United Capital Management of KS, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), United Capital Management of KS, Inc. reported 74 stock positions worth $453.5 million. Its top holding was Schwab Short-Term US Treas (SCHO) at 7.6% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Super Micro Computer (SMCI, 4.6%). Compared with Q1 2024, it opened 4 new positions, sold out of 10, added to 47 and reduced 22. The biggest buy was a new position in Arm Holdings PLC-ADR (ARM) and the biggest sale an exit from Adobe (ADBE).
- Most Recent 13F
- Q2 2026
- Location
- SALINA, KS
- CIK
- 0001753219
- Portfolio Value
- $453.5M (Q2 2024)
- SEC Filing
- 0001941040-24-000312 ↗ filed Jul 31, 2024
Holdings Value
Holdings 74 stocks · $453.5M
| SCHO Schwab Short-Term US Treas | 7.58% | 714,524 | $34.4M | Add +18.1% |
| NVDA Nvidia Corp. | 5.41% | 198,431 | $24.5M | Reduce -2.0% |
| SMCI Super Micro Computer Inc. | 4.55% | 25,209 | $20.7M | Reduce -0.9% |
| AAPL Apple Inc. | 4.33% | 93,144 | $19.6M | Add +2.6% |
| FBTC Fidelity Wise Origin Bitcoin | 4.17% | 360,678 | $18.9M | Add +3.2% |
| TSLA Tesla Inc. | 3.71% | 85,070 | $16.8M | Add +15.7% |
| MSFT Microsoft Corp. | 3.71% | 37,661 | $16.8M | Add +1.5% |
| AMZN Amazon.com Inc. | 3.69% | 86,517 | $16.7M | Add +1.6% |
| PLTR Palantir Technologies Inc. Class A | 3.46% | 619,741 | $15.7M | Add +6.0% |
| ARM Arm Holdings PLC-ADR | 3.11% | 86,301 | $14.1M | New |
| PANW Palo Alto Networks Inc. | 3.07% | 41,118 | $13.9M | Add +158.4% |
| XBI SS SPDR S&P Biotech ETF | 2.81% | 137,483 | $12.7M | Add +4.0% |
| LLY Eli Lilly & Co. | 2.44% | 12,239 | $11.1M | Reduce -0.3% |
| VLO Valero Energy Corp. | 2.43% | 70,232 | $11.0M | Add +0.9% |
| DELL Dell Technologies -C | 2.42% | 79,448 | $11.0M | New |
| CAT Caterpillar Inc. | 2.16% | 29,408 | $9.8M | Add +2.0% |
| BITO Proshares Bitcoin ETF-Usd | 2.09% | 420,885 | $9.5M | Add +2.8% |
| AMAT Applied Materials Inc. | 2.08% | 39,952 | $9.4M | Add +4.0% |
| RS Reliance Inc. | 1.88% | 29,794 | $8.5M | Add +2.8% |
| EOG EOG Resources Inc. | 1.72% | 62,105 | $7.8M | Add +2.8% |
| WMT Walmart Inc. | 1.59% | 106,501 | $7.2M | Add +0.0% |
| MPC Marathon Petroleum Corp. | 1.49% | 38,930 | $6.8M | Add +1.2% |
| GD General Dynamics Corp. | 1.45% | 22,724 | $6.6M | Add +1.4% |
| URI United Rentals Inc. | 1.40% | 9,787 | $6.3M | Reduce -2.9% |
| LOW Lowe's Cos Inc. | 1.38% | 28,467 | $6.3M | Add +1.9% |
| MOS The Mosaic Co. | 1.36% | 212,930 | $6.2M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 1.34% | 7,162 | $6.1M | Reduce -1.4% |
| DE Deere & Co. | 1.32% | 16,028 | $6.0M | Add +2.5% |
| V Visa Inc. Class A | 1.31% | 22,672 | $6.0M | Add +3.0% |
| MLI Mueller Industries Inc. | 1.30% | 103,220 | $5.9M | Add +1.9% |
| ZS Zscaler Inc. | 1.23% | 29,033 | $5.6M | Add +9.4% |
| CVX Chevron Corp. | 1.18% | 34,308 | $5.4M | Add +33.2% |
| AVGO Broadcom Inc. | 1.13% | 3,194 | $5.1M | Reduce -3.0% |
| ABBV Abbvie Inc. | 1.08% | 28,512 | $4.9M | Add +0.6% |
| TFC Truist Financial Corp. | 0.93% | 108,917 | $4.2M | Add +1.0% |
| HAL Halliburton Co. | 0.92% | 123,639 | $4.2M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.88% | 8,357 | $4.0M | Reduce -12.9% |
| COR Cencora Inc. | 0.86% | 17,405 | $3.9M | Add +1.4% |
| UTF Cohen & Steers Infrastructur | 0.85% | 170,719 | $3.8M | Add +2.5% |
| CHRD Chord Energy Corp. | 0.78% | 21,184 | $3.6M | Add +2.2% |
| LNG Cheniere Energy Inc. | 0.78% | 20,241 | $3.5M | Add +2.2% |
| BCC Boise Cascade Co. | 0.74% | 28,184 | $3.4M | Add +1.4% |
