Filed: 8/1/2025ACC: 0001941040-25-000398
📋 What this filing means
UNITED CAPITAL MANAGEMENT OF KS, INC. filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $637.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$637.96M
Total AUM (reported)
7.08M
Total Shares
Allocation by class
COM$331.78M52.0%
SHS$65.04M10.2%
CL A$55.16M8.6%
SHT TM US TRES$25.76M4.0%
7-10 YR TRSY BD$21.40M3.4%
COM NEW$18.38M2.9%
COM CL A$18.27M2.9%
Portfolio Concentration
Top 3$130.44M20.4%
4–10$127.11M19.9%
11–25$173.62M27.2%
Rest$206.79M32.4%
Top 3 weight
20.4%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 7.08M
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
7.08M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole108
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings108
Rows:
FIDELITY WISE ORIGIN BITCOIN
SOLEShares567.46K
TypeSH
Market value$53.34M
8.36%
Sole
0.00
Shared
0.00
None
567.46K
PALANTIR TECHNOLOGIES INC
SOLEShares376.64K
TypeSH
Market value$51.34M
8.05%
Sole
0.00
Shared
0.00
None
376.64K
SCHWAB STRATEGIC TR
SOLEShares1.06M
TypeSH
Market value$25.76M
4.04%
Sole
0.00
Shared
0.00
None
1.06M
ISHARES TR
SOLEShares223.45K
TypeSH
Market value$21.40M
3.35%
Sole
0.00
Shared
0.00
None
223.45K
TESLA INC
SOLEShares66.65K
TypeSH
Market value$21.17M
3.32%
Sole
0.00
Shared
0.00
None
66.65K
AMAZON COM INC
SOLEShares82.24K
TypeSH
Market value$18.04M
2.83%
Sole
0.00
Shared
0.00
None
82.24K
PALO ALTO NETWORKS INC
SOLEShares87K
TypeSH
Market value$17.80M
2.79%
Sole
0.00
Shared
0.00
None
87K
ARM HOLDINGS PLC
SOLEShares104.05K
TypeSH
Market value$16.83M
2.64%
Sole
0.00
Shared
0.00
None
104.05K
APPLE INC
SOLEShares79.89K
TypeSH
Market value$16.39M
2.57%
Sole
0.00
Shared
0.00
None
79.89K
SELECT SECTOR SPDR TR
SOLEShares295.44K
TypeSH
Market value$15.47M
2.43%
Sole
0.00
Shared
0.00
None
295.44K
SPDR SERIES TRUST
SOLEShares184.35K
TypeSH
Market value$15.29M
2.40%
Sole
0.00
Shared
0.00
None
184.35K
ISHARES TR
SOLEShares100.64K
TypeSH
Market value$13.96M
2.19%
Sole
0.00
Shared
0.00
None
100.64K
IES HLDGS INC
SOLEShares45.87K
TypeSH
Market value$13.59M
2.13%
Sole
0.00
Shared
0.00
None
45.87K
CONSTELLATION ENERGY CORP
SOLEShares40.84K
TypeSH
Market value$13.18M
2.07%
Sole
0.00
Shared
0.00
None
40.84K
NVIDIA CORPORATION
SOLEShares79.16K
TypeSH
Market value$12.51M
1.96%
Sole
0.00
Shared
0.00
None
79.16K
MICROSTRATEGY INC
SOLEShares29.27K
TypeSH
Market value$11.83M
1.85%
Sole
0.00
Shared
0.00
None
29.27K
FIDELITY ETHEREUM FD
SOLEShares465.11K
TypeSH
Market value$11.71M
1.84%
Sole
0.00
Shared
0.00
None
465.11K
MICROSOFT CORP
SOLEShares23.51K
TypeSH
Market value$11.69M
1.83%
Sole
0.00
Shared
0.00
None
23.51K
VALERO ENERGY CORP
SOLEShares83.03K
TypeSH
Market value$11.16M
1.75%
Sole
0.00
Shared
0.00
None
83.03K
NUCOR CORP
SOLEShares82.26K
TypeSH
Market value$10.66M
