United Capital Management of KS, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), United Capital Management of KS, Inc. reported 83 stock positions worth $459.8 million. Its top holding was Schwab Short-Term US Treas (SCHO) at 7.9% of the portfolio, followed by Fidelity Wise Origin Bitcoin (FBTC, 6.8%) and Nvidia (NVDA, 4.4%). Compared with Q2 2024, it opened 18 new positions, sold out of 9, added to 31 and reduced 30. The biggest buy was Fidelity Wise Origin Bitcoin (FBTC, shares +55%) and the biggest sale an exit from Super Micro Computer (SMCI).
- Most Recent 13F
- Q2 2026
- Location
- SALINA, KS
- CIK
- 0001753219
- Portfolio Value
- $459.8M (Q3 2024)
- SEC Filing
- 0001941040-24-000463 ↗ filed Nov 4, 2024
Holdings Value
Holdings 83 stocks · $459.8M
| SCHO Schwab Short-Term US Treas | 7.92% | 743,358 | $36.4M | Add +4.0% |
| FBTC Fidelity Wise Origin Bitcoin | 6.76% | 559,503 | $31.1M | Add +55.1% |
| NVDA Nvidia Corp. | 4.42% | 167,174 | $20.3M | Reduce -15.8% |
| AAPL Apple Inc. | 3.97% | 78,335 | $18.3M | Reduce -15.9% |
| XBI SS SPDR S&P Biotech ETF | 3.66% | 170,527 | $16.8M | Add +24.0% |
| TSLA Tesla Inc. | 3.59% | 63,060 | $16.5M | Reduce -25.9% |
| PLTR Palantir Technologies Inc. Class A | 3.54% | 437,117 | $16.3M | Reduce -29.5% |
| MSFT Microsoft Corp. | 3.31% | 35,348 | $15.2M | Reduce -6.1% |
| AMZN Amazon.com Inc. | 3.05% | 75,309 | $14.0M | Reduce -12.9% |
| PANW Palo Alto Networks Inc. | 2.99% | 40,265 | $13.8M | Reduce -2.1% |
| ARM Arm Holdings PLC-ADR | 2.75% | 88,340 | $12.6M | Add +2.4% |
| CAT Caterpillar Inc. | 2.59% | 30,410 | $11.9M | Add +3.4% |
| LLY Eli Lilly & Co. | 2.36% | 12,233 | $10.8M | Reduce -0.1% |
| ETHE Grayscale Ethereum Staking E | 2.24% | 470,673 | $10.3M | New |
| VLO Valero Energy Corp. | 2.15% | 73,042 | $9.9M | Add +4.0% |
| RS Reliance Inc. | 1.93% | 30,737 | $8.9M | Add +3.2% |
| DELL Dell Technologies -C | 1.86% | 72,226 | $8.6M | Reduce -9.1% |
| LOW Lowe's Cos Inc. | 1.78% | 30,300 | $8.2M | Add +6.4% |
| EOG EOG Resources Inc. | 1.75% | 65,564 | $8.1M | Add +5.6% |
| URI United Rentals Inc. | 1.70% | 9,628 | $7.8M | Reduce -1.6% |
| ITW Illinois Tool Works | 1.67% | 29,326 | $7.7M | New |
| WMT Walmart Inc. | 1.59% | 90,304 | $7.3M | Reduce -15.2% |
| MPC Marathon Petroleum Corp. | 1.43% | 40,414 | $6.6M | Add +3.8% |
| V Visa Inc. Class A | 1.40% | 23,454 | $6.4M | Add +3.5% |
| COST Costco Wholesale Corp. | 1.38% | 7,133 | $6.3M | Reduce -0.4% |
| PPC Pilgrim's Pride Corp. | 1.37% | 136,316 | $6.3M | New |
| MLI Mueller Industries Inc. | 1.30% | 80,565 | $6.0M | Reduce -21.9% |
| GD General Dynamics Corp. | 1.28% | 19,453 | $5.9M | Reduce -14.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.26% | 49,304 | $5.8M | New |
| AVGO Broadcom Inc. | 1.18% | 31,548 | $5.4M | Reduce -1.2% |
| TOL Toll Brothers Inc. | 1.16% | 34,582 | $5.3M | New |
