Back to United Capital Management of KS, Inc.

United Capital Management of KS, Inc.

Q2 2026 13F filing

Updated 37 days ago

98 disclosed positions worth $763.4M

Portfolio value
$763.4M
Total holdings
98
New positions
9
Closed positions
22
Increased
39
Decreased
44
Turnover
31.6%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

S

SCHWAB STRATEGIC TR

+3.0%
Value
$29.2M
Shares
1.21M
% Port
3.82%
P

PALANTIR TECHNOLOGIES INC

-1.1%
Value
$27.8M
Shares
237.9K
% Port
3.64%
F

FIDELITY WISE ORIGIN BITCOIN

-3.6%
Value
$27.7M
Shares
543.3K
% Port
3.63%
T

TESLA INC

-2.2%
Value
$26.2M
Shares
62.4K
% Port
3.44%
I

IES HOLDINGS INC

-21.3%
Value
$25.7M
Shares
35.0K
% Port
3.37%
E

ISHARES TR

+4.8%
Value
$25.7M
Shares
271.6K
% Port
3.36%
N

NVIDIA CORPORATION

-2.1%
Value
$22.7M
Shares
113.6K
% Port
2.98%
S

SPDR SERIES TRUST

+0.8%
Value
$22.6M
Shares
142.6K
% Port
2.96%
V
9.VLO

VALERO ENERGY CORP

-2.0%
Value
$21.8M
Shares
83.5K
% Port
2.85%
G

ALPHABET INC

-2.6%
Value
$21.5M
Shares
60.2K
% Port
2.82%
A
11.AMZN

AMAZON COM INC

+0.7%
Value
$20.9M
Shares
87.5K
% Port
2.73%
A
12.ARM

ARM HOLDINGS PLC

-50.4%
Value
$20.2M
Shares
57.0K
% Port
2.65%
R
13.RKLB

ROCKET LAB CORP

-9.1%
Value
$19.8M
Shares
194.9K
% Port
2.60%
S
14.SANM

SANMINA CORP

-29.0%
Value
$18.7M
Shares
73.9K
% Port
2.45%
I
15.IBM

INTERNATIONAL BUSINESS MACHS

+4.0%
Value
$18.4M
Shares
65.5K
% Port
2.41%
N
16.NUE

NUCOR CORP

-3.9%
Value
$18.1M
Shares
81.4K
% Port
2.38%
A
17.ASTS

AST SPACEMOBILE INC

+67.6%
Value
$17.8M
Shares
199.9K
% Port
2.33%
A
18.AAPL

APPLE INC

-2.5%
Value
$17.3M
Shares
59.6K
% Port
2.26%
D

DUKE ENERGY CORP NEW

+3.1%
Value
$16.2M
Shares
127.7K
% Port
2.12%
E
20.ETHA

ISHARES INC

-2.3%
Value
$15.7M
Shares
77.8K
% Port
2.06%
A
21.ALAB

ASTERA LABS INC

-6.0%
Value
$15.4M
Shares
31.8K
% Port
2.01%
L
22.LLY

ELI LILLY & CO

+0.9%
Value
$15.1M
Shares
12.6K
% Port
1.98%
M
23.MU

MICRON TECHNOLOGY INC

-10.3%
Value
$13.5M
Shares
11.7K
% Port
1.76%
C
24.COST

COSTCO WHOLESALE CORPORATION

+4.0%
Value
$13.4M
Shares
14.3K
% Port
1.75%
S
25.STX

SEAGATE TECHNOLOGY HLDNGS PL

-51.1%
Value
$12.5M
Shares
13.0K
% Port
1.64%
M
26.MPC

MARATHON PETE CORP

+0.7%
Value
$12.4M
Shares
48.4K
% Port
1.62%
I

IONQ INC

Value
$12.3M
Shares
231.3K
% Port
1.61%
W
28.WSM

WILLIAMS SONOMA INC

+4.6%
Value
$11.7M
Shares
50.2K
% Port
1.53%
C
29.CEG

CONSTELLATION ENERGY CORP

+5.9%
Value
$11.6M
Shares
46.8K
% Port
1.52%
A

ASML HLDG NV

+2738.5%
Value
$11.3M
Shares
5.7K
% Port
1.48%
V
31.VGES

VANGUARD SCOTTSDALE FDS

+6.1%
Value
$10.9M
Shares
233.8K
% Port
1.43%
M
32.MLI

MUELLER INDS INC

-1.2%
Value
$10.6M
Shares
86.1K
% Port
1.39%
W
33.WMT

WALMART INC

-0.1%
Value
$9.9M
Shares
87.2K
% Port
1.29%
M
34.MRVL

MARVELL TECHNOLOGY INC

-8.8%
Value
$9.3M
Shares
31.1K
% Port
1.21%
M
35.META

META PLATFORMS INC

+5.5%
Value
$9M
Shares
16.1K
% Port
1.18%
A
36.AVGO

BROADCOM INC

-3.0%
Value
$8.9M
Shares
23.4K
% Port
1.16%
C
37.CAT

CATERPILLAR INC

-2.4%
Value
$8.8M
Shares
8.2K
% Port
1.15%
T
38.TJX

TJX COS INC NEW

+2.7%
Value
$8.6M
Shares
57.0K
% Port
1.13%
L
39.LMT

LOCKHEED MARTIN CORP

Value
$8.1M
Shares
15.8K
% Port
1.06%
C
40.CF

CF INDUSTRIES HOLD

Value
$7.4M
Shares
68.5K
% Port
0.97%
L
41.LITE

LUMENTUM HLDGS INC

Value
$7.3M
Shares
8.5K
% Port
0.95%
A
42.ABBV

ABBVIE INC

+2.3%
Value
$7.1M
Shares
28.0K
% Port
0.92%
T

TRUIST FINL CORP

+1.7%
Value
$6.7M
Shares
135.5K
% Port
0.88%
N
44.NTR

NUTRIEN LTD

Value
$6.6M
Shares
105.1K
% Port
0.87%
S
45.SNA

SNAP ON INC

+1.2%
Value
$6.1M
Shares
15.3K
% Port
0.80%
I
46.ISRG

INTUITIVE SURGICAL INC

+8.9%
Value
$5.9M
Shares
14.9K
% Port
0.78%
F
47.FTNT

FORTINET INC

-2.5%
Value
$5.6M
Shares
36.7K
% Port
0.74%
C
48.CQP

CHENIERE ENERGY INC

+0.9%
Value
$5.6M
Shares
23.4K
% Port
0.73%
B
49.BKR

BAKER HUGHES COMPANY

+0.2%
Value
$5.3M
Shares
96.3K
% Port
0.70%
W
50.WEC

WEC ENERGY GROUP INC

+2.6%
Value
$5M
Shares
42.6K
% Port
0.65%