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Latest United Capital Management of KS, Inc. Stock Portfolio

$660Million– No. of Holdings #109

United Capital Management of KS, Inc. Performance:
2026 Q1: -2.14%YTD: -2.14%2025: 20.6%
Performance for 2026 Q1 is -2.14%, and YTD is -2.14%, and 2025 is 20.6%.

About United Capital Management of KS, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, United Capital Management of KS, Inc. reported an equity portfolio of $660.3 Millions as of 31 Mar, 2026.

The top stock holdings of United Capital Management of KS, Inc. are PLTR, , FNDA. The fund has invested 5.3% of it's portfolio in PALANTIR TECHNOLOGIES INC and 5% of portfolio in FIDELITY WISE ORIGIN BITCOIN.

The fund managers got completely rid off BANK AMERICA CORP (BAC), ZSCALER INC (ZS) and HIMS & HERS HEALTH INC (HIMS) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), NEWMONT CORP (NEM) and PALO ALTO NETWORKS INC (PANW). United Capital Management of KS, Inc. opened new stock positions in SEAGATE TECHNOLOGY HLDNGS PL (STX), AST SPACEMOBILE INC (ASTS) and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to HUNTINGTON INGALLS INDS INC (HII), INTERNATIONAL BUSINESS MACHS (IBM) and ADVANCED MICRO DEVICES INC (AMD).
United Capital Management of KS, Inc. Equity Portfolio Value
Last Reported on: 11 May, 2026

United Capital Management of KS, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that United Capital Management of KS, Inc. made a return of -2.14% in the last quarter. In trailing 12 months, it's portfolio return was 23.58%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
seagate technology hldngs pl10,388,300
ast spacemobile inc9,886,140
ishares inc9,803,280
williams sonoma inc8,756,400
micron technology inc4,392,600
circle internet group inc712,140
kratos defense & sec solutio615,200
ciena corp582,345
New stocks bought by United Capital Management of KS, Inc.

Additions

Ticker% Inc.
huntington ingalls inds inc171
international business machs94.92
advanced micro devices inc43.7
invesco qqq tr11.38
Additions to existing portfolio by United Capital Management of KS, Inc.

Reductions

Ticker% Reduced
ishares tr-98.79
newmont corp-96.12
palo alto networks inc-96.09
microsoft corp-94.94
southern copper corp-90.72
vaneck etf trust-89.83
exxon mobil corp-82.82
lam research corp-73.26
United Capital Management of KS, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
american bitcoin corp.-2,464,920
hims & hers health inc-12,599,200
fg nexus inc.-880,000
bank america corp-16,433,300
pan amern silver corp-4,209,980
zscaler inc-15,435,400
sprott asset management lp-1,254,920
uber technologies inc-3,752,610
United Capital Management of KS, Inc. got rid off the above stocks

Sector Distribution

United Capital Management of KS, Inc. has about 28.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Energy
  • Industrials
  • Utilities
  • Communication Services
  • Consumer Defensive
  • Healthcare
  • Basic Materials
  • Financial Services
Sector%
Others28.9
Technology22.8
Consumer Cyclical9.2
Energy8.5
Industrials8.3
Utilities6
Communication Services4.1
Consumer Defensive3.9
Healthcare3.7
Basic Materials2.6
Financial Services2

Market Cap. Distribution

United Capital Management of KS, Inc. has about 68.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP35.1
LARGE-CAP33.5
UNALLOCATED28.9
MID-CAP2.5

Stocks belong to which Index?

About 61.9% of the stocks held by United Capital Management of KS, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50052.5
Others38
RUSSELL 20009.4
Top 5 Winners (%)%
VLO
valero energy corp
38.8 %
MPC
marathon pete corp
37.9 %
LNG
cheniere energy inc
34.6 %
arm holdings plc
29.8 %
ge vernova inc
29.1 %
Top 5 Winners ($)$
VLO
valero energy corp
10.8 M
arm holdings plc
6.8 M
IESC
ies holdings inc
5.9 M
MPC
marathon pete corp
5.8 M
CVX
chevron corporation
3.7 M
Top 5 Losers (%)%
astera labs inc
-24.1 %
fidelity ethereum fd
-22.8 %
ANEW
proshares tr
-18.7 %
QCOM
qualcomm inc
-18.5 %
COIN
coinbase global inc
-17.4 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-14.6 M
fidelity wise origin bitcoin
-14.5 M
TSLA
tesla inc
-7.7 M
fidelity ethereum fd
-6.3 M
CEG
constellation energy corp
-4.7 M

United Capital Management of KS, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of United Capital Management of KS, Inc.

United Capital Management of KS, Inc. has 109 stocks in it's portfolio. About 37% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. VLO was the most profitable stock for United Capital Management of KS, Inc. last quarter.

Last Reported on: 11 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions