Latest United Capital Management of KS, Inc. Stock Portfolio

United Capital Management of KS, Inc. Performance:

2025 Q3: 8.78%YTD: 16.61%2024: 32.79%

Performance for 2025 Q3 is 8.78%, and YTD is 16.61%, and 2024 is 32.79%.

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

In it's latest 13F Holdings report, United Capital Management of KS, Inc. reported an equity portfolio of $735 Millions as of 30 Sep, 2025.

The top stock holdings of United Capital Management of KS, Inc. are PLTR, , TSLA. The fund has invested 9% of it's portfolio in PALANTIR TECHNOLOGIES INC and 7.7% of portfolio in FIDELITY WISE ORIGIN BITCOIN.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), NEXTERA ENERGY INC (NEE) and MICRON TECHNOLOGY INC (MU) stocks. They significantly reduced their stock positions in GAMESQUARE HLDGS INC, NETFLIX INC (NFLX) and OKLO INC (ALCC). United Capital Management of KS, Inc. opened new stock positions in DUKE ENERGY CORP NEW (DUK), AMERICAN BITCOIN CORP. and COMFORT SYS USA INC (FIX). The fund showed a lot of confidence in some stocks as they added substantially to SANMINA CORPORATION (SANM), QUANTUMSCAPE CORP (QS) and HUNTINGTON INGALLS INDS INC (HII).

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 8.78% in the last quarter. In trailing 12 months, it's portfolio return was 22.38%.

New Buys

Ticker	$ Bought
duke energy corp new	14,515,500
american bitcoin corp.	4,886,330
comfort sys usa inc	1,237,770
apa corporation	1,214,000
kla corp	1,078,600
dell technologies inc	728,414
devon energy corp new	701,200
bwx technologies inc	645,480

New stocks bought by United Capital Management of KS, Inc.

Additions

Ticker	% Inc.
sanmina corporation	912
huntington ingalls inds inc	100
quantumscape corp	100
etf opportunities trust	91.59
uber technologies inc	61.54
usbc inc.	40.39
alphabet inc	37.28
baker hughes company	29.56

Additions to existing portfolio by United Capital Management of KS, Inc.

Reductions

Ticker	% Reduced
gamesquare hldgs inc	-84.93
netflix inc	-42.38
red cat hldgs inc	-36.48
oklo inc	-24.95
kimberly-clark corp	-22.21
vanguard scottsdale fds	-21.79
general dynamics corp	-19.09
caterpillar inc	-18.37

United Capital Management of KS, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
select sector spdr tr	-15,471,900
nextera energy inc	-10,089,900
rigetti computing inc	-430,743
prophase labs inc	-13,578
archer aviation inc	-338,292
soundhound ai inc	-231,414
micron technology inc	-2,206,280
d-wave quantum inc	-180,218

United Capital Management of KS, Inc. got rid off the above stocks

Sector Distribution

United Capital Management of KS, Inc. has about 30% of it's holdings in Others sector.

Sector	%
Others	30
Technology	26.2
Consumer Cyclical	8
Industrials	7.2
Energy	6.1
Utilities	5.4
Consumer Defensive	4.7
Basic Materials	4
Financial Services	3.4
Healthcare	2.9
Communication Services	2.1

Market Cap. Distribution

United Capital Management of KS, Inc. has about 61.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	38.7
UNALLOCATED	30
MEGA-CAP	22.9
MID-CAP	8.1

Stocks belong to which Index?

About 54.9% of the stocks held by United Capital Management of KS, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	46.1
Others	45.1
RUSSELL 2000	8.8

Top 5 Winners (%)		%
NEM	newmont corp	41.7 %
TSLA	tesla inc	40.0 %
PLTR	palantir technologies inc	33.8 %
IESC	ies hldgs inc	33.6 %
QS	quantumscape corp	29.4 %

Top 5 Winners ($)		$
PLTR	palantir technologies inc	17.4 M
TSLA	tesla inc	8.5 M
IESC	ies hldgs inc	4.7 M
AAPL	apple inc	4.0 M
GOOG	alphabet inc	3.0 M

Top 5 Losers (%)		%
KNW	usbc inc.	-25.4 %
FTNT	fortinet inc	-20.5 %
MSTR	strategy inc	-19.9 %
ISRG	intuitive surgical inc	-17.1 %
NFLX	netflix inc	-10.5 %

Top 5 Losers ($)		$
MSTR	strategy inc	-2.4 M
ISRG	intuitive surgical inc	-1.1 M
FTNT	fortinet inc	-0.8 M
PPC	pilgrims pride corp	-0.6 M
ZS	zscaler inc	-0.5 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 116 stocks in it's portfolio. About 40.4% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for United Capital Management of KS, Inc. last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.83	81,613	20,781,000	added	2.15

ABBV	abbvie inc	0.84	26,791	6,203,240	added	3.85

ACHR	archer aviation inc	0.00	0.00	0.00	sold off	-100

ACVF	etf opportunities trust	0.02	28,771	133,785	added	91.59

ADM	archer daniels midland co	0.03	4,079	243,668	reduced	-1.64

AEE	ameren corp	0.22	15,836	1,652,990	reduced	-0.4

ALCC	oklo inc	0.09	6,016	671,566	reduced	-24.95

AMD	advanced micro devices inc	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	2.50	83,806	18,401,300	added	1.9

ANEW	proshares tr	0.04	13,708	269,770	added	1.02

APA	apa corporation	0.16	50,000	1,214,000	new

AVGO	broadcom inc	1.13	25,264	8,334,720	reduced	-3.58

BAC	bank america corp	1.07	152,051	7,844,300	added	1.61

BIL	spdr series trust	2.57	188,529	18,890,600	added	2.27

BKR	baker hughes company	0.74	111,653	5,439,740	added	29.56

BNDW	vanguard scottsdale fds	1.21	188,785	8,865,360	added	9.6

BNDW	vanguard scottsdale fds	0.06	3,410	410,905	reduced	-21.79

BWXT	bwx technologies inc	0.09	3,501	645,480	new

BZQ	proshares tr	0.05	3,420	352,471	reduced	-4.97

CAT	caterpillar inc	0.60	9,294	4,434,460	reduced	-18.37