United Capital Management of KS, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 1, 2025), United Capital Management of KS, Inc. reported 108 stock positions worth $638.0 million. Its top holding was Fidelity Wise Origin Bitcoin (FBTC) at 8.4% of the portfolio, followed by Palantir Technologies Class A (PLTR, 8.0%) and Schwab Short-Term US Treas (SCHO, 4.0%). Compared with Q1 2025, it opened 23 new positions, sold out of 7, added to 48 and reduced 32. The biggest buy was a new position in iShares 7-10 Year Treasury B (IEF) and the biggest sale Schwab Short-Term US Treas (SCHO, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- SALINA, KS
- CIK
- 0001753219
- Portfolio Value
- $638.0M (Q2 2025)
- SEC Filing
- 0001941040-25-000398 ↗ filed Aug 1, 2025
Holdings Value
Holdings 108 stocks · $638.0M
| FBTC Fidelity Wise Origin Bitcoin | 8.36% | 567,460 | $53.3M | Add +0.0% |
| PLTR Palantir Technologies Inc. Class A | 8.05% | 376,638 | $51.3M | Reduce -4.1% |
| SCHO Schwab Short-Term US Treas | 4.04% | 1,056,570 | $25.8M | Reduce -35.8% |
| IEF iShares 7-10 Year Treasury B | 3.35% | 223,447 | $21.4M | New |
| TSLA Tesla Inc. | 3.32% | 66,654 | $21.2M | Add +3.0% |
| AMZN Amazon.com Inc. | 2.83% | 82,241 | $18.0M | Reduce -1.3% |
| PANW Palo Alto Networks Inc. | 2.79% | 87,002 | $17.8M | Reduce -0.7% |
| ARM Arm Holdings PLC-ADR | 2.64% | 104,051 | $16.8M | Add +10.4% |
| AAPL Apple Inc. | 2.57% | 79,894 | $16.4M | Add +1.6% |
| XLF SS Financial Select Sector | 2.43% | 295,435 | $15.5M | Add +0.6% |
| XBI SS SPDR S&P Biotech ETF | 2.40% | 184,347 | $15.3M | Add +2.9% |
| IWP iShares Russell Mid-Cap Grow | 2.19% | 100,637 | $14.0M | Add +0.9% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 2.13% | 45,874 | $13.6M | New |
| CEG Constellation Energy | 2.07% | 40,838 | $13.2M | New |
| NVDA Nvidia Corp. | 1.96% | 79,155 | $12.5M | Add +12.7% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 1.85% | 29,269 | $11.8M | Add +0.1% |
| FETH Fidelity Ethereum Fund | 1.83% | 465,114 | $11.7M | Add +3.3% |
| MSFT Microsoft Corp. | 1.83% | 23,510 | $11.7M | Add +1.1% |
| VLO Valero Energy Corp. | 1.75% | 83,030 | $11.2M | Add +3.8% |
| NUE Nucor Corp. | 1.67% | 82,264 | $10.7M | Add +2.1% |
| ZS Zscaler Inc. | 1.61% | 32,752 | $10.3M | Add +0.5% |
| NEE Nextera Energy Inc. | 1.58% | 145,345 | $10.1M | Add +3.1% |
| LLY Eli Lilly & Co. | 1.50% | 12,313 | $9.6M | Add +0.0% |
| HIMS Hims & Hers Health Inc. | 1.48% | 189,274 | $9.4M | Add +1660.0% |
| WMT Walmart Inc. | 1.35% | 88,390 | $8.6M | Reduce -0.9% |
| RKLB Rocket Lab Corp. | 1.34% | 239,593 | $8.6M | New |
| VMBS Vanguard Mortgage-Backed Sec | 1.25% | 172,243 | $8.0M | New |
| GOOGL Alphabet Inc. Class A | 1.25% | 45,260 | $8.0M | Add +7.7% |
| ITW Illinois Tool Works | 1.22% | 31,491 | $7.8M | Add +1.6% |
| MPC Marathon Petroleum Corp. | 1.19% | 45,544 | $7.6M | Add +3.2% |
| AVGO Broadcom Inc. | 1.13% | 26,201 | $7.2M | Reduce -7.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.11% | 149,645 | $7.1M | Add +1.4% |
| MLI Mueller Industries Inc. | 1.08% | 86,688 | $6.9M | Add +2.6% |
| COST Costco Wholesale Corp. | 1.05% | 6,768 | $6.7M | Reduce -1.6% |
