United Capital Management of KS, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), United Capital Management of KS, Inc. reported 92 stock positions worth $484.1 million. Its top holding was Fidelity Wise Origin Bitcoin (FBTC) at 8.4% of the portfolio, followed by Schwab Short-Term US Treas (SCHO, 8.3%) and Palantir Technologies Class A (PLTR, 6.8%). Compared with Q4 2024, it opened 18 new positions, sold out of 14, added to 48 and reduced 23. The biggest buy was a new position in Nextera Energy (NEE) and the biggest sale Nvidia (NVDA, shares −56%).

Most Recent 13F
Q2 2026
Location
SALINA, KS
CIK
0001753219
Portfolio Value
$484.1M (Q1 2025)
SEC Filing
0001941040-25-000292 ↗ filed May 13, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $436.7M Q1 2024 Q2 2024: $453.5M Q2 2024 Q3 2024: $459.8M Q3 2024 Q4 2024: $549.6M Q4 2024 Q1 2025: $484.1M $484.1M Q1 2025 Q2 2025: $638.0M Q2 2025 Q3 2025: $735.0M Q3 2025 Q4 2025: $713.5M Q4 2025 Q1 2026: $659.6M Q1 2026 Q2 2026: $762.7M Q2 2026

Holdings 92 stocks · $484.1M

FBTC Fidelity Wise Origin Bitcoin 8.43% 567,244 $40.8M Reduce -0.4%
SCHO Schwab Short-Term US Treas 8.27% 1,644,432 $40.0M Add +4.8%
PLTR Palantir Technologies Inc. Class A 6.85% 392,738 $33.1M Reduce -17.6%
AAPL Apple Inc. 3.61% 78,600 $17.5M Reduce -0.5%
TSLA Tesla Inc. 3.46% 64,715 $16.8M Add +2.1%
AMZN Amazon.com Inc. 3.27% 83,297 $15.8M Add +4.4%
XLF SS Financial Select Sector 3.02% 293,771 $14.6M Add +11.5%
XBI SS SPDR S&P Biotech ETF 3.00% 179,237 $14.5M Add +3.5%
PANW Palo Alto Networks Inc. 2.98% 87,567 $14.4M Add +6.6%
IWP iShares Russell Mid-Cap Grow 2.42% 99,757 $11.7M Add +3.4%
VLO Valero Energy Corp. 2.18% 79,988 $10.6M Add +5.6%
LLY Eli Lilly & Co. 2.10% 12,311 $10.2M Reduce -0.1%
ARM Arm Holdings PLC-ADR 2.08% 94,210 $10.1M Add +3.9%
NEE Nextera Energy Inc. 2.06% 140,957 $10.0M New
NUE Nucor Corp. 2.00% 80,534 $9.7M New
EOG EOG Resources Inc. 1.90% 71,541 $9.2M Add +4.7%
MSFT Microsoft Corp. 1.80% 23,245 $8.7M Reduce -35.5%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 1.74% 29,231 $8.4M Add +0.8%
FETH Fidelity Ethereum Fund 1.70% 450,267 $8.2M New
WMT Walmart Inc. 1.62% 89,242 $7.8M Reduce -0.8%
PPC Pilgrim's Pride Corp. 1.60% 142,191 $7.8M Add +2.2%
ITW Illinois Tool Works 1.59% 31,000 $7.7M Add +2.5%
NVDA Nvidia Corp. 1.57% 70,223 $7.6M Reduce -56.3%
CVX Chevron Corp. 1.38% 40,006 $6.7M Add +12.7%
COST Costco Wholesale Corp. 1.34% 6,875 $6.5M Reduce -0.6%
GOOGL Alphabet Inc. Class A 1.34% 42,031 $6.5M Add +3.2%
ZS Zscaler Inc. 1.34% 32,589 $6.5M Add +4.8%
MLI Mueller Industries Inc. 1.33% 84,450 $6.4M Add +2.8%
MPC Marathon Petroleum Corp. 1.33% 44,117 $6.4M Add +6.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.31% 52,237 $6.4M Add +2.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.27% 147,537 $6.2M Add +305.0%
LNG Cheniere Energy Inc. 1.17% 24,438 $5.7M Add +1.8%
ISRG Intuitive Surgical Inc. 1.13% 11,021 $5.5M Add +1354.0%
ABBV Abbvie Inc. 1.10% 25,458 $5.3M Add +2.4%
TFC Truist Financial Corp. 1.07% 125,620 $5.2M Add +2.8%
