Back to funds
View filing
United Capital Management of KS, Inc.
hedge fundUpdated 37 days agoManaged by United Capital Management Of Ks, Inc. • Latest filing Q2 2026
Portfolio value
$763.4M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
99.9%
Weight of largest holdings
Annualized return
37.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $268.4M |
| Q2 2023 | $312.3M |
| Q3 2023 | $293.9M |
| Q4 2023 | $330.8M |
| Q1 2024 | $436.7M |
| Q2 2024 | $453.5M |
| Q3 2024 | $459.8M |
| Q4 2024 | $549.6M |
| Q1 2025 | $484.1M |
| Q2 2025 | $638M |
| Q3 2025 | $735M |
| Q4 2025 | $713.5M |
| Q1 2026 | $660.3M |
| Q2 2026 | $763.4M |
Top holdings
98 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHW-PJ SCHWAB STRATEGIC TR | $29.2M | 1.21M | 3.82% | Added(+3.0%) |
| 2 | P PLTR PALANTIR TECHNOLOGIES INC | $27.8M | 237.9K | 3.64% | Trimmed(-1.1%) |
| 3 | F FBTC FIDELITY WISE ORIGIN BITCOIN | $27.7M | 543.3K | 3.63% | Trimmed(-3.6%) |
| 4 | T TSLA TESLA INC | $26.2M | 62.4K | 3.44% | Trimmed(-2.2%) |
| 5 | I IESC IES HOLDINGS INC | $25.7M | 35.0K | 3.37% | Trimmed(-21.3%) |
| 6 | E ETHA ISHARES TR | $25.7M | 271.6K | 3.36% | Added(+4.8%) |
| 7 | N NVDA NVIDIA CORPORATION | $22.7M | 113.6K | 2.98% | Trimmed(-2.1%) |
| 8 | S STT-PG SPDR SERIES TRUST | $22.6M | 142.6K | 2.96% | Added(+0.8%) |
| 9 | V VLO VALERO ENERGY CORP | $21.8M | 83.5K | 2.85% | Trimmed(-2.0%) |
| 10 | G GOOGN ALPHABET INC | $21.5M | 60.2K | 2.82% | Trimmed(-2.6%) |
| 11 | A AMZN AMAZON COM INC | $20.9M | 87.5K | 2.73% | Added(+0.7%) |
| 12 | A ARM ARM HOLDINGS PLC | $20.2M | 57.0K | 2.65% | Trimmed(-50.4%) |
| 13 | R RKLB ROCKET LAB CORP | $19.8M | 194.9K | 2.60% | Trimmed(-9.1%) |
| 14 | S SANM SANMINA CORP | $18.7M | 73.9K | 2.45% | Trimmed(-29.0%) |
| 15 | I IBM INTERNATIONAL BUSINESS MACHS | $18.4M | 65.5K | 2.41% | Added(+4.0%) |
| 16 | N NUE NUCOR CORP | $18.1M | 81.4K | 2.38% | Trimmed(-3.9%) |
| 17 | A ASTS AST SPACEMOBILE INC | $17.8M | 199.9K | 2.33% | Added(+67.6%) |
| 18 | A AAPL APPLE INC | $17.3M | 59.6K | 2.26% | Trimmed(-2.5%) |
| 19 | D DUK-PA DUKE ENERGY CORP NEW | $16.2M | 127.7K | 2.12% | Added(+3.1%) |
| 20 | E ETHA ISHARES INC | $15.7M | 77.8K | 2.06% | Trimmed(-2.3%) |