United Capital Management of KS, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), United Capital Management of KS, Inc. reported 97 stock positions worth $762.7 million. Its top holding was Schwab Short-Term US Treas (SCHO) at 3.8% of the portfolio, followed by Palantir Technologies Class A (PLTR, 3.6%) and Fidelity Wise Origin Bitcoin (FBTC, 3.6%). Compared with Q1 2026, it opened 9 new positions, sold out of 22, added to 38 and reduced 45. The biggest buy was a new position in Ionq (IONQ) and the biggest sale Palantir Technologies Class A (PLTR, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SALINA, KS
- CIK
- 0001753219
- Portfolio Value
- $762.7M (Q2 2026)
- SEC Filing
- 0001941040-26-000510 ↗ filed Aug 5, 2026
Holdings Value
Holdings 97 stocks · $762.7M
| SCHO Schwab Short-Term US Treas | 3.83% | 1,208,778 | $29.2M | Add +3.0% |
| PLTR Palantir Technologies Inc. Class A | 3.64% | 237,935 | $27.8M | Reduce -1.1% |
| FBTC Fidelity Wise Origin Bitcoin | 3.64% | 543,285 | $27.7M | Reduce -3.6% |
| TSLA Tesla Inc. | 3.44% | 62,360 | $26.2M | Reduce -2.2% |
| IESC Ies Holdings Inc. | 3.37% | 35,002 | $25.7M | Reduce -21.3% |
| IEF iShares 7-10 Year Treasury B | 3.37% | 271,552 | $25.7M | Add +4.8% |
| NVDA Nvidia Corp. | 2.98% | 113,579 | $22.7M | Reduce -2.1% |
| XBI SS SPDR S&P Biotech ETF | 2.96% | 142,599 | $22.6M | Add +0.8% |
| VLO Valero Energy Corp. | 2.85% | 83,521 | $21.8M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 2.82% | 60,237 | $21.5M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 2.73% | 87,524 | $20.9M | Add +0.7% |
| ARM Arm Holdings PLC-ADR | 2.65% | 56,993 | $20.2M | Reduce -50.4% |
| RKLB Rocket Lab Corp. | 2.60% | 194,913 | $19.8M | Reduce -9.1% |
| SANM Sanmina Corp. | 2.45% | 73,911 | $18.7M | Reduce -29.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.41% | 65,480 | $18.4M | Add +4.0% |
| NUE Nucor Corp. | 2.38% | 81,427 | $18.1M | Reduce -3.9% |
| ASTS Ast Spacemobile Inc. | 2.33% | 199,918 | $17.8M | Add +67.6% |
| AAPL Apple Inc. | 2.26% | 59,638 | $17.3M | Reduce -2.5% |
| DUK Duke Energy Corp. | 2.12% | 127,657 | $16.2M | Add +3.1% |
| EWY iShares MSCI South Korea ETF | 2.06% | 77,847 | $15.7M | Reduce -2.3% |
| ALAB Astera Labs Inc. | 2.01% | 31,799 | $15.4M | Reduce -6.0% |
| LLY Eli Lilly & Co. | 1.99% | 12,627 | $15.1M | Add +0.9% |
| MU Micron Technology Inc. | 1.77% | 11,667 | $13.5M | Reduce -10.3% |
| COST Costco Wholesale Corp. | 1.75% | 14,282 | $13.4M | Add +4.0% |
| STX Seagate Technology Holdings | 1.64% | 12,970 | $12.5M | Reduce -51.1% |
| MPC Marathon Petroleum Corp. | 1.62% | 48,365 | $12.4M | Add +0.7% |
| IONQ Ionq Inc. | 1.61% | 231,271 | $12.3M | New |
| WSM Williams-Sonoma Inc. | 1.53% | 50,217 | $11.7M | Add +4.6% |