SNA Snap-on Inc. 0.99% 14,287 $4.8M Add +2.5%
AVGO Broadcom Inc. 0.98% 28,311 $4.7M Reduce -3.9%
CAT Caterpillar Inc. 0.92% 13,450 $4.4M Reduce -56.7%
WEC WEC Energy Group Inc. 0.82% 36,636 $4.0M Add +4.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.82% 15,979 $4.0M Add +0.5%
BKR Baker Hughes Co. 0.80% 88,623 $3.9M New
FTNT Fortinet Inc. 0.79% 39,825 $3.8M Add +3.5%
QQQ Invesco QQQ Trust Series 1 0.67% 6,932 $3.3M Reduce -6.3%
V Visa Inc. Class A 0.66% 9,046 $3.2M Reduce -62.3%
NRG NRG Energy Inc. 0.65% 33,001 $3.2M Reduce -9.5%
IVV iShares Core S&P 500 ETF 0.53% 4,600 $2.6M Reduce -4.2%
KMB Kimberly-Clark Corp. 0.51% 17,394 $2.5M Reduce -44.3%
LOW Lowe's Cos Inc. 0.51% 10,566 $2.5M Reduce -66.3%
COIN Coinbase Global Inc. Class A 0.44% 12,386 $2.1M Add +4.5%
MRVL Marvell Technology Inc. 0.40% 31,794 $2.0M Reduce -5.5%
GD General Dynamics Corp. 0.37% 6,637 $1.8M Reduce -66.9%
WM Waste Management Inc. 0.35% 7,401 $1.7M Add +0.5%
AEE Ameren Corporation 0.35% 16,847 $1.7M Reduce -0.9%
QCOM Qualcomm Inc. 0.31% 9,886 $1.5M Add +3.5%
UBER Uber Technologies Inc. 0.30% 20,091 $1.5M New
MU Micron Technology Inc. 0.29% 16,338 $1.4M Add +14.4%
CSCO Cisco Systems Inc. 0.26% 20,755 $1.3M Add +0.3%
FPEI First Trust Institutional PR 0.25% 63,541 $1.2M Add +1.5%
DPZ Domino's Pizza Inc. 0.22% 2,269 $1.0M Add +2.9%
LMND Lemonade Inc. 0.14% 21,922 $689K New
TSM Taiwan Semiconductor-SP ADR 0.14% 3,941 $654K Add +2.6%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 1,165 $620K Add +1.3%
FTSM First Trust Enh Short Mat FD 0.13% 10,156 $608K Add +14.3%
META Meta Platforms Inc. Class A 0.12% 1,040 $599K New
IYW iShares Ustechnology ETF 0.12% 4,194 $589K Reduce -1.8%
SO The Southern Co. 0.11% 5,998 $552K Add +5.0%
LDOS Leidos Holdings Inc. 0.11% 4,000 $540K New
MO Altria Group Inc. 0.11% 8,906 $535K Add +0.1%
RCAT Red Cat Holdings Inc. 0.10% 85,650 $504K Add +87.6%
TEM Tempus AI Inc. Class A 0.10% 10,000 $482K New
NFLX Netflix Inc. 0.09% 467 $435K Reduce -7.5%
EQT Eqt Corp. 0.09% 8,000 $427K New
MARA Mara Holdings Inc. 0.09% 36,027 $414K Add +11.1%
VONG Vanguard Russell 1000 Growth 0.08% 4,360 $405K No change
NOBL Proshares S&P 500 Dividend A 0.08% 3,641 $372K Reduce -20.9%
CMI Cummins Inc. 0.07% 1,109 $348K New
GLD SPDR Gold Shares 0.07% 1,175 $339K Add +0.4%
HIMS Hims & Hers Health Inc. 0.07% 10,754 $318K New
BITU Proshares Ultra Bitcoin ETF 0.06% 8,617 $287K Add +19.3%
BITO Proshares Bitcoin ETF-Usd 0.06% 15,419 $282K Add +5.7%
CLSK Cleanspark Inc. 0.06% 39,891 $268K Add +19.4%
CSHI Neos Enhanced Income 1-3 Mon 0.05% 5,125 $254K New
HOOD Robinhood Markets Inc. Class A 0.05% 6,000 $250K New
OKLO Oklo Inc. 0.04% 10,004 $216K New
SLV iShares Silver Trust 0.04% 6,769 $210K Reduce -68.3%
ADM Archer-Daniels-Midland Co. 0.04% 4,167 $200K New
ETF OPPORTUNITIES TRUST 0.02% 15,017 $82K New
GAME Gamesquare Hldgs Inc. 0.01% 55,000 $45K Add +57.1%
SNOW LAKE RES LTD 0.01% 70,000 $36K Add +100.0%
NAK Northern Dynasty Minerals 0.00% 18,418 $21K New
PROPHASE LABS INC 0.00% 34,700 $14K No change
CVM Cel-Sci Corp. 0.00% 10,000 $2K No change