| CVX Chevron Corp. | 1.11% | 34,703 | $5.1M | Add +1.1% |
| ZS Zscaler Inc. | 1.11% | 29,756 | $5.1M | Add +2.5% |
| ABBV Abbvie Inc. | 1.05% | 24,550 | $4.8M | Reduce -13.9% |
| LEN Lennar Corp. Class A | 1.04% | 25,433 | $4.8M | New |
| TFC Truist Financial Corp. | 1.03% | 111,161 | $4.8M | Add +2.1% |
| KMB Kimberly-Clark Corp. | 0.97% | 31,235 | $4.4M | New |
| BCC Boise Cascade Co. | 0.89% | 28,976 | $4.1M | Add +2.8% |
| SNA Snap-on Inc. | 0.88% | 13,906 | $4.0M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.86% | 8,075 | $3.9M | Reduce -3.4% |
| HAL Halliburton Co. | 0.83% | 131,592 | $3.8M | Add +6.4% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.83% | 22,606 | $3.8M | Add +191.7% |
| LNG Cheniere Energy Inc. | 0.82% | 20,913 | $3.8M | Add +3.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.78% | 16,218 | $3.6M | Add +1.1% |
| NRG NRG Energy Inc. | 0.76% | 38,531 | $3.5M | Reduce -4.9% |
| WEC WEC Energy Group Inc. | 0.72% | 34,445 | $3.3M | Add +6.8% |
| FTNT Fortinet Inc. | 0.69% | 40,779 | $3.2M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 0.65% | 5,195 | $3.0M | Reduce -8.4% |
| CHRD Chord Energy Corp. | 0.63% | 22,374 | $2.9M | Add +5.6% |
| MRVL Marvell Technology Inc. | 0.54% | 34,251 | $2.5M | Add +0.4% |
| COIN Coinbase Global Inc. Class A | 0.43% | 10,996 | $2.0M | Reduce -0.3% |
| GRAYSCALE ETHEREUM MINI TR E | 0.35% | 652,491 | $1.6M | New |
| QCOM Qualcomm Inc. | 0.34% | 9,271 | $1.6M | Reduce -1.5% |
| WM Waste Management Inc. | 0.33% | 7,312 | $1.5M | Add +2.1% |
| AEE Ameren Corporation | 0.32% | 16,916 | $1.5M | Reduce -2.5% |
| FPEI First Trust Institutional PR | 0.24% | 58,731 | $1.1M | Reduce -7.0% |
| CSCO Cisco Systems Inc. | 0.24% | 20,333 | $1.1M | Add +0.8% |
| DPZ Domino's Pizza Inc. | 0.20% | 2,149 | $924K | Add +0.1% |
| GLD SPDR Gold Shares | 0.17% | 3,265 | $794K | Add +217.0% |
| IYW iShares Ustechnology ETF | 0.14% | 4,332 | $657K | Reduce -0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 3,660 | $636K | Add +3.9% |
| NFLX Netflix Inc. | 0.12% | 794 | $563K | Reduce -1.2% |
| SLV iShares Silver Trust | 0.12% | 19,283 | $548K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 1,150 | $529K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.11% | 4,872 | $520K | Reduce -2.4% |
| SO The Southern Co. | 0.11% | 5,597 | $505K | Add +11.7% |
| MARA Mara Holdings Inc. | 0.10% | 29,297 | $475K | Add +17.4% |
| FTSM First Trust Enh Short Mat FD | 0.10% | 7,863 | $471K | Add +0.8% |
| MO Altria Group Inc. | 0.09% | 8,337 | $426K | New |
| VONG Vanguard Russell 1000 Growth | 0.09% | 4,360 | $421K | No change |
| ISRG Intuitive Surgical Inc. | 0.08% | 757 | $372K | No change |
| QID Proshares Ultrashort QQQ | 0.08% | 10,000 | $362K | New |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 2,896 | $340K | Reduce -0.8% |