| CEG Constellation Energy | 1.52% | 46,779 | $11.6M | Add +5.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.48% | 5,677 | $11.3M | Add +2738.5% |
| VMBS Vanguard Mortgage-Backed Sec | 1.44% | 233,846 | $10.9M | Add +6.1% |
| MLI Mueller Industries Inc. | 1.39% | 86,065 | $10.6M | Reduce -1.2% |
| WMT Walmart Inc. | 1.30% | 87,239 | $9.9M | Reduce -0.1% |
| MRVL Marvell Technology Inc. | 1.21% | 31,055 | $9.3M | Reduce -8.8% |
| META Meta Platforms Inc. Class A | 1.19% | 16,054 | $9.0M | Add +5.5% |
| AVGO Broadcom Inc. | 1.16% | 23,434 | $8.9M | Reduce -3.0% |
| CAT Caterpillar Inc. | 1.15% | 8,236 | $8.8M | Reduce -2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.13% | 56,981 | $8.6M | Add +2.7% |
| LMT Lockheed Martin Corp. | 1.06% | 15,839 | $8.1M | New |
| CF CF Industries Holdings Inc. | 0.97% | 68,521 | $7.4M | New |
| LITE Lumentum Holdings Inc. | 0.95% | 8,461 | $7.3M | New |
| ABBV Abbvie Inc. | 0.93% | 28,038 | $7.1M | Add +2.3% |
| TFC Truist Financial Corp. | 0.88% | 135,457 | $6.7M | Add +1.7% |
| NTR Nutrien Ltd. | 0.87% | 105,141 | $6.6M | New |
| SNA Snap-on Inc. | 0.81% | 15,261 | $6.1M | Add +1.2% |
| ISRG Intuitive Surgical Inc. | 0.78% | 14,928 | $5.9M | Add +8.9% |
| FTNT Fortinet Inc. | 0.74% | 36,687 | $5.6M | Reduce -2.5% |
| LNG Cheniere Energy Inc. | 0.73% | 23,356 | $5.6M | Add +0.9% |
| BKR Baker Hughes Co. | 0.70% | 96,262 | $5.3M | Add +0.2% |
| WEC WEC Energy Group Inc. | 0.65% | 42,640 | $5.0M | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 5,760 | $4.2M | Reduce -58.3% |
| NRG NRG Energy Inc. | 0.51% | 26,733 | $3.9M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.37% | 3,723 | $2.8M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.34% | 22,322 | $2.6M | Reduce -5.7% |
| QCOM Qualcomm Inc. | 0.28% | 11,525 | $2.1M | Reduce -0.1% |
| COIN Coinbase Global Inc. Class A | 0.28% | 14,393 | $2.1M | Add +3.0% |
| MSTR Strategy Inc. | 0.27% | 23,500 | $2.0M | Reduce -25.2% |
| SCCO Southern Copper Corp. | 0.26% | 11,484 | $2.0M | Reduce -9.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 4,037 | $1.9M | Reduce -3.4% |
| AEE Ameren Corporation | 0.22% | 14,887 | $1.7M | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 0.21% | 4,633 | $1.6M | Reduce -34.2% |
| WM Waste Management Inc. | 0.20% | 6,969 | $1.6M | Add +1.0% |
| LMND Lemonade Inc. | 0.20% | 23,301 | $1.5M | Add +0.6% |
| V Visa Inc. Class A | 0.15% | 3,285 | $1.1M | Reduce -39.5% |
| FPEI First Trust Institutional PR | 0.14% | 56,247 | $1.1M | Add +5.4% |
| MSFT Microsoft Corp. | 0.13% | 2,617 | $976K | Add +0.9% |
| FETH Fidelity Ethereum Fund | 0.13% | 61,218 | $964K | Reduce -88.0% |
| IYW iShares Ustechnology ETF | 0.12% | 3,574 | $901K | Reduce -2.6% |
| CMI Cummins Inc. | 0.11% | 1,132 | $808K | Reduce -63.8% |
