United Capital Management of KS, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), United Capital Management of KS, Inc. reported 80 stock positions worth $436.7 million. Its top holding was Schwab Short-Term US Treas (SCHO) at 6.7% of the portfolio, followed by Super Micro Computer (SMCI, 5.9%) and Fidelity Wise Origin Bitcoin (FBTC, 5.0%). Compared with Q4 2023, it opened 9 new positions, sold out of 5, added to 48 and reduced 22. The biggest buy was a new position in Fidelity Wise Origin Bitcoin (FBTC) and the biggest sale an exit from Academy Sports & Outdoors (ASO).
- Most Recent 13F
- Q2 2026
- Location
- SALINA, KS
- CIK
- 0001753219
- Portfolio Value
- $436.7M (Q1 2024)
- SEC Filing
- 0001941040-24-000197 ↗ filed Apr 19, 2024
Holdings Value
Holdings 80 stocks · $436.7M
| SCHO Schwab Short-Term US Treas | 6.68% | 604,896 | $29.2M | Add +6.5% |
| SMCI Super Micro Computer Inc. | 5.89% | 25,452 | $25.7M | Reduce -34.8% |
| FBTC Fidelity Wise Origin Bitcoin | 4.96% | 349,399 | $21.7M | New |
| NVDA Nvidia Corp. | 4.19% | 20,259 | $18.3M | Reduce -24.8% |
| MSFT Microsoft Corp. | 3.57% | 37,106 | $15.6M | Add +0.5% |
| AAPL Apple Inc. | 3.57% | 90,808 | $15.6M | Add +2.0% |
| AMZN Amazon.com Inc. | 3.52% | 85,129 | $15.4M | Add +4.0% |
| PLTR Palantir Technologies Inc. Class A | 3.08% | 584,951 | $13.5M | Add +4.7% |
| BITO Proshares Bitcoin ETF-Usd | 3.03% | 409,545 | $13.2M | New |
| TSLA Tesla Inc. | 2.96% | 73,514 | $12.9M | Add +114.8% |
| XBI SS SPDR S&P Biotech ETF | 2.87% | 132,238 | $12.5M | Add +27.1% |
| VLO Valero Energy Corp. | 2.72% | 69,607 | $11.9M | Add +2.2% |
| CAT Caterpillar Inc. | 2.42% | 28,821 | $10.6M | Add +4.1% |
| RS Reliance Inc. | 2.22% | 28,987 | $9.7M | Add +4.7% |
| LLY Eli Lilly & Co. | 2.19% | 12,272 | $9.5M | Reduce -0.8% |
| AMAT Applied Materials Inc. | 1.81% | 38,404 | $7.9M | Add +6.0% |
| MPC Marathon Petroleum Corp. | 1.77% | 38,466 | $7.8M | Add +3.1% |
| EOG EOG Resources Inc. | 1.77% | 60,415 | $7.7M | Add +9.6% |
| URI United Rentals Inc. | 1.66% | 10,076 | $7.3M | Reduce -5.7% |
| LOW Lowe's Cos Inc. | 1.63% | 27,938 | $7.1M | Add +1.9% |
| MOS The Mosaic Co. | 1.59% | 214,445 | $7.0M | Add +119.3% |
| ADBE Adobe Inc. | 1.49% | 12,932 | $6.5M | Add +9.9% |
| DE Deere & Co. | 1.47% | 15,630 | $6.4M | Add +14.5% |
| WMT Walmart Inc. | 1.47% | 106,485 | $6.4M | Add +0.9% |
| GD General Dynamics Corp. | 1.45% | 22,422 | $6.3M | Add +4.3% |
| V Visa Inc. Class A | 1.41% | 22,013 | $6.1M | Add +7.3% |
| MLI Mueller Industries Inc. | 1.25% | 101,327 | $5.5M | Add +3.0% |
| AKAM Akamai Technologies Inc. | 1.23% | 49,493 | $5.4M | New |
| COST Costco Wholesale Corp. | 1.22% | 7,261 | $5.3M | Reduce -2.4% |
| ABBV Abbvie Inc. | 1.18% | 28,340 | $5.2M | Reduce -2.9% |
| ZS Zscaler Inc. | 1.17% | 26,528 | $5.1M | Add +8.7% |
| ABT Abbott Laboratories | 1.10% | 42,352 | $4.8M | Add +2.9% |
| PEP Pepsico Inc. | 1.07% | 26,708 | $4.7M | Add +5.8% |
| PANW Palo Alto Networks Inc. | 1.04% | 15,914 | $4.5M | Add +0.7% |
| AVGO Broadcom Inc. | 1.00% | 3,294 | $4.4M | Reduce -2.1% |
| NOC Northrop Grumman Corp. | 0.99% | 9,015 | $4.3M | Add +6.7% |
| BCC Boise Cascade Co. | 0.98% | 27,798 | $4.3M | Add +3.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.98% | 9,591 | $4.3M | Reduce -10.0% |
| TFC Truist Financial Corp. | 0.96% | 107,839 | $4.2M | Add +3.8% |
| COR Cencora Inc. | 0.96% | 17,166 | $4.2M | Reduce -0.6% |
| CVX Chevron Corp. | 0.93% | 25,763 | $4.1M | Add +25.4% |
| UTF Cohen & Steers Infrastructur | 0.90% | 166,502 | $3.9M | Add +6.8% |
| MDLZ Mondelez International Inc. Class A | 0.85% | 53,094 | $3.7M | Add +11.7% |