| SCCO Southern Copper Corp. | 1.04% | 65,755 | $6.7M | New |
| NEM Newmont Corp. | 1.03% | 112,429 | $6.6M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.02% | 52,714 | $6.5M | Add +0.9% |
| PPC Pilgrim's Pride Corp. | 1.02% | 144,146 | $6.5M | Add +1.4% |
| ISRG Intuitive Surgical Inc. | 1.00% | 11,762 | $6.4M | Add +6.7% |
| CVX Chevron Corp. | 0.94% | 42,010 | $6.0M | Add +5.0% |
| LNG Cheniere Energy Inc. | 0.94% | 24,636 | $6.0M | Add +0.8% |
| TFC Truist Financial Corp. | 0.87% | 129,105 | $5.6M | Add +2.8% |
| NRG NRG Energy Inc. | 0.77% | 30,528 | $4.9M | Reduce -7.5% |
| ABBV Abbvie Inc. | 0.75% | 25,799 | $4.8M | Add +1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.74% | 15,994 | $4.7M | Add +0.1% |
| SNA Snap-on Inc. | 0.71% | 14,613 | $4.5M | Add +2.3% |
| COIN Coinbase Global Inc. Class A | 0.70% | 12,813 | $4.5M | Add +3.5% |
| CAT Caterpillar Inc. | 0.69% | 11,385 | $4.4M | Reduce -15.3% |
| FTNT Fortinet Inc. | 0.63% | 38,287 | $4.0M | Reduce -3.9% |
| ALAB Astera Labs Inc. | 0.61% | 43,298 | $3.9M | New |
| WEC WEC Energy Group Inc. | 0.61% | 37,304 | $3.9M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 6,762 | $3.7M | Reduce -2.5% |
| BKR Baker Hughes Co. | 0.52% | 86,178 | $3.3M | Reduce -2.8% |
| V Visa Inc. Class A | 0.47% | 8,370 | $3.0M | Reduce -7.5% |
| IVV iShares Core S&P 500 ETF | 0.43% | 4,429 | $2.7M | Reduce -3.7% |
| MRVL Marvell Technology Inc. | 0.40% | 33,264 | $2.6M | Add +4.6% |
| MU Micron Technology Inc. | 0.35% | 17,901 | $2.2M | Add +9.6% |
| UBER Uber Technologies Inc. | 0.31% | 21,092 | $2.0M | Add +5.0% |
| QCOM Qualcomm Inc. | 0.26% | 10,323 | $1.6M | Add +4.4% |
| WM Waste Management Inc. | 0.26% | 7,130 | $1.6M | Reduce -3.7% |
| AEE Ameren Corporation | 0.24% | 15,900 | $1.5M | Reduce -5.6% |
| CSCO Cisco Systems Inc. | 0.23% | 21,276 | $1.5M | Add +2.5% |
| KMB Kimberly-Clark Corp. | 0.17% | 8,522 | $1.1M | Reduce -51.0% |
| LMND Lemonade Inc. | 0.16% | 23,504 | $1.0M | Add +7.2% |
| NFLX Netflix Inc. | 0.16% | 741 | $992K | Add +58.7% |
| SANM Sanmina Corp. | 0.15% | 10,000 | $978K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 4,247 | $962K | Add +7.8% |
| DPZ Domino's Pizza Inc. | 0.15% | 2,114 | $953K | Reduce -6.8% |
| GD General Dynamics Corp. | 0.15% | 3,247 | $947K | Reduce -51.1% |
| FPEI First Trust Institutional PR | 0.15% | 48,927 | $929K | Reduce -23.0% |
| EQT Eqt Corp. | 0.14% | 15,000 | $875K | Add +87.5% |
| LOW Lowe's Cos Inc. | 0.13% | 3,785 | $840K | Reduce -64.2% |
| HII Huntington Ingalls Industrie | 0.11% | 3,000 | $724K | New |
| IYW iShares Ustechnology ETF | 0.11% | 4,128 | $715K | Reduce -1.6% |
| FANG Diamondback Energy Inc. | 0.11% | 5,122 | $704K | New |
| DHI D.R. Horton Inc. | 0.10% | 5,000 | $645K | New |
| MARA Mara Holdings Inc. | 0.10% | 39,117 | $613K | Add +8.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 1,165 | $566K | No change |
| SO The Southern Co. | 0.09% | 6,132 | $563K | Add +2.2% |
| CLSK Cleanspark Inc. | 0.08% | 47,240 | $521K | Add +18.4% |
| MO Altria Group Inc. | 0.08% | 8,855 | $519K | Reduce -0.6% |
| VRT Vertiv Holdings Co. Class A | 0.08% | 4,000 | $514K | New |
| TEM Tempus AI Inc. Class A | 0.08% | 8,000 | $508K | Reduce -20.0% |