1.67%
Sole
0.00
Shared
0.00
None
82.26K
ZSCALER INC
SOLEShares32.75K
TypeSH
Market value$10.28M
1.61%
Sole
0.00
Shared
0.00
None
32.75K
NEXTERA ENERGY INC
SOLEShares145.34K
TypeSH
Market value$10.09M
1.58%
Sole
0.00
Shared
0.00
None
145.34K
ELI LILLY & CO
SOLEShares12.31K
TypeSH
Market value$9.60M
1.50%
Sole
0.00
Shared
0.00
None
12.31K
HIMS & HERS HEALTH INC
SOLEShares189.27K
TypeSH
Market value$9.44M
1.48%
Sole
0.00
Shared
0.00
None
189.27K
WALMART INC
SOLEShares88.39K
TypeSH
Market value$8.64M
1.35%
Sole
0.00
Shared
0.00
None
88.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 567.46K | SH | $53.34M 8.36% | 0.00 | 0.00 | 567.46K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 376.64K | SH | $51.34M 8.05% | 0.00 | 0.00 | 376.64K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 1.06M | SH | $25.76M 4.04% | 0.00 | 0.00 | 1.06M |
ISHARES TRSOLE | 7-10 YR TRSY BD | 223.45K | SH | $21.40M 3.35% | 0.00 | 0.00 | 223.45K |
TESLA INCSOLE | COM | 66.65K | SH | $21.17M 3.32% | 0.00 | 0.00 | 66.65K |
AMAZON COM INCSOLE | COM | 82.24K | SH | $18.04M 2.83% | 0.00 | 0.00 | 82.24K |
PALO ALTO NETWORKS INCSOLE | COM | 87K | SH | $17.80M 2.79% | 0.00 | 0.00 | 87K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 104.05K | SH | $16.83M 2.64% | 0.00 | 0.00 | 104.05K |
APPLE INCSOLE | COM | 79.89K | SH | $16.39M 2.57% | 0.00 | 0.00 | 79.89K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 295.44K | SH | $15.47M 2.43% | 0.00 | 0.00 | 295.44K |
SPDR SERIES TRUSTSOLE | S&P BIOTECH | 184.35K | SH | $15.29M 2.40% | 0.00 | 0.00 | 184.35K |
ISHARES TRSOLE | RUS MD CP GR ETF | 100.64K | SH | $13.96M 2.19% | 0.00 | 0.00 | 100.64K |
IES HLDGS INCSOLE | COM | 45.87K | SH | $13.59M 2.13% | 0.00 | 0.00 | 45.87K |
CONSTELLATION ENERGY CORPSOLE | COM | 40.84K | SH | $13.18M 2.07% | 0.00 | 0.00 | 40.84K |
NVIDIA CORPORATIONSOLE | COM | 79.16K | SH | $12.51M 1.96% | 0.00 | 0.00 | 79.16K |
MICROSTRATEGY INCSOLE | CL A NEW | 29.27K | SH | $11.83M 1.85% | 0.00 | 0.00 | 29.27K |
FIDELITY ETHEREUM FDSOLE | SHS | 465.11K | SH | $11.71M 1.84% | 0.00 | 0.00 | 465.11K |
MICROSOFT CORPSOLE | COM | 23.51K | SH | $11.69M 1.83% | 0.00 | 0.00 | 23.51K |
VALERO ENERGY CORPSOLE | COM | 83.03K | SH | $11.16M 1.75% | 0.00 | 0.00 | 83.03K |
NUCOR CORPSOLE | COM | 82.26K | SH | $10.66M 1.67% | 0.00 | 0.00 | 82.26K |
ZSCALER INCSOLE | COM | 32.75K | SH | $10.28M 1.61% | 0.00 | 0.00 | 32.75K |
NEXTERA ENERGY INCSOLE | COM | 145.34K | SH | $10.09M 1.58% | 0.00 | 0.00 | 145.34K |
ELI LILLY & COSOLE | COM | 12.31K | SH | $9.60M 1.50% | 0.00 | 0.00 | 12.31K |
HIMS & HERS HEALTH INCSOLE | COM CL A | 189.27K | SH | $9.44M 1.48% | 0.00 | 0.00 | 189.27K |
WALMART INCSOLE | COM | 88.39K | SH | $8.64M 1.35% | 0.00 | 0.00 | 88.39K |
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