| CHRD Chord Energy Corp. | 0.85% | 20,724 | $3.7M | New |
| IVV iShares Core S&P 500 ETF | 0.80% | 6,655 | $3.5M | Reduce -17.1% |
| AMD Advanced Micro Devices | 0.75% | 18,119 | $3.3M | Add +3.8% |
| LNG Cheniere Energy Inc. | 0.73% | 19,801 | $3.2M | Add +8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.70% | 15,899 | $3.0M | Add +0.3% |
| NRG NRG Energy Inc. | 0.66% | 42,869 | $2.9M | Reduce -7.9% |
| FTNT Fortinet Inc. | 0.64% | 40,916 | $2.8M | Add +3.6% |
| COIN Coinbase Global Inc. Class A | 0.64% | 10,460 | $2.8M | Add +16.8% |
| WEC WEC Energy Group Inc. | 0.58% | 30,773 | $2.5M | Add +10.6% |
| MRVL Marvell Technology Inc. | 0.54% | 33,453 | $2.4M | Add +1.6% |
| QCOM Qualcomm Inc. | 0.36% | 9,360 | $1.6M | Add +3.4% |
| WM Waste Management Inc. | 0.36% | 7,291 | $1.6M | Reduce -4.1% |
| FPEI First Trust Institutional PR | 0.29% | 68,495 | $1.2M | Reduce -5.5% |
| AEE Ameren Corporation | 0.28% | 16,636 | $1.2M | Add +1.8% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.28% | 720 | $1.2M | Add +52.2% |
| VALE Vale SA-SP ADR | 0.24% | 87,107 | $1.1M | Reduce -0.2% |
| DPZ Domino's Pizza Inc. | 0.24% | 2,085 | $1.0M | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.22% | 18,992 | $948K | Add +15.8% |
| PZZA Papa John's Intl Inc. | 0.15% | 9,821 | $654K | Reduce -4.5% |
| IYW iShares Ustechnology ETF | 0.14% | 4,487 | $606K | Reduce -10.4% |
| NOBL Proshares S&P 500 Dividend A | 0.12% | 5,330 | $541K | Reduce -13.9% |
| NFLX Netflix Inc. | 0.12% | 844 | $513K | Reduce -11.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,162 | $489K | Add +4.3% |
| FTSM First Trust Enh Short Mat FD | 0.10% | 7,415 | $442K | Add +13.9% |
| MARA Mara Holdings Inc. filed as MARATHON DIGITAL HOLDINGS IN | 0.10% | 19,088 | $431K | Add +49.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 3,135 | $427K | New |
| VONG Vanguard Russell 1000 Growth | 0.09% | 4,660 | $404K | Reduce -2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 10,553 | $400K | Reduce -18.3% |
| SO The Southern Co. | 0.09% | 5,399 | $387K | Add +1.5% |
| IWP iShares Russell Mid-Cap Grow | 0.08% | 3,085 | $352K | Reduce -21.5% |
| GBTC Grayscale Bitcoin Trust ETF | 0.08% | 5,401 | $341K | New |
| CLSK Cleanspark Inc. | 0.07% | 15,438 | $327K | New |
| ISRG Intuitive Surgical Inc. | 0.07% | 757 | $302K | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.06% | 2,095 | $244K | Add +2.2% |
| HDV iShares Core High Dividend E | 0.05% | 1,971 | $217K | New |
| AG First Majestic Silver Corp. | 0.04% | 27,587 | $162K | New |
| BAKKT HOLDINGS INC | 0.00% | 16,500 | $8K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| ASO Academy Sports & Outdoors Inc. | Sold out | 0.00% | −1.50 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −1.45 |
| IVV iShares Core S&P 500 ETF | Reduce -17.1% | 0.80% | −0.36 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.0% | 0.98% | −0.34 |
| COST Costco Wholesale Corp. | Reduce -2.4% | 1.22% | −0.27 |
| URI United Rentals Inc. | Reduce -5.7% | 1.66% | −0.19 |
| ABBV Abbvie Inc. | Reduce -2.9% | 1.18% | −0.19 |
| VALE Vale SA-SP ADR | Reduce -0.2% | 0.24% | −0.18 |
| AVGO Broadcom Inc. | Reduce -2.1% | 1.00% | −0.14 |
| RIOT Riot Platforms Inc. | Sold out | 0.00% | −0.13 |
| COR Cencora Inc. | Reduce -0.6% | 0.96% | −0.12 |
| FPEI First Trust Institutional PR | Reduce -5.5% | 0.29% | −0.10 |
| PZZA Papa John's Intl Inc. | Reduce -4.5% | 0.15% | −0.09 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.08 |
| AEP American Electric Power | Sold out | 0.00% | −0.07 |
| NRG NRG Energy Inc. | Reduce -7.9% | 0.66% | −0.06 |