| TRV The Travelers Cos Inc. | 0.09% | 2,146 | $708K | Add +4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 1,395 | $698K | Add +0.7% |
| DPZ Domino's Pizza Inc. | 0.09% | 2,292 | $678K | Add +3.0% |
| MO Altria Group Inc. | 0.09% | 9,426 | $678K | Add +3.8% |
| XOM Exxon Mobil Corp. | 0.08% | 4,698 | $642K | Add +32.7% |
| SO The Southern Co. | 0.08% | 6,606 | $632K | Add +3.6% |
| NEM Newmont Corp. | 0.08% | 6,458 | $603K | Reduce -25.2% |
| NOC Northrop Grumman Corp. | 0.08% | 1,173 | $597K | New |
| AMD Advanced Micro Devices | 0.07% | 941 | $547K | Reduce -76.8% |
| LOW Lowe's Cos Inc. | 0.07% | 2,300 | $507K | Reduce -10.5% |
| GD General Dynamics Corp. | 0.07% | 1,424 | $504K | Reduce -34.1% |
| VONG Vanguard Russell 1000 Growth | 0.06% | 3,410 | $436K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.05% | 6,316 | $355K | Reduce -0.5% |
| SMH Vaneck Semiconductor ETF | 0.05% | 530 | $348K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 2,356 | $345K | Reduce -4.8% |
| GLD SPDR Gold Shares | 0.04% | 907 | $334K | No change |
| GEV GE Vernova Inc. | 0.04% | 273 | $321K | Reduce -87.7% |
| MAIN Main Street Capital Corp. | 0.04% | 6,132 | $318K | Add +1.1% |
| NFLX Netflix Inc. | 0.04% | 4,245 | $303K | Add +4.2% |
| SLV iShares Silver Trust | 0.03% | 4,855 | $260K | No change |
| ADM Archer-Daniels-Midland Co. | 0.03% | 3,137 | $240K | Reduce -28.1% |
| SPCX Space Exploration Techn Class A | 0.03% | 1,379 | $236K | New |
| GDX Vaneck Gold Miners ETF | 0.03% | 3,039 | $229K | Add +2.9% |
| RTX RTX Corp. | 0.03% | 1,134 | $215K | New |
| LASR Nlight Inc. | 0.03% | 2,946 | $205K | New |
| DEFT Defi Technologies Inc. | 0.00% | 32,552 | $17K | No change |
| STEX Streamex Corp. | 0.00% | 18,454 | $16K | Reduce -92.5% |
| DVLT Datavault AI Inc. | 0.00% | 44,500 | $16K | Reduce -44.7% |
Options reported separately and not counted above: IBIT calls ($669K).
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -1.1% | 3.64% | −1.70 |
| FETH Fidelity Ethereum Fund | Reduce -88.0% | 0.13% | −1.48 |
| CVX Chevron Corp. | Sold out | 0.00% | −1.47 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -3.6% | 3.64% | −1.41 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.94 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -58.3% | 0.56% | −0.65 |
| WMT Walmart Inc. | Reduce -0.1% | 1.30% | −0.35 |
| VLO Valero Energy Corp. | Reduce -2.0% | 2.85% | −0.34 |
| MSTR Strategy Inc. | Reduce -25.2% | 0.27% | −0.33 |
| GEV GE Vernova Inc. | Reduce -87.7% | 0.04% | −0.25 |
| TSLA Tesla Inc. | Reduce -2.2% | 3.44% | −0.16 |
| CMI Cummins Inc. | Reduce -63.8% | 0.11% | −0.15 |
| CRCL Circle Internet Group Inc. | Sold out | 0.00% | −0.11 |
