Filed: 5/11/2026ACC: 0001941040-26-000312
📋 What this filing means
UNITED CAPITAL MANAGEMENT OF KS, INC. filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $660.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
111
Positions
$660.35M
Total AUM (reported)
6.61M
Total Shares
Allocation by class
COM$356.58M54.0%
CL A$49.78M7.5%
SHS$43.88M6.6%
COM NEW$35.16M5.3%
SHT TM US TRES$28.48M4.3%
7-10 YR TRSY BD$24.74M3.7%
SPONSORED ADS$19.18M2.9%
Portfolio Concentration
Top 3$96.97M14.7%
4–10$147.13M22.3%
11–25$204.88M31.0%
Rest$211.37M32.0%
Top 3 weight
14.7%
Top 10 weight
37.0%
Voting Authority Distribution
Total shares with voting rights: 6.61M
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
6.61M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole111
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings111
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares240.68K
TypeSH
Market value$35.21M
5.33%
Sole
0.00
Shared
0.00
None
240.68K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares563.75K
TypeSH
Market value$33.28M
5.04%
Sole
0.00
Shared
0.00
None
563.75K
SCHWAB STRATEGIC TR
SOLEShares1.17M
TypeSH
Market value$28.48M
4.31%
Sole
0.00
Shared
0.00
None
1.17M
ISHARES TR
SOLEShares259.25K
TypeSH
Market value$24.74M
3.75%
Sole
0.00
Shared
0.00
None
259.25K
TESLA INC
SOLEShares63.79K
TypeSH
Market value$23.71M
3.59%
Sole
0.00
Shared
0.00
None
63.79K
IES HOLDINGS INC
SOLEShares44.49K
TypeSH
Market value$21.20M
3.21%
Sole
0.00
Shared
0.00
None
44.49K
VALERO ENERGY CORP
SOLEShares85.23K
TypeSH
Market value$21.06M
3.19%
Sole
0.00
Shared
0.00
None
85.23K
NVIDIA CORPORATION
SOLEShares116.03K
TypeSH
Market value$20.23M
3.06%
Sole
0.00
Shared
0.00
None
116.03K
AMAZON COM INC
SOLEShares86.96K
TypeSH
Market value$18.11M
2.74%
Sole
0.00
Shared
0.00
None
86.96K
SPDR SERIES TRUST
SOLEShares141.50K
TypeSH
Market value$18.07M
2.74%
Sole
0.00
Shared
0.00
None
141.50K
ALPHABET INC
SOLEShares61.85K
TypeSH
Market value$17.79M
2.69%
Sole
0.00
Shared
0.00
None
61.85K
ARM HOLDINGS PLC
SOLEShares114.98K
TypeSH
Market value$17.39M
2.63%
Sole
0.00
Shared
0.00
None
114.98K
DUKE ENERGY CORP NEW
SOLEShares123.78K
TypeSH
Market value$16.21M
2.45%
Sole
0.00
Shared
0.00
None
123.78K
APPLE INC
SOLEShares61.19K
TypeSH
Market value$15.53M
2.35%
Sole
0.00
Shared
0.00
None
61.19K
INTERNATIONAL BUSINESS MACHS
SOLEShares62.95K
TypeSH
Market value$15.26M
2.31%
Sole
0.00
Shared
0.00
None
62.95K
NUCOR CORP
SOLEShares84.69K
TypeSH
Market value$14.32M
2.17%
Sole
0.00
Shared
0.00
None
84.69K
ROCKET LAB CORP
SOLEShares214.51K
TypeSH
Market value$13.78M
2.09%
Sole
0.00
Shared
0.00
None
214.51K
COSTCO WHOLESALE CORPORATION
SOLEShares13.74K
TypeSH
Market value$13.69M
2.07%
Sole
0.00
Shared
0.00
None
13.74K
SANMINA CORP
SOLEShares104.09K
TypeSH
Market value$13.49M
2.04%
Sole
0.00
Shared
0.00
None
104.09K
CONSTELLATION ENERGY CORP
SOLEShares44.18K
TypeSH
Market value$12.34M
