United Capital Management of KS, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), United Capital Management of KS, Inc. reported 106 stock positions worth $713.5 million. Its top holding was Palantir Technologies Class A (PLTR) at 8.6% of the portfolio, followed by Fidelity Wise Origin Bitcoin (FBTC, 6.0%) and Tesla (TSLA, 4.2%). Compared with Q3 2025, it opened 17 new positions, sold out of 28, added to 45 and reduced 42. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Fidelity Wise Origin Bitcoin (FBTC, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SALINA, KS
- CIK
- 0001753219
- Portfolio Value
- $713.5M (Q4 2025)
- SEC Filing
- 0001941040-26-000186 ↗ filed Feb 17, 2026
Holdings Value
Holdings 106 stocks · $713.5M
| PLTR Palantir Technologies Inc. Class A | 8.57% | 343,946 | $61.1M | Reduce -4.7% |
| FBTC Fidelity Wise Origin Bitcoin | 5.96% | 558,320 | $42.6M | Reduce -1.2% |
| TSLA Tesla Inc. | 4.18% | 66,339 | $29.8M | Add +0.3% |
| SCHO Schwab Short-Term US Treas | 3.85% | 1,127,935 | $27.5M | Add +2.0% |
| IEF iShares 7-10 Year Treasury B | 3.35% | 248,390 | $23.9M | Add +4.8% |
| XBI SS SPDR S&P Biotech ETF | 3.18% | 186,145 | $22.7M | Reduce -1.3% |
| AAPL Apple Inc. | 3.11% | 81,513 | $22.2M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.74% | 62,435 | $19.5M | Add +0.5% |
| AMZN Amazon.com Inc. | 2.74% | 84,577 | $19.5M | Add +0.9% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 2.47% | 45,273 | $17.6M | Reduce -2.6% |
| PANW Palo Alto Networks Inc. | 2.33% | 90,083 | $16.6M | Add +1.8% |
| SANM Sanmina Corp. | 2.14% | 101,851 | $15.3M | Add +0.6% |
| NVDA Nvidia Corp. | 2.10% | 80,169 | $15.0M | Add +2.3% |
| RKLB Rocket Lab Corp. | 2.09% | 214,090 | $14.9M | Reduce -1.9% |
| CEG Constellation Energy | 2.08% | 42,005 | $14.8M | Add +0.5% |
| IWP iShares Russell Mid-Cap Grow | 1.96% | 102,279 | $14.0M | Add +0.5% |
| VLO Valero Energy Corp. | 1.95% | 85,361 | $13.9M | Add +0.4% |
| FETH Fidelity Ethereum Fund | 1.94% | 467,518 | $13.8M | Add +1.2% |
| NUE Nucor Corp. | 1.92% | 84,056 | $13.7M | Add +0.7% |
| DUK Duke Energy Corp. | 1.92% | 116,779 | $13.7M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 1.89% | 12,517 | $13.5M | Add +0.4% |
| MSFT Microsoft Corp. | 1.74% | 25,611 | $12.4M | Add +2.3% |
| COST Costco Wholesale Corp. | 1.60% | 13,247 | $11.4M | Add +93.1% |
| ARM Arm Holdings PLC-ADR | 1.60% | 104,361 | $11.4M | Add +3.5% |
| NEM Newmont Corp. | 1.56% | 111,207 | $11.1M | Reduce -5.8% |
| MLI Mueller Industries Inc. | 1.39% | 86,188 | $9.9M | Add +0.0% |
| WMT Walmart Inc. | 1.38% | 88,618 | $9.9M | Reduce -1.2% |
| VMBS Vanguard Mortgage-Backed Sec | 1.36% | 206,198 | $9.7M | Add +9.2% |
| SCCO Southern Copper Corp. | 1.36% | 67,641 | $9.7M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.35% | 14,599 | $9.6M | New |
| AVGO Broadcom Inc. | 1.20% | 24,759 | $8.6M | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.16% | 53,997 | $8.3M | Add +1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.15% | 149,394 | $8.2M | Reduce -1.8% |
| ZS Zscaler Inc. | 1.08% | 34,313 | $7.7M | Add +3.9% |
| MPC Marathon Petroleum Corp. | 1.07% | 46,823 | $7.6M | Add +1.7% |
| ISRG Intuitive Surgical Inc. | 1.01% | 12,718 | $7.2M | Add +3.4% |
| CVX Chevron Corp. | 0.96% | 44,969 | $6.9M | Add +4.7% |
| ALAB Astera Labs Inc. | 0.96% | 41,078 | $6.8M | Add +2.0% |
