Filed: 8/5/2026ACC: 0001941040-26-000510
📋 What this filing means
UNITED CAPITAL MANAGEMENT OF KS, INC. filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $763.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$763.41M
Total AUM (reported)
5.88M
Total Shares
Allocation by class
COM$453.44M59.4%
CL A$42.15M5.5%
COM NEW$31.58M4.1%
SHT TM US TRES$29.18M3.8%
SHS$28.70M3.8%
7-10 YR TRSY BD$25.68M3.4%
ST STR SP BIOT$22.57M3.0%
Portfolio Concentration
Top 3$84.67M11.1%
4–10$166.20M21.8%
11–25$252.88M33.1%
Rest$259.66M34.0%
Top 3 weight
11.1%
Top 10 weight
32.9%
Voting Authority Distribution
Total shares with voting rights: 5.88M
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
5.88M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings98
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.21M
TypeSH
Market value$29.18M
3.82%
Sole
0.00
Shared
0.00
None
1.21M
PALANTIR TECHNOLOGIES INC
SOLEShares237.94K
TypeSH
Market value$27.76M
3.64%
Sole
0.00
Shared
0.00
None
237.94K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares543.28K
TypeSH
Market value$27.73M
3.63%
Sole
0.00
Shared
0.00
None
543.28K
TESLA INC
SOLEShares62.36K
TypeSH
Market value$26.23M
3.44%
Sole
0.00
Shared
0.00
None
62.36K
IES HOLDINGS INC
SOLEShares35K
TypeSH
Market value$25.71M
3.37%
Sole
0.00
Shared
0.00
None
35K
ISHARES TR
SOLEShares271.55K
TypeSH
Market value$25.68M
3.36%
Sole
0.00
Shared
0.00
None
271.55K
NVIDIA CORPORATION
SOLEShares113.58K
TypeSH
Market value$22.73M
2.98%
Sole
0.00
Shared
0.00
None
113.58K
SPDR SERIES TRUST
SOLEShares142.60K
TypeSH
Market value$22.57M
2.96%
Sole
0.00
Shared
0.00
None
142.60K
VALERO ENERGY CORP
SOLEShares83.52K
TypeSH
Market value$21.75M
2.85%
Sole
0.00
Shared
0.00
None
83.52K
ALPHABET INC
SOLEShares60.24K
TypeSH
Market value$21.53M
2.82%
Sole
0.00
Shared
0.00
None
60.24K
AMAZON COM INC
SOLEShares87.52K
TypeSH
Market value$20.86M
2.73%
Sole
0.00
Shared
0.00
None
87.52K
ARM HOLDINGS PLC
SOLEShares56.99K
TypeSH
Market value$20.21M
2.65%
Sole
0.00
Shared
0.00
None
56.99K
ROCKET LAB CORP
SOLEShares194.91K
TypeSH
Market value$19.81M
2.60%
Sole
0.00
Shared
0.00
None
194.91K
SANMINA CORP
SOLEShares73.91K
TypeSH
Market value$18.71M
2.45%
Sole
0.00
Shared
0.00
None
73.91K
INTERNATIONAL BUSINESS MACHS
SOLEShares65.48K
TypeSH
Market value$18.41M
2.41%
Sole
0.00
Shared
0.00
None
65.48K
NUCOR CORP
SOLEShares81.43K
TypeSH
Market value$18.14M
2.38%
Sole
0.00
Shared
0.00
None
81.43K
AST SPACEMOBILE INC
SOLEShares199.92K
TypeSH
Market value$17.76M
2.33%
Sole
0.00
Shared
0.00
None
199.92K
APPLE INC
SOLEShares59.64K
TypeSH
Market value$17.26M
2.26%
Sole
0.00
Shared
0.00
None
59.64K
DUKE ENERGY CORP NEW
SOLEShares127.66K
TypeSH
Market value$16.16M
2.12%
Sole
0.00
Shared
0.00
None
127.66K
ISHARES INC
SOLEShares77.85K
TypeSH
Market value$15.72M
2.06%
Sole
0.00
Shared
0.00
None
77.85K
ASTERA LABS INC
