United Capital Management of KS, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), United Capital Management of KS, Inc. reported 117 stock positions worth $735.0 million. Its top holding was Palantir Technologies Class A (PLTR) at 9.0% of the portfolio, followed by Fidelity Wise Origin Bitcoin (FBTC, 7.7%) and Tesla (TSLA, 4.0%). Compared with Q2 2025, it opened 21 new positions, sold out of 12, added to 59 and reduced 33. The biggest buy was a new position in Duke Energy (DUK) and the biggest sale an exit from SS Financial Select Sector (XLF).
- Most Recent 13F
- Q2 2026
- Location
- SALINA, KS
- CIK
- 0001753219
- Portfolio Value
- $735.0M (Q3 2025)
- SEC Filing
- 0001941040-25-000647 ↗ filed Nov 12, 2025
Holdings Value
Holdings 117 stocks · $735.0M
| PLTR Palantir Technologies Inc. Class A | 8.96% | 360,967 | $65.8M | Reduce -4.2% |
| FBTC Fidelity Wise Origin Bitcoin | 7.68% | 565,287 | $56.4M | Reduce -0.4% |
| TSLA Tesla Inc. | 4.00% | 66,142 | $29.4M | Reduce -0.8% |
| SCHO Schwab Short-Term US Treas | 3.67% | 1,106,304 | $27.0M | Add +4.7% |
| IEF iShares 7-10 Year Treasury B | 3.11% | 237,026 | $22.9M | Add +6.1% |
| AAPL Apple Inc. | 2.83% | 81,613 | $20.8M | Add +2.1% |
| FETH Fidelity Ethereum Fund | 2.61% | 461,948 | $19.2M | Reduce -0.7% |
| XBI SS SPDR S&P Biotech ETF | 2.57% | 188,529 | $18.9M | Add +2.3% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 2.52% | 46,504 | $18.5M | Add +1.4% |
| AMZN Amazon.com Inc. | 2.50% | 83,806 | $18.4M | Add +1.9% |
| PANW Palo Alto Networks Inc. | 2.45% | 88,524 | $18.0M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 2.06% | 62,135 | $15.1M | Add +37.3% |
| NVDA Nvidia Corp. | 1.99% | 78,336 | $14.6M | Reduce -1.0% |
| DUK Duke Energy Corp. | 1.97% | 117,297 | $14.5M | New |
| IWP iShares Russell Mid-Cap Grow | 1.97% | 101,799 | $14.5M | Add +1.1% |
| VLO Valero Energy Corp. | 1.97% | 85,050 | $14.5M | Add +2.4% |
| ARM Arm Holdings PLC-ADR | 1.94% | 100,865 | $14.3M | Reduce -3.1% |
| CEG Constellation Energy | 1.87% | 41,807 | $13.8M | Add +2.4% |
| MSFT Microsoft Corp. | 1.76% | 25,027 | $13.0M | Add +6.5% |
| SANM Sanmina Corp. | 1.59% | 101,252 | $11.7M | Add +912.5% |
| NUE Nucor Corp. | 1.54% | 83,479 | $11.3M | Add +1.5% |
| HIMS Hims & Hers Health Inc. | 1.50% | 193,741 | $11.0M | Add +2.4% |
| RKLB Rocket Lab Corp. | 1.42% | 218,166 | $10.5M | Reduce -8.9% |
| NEM Newmont Corp. | 1.35% | 118,068 | $10.0M | Add +5.0% |
| ZS Zscaler Inc. | 1.35% | 33,024 | $9.9M | Add +0.8% |
| MSTR Strategy Inc. | 1.31% | 29,934 | $9.6M | Add +2.3% |
| LLY Eli Lilly & Co. | 1.29% | 12,462 | $9.5M | Add +1.2% |
| WMT Walmart Inc. | 1.26% | 89,735 | $9.2M | Add +1.5% |
| MPC Marathon Petroleum Corp. | 1.21% | 46,056 | $8.9M | Add +1.1% |
| VMBS Vanguard Mortgage-Backed Sec | 1.21% | 188,785 | $8.9M | Add +9.6% |
| MLI Mueller Industries Inc. | 1.19% | 86,173 | $8.7M | Reduce -0.6% |
| AVGO Broadcom Inc. | 1.13% | 25,264 | $8.3M | Reduce -3.6% |
| ITW Illinois Tool Works | 1.13% | 31,899 | $8.3M | Add +1.3% |
| SCCO Southern Copper Corp. | 1.12% | 67,777 | $8.2M | Add +3.1% |
| ALAB Astera Labs Inc. | 1.07% | 40,267 | $7.9M | Reduce -7.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.07% | 152,051 | $7.8M | Add +1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.04% | 53,058 | $7.7M | Add +0.7% |