| V Visa Inc. Class A | Reduce -39.5% | 0.15% | −0.10 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.09 |
| AAPL Apple Inc. | Reduce -2.5% | 2.26% | −0.09 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.09 |
| NVDA Nvidia Corp. | Reduce -2.1% | 2.98% | −0.09 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.08 |
| MLI Mueller Industries Inc. | Reduce -1.2% | 1.39% | −0.08 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.08 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.07 |
| DE Deere & Co. | Sold out | 0.00% | −0.07 |
| CLSK Cleanspark Inc. | Sold out | 0.00% | −0.07 |
| SCCO Southern Copper Corp. | Reduce -9.3% | 0.26% | −0.07 |
| BTE Baytex Energy Corp. | Sold out | 0.00% | −0.07 |
| NEM Newmont Corp. | Reduce -25.2% | 0.08% | −0.06 |
| MARA Mara Holdings Inc. | Sold out | 0.00% | −0.06 |
| GMAB Genmab A/S -SP ADR | Sold out | 0.00% | −0.06 |
| AMD Advanced Micro Devices | Reduce -76.8% | 0.07% | −0.05 |
| GD General Dynamics Corp. | Reduce -34.1% | 0.07% | −0.05 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.04 |
| UMAC Unusual Machines Inc. | Sold out | 0.00% | −0.04 |
| WFRD Weatherford International PL | Sold out | 0.00% | −0.04 |
| STEX Streamex Corp. | Reduce -92.5% | 0.00% | −0.04 |
| RCAT Red Cat Holdings Inc. | Sold out | 0.00% | −0.04 |
| SIL Global X Silver Miners ETF | Sold out | 0.00% | −0.03 |
| T AT&T Inc. | Sold out | 0.00% | −0.03 |
| AEE Ameren Corporation | Reduce -0.3% | 0.22% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -10.5% | 0.07% | −0.03 |
| BITO Proshares Bitcoin ETF-Usd | Sold out | 0.00% | −0.02 |
| ADM Archer-Daniels-Midland Co. | Reduce -28.1% | 0.03% | −0.02 |
| OPEN Opendoor Technologies Inc. | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 0.37% | −0.01 |
| DVLT Datavault AI Inc. | Reduce -44.7% | 0.00% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Reduce -0.5% | 0.05% | −0.00 |
| ONDS Ondas Inc. | Sold out | 0.00% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -4.8% | 0.05% | −0.00 |
| ARM Arm Holdings PLC-ADR | Reduce -50.4% | 2.65% | +0.01 |
| IYW iShares Ustechnology ETF | Reduce -2.6% | 0.12% | +0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| IONQ Ionq Inc. | New | 1.61% | +1.61 |
| ASML ASML Holding NV-NY Reg SHS | Add +2738.5% | 1.48% | +1.44 |
| LMT Lockheed Martin Corp. | New | 1.06% | +1.06 |
| CF CF Industries Holdings Inc. | New | 0.97% | +0.97 |
| LITE Lumentum Holdings Inc. | New | 0.95% | +0.95 |
| NTR Nutrien Ltd. | New | 0.87% | +0.87 |
| ASTS Ast Spacemobile Inc. | Add +67.6% | 2.33% | +0.83 |
| LLY Eli Lilly & Co. | Add +0.9% | 1.99% | +0.24 |
| XBI SS SPDR S&P Biotech ETF | Add +0.8% | 2.96% | +0.22 |
| WSM Williams-Sonoma Inc. | Add +4.6% | 1.53% | +0.21 |
| IBM Intl Business Machines Corp. | Add +4.0% | 2.41% | +0.10 |
