Filed: 11/12/2025ACC: 0001941040-25-000647
📋 What this filing means
UNITED CAPITAL MANAGEMENT OF KS, INC. filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $735.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$735.04M
Total AUM (reported)
7.76M
Total Shares
Allocation by class
COM$381.42M51.9%
SHS$76.11M10.4%
CL A$72.09M9.8%
COM NEW$34.93M4.8%
SHT TM US TRES$26.99M3.7%
COM CL A$24.88M3.4%
7-10 YR TRSY BD$22.86M3.1%
Portfolio Concentration
Top 3$151.68M20.6%
4–10$145.62M19.8%
11–25$196.48M26.7%
Rest$241.26M32.8%
Top 3 weight
20.6%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 7.76M
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
7.76M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole117
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings117
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares360.97K
TypeSH
Market value$65.85M
8.96%
Sole
0.00
Shared
0.00
None
360.97K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares565.29K
TypeSH
Market value$56.42M
7.68%
Sole
0.00
Shared
0.00
None
565.29K
TESLA INC
SOLEShares66.14K
TypeSH
Market value$29.41M
4.00%
Sole
0.00
Shared
0.00
None
66.14K
SCHWAB STRATEGIC TR
SOLEShares1.11M
TypeSH
Market value$26.99M
3.67%
Sole
0.00
Shared
0.00
None
1.11M
ISHARES TR
SOLEShares237.03K
TypeSH
Market value$22.86M
3.11%
Sole
0.00
Shared
0.00
None
237.03K
APPLE INC
SOLEShares81.61K
TypeSH
Market value$20.78M
2.83%
Sole
0.00
Shared
0.00
None
81.61K
FIDELITY ETHEREUM FD
SOLEShares461.95K
TypeSH
Market value$19.19M
2.61%
Sole
0.00
Shared
0.00
None
461.95K
SPDR SERIES TRUST
SOLEShares188.53K
TypeSH
Market value$18.89M
2.57%
Sole
0.00
Shared
0.00
None
188.53K
IES HLDGS INC
SOLEShares46.50K
TypeSH
Market value$18.49M
2.52%
Sole
0.00
Shared
0.00
None
46.50K
AMAZON COM INC
SOLEShares83.81K
TypeSH
Market value$18.40M
2.50%
Sole
0.00
Shared
0.00
None
83.81K
PALO ALTO NETWORKS INC
SOLEShares88.52K
TypeSH
Market value$18.03M
2.45%
Sole
0.00
Shared
0.00
None
88.52K
ALPHABET INC
SOLEShares62.13K
TypeSH
Market value$15.11M
2.05%
Sole
0.00
Shared
0.00
None
62.13K
NVIDIA CORPORATION
SOLEShares78.34K
TypeSH
Market value$14.62M
1.99%
Sole
0.00
Shared
0.00
None
78.34K
DUKE ENERGY CORP NEW
SOLEShares117.30K
TypeSH
Market value$14.52M
1.97%
Sole
0.00
Shared
0.00
None
117.30K
ISHARES TR
SOLEShares101.80K
TypeSH
Market value$14.50M
1.97%
Sole
0.00
Shared
0.00
None
101.80K
VALERO ENERGY CORP
SOLEShares85.05K
TypeSH
Market value$14.48M
1.97%
Sole
0.00
Shared
0.00
None
85.05K
ARM HOLDINGS PLC
SOLEShares100.86K
TypeSH
Market value$14.27M
1.94%
Sole
0.00
Shared
0.00
None
100.86K
CONSTELLATION ENERGY CORP
SOLEShares41.81K
TypeSH
Market value$13.76M
1.87%
Sole
0.00
Shared
0.00
None
41.81K
MICROSOFT CORP
SOLEShares25.03K
TypeSH
Market value$12.96M
1.76%
Sole
0.00
Shared
0.00
None
25.03K
SANMINA CORPORATION
SOLEShares101.25K
TypeSH
