROSTRATEGY INC
SOLEShares29.23K
TypeSH
Market value$8.43M
1.74%
Sole
0.00
Shared
0.00
None
29.23K
FIDELITY ETHEREUM FD
SOLEShares450.27K
TypeSH
Market value$8.22M
1.70%
Sole
0.00
Shared
0.00
None
450.27K
WALMART INC
SOLEShares89.24K
TypeSH
Market value$7.83M
1.62%
Sole
0.00
Shared
0.00
None
89.24K
PILGRIMS PRIDE CORP
SOLEShares142.19K
TypeSH
Market value$7.75M
1.60%
Sole
0.00
Shared
0.00
None
142.19K
ILLINOIS TOOL WKS INC
SOLEShares31K
TypeSH
Market value$7.69M
1.59%
Sole
0.00
Shared
0.00
None
31K
NVIDIA CORPORATION
SOLEShares70.22K
TypeSH
Market value$7.61M
1.57%
Sole
0.00
Shared
0.00
None
70.22K
CHEVRON CORP NEW
SOLEShares40.01K
TypeSH
Market value$6.69M
1.38%
Sole
0.00
Shared
0.00
None
40.01K
COSTCO WHSL CORP NEW
SOLEShares6.88K
TypeSH
Market value$6.50M
1.34%
Sole
0.00
Shared
0.00
None
6.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 567.24K | SH | $40.82M 8.43% | 0.00 | 0.00 | 567.24K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 1.64M | SH | $40.03M 8.27% | 0.00 | 0.00 | 1.64M |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 392.74K | SH | $33.15M 6.85% | 0.00 | 0.00 | 392.74K |
APPLE INCSOLE | COM | 78.60K | SH | $17.46M 3.61% | 0.00 | 0.00 | 78.60K |
TESLA INCSOLE | COM | 64.72K | SH | $16.77M 3.46% | 0.00 | 0.00 | 64.72K |
AMAZON COM INCSOLE | COM | 83.30K | SH | $15.85M 3.27% | 0.00 | 0.00 | 83.30K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 293.77K | SH | $14.63M 3.02% | 0.00 | 0.00 | 293.77K |
SPDR SER TRSOLE | S&P BIOTECH | 179.24K | SH | $14.54M 3.00% | 0.00 | 0.00 | 179.24K |
PALO ALTO NETWORKS INCSOLE | COM | 87.57K | SH | $14.43M 2.98% | 0.00 | 0.00 | 87.57K |
ISHARES TRSOLE | RUS MD CP GR ETF | 99.76K | SH | $11.72M 2.42% | 0.00 | 0.00 | 99.76K |
VALERO ENERGY CORPSOLE | COM | 79.99K | SH | $10.56M 2.18% | 0.00 | 0.00 | 79.99K |
ELI LILLY & COSOLE | COM | 12.31K | SH | $10.17M 2.10% | 0.00 | 0.00 | 12.31K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 94.21K | SH | $10.06M 2.08% | 0.00 | 0.00 | 94.21K |
NEXTERA ENERGY INCSOLE | COM | 140.96K | SH | $9.99M 2.06% | 0.00 | 0.00 | 140.96K |
NUCOR CORPSOLE | COM | 80.53K | SH | $9.69M 2.00% | 0.00 | 0.00 | 80.53K |
EOG RES INCSOLE | COM | 71.54K | SH | $9.17M 1.90% | 0.00 | 0.00 | 71.54K |
MICROSOFT CORPSOLE | COM | 23.25K | SH | $8.73M 1.80% | 0.00 | 0.00 | 23.25K |
MICROSTRATEGY INCSOLE | CL A NEW | 29.23K | SH | $8.43M 1.74% | 0.00 | 0.00 | 29.23K |
FIDELITY ETHEREUM FDSOLE | SHS | 450.27K | SH | $8.22M 1.70% | 0.00 | 0.00 | 450.27K |
WALMART INCSOLE | COM | 89.24K | SH | $7.83M 1.62% | 0.00 | 0.00 | 89.24K |
PILGRIMS PRIDE CORPSOLE | COM | 142.19K | SH | $7.75M 1.60% | 0.00 | 0.00 | 142.19K |
ILLINOIS TOOL WKS INCSOLE | COM | 31K | SH | $7.69M 1.59% | 0.00 | 0.00 | 31K |
NVIDIA CORPORATIONSOLE | COM | 70.22K | SH | $7.61M 1.57% | 0.00 | 0.00 | 70.22K |
CHEVRON CORP NEWSOLE | COM | 40.01K | SH | $6.69M 1.38% | 0.00 | 0.00 | 40.01K |
COSTCO WHSL CORP NEWSOLE | COM | 6.88K | SH | $6.50M 1.34% | 0.00 | 0.00 | 6.88K |
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