| NRG NRG Energy Inc. | 0.70% | 40,523 | $3.2M | Reduce -5.5% |
| IVV iShares Core S&P 500 ETF | 0.68% | 5,673 | $3.1M | Reduce -14.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.61% | 16,045 | $2.8M | Add +0.9% |
| WEC WEC Energy Group Inc. | 0.56% | 32,252 | $2.5M | Add +4.8% |
| FTNT Fortinet Inc. | 0.55% | 41,340 | $2.5M | Add +1.0% |
| COIN Coinbase Global Inc. Class A | 0.54% | 11,027 | $2.5M | Add +5.4% |
| MRVL Marvell Technology Inc. | 0.53% | 34,120 | $2.4M | Add +2.0% |
| QCOM Qualcomm Inc. | 0.41% | 9,410 | $1.9M | Add +0.5% |
| WM Waste Management Inc. | 0.34% | 7,159 | $1.5M | Reduce -1.8% |
| AEE Ameren Corporation | 0.27% | 17,343 | $1.2M | Add +4.3% |
| FPEI First Trust Institutional PR | 0.26% | 63,183 | $1.2M | Reduce -7.8% |
| DPZ Domino's Pizza Inc. | 0.24% | 2,148 | $1.1M | Add +3.0% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.24% | 775 | $1.1M | Add +7.6% |
| VALE Vale SA-SP ADR | 0.22% | 91,050 | $1.0M | Add +4.5% |
| CSCO Cisco Systems Inc. | 0.21% | 20,164 | $958K | Add +6.2% |
| IYW iShares Ustechnology ETF | 0.14% | 4,354 | $655K | Reduce -3.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 3,523 | $612K | Add +12.4% |
| NFLX Netflix Inc. | 0.12% | 804 | $543K | Reduce -4.7% |
| MARA Mara Holdings Inc. filed as MARATHON DIGITAL HOLDINGS IN | 0.11% | 24,950 | $495K | Add +30.7% |
| NOBL Proshares S&P 500 Dividend A | 0.11% | 4,993 | $480K | Reduce -6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,150 | $468K | Reduce -1.0% |
| FTSM First Trust Enh Short Mat FD | 0.10% | 7,802 | $465K | Add +5.2% |
| VONG Vanguard Russell 1000 Growth | 0.09% | 4,360 | $409K | Reduce -6.4% |
| SO The Southern Co. | 0.09% | 5,009 | $389K | Reduce -7.2% |
| CLSK Cleanspark Inc. | 0.08% | 22,949 | $366K | Add +48.6% |
| ISRG Intuitive Surgical Inc. | 0.07% | 757 | $337K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 2,920 | $322K | Reduce -5.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 7,967 | $317K | Reduce -24.5% |
| GBTC Grayscale Bitcoin Trust ETF | 0.06% | 4,867 | $259K | Reduce -9.9% |
| HDV iShares Core High Dividend E | 0.05% | 2,147 | $233K | Add +8.9% |
| XOM Exxon Mobil Corp. | 0.05% | 1,995 | $230K | Reduce -4.8% |
| GLD SPDR Gold Shares | 0.05% | 1,030 | $221K | New |
Portfolio Sells Q1 2024 → Q2 2024
| ADBE Adobe Inc. | Sold out | 0.00% | −1.49 |
| SMCI Super Micro Computer Inc. | Reduce -0.9% | 4.55% | −1.33 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −1.23 |
| ABT Abbott Laboratories | Sold out | 0.00% | −1.10 |
| PEP Pepsico Inc. | Sold out | 0.00% | −1.07 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.99 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.85 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.75 |
| URI United Rentals Inc. | Reduce -2.9% | 1.40% | −0.27 |
| MOS The Mosaic Co. | Reduce -0.7% | 1.36% | −0.24 |
| PZZA Papa John's Intl Inc. | Sold out | 0.00% | −0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -14.8% | 0.68% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.9% | 0.88% | −0.09 |
| AG First Majestic Silver Corp. | Sold out | 0.00% | −0.04 |
| FPEI First Trust Institutional PR | Reduce -7.8% | 0.26% | −0.03 |
| BAC Bank of America Corp. | Reduce -24.5% | 0.07% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -9.9% | 0.06% | −0.02 |
| WM Waste Management Inc. | Reduce -1.8% | 0.34% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -6.3% | 0.11% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -5.3% | 0.07% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 0.10% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -4.8% | 0.05% | −0.01 |