| CLSK Cleanspark Inc. | 0.06% | 29,194 | $273K | Add +27.2% |
| BITO Proshares Bitcoin ETF-Usd | 0.06% | 13,347 | $256K | Reduce -96.8% |
| HDV iShares Core High Dividend E | 0.05% | 2,087 | $246K | Reduce -2.8% |
| ADM Archer-Daniels-Midland Co. | 0.05% | 4,005 | $239K | New |
| XOM Exxon Mobil Corp. | 0.05% | 1,995 | $234K | No change |
| SCCO Southern Copper Corp. | 0.05% | 1,879 | $217K | New |
| EVRG Evergy Inc. | 0.04% | 3,246 | $201K | New |
| RCAT Red Cat Holdings Inc. | 0.02% | 42,500 | $108K | New |
| BIOVIE INC | 0.00% | 10,000 | $12K | New |
| CVM Cel-Sci Corp. | 0.00% | 10,000 | $11K | New |
Portfolio Sells Q2 2024 → Q3 2024
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −4.55 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −2.08 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -96.8% | 0.06% | −2.03 |
| MOS The Mosaic Co. | Sold out | 0.00% | −1.36 |
| DE Deere & Co. | Sold out | 0.00% | −1.32 |
| NVDA Nvidia Corp. | Reduce -15.8% | 4.42% | −0.99 |
| COR Cencora Inc. | Sold out | 0.00% | −0.86 |
| UTF Cohen & Steers Infrastructur | Sold out | 0.00% | −0.85 |
| AMZN Amazon.com Inc. | Reduce -12.9% | 3.05% | −0.63 |
| DELL Dell Technologies -C | Reduce -9.1% | 1.86% | −0.55 |
| MSFT Microsoft Corp. | Reduce -6.1% | 3.31% | −0.40 |
| AAPL Apple Inc. | Reduce -15.9% | 3.97% | −0.36 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.22 |
| GD General Dynamics Corp. | Reduce -14.4% | 1.28% | −0.18 |
| TSLA Tesla Inc. | Reduce -25.9% | 3.59% | −0.12 |
| COIN Coinbase Global Inc. Class A | Reduce -0.3% | 0.43% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 2.36% | −0.09 |
| PANW Palo Alto Networks Inc. | Reduce -2.1% | 2.99% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -1.5% | 0.34% | −0.07 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.07 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -8.4% | 0.65% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.4% | 0.86% | −0.03 |
| ABBV Abbvie Inc. | Reduce -13.9% | 1.05% | −0.02 |
| FPEI First Trust Institutional PR | Reduce -7.0% | 0.24% | −0.01 |
| WMT Walmart Inc. | Reduce -15.2% | 1.59% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -0.5% | 0.14% | −0.00 |
| HDV iShares Core High Dividend E | Reduce -2.8% | 0.05% | +0.00 |
| MLI Mueller Industries Inc. | Reduce -21.9% | 1.30% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.8% | 0.07% | +0.00 |
| NFLX Netflix Inc. | Reduce -1.2% | 0.12% | +0.00 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.4% | 0.11% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 1.38% | +0.03 |
| AEE Ameren Corporation | Reduce -2.5% | 0.32% | +0.05 |
| AVGO Broadcom Inc. | Reduce -1.2% | 1.18% | +0.05 |
| NRG NRG Energy Inc. | Reduce -4.9% | 0.76% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -29.5% | 3.54% | +0.07 |
