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

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 Q1 2025 Q2 2025: $638.0M $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 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%
ADM Archer-Daniels-Midland Co. 0.03% 4,147 $219K Reduce -0.5%
QBTS D-Wave Quantum Inc. 0.03% 12,310 $180K New
ETF OPPORTUNITIES TRUST 0.02% 15,017 $130K No change
GAME Gamesquare Hldgs Inc. 0.01% 93,696 $77K Add +70.4%
QS Quantumscape Corp. 0.01% 10,000 $67K New
USBC Usbc Inc. filed as KNOW LABS INC 0.01% 24,757 $49K New
NAK Northern Dynasty Minerals 0.00% 18,418 $25K No change
PROPHASE LABS INC 0.00% 34,700 $14K No change

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

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