| AMD Advanced Micro Devices | 0.08% | 3,515 | $499K | New |
| SMCI Super Micro Computer Inc. | 0.08% | 10,043 | $492K | New |
| VONG Vanguard Russell 1000 Growth | 0.07% | 4,360 | $476K | No change |
| OKLO Oklo Inc. | 0.07% | 8,016 | $449K | Reduce -19.9% |
| BITU Proshares Ultra Bitcoin ETF | 0.07% | 8,613 | $446K | Reduce -0.1% |
| TPR Tapestry Inc. | 0.07% | 5,000 | $439K | New |
| RGTI Rigetti Computing Inc. | 0.07% | 36,319 | $431K | New |
| RCAT Red Cat Holdings Inc. | 0.06% | 55,650 | $405K | Reduce -35.0% |
| CMI Cummins Inc. | 0.06% | 1,127 | $369K | Add +1.6% |
| NOBL Proshares S&P 500 Dividend A | 0.06% | 3,599 | $362K | Reduce -1.1% |
| MAIN Main Street Capital Corp. | 0.06% | 6,122 | $362K | New |
| GLD SPDR Gold Shares | 0.06% | 1,163 | $355K | Reduce -1.0% |
| ACHR Archer Aviation Inc. Class A | 0.05% | 31,179 | $338K | New |
| BITO Proshares Bitcoin ETF-Usd | 0.05% | 13,569 | $292K | Reduce -12.0% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.04% | 4,991 | $248K | Reduce -2.6% |
| SOUN Soundhound AI Inc. Class A | 0.04% | 21,567 | $231K | New |
| SLV iShares Silver Trust | 0.03% | 6,778 | $222K | Add +0.1% |
Portfolio Sells Q1 2025 → Q2 2025
| SCHO Schwab Short-Term US Treas | Reduce -35.8% | 4.04% | −4.23 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −1.90 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 2.83% | −0.45 |
| LOW Lowe's Cos Inc. | Reduce -64.2% | 0.13% | −0.38 |
| KMB Kimberly-Clark Corp. | Reduce -51.0% | 0.17% | −0.34 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 1.05% | −0.29 |
| BKR Baker Hughes Co. | Reduce -2.8% | 0.52% | −0.29 |
| WMT Walmart Inc. | Reduce -0.9% | 1.35% | −0.26 |
| GD General Dynamics Corp. | Reduce -51.1% | 0.15% | −0.23 |
| CAT Caterpillar Inc. | Reduce -15.3% | 0.69% | −0.22 |
| PANW Palo Alto Networks Inc. | Reduce -0.7% | 2.79% | −0.19 |
| V Visa Inc. Class A | Reduce -7.5% | 0.47% | −0.19 |
| FTNT Fortinet Inc. | Reduce -3.9% | 0.63% | −0.16 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −0.13 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.12 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.11 |
| AEE Ameren Corporation | Reduce -5.6% | 0.24% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -3.7% | 0.43% | −0.10 |
| FPEI First Trust Institutional PR | Reduce -23.0% | 0.15% | −0.10 |
| WM Waste Management Inc. | Reduce -3.7% | 0.26% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.5% | 0.58% | −0.09 |
| DPZ Domino's Pizza Inc. | Reduce -6.8% | 0.15% | −0.07 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.05 |
| RCAT Red Cat Holdings Inc. | Reduce -35.0% | 0.06% | −0.04 |
| MO Altria Group Inc. | Reduce -0.6% | 0.08% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Reduce -1.1% | 0.06% | −0.02 |
| TEM Tempus AI Inc. Class A | Reduce -20.0% | 0.08% | −0.02 |
| GLD SPDR Gold Shares | Reduce -1.0% | 0.06% | −0.01 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -2.6% | 0.04% | −0.01 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -12.0% | 0.05% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -1.6% | 0.11% | −0.01 |
| SNOW LAKE RES LTD | Sold out | 0.00% | −0.01 |