| WM Waste Management Inc. | Reduce -4.1% | 0.36% | −0.06 |
| NOBL Proshares S&P 500 Dividend A | Reduce -13.9% | 0.12% | −0.05 |
| IYW iShares Ustechnology ETF | Reduce -10.4% | 0.14% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -21.5% | 0.08% | −0.04 |
| BAC Bank of America Corp. | Reduce -18.3% | 0.09% | −0.04 |
| NFLX Netflix Inc. | Reduce -11.4% | 0.12% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.1% | 0.09% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -1.6% | 0.07% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 2.19% | +0.01 |
| NVDA Nvidia Corp. | Reduce -24.8% | 4.19% | +0.16 |
| SMCI Super Micro Computer Inc. | Reduce -34.8% | 5.89% | +2.53 |
Portfolio Buys Q4 2023 → Q1 2024
| FBTC Fidelity Wise Origin Bitcoin | New | 4.96% | +4.96 |
| BITO Proshares Bitcoin ETF-Usd | New | 3.03% | +3.03 |
| AKAM Akamai Technologies Inc. | New | 1.23% | +1.23 |
| CHRD Chord Energy Corp. | New | 0.85% | +0.85 |
| MOS The Mosaic Co. | Add +119.3% | 1.59% | +0.54 |
| TSLA Tesla Inc. | Add +114.8% | 2.96% | +0.39 |
| MSTR Strategy Inc. | Add +52.2% | 0.28% | +0.19 |
| PLTR Palantir Technologies Inc. Class A | Add +4.7% | 3.08% | +0.18 |
| COIN Coinbase Global Inc. Class A | Add +16.8% | 0.64% | +0.16 |
| MPC Marathon Petroleum Corp. | Add +3.1% | 1.77% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.10% | +0.10 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.08% | +0.08 |
| CLSK Cleanspark Inc. | New | 0.07% | +0.07 |
| XBI SS SPDR S&P Biotech ETF | Add +27.1% | 2.87% | +0.06 |
| HDV iShares Core High Dividend E | New | 0.05% | +0.05 |
| VLO Valero Energy Corp. | Add +2.2% | 2.72% | +0.04 |
| AMAT Applied Materials Inc. | Add +6.0% | 1.81% | +0.04 |
| AG First Majestic Silver Corp. | New | 0.04% | +0.04 |
| MARA Mara Holdings Inc. | Add +49.9% | 0.10% | +0.01 |
| CVX Chevron Corp. | Add +25.4% | 0.93% | +0.00 |
| XOM Exxon Mobil Corp. | Add +2.2% | 0.06% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.3% | 0.11% | −0.01 |
| FTSM First Trust Enh Short Mat FD | Add +13.9% | 0.10% | −0.02 |
| DPZ Domino's Pizza Inc. | Add +0.6% | 0.24% | −0.02 |
| SO The Southern Co. | Add +1.5% | 0.09% | −0.02 |
| AMD Advanced Micro Devices | Add +3.8% | 0.75% | −0.03 |
| QCOM Qualcomm Inc. | Add +3.4% | 0.36% | −0.03 |
| CSCO Cisco Systems Inc. | Add +15.8% | 0.22% | −0.03 |
| CAT Caterpillar Inc. | Add +4.1% | 2.42% | −0.06 |
| MRVL Marvell Technology Inc. | Add +1.6% | 0.54% | −0.06 |
| FTNT Fortinet Inc. | Add +3.6% | 0.64% | −0.06 |
| BCC Boise Cascade Co. | Add +3.8% | 0.98% | −0.07 |
| AEE Ameren Corporation | Add +1.8% | 0.28% | −0.08 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.70% | −0.09 |
| UTF Cohen & Steers Infrastructur | Add +6.8% | 0.90% | −0.10 |
| RS Reliance Inc. | Add +4.7% | 2.22% | −0.12 |
| WEC WEC Energy Group Inc. | Add +10.6% | 0.58% | −0.13 |
| MLI Mueller Industries Inc. | Add +3.0% | 1.25% | −0.15 |
| DE Deere & Co. | Add +14.5% | 1.47% | −0.18 |
| MDLZ Mondelez International Inc. Class A | Add +11.7% | 0.85% | −0.19 |
| TFC Truist Financial Corp. | Add +3.8% | 0.96% | −0.20 |
| V Visa Inc. Class A | Add +7.3% | 1.41% | −0.21 |
| LNG Cheniere Energy Inc. | Add +8.8% | 0.73% | −0.21 |
| NOC Northrop Grumman Corp. | Add +6.7% | 0.99% | −0.21 |
| WMT Walmart Inc. | Add +0.9% | 1.47% | −0.21 |
| LOW Lowe's Cos Inc. | Add +1.9% | 1.63% | −0.21 |
| PEP Pepsico Inc. | Add +5.8% | 1.07% | −0.23 |
| GD General Dynamics Corp. | Add +4.3% | 1.45% | −0.24 |
| AMZN Amazon.com Inc. | Add +4.0% | 3.52% | −0.25 |
| EOG EOG Resources Inc. | Add +9.6% | 1.77% | −0.25 |
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 |