1.87%
Sole
0.00
Shared
0.00
None
44.18K
MARATHON PETE CORP
SOLEShares48.01K
TypeSH
Market value$11.72M
1.78%
Sole
0.00
Shared
0.00
None
48.01K
ELI LILLY & CO
SOLEShares12.52K
TypeSH
Market value$11.51M
1.74%
Sole
0.00
Shared
0.00
None
12.52K
WALMART INC
SOLEShares87.37K
TypeSH
Market value$10.86M
1.64%
Sole
0.00
Shared
0.00
None
87.37K
FIDELITY ETHEREUM FD
SOLEShares507.84K
TypeSH
Market value$10.60M
1.61%
Sole
0.00
Shared
0.00
None
507.84K
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares26.52K
TypeSH
Market value$10.39M
1.57%
Sole
0.00
Shared
0.00
None
26.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 240.68K | SH | $35.21M 5.33% | 0.00 | 0.00 | 240.68K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 563.75K | SH | $33.28M 5.04% | 0.00 | 0.00 | 563.75K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 1.17M | SH | $28.48M 4.31% | 0.00 | 0.00 | 1.17M |
ISHARES TRSOLE | 7-10 YR TRSY BD | 259.25K | SH | $24.74M 3.75% | 0.00 | 0.00 | 259.25K |
TESLA INCSOLE | COM | 63.79K | SH | $23.71M 3.59% | 0.00 | 0.00 | 63.79K |
IES HOLDINGS INCSOLE | COM | 44.49K | SH | $21.20M 3.21% | 0.00 | 0.00 | 44.49K |
VALERO ENERGY CORPSOLE | COM | 85.23K | SH | $21.06M 3.19% | 0.00 | 0.00 | 85.23K |
NVIDIA CORPORATIONSOLE | COM | 116.03K | SH | $20.23M 3.06% | 0.00 | 0.00 | 116.03K |
AMAZON COM INCSOLE | COM | 86.96K | SH | $18.11M 2.74% | 0.00 | 0.00 | 86.96K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 141.50K | SH | $18.07M 2.74% | 0.00 | 0.00 | 141.50K |
ALPHABET INCSOLE | CAP STK CL A | 61.85K | SH | $17.79M 2.69% | 0.00 | 0.00 | 61.85K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 114.98K | SH | $17.39M 2.63% | 0.00 | 0.00 | 114.98K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 123.78K | SH | $16.21M 2.45% | 0.00 | 0.00 | 123.78K |
APPLE INCSOLE | COM | 61.19K | SH | $15.53M 2.35% | 0.00 | 0.00 | 61.19K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 62.95K | SH | $15.26M 2.31% | 0.00 | 0.00 | 62.95K |
NUCOR CORPSOLE | COM | 84.69K | SH | $14.32M 2.17% | 0.00 | 0.00 | 84.69K |
ROCKET LAB CORPSOLE | COM | 214.51K | SH | $13.78M 2.09% | 0.00 | 0.00 | 214.51K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 13.74K | SH | $13.69M 2.07% | 0.00 | 0.00 | 13.74K |
SANMINA CORPSOLE | COM | 104.09K | SH | $13.49M 2.04% | 0.00 | 0.00 | 104.09K |
CONSTELLATION ENERGY CORPSOLE | COM | 44.18K | SH | $12.34M 1.87% | 0.00 | 0.00 | 44.18K |
MARATHON PETE CORPSOLE | COM | 48.01K | SH | $11.72M 1.78% | 0.00 | 0.00 | 48.01K |
ELI LILLY & COSOLE | COM | 12.52K | SH | $11.51M 1.74% | 0.00 | 0.00 | 12.52K |
WALMART INCSOLE | COM | 87.37K | SH | $10.86M 1.64% | 0.00 | 0.00 | 87.37K |
FIDELITY ETHEREUM FDSOLE | SHS | 507.84K | SH | $10.60M 1.61% | 0.00 | 0.00 | 507.84K |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 26.52K | SH | $10.39M 1.57% | 0.00 | 0.00 | 26.52K |
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