Portfolio Sells Q4 2024 → Q1 2025

NVDA Nvidia Corp. Reduce -56.3% 1.57% −2.35
ETHE Grayscale Ethereum Staking E Sold out 0.00% −2.27
RS Reliance Inc. Sold out 0.00% −1.57
DELL Dell Technologies -C Sold out 0.00% −1.56
URI United Rentals Inc. Sold out 0.00% −1.16
CAT Caterpillar Inc. Reduce -56.7% 0.92% −1.13
MSFT Microsoft Corp. Reduce -35.5% 1.80% −0.96
LOW Lowe's Cos Inc. Reduce -66.3% 0.51% −0.90
TOL Toll Brothers Inc. Sold out 0.00% −0.78
V Visa Inc. Class A Reduce -62.3% 0.66% −0.72
HAL Halliburton Co. Sold out 0.00% −0.65
BCC Boise Cascade Co. Sold out 0.00% −0.64
GD General Dynamics Corp. Reduce -66.9% 0.37% −0.59
LEN Lennar Corp. Class A Sold out 0.00% −0.57
ETH Grayscale Ethereum Staking M Sold out 0.00% −0.44
MRVL Marvell Technology Inc. Reduce -5.5% 0.40% −0.27
AVGO Broadcom Inc. Reduce -3.9% 0.98% −0.26
KMB Kimberly-Clark Corp. Reduce -44.3% 0.51% −0.23
WPM Wheaton Precious Metals Corp. Sold out 0.00% −0.06
SLV iShares Silver Trust Reduce -68.3% 0.04% −0.06
NOVA MINERALS LTD-ADR Sold out 0.00% −0.05
XHB SS SPDR S&P Homebldrs ETF Sold out 0.00% −0.04
FBTC Fidelity Wise Origin Bitcoin Reduce -0.4% 8.43% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -6.3% 0.67% −0.02
NOBL Proshares S&P 500 Dividend A Reduce -20.9% 0.08% −0.01
IYW iShares Ustechnology ETF Reduce -1.8% 0.12% −0.00
CNTX Context Therapeutics Inc. Sold out 0.00% −0.00
BCTX Briacell Therapeutics Corp. Sold out 0.00% −0.00
AAPL Apple Inc. Reduce -0.5% 3.61% +0.01
NFLX Netflix Inc. Reduce -7.5% 0.09% +0.01
IVV iShares Core S&P 500 ETF Reduce -4.2% 0.53% +0.02
NRG NRG Energy Inc. Reduce -9.5% 0.65% +0.05
AEE Ameren Corporation Reduce -0.9% 0.35% +0.07
WMT Walmart Inc. Reduce -0.8% 1.62% +0.14
COST Costco Wholesale Corp. Reduce -0.6% 1.34% +0.19
PLTR Palantir Technologies Inc. Class A Reduce -17.6% 6.85% +0.29
LLY Eli Lilly & Co. Reduce -0.1% 2.10% +0.37