| NOC Northrop Grumman Corp. | New | 0.08% | +0.08 |
| SPCX Space Exploration Techn Class A | New | 0.03% | +0.03 |
| RTX RTX Corp. | New | 0.03% | +0.03 |
| LASR Nlight Inc. | New | 0.03% | +0.03 |
| ABBV Abbvie Inc. | Add +2.3% | 0.93% | +0.02 |
| TRV The Travelers Cos Inc. | Add +4.3% | 0.09% | +0.00 |
| MO Altria Group Inc. | Add +3.8% | 0.09% | −0.00 |
| XOM Exxon Mobil Corp. | Add +32.7% | 0.08% | −0.01 |
| MAIN Main Street Capital Corp. | Add +1.1% | 0.04% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 0.09% | −0.01 |
| SO The Southern Co. | Add +3.6% | 0.08% | −0.01 |
| AMZN Amazon.com Inc. | Add +0.7% | 2.73% | −0.01 |
| GDX Vaneck Gold Miners ETF | Add +2.9% | 0.03% | −0.01 |
| FPEI First Trust Institutional PR | Add +5.4% | 0.14% | −0.01 |
| MSFT Microsoft Corp. | Add +0.9% | 0.13% | −0.02 |
| NFLX Netflix Inc. | Add +4.2% | 0.04% | −0.02 |
| LMND Lemonade Inc. | Add +0.6% | 0.20% | −0.02 |
| SNA Snap-on Inc. | Add +1.2% | 0.81% | −0.03 |
| DPZ Domino's Pizza Inc. | Add +3.0% | 0.09% | −0.03 |
| WM Waste Management Inc. | Add +1.0% | 0.20% | −0.04 |
| TFC Truist Financial Corp. | Add +1.7% | 0.88% | −0.04 |
| WEC WEC Energy Group Inc. | Add +2.6% | 0.65% | −0.08 |
| NRG NRG Energy Inc. | Add +0.3% | 0.51% | −0.08 |
| COIN Coinbase Global Inc. Class A | Add +3.0% | 0.28% | −0.09 |
| VMBS Vanguard Mortgage-Backed Sec | Add +6.1% | 1.44% | −0.13 |
| META Meta Platforms Inc. Class A | Add +5.5% | 1.19% | −0.13 |
| MPC Marathon Petroleum Corp. | Add +0.7% | 1.62% | −0.16 |
| ISRG Intuitive Surgical Inc. | Add +8.9% | 0.78% | −0.18 |
| BKR Baker Hughes Co. | Add +0.2% | 0.70% | −0.19 |
| TJX TJX Companies Inc. | Add +2.7% | 1.13% | −0.21 |
| LNG Cheniere Energy Inc. | Add +0.9% | 0.73% | −0.26 |
| COST Costco Wholesale Corp. | Add +4.0% | 1.75% | −0.32 |
| DUK Duke Energy Corp. | Add +3.1% | 2.12% | −0.34 |
| CEG Constellation Energy | Add +5.9% | 1.52% | −0.35 |
| IEF iShares 7-10 Year Treasury B | Add +4.8% | 3.37% | −0.38 |
| SCHO Schwab Short-Term US Treas | Add +3.0% | 3.83% | −0.49 |
Options Activity Q1 2026 → Q2 2026
| IBIT iShares Bitcoin Trust ETF | call | Add +1.0% | 20,100 | $669K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 97 | $762.7M | SCHO, PLTR, FBTC, TSLA, IESC |
| Q1 2026 | 110 | $659.6M | PLTR, FBTC, SCHO, IEF, TSLA |
| Q4 2025Amended | 106 | $713.5M | PLTR, FBTC, TSLA, SCHO, IEF |
| Q3 2025 | 117 | $735.0M | PLTR, FBTC, TSLA, SCHO, IEF |
| Q2 2025 | 108 | $638.0M | FBTC, PLTR, SCHO, IEF, TSLA |
| Q1 2025 | 92 | $484.1M | FBTC, SCHO, PLTR, AAPL, TSLA |
| Q4 2024 | 88 | $549.6M | FBTC, SCHO, PLTR, TSLA, NVDA |
| Q3 2024 | 83 | $459.8M | SCHO, FBTC, NVDA, AAPL, XBI |
| Q2 2024 | 74 | $453.5M | SCHO, NVDA, SMCI, AAPL, FBTC |
| Q1 2024 | 80 | $436.7M | SCHO, SMCI, FBTC, NVDA, MSFT |