| TFC Truist Financial Corp. | 0.91% | 131,282 | $6.5M | Reduce -1.1% |
| HIMS Hims & Hers Health Inc. | 0.88% | 194,013 | $6.3M | Add +0.1% |
| ABBV Abbvie Inc. | 0.87% | 27,107 | $6.2M | Add +1.2% |
| SNA Snap-on Inc. | 0.73% | 15,016 | $5.2M | Reduce -0.7% |
| CAT Caterpillar Inc. | 0.70% | 8,751 | $5.0M | Reduce -5.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.67% | 16,146 | $4.8M | Reduce -0.6% |
| NRG NRG Energy Inc. | 0.63% | 28,386 | $4.5M | Reduce -5.2% |
| LNG Cheniere Energy Inc. | 0.62% | 22,883 | $4.4M | Reduce -21.8% |
| BKR Baker Hughes Co. | 0.61% | 96,100 | $4.4M | Reduce -13.9% |
| WEC WEC Energy Group Inc. | 0.60% | 40,537 | $4.3M | Add +3.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 6,203 | $3.8M | Reduce -3.8% |
| MSTR Strategy Inc. | 0.43% | 20,057 | $3.0M | Reduce -33.0% |
| FTNT Fortinet Inc. | 0.42% | 37,824 | $3.0M | Add +7.1% |
| COIN Coinbase Global Inc. Class A | 0.42% | 13,150 | $3.0M | Add +0.1% |
| MRVL Marvell Technology Inc. | 0.41% | 34,324 | $2.9M | Add +3.3% |
| IVV iShares Core S&P 500 ETF | 0.38% | 3,976 | $2.7M | Reduce -7.2% |
| V Visa Inc. Class A | 0.34% | 6,916 | $2.4M | Reduce -5.1% |
| PAAS Pan American Silver Corp. | 0.29% | 40,629 | $2.1M | New |
| QCOM Qualcomm Inc. | 0.28% | 11,658 | $2.0M | Add +11.9% |
| UBER Uber Technologies Inc. | 0.26% | 22,963 | $1.9M | Reduce -32.6% |
| CSCO Cisco Systems Inc. | 0.25% | 23,455 | $1.8M | Add +9.6% |
| LMND Lemonade Inc. | 0.24% | 24,157 | $1.7M | Add +0.2% |
| AEE Ameren Corporation | 0.21% | 15,017 | $1.5M | Reduce -5.2% |
| WM Waste Management Inc. | 0.21% | 6,783 | $1.5M | Reduce -4.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 4,611 | $1.4M | Add +3.6% |
| CMI Cummins Inc. | 0.19% | 2,638 | $1.3M | Add +129.6% |
| GDX Vaneck Gold Miners ETF | 0.17% | 14,522 | $1.2M | New |
| XOM Exxon Mobil Corp. | 0.17% | 10,306 | $1.2M | New |
| ABTC American Bitcoin Corp. | 0.17% | 724,975 | $1.2M | No change |
| WPM Wheaton Precious Metals Corp. | 0.16% | 9,946 | $1.2M | New |
| HII Huntington Ingalls Industrie | 0.14% | 3,000 | $1.0M | Reduce -50.0% |
| FPEI First Trust Institutional PR | 0.14% | 52,265 | $1.0M | Add +2.7% |
| GEV GE Vernova Inc. | 0.14% | 1,504 | $983K | New |
| DPZ Domino's Pizza Inc. | 0.12% | 2,097 | $874K | Reduce -0.3% |
| GD General Dynamics Corp. | 0.12% | 2,448 | $824K | Reduce -6.8% |
| LOW Lowe's Cos Inc. | 0.11% | 3,202 | $772K | Reduce -11.8% |
| IYW iShares Ustechnology ETF | 0.11% | 3,785 | $756K | Reduce -4.2% |
| LRCX Lam Research Corp. | 0.10% | 4,300 | $736K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,385 | $696K | Add +18.9% |
| FCX Freeport-McMoran Inc. | 0.09% | 12,463 | $633K | New |
| PSLV Sprott Physical Silver Trust | 0.09% | 26,531 | $627K | New |
| TRV The Travelers Cos Inc. | 0.08% | 1,983 | $575K | Reduce -2.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.08% | 3,000 | $547K | New |
| SO The Southern Co. | 0.08% | 6,268 | $547K | Add +1.2% |
| CLSK Cleanspark Inc. | 0.07% | 52,031 | $527K | Add +0.1% |
| MO Altria Group Inc. | 0.07% | 8,891 | $513K | Reduce -0.8% |
| APA Apa Corp. | 0.07% | 20,000 | $489K | Reduce -60.0% |
| SLV iShares Silver Trust | 0.06% | 6,996 | $451K | Reduce -0.0% |
| FG NEXUS INC. | 0.06% | 160,000 | $440K | New |
| DVN Devon Energy Corp. | 0.06% | 12,000 | $440K | Reduce -40.0% |
| GLD SPDR Gold Shares | 0.06% | 1,066 | $422K | Add +1.3% |