| SO The Southern Co. | Reduce -7.2% | 0.09% | −0.00 |
| VONG Vanguard Russell 1000 Growth | Reduce -6.4% | 0.09% | −0.00 |
| BAKKT HOLDINGS INC | Sold out | 0.00% | −0.00 |
| NFLX Netflix Inc. | Reduce -4.7% | 0.12% | +0.00 |
| IYW iShares Ustechnology ETF | Reduce -3.0% | 0.14% | +0.01 |
| NRG NRG Energy Inc. | Reduce -5.5% | 0.70% | +0.03 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 1.34% | +0.12 |
| AVGO Broadcom Inc. | Reduce -3.0% | 1.13% | +0.13 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 2.44% | +0.26 |
| NVDA Nvidia Corp. | Reduce -2.0% | 5.41% | +1.21 |
Portfolio Buys Q1 2024 → Q2 2024
| ARM Arm Holdings PLC-ADR | New | 3.11% | +3.11 |
| DELL Dell Technologies -C | New | 2.42% | +2.42 |
| PANW Palo Alto Networks Inc. | Add +158.4% | 3.07% | +2.04 |
| HAL Halliburton Co. | New | 0.92% | +0.92 |
| SCHO Schwab Short-Term US Treas | Add +18.1% | 7.58% | +0.91 |
| AAPL Apple Inc. | Add +2.6% | 4.33% | +0.76 |
| TSLA Tesla Inc. | Add +15.7% | 3.71% | +0.75 |
| PLTR Palantir Technologies Inc. Class A | Add +6.0% | 3.46% | +0.38 |
| AMAT Applied Materials Inc. | Add +4.0% | 2.08% | +0.27 |
| CVX Chevron Corp. | Add +33.2% | 1.18% | +0.25 |
| AMZN Amazon.com Inc. | Add +1.6% | 3.69% | +0.17 |
| MSFT Microsoft Corp. | Add +1.5% | 3.71% | +0.14 |
| WMT Walmart Inc. | Add +0.0% | 1.59% | +0.12 |
| ZS Zscaler Inc. | Add +9.4% | 1.23% | +0.06 |
| QCOM Qualcomm Inc. | Add +0.5% | 0.41% | +0.05 |
| LNG Cheniere Energy Inc. | Add +2.2% | 0.78% | +0.05 |
| GLD SPDR Gold Shares | New | 0.05% | +0.05 |
| MLI Mueller Industries Inc. | Add +1.9% | 1.30% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.4% | 0.14% | +0.04 |
| MARA Mara Holdings Inc. | Add +30.7% | 0.11% | +0.01 |
| DPZ Domino's Pizza Inc. | Add +3.0% | 0.24% | +0.01 |
| CLSK Cleanspark Inc. | Add +48.6% | 0.08% | +0.01 |
| GD General Dynamics Corp. | Add +1.4% | 1.45% | +0.00 |
| HDV iShares Core High Dividend E | Add +8.9% | 0.05% | +0.00 |
| FTSM First Trust Enh Short Mat FD | Add +5.2% | 0.10% | +0.00 |
| CSCO Cisco Systems Inc. | Add +6.2% | 0.21% | −0.01 |
| AEE Ameren Corporation | Add +4.3% | 0.27% | −0.01 |
| MRVL Marvell Technology Inc. | Add +2.0% | 0.53% | −0.02 |
| VALE Vale SA-SP ADR | Add +4.5% | 0.22% | −0.02 |
| WEC WEC Energy Group Inc. | Add +4.8% | 0.56% | −0.02 |
| TFC Truist Financial Corp. | Add +1.0% | 0.93% | −0.03 |
| EOG EOG Resources Inc. | Add +2.8% | 1.72% | −0.04 |
| MSTR Strategy Inc. | Add +7.6% | 0.24% | −0.05 |
| UTF Cohen & Steers Infrastructur | Add +2.5% | 0.85% | −0.05 |
| CHRD Chord Energy Corp. | Add +2.2% | 0.78% | −0.06 |
| XBI SS SPDR S&P Biotech ETF | Add +4.0% | 2.81% | −0.06 |
| IBM Intl Business Machines Corp. | Add +0.9% | 0.61% | −0.08 |
| COR Cencora Inc. | Add +1.4% | 0.86% | −0.09 |
| FTNT Fortinet Inc. | Add +1.0% | 0.55% | −0.09 |
| V Visa Inc. Class A | Add +3.0% | 1.31% | −0.09 |
| COIN Coinbase Global Inc. Class A | Add +5.4% | 0.54% | −0.09 |
| ABBV Abbvie Inc. | Add +0.6% | 1.08% | −0.10 |
| DE Deere & Co. | Add +2.5% | 1.32% | −0.15 |
| BCC Boise Cascade Co. | Add +1.4% | 0.74% | −0.24 |
| LOW Lowe's Cos Inc. | Add +1.9% | 1.38% | −0.25 |
| CAT Caterpillar Inc. | Add +2.0% | 2.16% | −0.26 |
| MPC Marathon Petroleum Corp. | Add +1.2% | 1.49% | −0.29 |
| VLO Valero Energy Corp. | Add +0.9% | 2.43% | −0.29 |
| RS Reliance Inc. | Add +2.8% | 1.88% | −0.34 |
| FBTC Fidelity Wise Origin Bitcoin | Add +3.2% | 4.17% | −0.79 |
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 |