| LNG Cheniere Energy Inc. | 0.94% | 29,257 | $6.9M | Add +18.8% |
| CVX Chevron Corp. | 0.91% | 42,957 | $6.7M | Add +2.3% |
| COST Costco Wholesale Corp. | 0.86% | 6,860 | $6.3M | Add +1.4% |
| ABBV Abbvie Inc. | 0.84% | 26,791 | $6.2M | Add +3.9% |
| TFC Truist Financial Corp. | 0.83% | 132,785 | $6.1M | Add +2.9% |
| PPC Pilgrim's Pride Corp. | 0.81% | 146,072 | $5.9M | Add +1.3% |
| ISRG Intuitive Surgical Inc. | 0.75% | 12,296 | $5.5M | Add +4.5% |
| BKR Baker Hughes Co. | 0.74% | 111,653 | $5.4M | Add +29.6% |
| SNA Snap-on Inc. | 0.71% | 15,116 | $5.2M | Add +3.4% |
| ABTC American Bitcoin Corp. | 0.66% | 724,975 | $4.9M | New |
| NRG NRG Energy Inc. | 0.66% | 29,954 | $4.9M | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 16,250 | $4.6M | Add +1.6% |
| WEC WEC Energy Group Inc. | 0.61% | 39,216 | $4.5M | Add +5.1% |
| COIN Coinbase Global Inc. Class A | 0.60% | 13,141 | $4.4M | Add +2.6% |
| CAT Caterpillar Inc. | 0.60% | 9,294 | $4.4M | Reduce -18.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 6,448 | $3.9M | Reduce -4.6% |
| UBER Uber Technologies Inc. | 0.45% | 34,072 | $3.3M | Add +61.5% |
| FTNT Fortinet Inc. | 0.40% | 35,312 | $3.0M | Reduce -7.8% |
| IVV iShares Core S&P 500 ETF | 0.39% | 4,283 | $2.9M | Reduce -3.3% |
| MRVL Marvell Technology Inc. | 0.38% | 33,218 | $2.8M | Reduce -0.1% |
| V Visa Inc. Class A | 0.34% | 7,287 | $2.5M | Reduce -12.9% |
| QCOM Qualcomm Inc. | 0.24% | 10,419 | $1.7M | Add +0.9% |
| HII Huntington Ingalls Industrie | 0.23% | 6,000 | $1.7M | Add +100.0% |
| AEE Ameren Corporation | 0.22% | 15,836 | $1.7M | Reduce -0.4% |
| WM Waste Management Inc. | 0.21% | 7,077 | $1.6M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.20% | 21,392 | $1.5M | Add +0.6% |
| LMND Lemonade Inc. | 0.18% | 24,117 | $1.3M | Add +2.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 4,452 | $1.2M | Add +4.8% |
| FIX Comfort Systems USA Inc. | 0.17% | 1,500 | $1.2M | New |
| APA Apa Corp. | 0.17% | 50,000 | $1.2M | New |
| KLAC KLA Corp. | 0.15% | 1,000 | $1.1M | New |
| FPEI First Trust Institutional PR | 0.13% | 50,892 | $984K | Add +4.0% |
| LOW Lowe's Cos Inc. | 0.12% | 3,629 | $912K | Reduce -4.1% |
| DPZ Domino's Pizza Inc. | 0.12% | 2,104 | $908K | Reduce -0.5% |
| GD General Dynamics Corp. | 0.12% | 2,627 | $896K | Reduce -19.1% |
| KMB Kimberly-Clark Corp. | 0.11% | 6,629 | $824K | Reduce -22.2% |
| EQT Eqt Corp. | 0.11% | 15,000 | $816K | No change |
| TEM Tempus AI Inc. Class A | 0.11% | 10,000 | $807K | Add +25.0% |
| IYW iShares Ustechnology ETF | 0.11% | 3,950 | $774K | Reduce -4.3% |
| VRT Vertiv Holdings Co. Class A | 0.10% | 5,000 | $754K | Add +25.0% |
| CLSK Cleanspark Inc. | 0.10% | 51,976 | $754K | Add +10.0% |
| MARA Mara Holdings Inc. | 0.10% | 40,054 | $731K | Add +2.4% |
| DELL Dell Technologies -C | 0.10% | 5,138 | $728K | New |
| DVN Devon Energy Corp. | 0.10% | 20,000 | $701K | New |
| OKLO Oklo Inc. | 0.09% | 6,016 | $672K | Reduce -24.9% |
| BWXT BWX Technologies Inc. | 0.09% | 3,501 | $645K | New |
| MO Altria Group Inc. | 0.08% | 8,958 | $592K | Add +1.2% |
| SO The Southern Co. | 0.08% | 6,191 | $587K | Add +1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 1,165 | $586K | No change |
| LDOS Leidos Holdings Inc. | 0.08% | 3,000 | $567K | New |
| TRV The Travelers Cos Inc. | 0.08% | 2,029 | $567K | New |
| ORLY O'reilly Automotive Inc. | 0.07% | 5,022 | $541K | New |
| NFLX Netflix Inc. | 0.07% | 427 | $512K | Reduce -42.4% |
| NCLH Norwegian Cruise Line Holdin | 0.07% | 20,000 | $493K | New |
| CMI Cummins Inc. | 0.07% | 1,149 | $485K | Add +1.9% |
| SMCI Super Micro Computer Inc. | 0.07% | 10,043 | $481K | No change |
| BITU Proshares Ultra Bitcoin ETF | 0.06% | 8,448 | $451K | Reduce -1.9% |
| PDYN Palladyne AI Corp. | 0.06% | 51,305 | $441K | New |
| MAIN Main Street Capital Corp. | 0.06% | 6,719 | $427K | Add +9.8% |
| VONG Vanguard Russell 1000 Growth | 0.06% | 3,410 | $411K | Reduce -21.8% |
| CRWV Coreweave Inc. Class A | 0.06% | 3,000 | $411K | New |
| GLD SPDR Gold Shares | 0.05% | 1,052 | $374K | Reduce -9.5% |
| RCAT Red Cat Holdings Inc. | 0.05% | 35,348 | $366K | Reduce -36.5% |
Portfolio Sells Q2 2025 → Q3 2025
| XLF SS Financial Select Sector | Sold out | 0.00% | −2.43 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −1.58 |
| ARM Arm Holdings PLC-ADR | Reduce -3.1% | 1.94% | −0.70 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -0.4% | 7.68% | −0.68 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.35 |
| FTNT Fortinet Inc. | Reduce -7.8% | 0.40% | −0.23 |
| V Visa Inc. Class A | Reduce -12.9% | 0.34% | −0.13 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.11 |
| NRG NRG Energy Inc. | Reduce -1.9% | 0.66% | −0.11 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.10 |
| CAT Caterpillar Inc. | Reduce -18.4% | 0.60% | −0.09 |
| NFLX Netflix Inc. | Reduce -42.4% | 0.07% | −0.09 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.08 |
| TPR Tapestry Inc. | Sold out | 0.00% | −0.07 |
| RGTI Rigetti Computing Inc. | Sold out | 0.00% | −0.07 |
| KMB Kimberly-Clark Corp. | Reduce -22.2% | 0.11% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.6% | 0.53% | −0.06 |
| ACHR Archer Aviation Inc. Class A | Sold out | 0.00% | −0.05 |
| WM Waste Management Inc. | Reduce -0.7% | 0.21% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -3.3% | 0.39% | −0.04 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.04 |
| QBTS D-Wave Quantum Inc. | Sold out | 0.00% | −0.03 |
| GD General Dynamics Corp. | Reduce -19.1% | 0.12% | −0.03 |
| DPZ Domino's Pizza Inc. | Reduce -0.5% | 0.12% | −0.03 |
| MRVL Marvell Technology Inc. | Reduce -0.1% | 0.38% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Reduce -21.8% | 0.06% | −0.02 |
| AEE Ameren Corporation | Reduce -0.4% | 0.22% | −0.01 |
| RCAT Red Cat Holdings Inc. | Reduce -36.5% | 0.05% | −0.01 |
| GAME Gamesquare Hldgs Inc. | Reduce -84.9% | 0.00% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Reduce -5.0% | 0.05% | −0.01 |
| BITU Proshares Ultra Bitcoin ETF | Reduce -1.9% | 0.06% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -4.1% | 0.12% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -4.3% | 0.11% | −0.01 |
| GLD SPDR Gold Shares | Reduce -9.5% | 0.05% | −0.00 |
| PROPHASE LABS INC | Sold out | 0.00% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Reduce -1.6% | 0.03% | −0.00 |
| AVGO Broadcom Inc. | Reduce -3.6% | 1.13% | +0.00 |
| OKLO Oklo Inc. | Reduce -24.9% | 0.09% | +0.02 |