Market value$11.66M
1.59%
Sole
0.00
Shared
0.00
None
101.25K
NUCOR CORP
SOLEShares83.48K
TypeSH
Market value$11.31M
1.54%
Sole
0.00
Shared
0.00
None
83.48K
HIMS & HERS HEALTH INC
SOLEShares193.74K
TypeSH
Market value$10.99M
1.50%
Sole
0.00
Shared
0.00
None
193.74K
ROCKET LAB CORP
SOLEShares218.17K
TypeSH
Market value$10.45M
1.42%
Sole
0.00
Shared
0.00
None
218.17K
NEWMONT CORP
SOLEShares118.07K
TypeSH
Market value$9.95M
1.35%
Sole
0.00
Shared
0.00
None
118.07K
ZSCALER INC
SOLEShares33.02K
TypeSH
Market value$9.90M
1.35%
Sole
0.00
Shared
0.00
None
33.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 360.97K | SH | $65.85M 8.96% | 0.00 | 0.00 | 360.97K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 565.29K | SH | $56.42M 7.68% | 0.00 | 0.00 | 565.29K |
TESLA INCSOLE | COM | 66.14K | SH | $29.41M 4.00% | 0.00 | 0.00 | 66.14K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 1.11M | SH | $26.99M 3.67% | 0.00 | 0.00 | 1.11M |
ISHARES TRSOLE | 7-10 YR TRSY BD | 237.03K | SH | $22.86M 3.11% | 0.00 | 0.00 | 237.03K |
APPLE INCSOLE | COM | 81.61K | SH | $20.78M 2.83% | 0.00 | 0.00 | 81.61K |
FIDELITY ETHEREUM FDSOLE | SHS | 461.95K | SH | $19.19M 2.61% | 0.00 | 0.00 | 461.95K |
SPDR SERIES TRUSTSOLE | S&P BIOTECH | 188.53K | SH | $18.89M 2.57% | 0.00 | 0.00 | 188.53K |
IES HLDGS INCSOLE | COM | 46.50K | SH | $18.49M 2.52% | 0.00 | 0.00 | 46.50K |
AMAZON COM INCSOLE | COM | 83.81K | SH | $18.40M 2.50% | 0.00 | 0.00 | 83.81K |
PALO ALTO NETWORKS INCSOLE | COM | 88.52K | SH | $18.03M 2.45% | 0.00 | 0.00 | 88.52K |
ALPHABET INCSOLE | CAP STK CL A | 62.13K | SH | $15.11M 2.05% | 0.00 | 0.00 | 62.13K |
NVIDIA CORPORATIONSOLE | COM | 78.34K | SH | $14.62M 1.99% | 0.00 | 0.00 | 78.34K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 117.30K | SH | $14.52M 1.97% | 0.00 | 0.00 | 117.30K |
ISHARES TRSOLE | RUS MD CP GR ETF | 101.80K | SH | $14.50M 1.97% | 0.00 | 0.00 | 101.80K |
VALERO ENERGY CORPSOLE | COM | 85.05K | SH | $14.48M 1.97% | 0.00 | 0.00 | 85.05K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 100.86K | SH | $14.27M 1.94% | 0.00 | 0.00 | 100.86K |
CONSTELLATION ENERGY CORPSOLE | COM | 41.81K | SH | $13.76M 1.87% | 0.00 | 0.00 | 41.81K |
MICROSOFT CORPSOLE | COM | 25.03K | SH | $12.96M 1.76% | 0.00 | 0.00 | 25.03K |
SANMINA CORPORATIONSOLE | COM | 101.25K | SH | $11.66M 1.59% | 0.00 | 0.00 | 101.25K |
NUCOR CORPSOLE | COM | 83.48K | SH | $11.31M 1.54% | 0.00 | 0.00 | 83.48K |
HIMS & HERS HEALTH INCSOLE | COM CL A | 193.74K | SH | $10.99M 1.50% | 0.00 | 0.00 | 193.74K |
ROCKET LAB CORPSOLE | COM | 218.17K | SH | $10.45M 1.42% | 0.00 | 0.00 | 218.17K |
NEWMONT CORPSOLE | COM | 118.07K | SH | $9.95M 1.35% | 0.00 | 0.00 | 118.07K |
ZSCALER INCSOLE | COM | 33.02K | SH | $9.90M 1.35% | 0.00 | 0.00 | 33.02K |
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