| ADM Archer-Daniels-Midland Co. | Reduce -0.5% | 0.03% | −0.01 |
| CVM Cel-Sci Corp. | Sold out | 0.00% | −0.00 |
| BITU Proshares Ultra Bitcoin ETF | Reduce -0.1% | 0.07% | +0.01 |
| OKLO Oklo Inc. | Reduce -19.9% | 0.07% | +0.03 |
| NRG NRG Energy Inc. | Reduce -7.5% | 0.77% | +0.12 |
| AVGO Broadcom Inc. | Reduce -7.5% | 1.13% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.1% | 8.05% | +1.20 |
Portfolio Buys Q1 2025 → Q2 2025
| IEF iShares 7-10 Year Treasury B | New | 3.35% | +3.35 |
| IESC Ies Holdings Inc. | New | 2.13% | +2.13 |
| CEG Constellation Energy | New | 2.07% | +2.07 |
| HIMS Hims & Hers Health Inc. | Add +1660.0% | 1.48% | +1.41 |
| RKLB Rocket Lab Corp. | New | 1.34% | +1.34 |
| VMBS Vanguard Mortgage-Backed Sec | New | 1.25% | +1.25 |
| SCCO Southern Copper Corp. | New | 1.04% | +1.04 |
| NEM Newmont Corp. | New | 1.03% | +1.03 |
| ALAB Astera Labs Inc. | New | 0.61% | +0.61 |
| ARM Arm Holdings PLC-ADR | Add +10.4% | 2.64% | +0.56 |
| NVDA Nvidia Corp. | Add +12.7% | 1.96% | +0.39 |
| ZS Zscaler Inc. | Add +0.5% | 1.61% | +0.28 |
| COIN Coinbase Global Inc. Class A | Add +3.5% | 0.70% | +0.26 |
| SANM Sanmina Corp. | New | 0.15% | +0.15 |
| FETH Fidelity Ethereum Fund | Add +3.3% | 1.83% | +0.14 |
| MSTR Strategy Inc. | Add +0.1% | 1.85% | +0.11 |
| HII Huntington Ingalls Industrie | New | 0.11% | +0.11 |
| FANG Diamondback Energy Inc. | New | 0.11% | +0.11 |
| DHI D.R. Horton Inc. | New | 0.10% | +0.10 |
| VRT Vertiv Holdings Co. Class A | New | 0.08% | +0.08 |
| AMD Advanced Micro Devices | New | 0.08% | +0.08 |
| SMCI Super Micro Computer Inc. | New | 0.08% | +0.08 |
| TPR Tapestry Inc. | New | 0.07% | +0.07 |
| RGTI Rigetti Computing Inc. | New | 0.07% | +0.07 |
| NFLX Netflix Inc. | Add +58.7% | 0.16% | +0.07 |
| MAIN Main Street Capital Corp. | New | 0.06% | +0.06 |
| ACHR Archer Aviation Inc. Class A | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +9.6% | 0.35% | +0.05 |
| EQT Eqt Corp. | Add +87.5% | 0.14% | +0.05 |
| SOUN Soundhound AI Inc. Class A | New | 0.04% | +0.04 |
| MSFT Microsoft Corp. | Add +1.1% | 1.83% | +0.03 |
| QBTS D-Wave Quantum Inc. | New | 0.03% | +0.03 |
| CLSK Cleanspark Inc. | Add +18.4% | 0.08% | +0.03 |
| LMND Lemonade Inc. | Add +7.2% | 0.16% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.8% | 0.15% | +0.02 |
| MARA Mara Holdings Inc. | Add +8.6% | 0.10% | +0.01 |
| QS Quantumscape Corp. | New | 0.01% | +0.01 |
| USBC Usbc Inc. | New | 0.01% | +0.01 |
| UBER Uber Technologies Inc. | Add +5.0% | 0.31% | +0.01 |
| GAME Gamesquare Hldgs Inc. | Add +70.4% | 0.01% | +0.00 |
| MRVL Marvell Technology Inc. | Add +4.6% | 0.40% | −0.00 |
| SLV iShares Silver Trust | Add +0.1% | 0.03% | −0.01 |
| CMI Cummins Inc. | Add +1.6% | 0.06% | −0.01 |
| SO The Southern Co. | Add +2.2% | 0.09% | −0.03 |
| CSCO Cisco Systems Inc. | Add +2.5% | 0.23% | −0.03 |
| QCOM Qualcomm Inc. | Add +4.4% | 0.26% | −0.06 |
| FBTC Fidelity Wise Origin Bitcoin | Add +0.0% | 8.36% | −0.07 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.74% | −0.08 |
| GOOGL Alphabet Inc. Class A | Add +7.7% | 1.25% | −0.09 |
| ISRG Intuitive Surgical Inc. | Add +6.7% | 1.00% | −0.13 |
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 |