Portfolio Buys Q4 2024 → Q1 2025

NEE Nextera Energy Inc. New 2.06% +2.06
NUE Nucor Corp. New 2.00% +2.00
FETH Fidelity Ethereum Fund New 1.70% +1.70
SCHO Schwab Short-Term US Treas Add +4.8% 8.27% +1.40
ISRG Intuitive Surgical Inc. Add +1354.0% 1.13% +1.06
BAC Bank of America Corp. Add +305.0% 1.27% +0.98
BKR Baker Hughes Co. New 0.80% +0.80
XLF SS Financial Select Sector Add +11.5% 3.02% +0.71
VLO Valero Energy Corp. Add +5.6% 2.18% +0.49
PPC Pilgrim's Pride Corp. Add +2.2% 1.60% +0.45
CVX Chevron Corp. Add +12.7% 1.38% +0.45
EOG EOG Resources Inc. Add +4.7% 1.90% +0.37
ZS Zscaler Inc. Add +4.8% 1.34% +0.32
UBER Uber Technologies Inc. New 0.30% +0.30
ABBV Abbvie Inc. Add +2.4% 1.10% +0.30
MPC Marathon Petroleum Corp. Add +6.3% 1.33% +0.27
PANW Palo Alto Networks Inc. Add +6.6% 2.98% +0.26
LNG Cheniere Energy Inc. Add +1.8% 1.17% +0.23
WEC WEC Energy Group Inc. Add +4.1% 0.82% +0.22
MSTR Strategy Inc. Add +0.8% 1.74% +0.21
TJX TJX Companies Inc. Add +2.9% 1.31% +0.20
IWP iShares Russell Mid-Cap Grow Add +3.4% 2.42% +0.20
ITW Illinois Tool Works Add +2.5% 1.59% +0.19
IBM Intl Business Machines Corp. Add +0.5% 0.82% +0.18
XBI SS SPDR S&P Biotech ETF Add +3.5% 3.00% +0.17
LMND Lemonade Inc. New 0.14% +0.14
MLI Mueller Industries Inc. Add +2.8% 1.33% +0.14
SNA Snap-on Inc. Add +2.5% 0.99% +0.13
FTNT Fortinet Inc. Add +3.5% 0.79% +0.13
META Meta Platforms Inc. Class A New 0.12% +0.12
LDOS Leidos Holdings Inc. New 0.11% +0.11
TFC Truist Financial Corp. Add +2.8% 1.07% +0.10
TEM Tempus AI Inc. Class A New 0.10% +0.10
EQT Eqt Corp. New 0.09% +0.09
AMZN Amazon.com Inc. Add +4.4% 3.27% +0.09
WM Waste Management Inc. Add +0.5% 0.35% +0.08
MU Micron Technology Inc. Add +14.4% 0.29% +0.07
CMI Cummins Inc. New 0.07% +0.07
HIMS Hims & Hers Health Inc. New 0.07% +0.07
CSHI Neos Enhanced Income 1-3 Mon New 0.05% +0.05
HOOD Robinhood Markets Inc. Class A New 0.05% +0.05
DPZ Domino's Pizza Inc. Add +2.9% 0.22% +0.05
QCOM Qualcomm Inc. Add +3.5% 0.31% +0.05
OKLO Oklo Inc. New 0.04% +0.04
ARM Arm Holdings PLC-ADR Add +3.9% 2.08% +0.04
CSCO Cisco Systems Inc. Add +0.3% 0.26% +0.04
ADM Archer-Daniels-Midland Co. New 0.04% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +1.3% 0.13% +0.03
FPEI First Trust Institutional PR Add +1.5% 0.25% +0.03
FTSM First Trust Enh Short Mat FD Add +14.3% 0.13% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 97$762.7MSCHO, PLTR, FBTC, TSLA, IESC
Q1 2026 110$659.6MPLTR, FBTC, SCHO, IEF, TSLA
Q4 2025Amended 106$713.5MPLTR, FBTC, TSLA, SCHO, IEF
Q3 2025 117$735.0MPLTR, FBTC, TSLA, SCHO, IEF
Q2 2025 108$638.0MFBTC, PLTR, SCHO, IEF, TSLA
Q1 2025 92$484.1MFBTC, SCHO, PLTR, AAPL, TSLA
Q4 2024 88$549.6MFBTC, SCHO, PLTR, TSLA, NVDA
Q3 2024 83$459.8MSCHO, FBTC, NVDA, AAPL, XBI
Q2 2024 74$453.5MSCHO, NVDA, SMCI, AAPL, FBTC
Q1 2024 80$436.7MSCHO, SMCI, FBTC, NVDA, MSFT