SOLEShares31.80K
TypeSH
Market value$15.36M
2.01%
Sole
0.00
Shared
0.00
None
31.80K
ELI LILLY & CO
SOLEShares12.63K
TypeSH
Market value$15.14M
1.98%
Sole
0.00
Shared
0.00
None
12.63K
MICRON TECHNOLOGY INC
SOLEShares11.67K
TypeSH
Market value$13.47M
1.76%
Sole
0.00
Shared
0.00
None
11.67K
COSTCO WHOLESALE CORPORATION
SOLEShares14.28K
TypeSH
Market value$13.36M
1.75%
Sole
0.00
Shared
0.00
None
14.28K
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares12.97K
TypeSH
Market value$12.52M
1.64%
Sole
0.00
Shared
0.00
None
12.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 1.21M | SH | $29.18M 3.82% | 0.00 | 0.00 | 1.21M |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 237.94K | SH | $27.76M 3.64% | 0.00 | 0.00 | 237.94K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 543.28K | SH | $27.73M 3.63% | 0.00 | 0.00 | 543.28K |
TESLA INCSOLE | COM | 62.36K | SH | $26.23M 3.44% | 0.00 | 0.00 | 62.36K |
IES HOLDINGS INCSOLE | COM | 35K | SH | $25.71M 3.37% | 0.00 | 0.00 | 35K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 271.55K | SH | $25.68M 3.36% | 0.00 | 0.00 | 271.55K |
NVIDIA CORPORATIONSOLE | COM | 113.58K | SH | $22.73M 2.98% | 0.00 | 0.00 | 113.58K |
SPDR SERIES TRUSTSOLE | ST STR SP BIOT | 142.60K | SH | $22.57M 2.96% | 0.00 | 0.00 | 142.60K |
VALERO ENERGY CORPSOLE | COM | 83.52K | SH | $21.75M 2.85% | 0.00 | 0.00 | 83.52K |
ALPHABET INCSOLE | CAP STK CL A | 60.24K | SH | $21.53M 2.82% | 0.00 | 0.00 | 60.24K |
AMAZON COM INCSOLE | COM | 87.52K | SH | $20.86M 2.73% | 0.00 | 0.00 | 87.52K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 56.99K | SH | $20.21M 2.65% | 0.00 | 0.00 | 56.99K |
ROCKET LAB CORPSOLE | COM | 194.91K | SH | $19.81M 2.60% | 0.00 | 0.00 | 194.91K |
SANMINA CORPSOLE | COM | 73.91K | SH | $18.71M 2.45% | 0.00 | 0.00 | 73.91K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 65.48K | SH | $18.41M 2.41% | 0.00 | 0.00 | 65.48K |
NUCOR CORPSOLE | COM | 81.43K | SH | $18.14M 2.38% | 0.00 | 0.00 | 81.43K |
AST SPACEMOBILE INCSOLE | COM CL A | 199.92K | SH | $17.76M 2.33% | 0.00 | 0.00 | 199.92K |
APPLE INCSOLE | COM | 59.64K | SH | $17.26M 2.26% | 0.00 | 0.00 | 59.64K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 127.66K | SH | $16.16M 2.12% | 0.00 | 0.00 | 127.66K |
ISHARES INCSOLE | MSCI STH KOR ETF | 77.85K | SH | $15.72M 2.06% | 0.00 | 0.00 | 77.85K |
ASTERA LABS INCSOLE | COM | 31.80K | SH | $15.36M 2.01% | 0.00 | 0.00 | 31.80K |
ELI LILLY & COSOLE | COM | 12.63K | SH | $15.14M 1.98% | 0.00 | 0.00 | 12.63K |
MICRON TECHNOLOGY INCSOLE | COM | 11.67K | SH | $13.47M 1.76% | 0.00 | 0.00 | 11.67K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 14.28K | SH | $13.36M 1.75% | 0.00 | 0.00 | 14.28K |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 12.97K | SH | $12.52M 1.64% | 0.00 | 0.00 | 12.97K |
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