| FTNT Fortinet Inc. | Reduce -1.4% | 0.69% | +0.14 |
| URI United Rentals Inc. | Reduce -1.6% | 1.70% | +0.30 |
Portfolio Buys Q2 2024 → Q3 2024
| FBTC Fidelity Wise Origin Bitcoin | Add +55.1% | 6.76% | +2.58 |
| ETHE Grayscale Ethereum Staking E | New | 2.24% | +2.24 |
| ITW Illinois Tool Works | New | 1.67% | +1.67 |
| PPC Pilgrim's Pride Corp. | New | 1.37% | +1.37 |
| TJX TJX Companies Inc. | New | 1.26% | +1.26 |
| TOL Toll Brothers Inc. | New | 1.16% | +1.16 |
| LEN Lennar Corp. Class A | New | 1.04% | +1.04 |
| KMB Kimberly-Clark Corp. | New | 0.97% | +0.97 |
| SNA Snap-on Inc. | New | 0.88% | +0.88 |
| XBI SS SPDR S&P Biotech ETF | Add +24.0% | 3.66% | +0.85 |
| MSTR Strategy Inc. | Add +191.7% | 0.83% | +0.59 |
| CAT Caterpillar Inc. | Add +3.4% | 2.59% | +0.43 |
| LOW Lowe's Cos Inc. | Add +6.4% | 1.78% | +0.40 |
| GRAYSCALE ETHEREUM MINI TR E | New | 0.35% | +0.35 |
| SCHO Schwab Short-Term US Treas | Add +4.0% | 7.92% | +0.34 |
| IBM Intl Business Machines Corp. | Add +1.1% | 0.78% | +0.17 |
| WEC WEC Energy Group Inc. | Add +6.8% | 0.72% | +0.16 |
| BCC Boise Cascade Co. | Add +2.8% | 0.89% | +0.15 |
| GLD SPDR Gold Shares | Add +217.0% | 0.17% | +0.12 |
| SLV iShares Silver Trust | New | 0.12% | +0.12 |
| TFC Truist Financial Corp. | Add +2.1% | 1.03% | +0.10 |
| MO Altria Group Inc. | New | 0.09% | +0.09 |
| V Visa Inc. Class A | Add +3.5% | 1.40% | +0.09 |
| QID Proshares Ultrashort QQQ | New | 0.08% | +0.08 |
| RS Reliance Inc. | Add +3.2% | 1.93% | +0.06 |
| ADM Archer-Daniels-Midland Co. | New | 0.05% | +0.05 |
| SCCO Southern Copper Corp. | New | 0.05% | +0.05 |
| EVRG Evergy Inc. | New | 0.04% | +0.04 |
| LNG Cheniere Energy Inc. | Add +3.3% | 0.82% | +0.04 |
| EOG EOG Resources Inc. | Add +5.6% | 1.75% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.8% | 0.24% | +0.02 |
| SO The Southern Co. | Add +11.7% | 0.11% | +0.02 |
| RCAT Red Cat Holdings Inc. | New | 0.02% | +0.02 |
| MRVL Marvell Technology Inc. | Add +0.4% | 0.54% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.9% | 0.14% | +0.00 |
| BIOVIE INC | New | 0.00% | +0.00 |
| CVM Cel-Sci Corp. | New | 0.00% | +0.00 |
| FTSM First Trust Enh Short Mat FD | Add +0.8% | 0.10% | −0.00 |
| MARA Mara Holdings Inc. | Add +17.4% | 0.10% | −0.01 |
| WM Waste Management Inc. | Add +2.1% | 0.33% | −0.01 |
| CLSK Cleanspark Inc. | Add +27.2% | 0.06% | −0.02 |
| DPZ Domino's Pizza Inc. | Add +0.1% | 0.20% | −0.04 |
| MPC Marathon Petroleum Corp. | Add +3.8% | 1.43% | −0.06 |
| CVX Chevron Corp. | Add +1.1% | 1.11% | −0.07 |
| HAL Halliburton Co. | Add +6.4% | 0.83% | −0.09 |
| ZS Zscaler Inc. | Add +2.5% | 1.11% | −0.12 |
| CHRD Chord Energy Corp. | Add +5.6% | 0.63% | −0.15 |
| VLO Valero Energy Corp. | Add +4.0% | 2.15% | −0.28 |
| ARM Arm Holdings PLC-ADR | Add +2.4% | 2.75% | −0.37 |
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 |