| VONG Vanguard Russell 1000 Growth | 0.06% | 3,410 | $415K | No change |
| MAIN Main Street Capital Corp. | 0.06% | 6,766 | $409K | Add +0.7% |
| NFLX Netflix Inc. | 0.06% | 4,245 | $398K | Reduce -0.6% |
| SOFI Sofi Technologies Inc. | 0.06% | 15,125 | $396K | New |
| MARA Mara Holdings Inc. | 0.05% | 40,872 | $367K | Add +2.0% |
| BWXT BWX Technologies Inc. | 0.05% | 2,001 | $346K | Reduce -42.8% |
| NOBL Proshares S&P 500 Dividend A | 0.05% | 3,273 | $341K | Reduce -4.3% |
| BTE Baytex Energy Corp. | 0.05% | 100,000 | $323K | Add +11.1% |
| AMD Advanced Micro Devices | 0.04% | 1,413 | $303K | New |
| GMAB Genmab A/S -SP ADR | 0.04% | 9,000 | $277K | New |
| KMB Kimberly-Clark Corp. | 0.04% | 2,709 | $273K | Reduce -59.1% |
Options reported separately and not counted above: IBIT calls ($308K).
Portfolio Sells Q3 2025 → Q4 2025
| FBTC Fidelity Wise Origin Bitcoin | Reduce -1.2% | 5.96% | −1.71 |
| ITW Illinois Tool Works | Sold out | 0.00% | −1.13 |
| MSTR Strategy Inc. | Reduce -33.0% | 0.43% | −0.89 |
| PPC Pilgrim's Pride Corp. | Sold out | 0.00% | −0.81 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.7% | 8.57% | −0.39 |
| LNG Cheniere Energy Inc. | Reduce -21.8% | 0.62% | −0.31 |
| UBER Uber Technologies Inc. | Reduce -32.6% | 0.26% | −0.19 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.17 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.15 |
| BKR Baker Hughes Co. | Reduce -13.9% | 0.61% | −0.13 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.11 |
| TEM Tempus AI Inc. Class A | Sold out | 0.00% | −0.11 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.10 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.10 |
| APA Apa Corp. | Reduce -60.0% | 0.07% | −0.10 |
| HII Huntington Ingalls Industrie | Reduce -50.0% | 0.14% | −0.09 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.09 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.08 |
| KMB Kimberly-Clark Corp. | Reduce -59.1% | 0.04% | −0.07 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.07 |
| NCLH Norwegian Cruise Line Holdin | Sold out | 0.00% | −0.07 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.07 |
| BITU Proshares Ultra Bitcoin ETF | Sold out | 0.00% | −0.06 |
| PDYN Palladyne AI Corp. | Sold out | 0.00% | −0.06 |
| DUK Duke Energy Corp. | Reduce -0.4% | 1.92% | −0.06 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.06 |
| RCAT Red Cat Holdings Inc. | Sold out | 0.00% | −0.05 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.05 |
| IESC Ies Holdings Inc. | Reduce -2.6% | 2.47% | −0.05 |
| BWXT BWX Technologies Inc. | Reduce -42.8% | 0.05% | −0.04 |
| CSHI Neos Enhanced Income 1-3 Mon | Sold out | 0.00% | −0.03 |
| DVN Devon Energy Corp. | Reduce -40.0% | 0.06% | −0.03 |
| QS Quantumscape Corp. | Sold out | 0.00% | −0.03 |
| GDLC Grayscale Coindesk 5 ETF | Sold out | 0.00% | −0.03 |
| UMAC Unusual Machines Inc. | Sold out | 0.00% | −0.03 |
| ETH Grayscale Ethereum Staking M | Sold out | 0.00% | −0.03 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.03 |
| NRG NRG Energy Inc. | Reduce -5.2% | 0.63% | −0.03 |
| ETF OPPORTUNITIES TRUST | Sold out | 0.00% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -11.8% | 0.11% | −0.02 |
| AEE Ameren Corporation | Reduce -5.2% | 0.21% | −0.01 |
| NFLX Netflix Inc. | Reduce -0.6% | 0.06% | −0.01 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -0.2% | 0.02% | −0.01 |