| NVDA Nvidia Corp. | Reduce -1.0% | 1.99% | +0.03 |
| RKLB Rocket Lab Corp. | Reduce -8.9% | 1.42% | +0.08 |
| MLI Mueller Industries Inc. | Reduce -0.6% | 1.19% | +0.11 |
| ALAB Astera Labs Inc. | Reduce -7.0% | 1.07% | +0.46 |
| TSLA Tesla Inc. | Reduce -0.8% | 4.00% | +0.68 |
| FETH Fidelity Ethereum Fund | Reduce -0.7% | 2.61% | +0.78 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.2% | 8.96% | +0.91 |
Portfolio Buys Q2 2025 → Q3 2025
| DUK Duke Energy Corp. | New | 1.97% | +1.97 |
| SANM Sanmina Corp. | Add +912.5% | 1.59% | +1.43 |
| GOOGL Alphabet Inc. Class A | Add +37.3% | 2.06% | +0.80 |
| ABTC American Bitcoin Corp. | New | 0.66% | +0.66 |
| IESC Ies Holdings Inc. | Add +1.4% | 2.52% | +0.39 |
| NEM Newmont Corp. | Add +5.0% | 1.35% | +0.33 |
| AAPL Apple Inc. | Add +2.1% | 2.83% | +0.26 |
| BKR Baker Hughes Co. | Add +29.6% | 0.74% | +0.22 |
| VLO Valero Energy Corp. | Add +2.4% | 1.97% | +0.22 |
| XBI SS SPDR S&P Biotech ETF | Add +2.3% | 2.57% | +0.17 |
| FIX Comfort Systems USA Inc. | New | 0.17% | +0.17 |
| APA Apa Corp. | New | 0.17% | +0.17 |
| KLAC KLA Corp. | New | 0.15% | +0.15 |
| UBER Uber Technologies Inc. | Add +61.5% | 0.45% | +0.15 |
| HII Huntington Ingalls Industrie | Add +100.0% | 0.23% | +0.12 |
| DELL Dell Technologies -C | New | 0.10% | +0.10 |
| DVN Devon Energy Corp. | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | Add +3.9% | 0.84% | +0.09 |
| BWXT BWX Technologies Inc. | New | 0.09% | +0.09 |
| LDOS Leidos Holdings Inc. | New | 0.08% | +0.08 |
| TRV The Travelers Cos Inc. | New | 0.08% | +0.08 |
| SCCO Southern Copper Corp. | Add +3.1% | 1.12% | +0.08 |
| ORLY O'reilly Automotive Inc. | New | 0.07% | +0.07 |
| NCLH Norwegian Cruise Line Holdin | New | 0.07% | +0.07 |
| PDYN Palladyne AI Corp. | New | 0.06% | +0.06 |
| CRWV Coreweave Inc. Class A | New | 0.06% | +0.06 |
| KTOS Kratos Defense & Security | New | 0.05% | +0.05 |
| GDLC Grayscale Coindesk 5 ETF | New | 0.03% | +0.03 |
| UMAC Unusual Machines Inc. | New | 0.03% | +0.03 |
| TEM Tempus AI Inc. Class A | Add +25.0% | 0.11% | +0.03 |
| ETH Grayscale Ethereum Staking M | New | 0.03% | +0.03 |
| BTE Baytex Energy Corp. | New | 0.03% | +0.03 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.03% | +0.03 |
| QS Quantumscape Corp. | Add +100.0% | 0.03% | +0.02 |
| TJX TJX Companies Inc. | Add +0.7% | 1.04% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +25.0% | 0.10% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +1.1% | 1.21% | +0.02 |
| CLSK Cleanspark Inc. | Add +10.0% | 0.10% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.8% | 0.17% | +0.02 |
| HIMS Hims & Hers Health Inc. | Add +2.4% | 1.50% | +0.02 |
| LMND Lemonade Inc. | Add +2.6% | 0.18% | +0.01 |
| OPEN Opendoor Technologies Inc. | New | 0.01% | +0.01 |
| CMI Cummins Inc. | Add +1.9% | 0.07% | +0.01 |
| SLV iShares Silver Trust | Add +3.3% | 0.04% | +0.01 |
| MARA Mara Holdings Inc. | Add +2.4% | 0.10% | +0.00 |
| WEC WEC Energy Group Inc. | Add +5.1% | 0.61% | +0.00 |
| MAIN Main Street Capital Corp. | Add +9.8% | 0.06% | +0.00 |
| SNA Snap-on Inc. | Add +3.4% | 0.71% | −0.00 |
| MO Altria Group Inc. | Add +1.2% | 0.08% | −0.00 |
| USBC Usbc Inc. | Add +40.4% | 0.01% | −0.00 |
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 |