| MO Altria Group Inc. | Reduce -0.8% | 0.07% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -7.2% | 0.38% | −0.01 |
| GD General Dynamics Corp. | Reduce -6.8% | 0.12% | −0.01 |
| USBC Usbc Inc. | Sold out | 0.00% | −0.01 |
| WM Waste Management Inc. | Reduce -4.2% | 0.21% | −0.00 |
| NAK Northern Dynasty Minerals | Sold out | 0.00% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Reduce -4.8% | 0.03% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| META Meta Platforms Inc. Class A | New | 1.35% | +1.35 |
| COST Costco Wholesale Corp. | Add +93.1% | 1.60% | +0.74 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 2.74% | +0.68 |
| LLY Eli Lilly & Co. | Add +0.4% | 1.89% | +0.59 |
| SANM Sanmina Corp. | Add +0.6% | 2.14% | +0.56 |
| NUE Nucor Corp. | Add +0.7% | 1.92% | +0.38 |
| PAAS Pan American Silver Corp. | New | 0.29% | +0.29 |
| ISRG Intuitive Surgical Inc. | Add +3.4% | 1.01% | +0.26 |
| IEF iShares 7-10 Year Treasury B | Add +4.8% | 3.35% | +0.24 |
| AMZN Amazon.com Inc. | Add +0.9% | 2.74% | +0.23 |
| CEG Constellation Energy | Add +0.5% | 2.08% | +0.21 |
| MLI Mueller Industries Inc. | Add +0.0% | 1.39% | +0.20 |
| SCHO Schwab Short-Term US Treas | Add +2.0% | 3.85% | +0.18 |
| TSLA Tesla Inc. | Add +0.3% | 4.18% | +0.18 |
| GDX Vaneck Gold Miners ETF | New | 0.17% | +0.17 |
| XOM Exxon Mobil Corp. | New | 0.17% | +0.17 |
| WPM Wheaton Precious Metals Corp. | New | 0.16% | +0.16 |
| VMBS Vanguard Mortgage-Backed Sec | Add +9.2% | 1.36% | +0.15 |
| GEV GE Vernova Inc. | New | 0.14% | +0.14 |
| CMI Cummins Inc. | Add +129.6% | 0.19% | +0.12 |
| TJX TJX Companies Inc. | Add +1.8% | 1.16% | +0.12 |
| NVDA Nvidia Corp. | Add +2.3% | 2.10% | +0.11 |
| LRCX Lam Research Corp. | New | 0.10% | +0.10 |
| FCX Freeport-McMoran Inc. | New | 0.09% | +0.09 |
| PSLV Sprott Physical Silver Trust | New | 0.09% | +0.09 |
| JKHY Jack Henry & Associates Inc. | New | 0.08% | +0.08 |
| LMND Lemonade Inc. | Add +0.2% | 0.24% | +0.07 |
| FG NEXUS INC. | New | 0.06% | +0.06 |
| SOFI Sofi Technologies Inc. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | Add +9.6% | 0.25% | +0.05 |
| CVX Chevron Corp. | Add +4.7% | 0.96% | +0.05 |
| QCOM Qualcomm Inc. | Add +11.9% | 0.28% | +0.04 |
| AMD Advanced Micro Devices | New | 0.04% | +0.04 |
| GMAB Genmab A/S -SP ADR | New | 0.04% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| PWR Quanta Services Inc. | New | 0.03% | +0.03 |
| MRVL Marvell Technology Inc. | Add +3.3% | 0.41% | +0.03 |
| RTX RTX Corp. | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.6% | 0.20% | +0.03 |
| ABBV Abbvie Inc. | Add +1.2% | 0.87% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +18.9% | 0.10% | +0.02 |
| FTNT Fortinet Inc. | Add +7.1% | 0.42% | +0.02 |
| BTE Baytex Energy Corp. | Add +11.1% | 0.05% | +0.02 |
| GLD SPDR Gold Shares | Add +1.3% | 0.06% | +0.01 |
| FPEI First Trust Institutional PR | Add +2.7% | 0.14% | +0.01 |
| MAIN Main Street Capital Corp. | Add +0.7% | 0.06% | −0.00 |
| OPEN Opendoor Technologies Inc. | Add +19.0% | 0.01% | −0.00 |
| SO The Southern Co. | Add +1.2% | 0.08% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +0.5% | 1.96% | −0.01 |
| WEC WEC Energy Group Inc. | Add +3.4% | 0.60% | −0.01 |
Options Activity Q3 2025 → Q4 2025
| IBIT iShares Bitcoin Trust ETF | call | New | 6,200 | $308K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |