United Capital Management of KS, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), United Capital Management of KS, Inc. reported 110 stock positions worth $659.6 million. Its top holding was Palantir Technologies Class A (PLTR) at 5.3% of the portfolio, followed by Fidelity Wise Origin Bitcoin (FBTC, 5.0%) and Schwab Short-Term US Treas (SCHO, 4.3%). Compared with Q4 2025, it opened 23 new positions, sold out of 19, added to 46 and reduced 37. The biggest buy was Intl Business Machines (IBM, shares +290%) and the biggest sale Palantir Technologies Class A (PLTR, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- SALINA, KS
- CIK
- 0001753219
- Portfolio Value
- $659.6M (Q1 2026)
- SEC Filing
- 0001941040-26-000312 ↗ filed May 11, 2026
Holdings Value
Holdings 110 stocks · $659.6M
| PLTR Palantir Technologies Inc. Class A | 5.34% | 240,676 | $35.2M | Reduce -30.0% |
| FBTC Fidelity Wise Origin Bitcoin | 5.05% | 563,747 | $33.3M | Add +1.0% |
| SCHO Schwab Short-Term US Treas | 4.32% | 1,173,541 | $28.5M | Add +4.0% |
| IEF iShares 7-10 Year Treasury B | 3.75% | 259,245 | $24.7M | Add +4.4% |
| TSLA Tesla Inc. | 3.60% | 63,789 | $23.7M | Reduce -3.8% |
| IESC Ies Holdings Inc. | 3.21% | 44,486 | $21.2M | Reduce -1.7% |
| VLO Valero Energy Corp. | 3.19% | 85,234 | $21.1M | Reduce -0.1% |
| NVDA Nvidia Corp. | 3.07% | 116,025 | $20.2M | Add +44.7% |
| AMZN Amazon.com Inc. | 2.75% | 86,956 | $18.1M | Add +2.8% |
| XBI SS SPDR S&P Biotech ETF | 2.74% | 141,504 | $18.1M | Reduce -24.0% |
| GOOGL Alphabet Inc. Class A | 2.70% | 61,853 | $17.8M | Reduce -0.9% |
| ARM Arm Holdings PLC-ADR | 2.64% | 114,976 | $17.4M | Add +10.2% |
| DUK Duke Energy Corp. | 2.46% | 123,781 | $16.2M | Add +6.0% |
| AAPL Apple Inc. | 2.35% | 61,190 | $15.5M | Reduce -24.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.31% | 62,945 | $15.3M | Add +289.9% |
| NUE Nucor Corp. | 2.17% | 84,687 | $14.3M | Add +0.8% |
| RKLB Rocket Lab Corp. | 2.09% | 214,508 | $13.8M | Add +0.2% |
| COST Costco Wholesale Corp. | 2.08% | 13,737 | $13.7M | Add +3.7% |
| SANM Sanmina Corp. | 2.05% | 104,093 | $13.5M | Add +2.2% |
| CEG Constellation Energy | 1.87% | 44,184 | $12.3M | Add +5.2% |
| MPC Marathon Petroleum Corp. | 1.78% | 48,011 | $11.7M | Add +2.5% |
| LLY Eli Lilly & Co. | 1.75% | 12,517 | $11.5M | No change |
| WMT Walmart Inc. | 1.65% | 87,371 | $10.9M | Reduce -1.4% |
| FETH Fidelity Ethereum Fund | 1.61% | 507,843 | $10.6M | Add +8.6% |
| STX Seagate Technology Holdings | 1.57% | 26,517 | $10.4M | New |
| VMBS Vanguard Mortgage-Backed Sec | 1.57% | 220,453 | $10.4M | Add +6.9% |
| ASTS Ast Spacemobile Inc. | 1.50% | 119,297 | $9.9M | New |
| EWY iShares MSCI South Korea ETF | 1.49% | 79,695 | $9.8M | New |
| CVX Chevron Corp. | 1.47% | 46,708 | $9.7M | Add +3.9% |
| MLI Mueller Industries Inc. | 1.46% | 87,100 | $9.7M | Add +1.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.34% | 55,504 | $8.9M | Add +2.8% |
| WSM Williams-Sonoma Inc. | 1.33% | 48,025 | $8.8M | New |
| META Meta Platforms Inc. Class A | 1.32% | 15,220 | $8.7M | Add +4.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.21% | 13,818 | $8.0M | Add +122.8% |
| AVGO Broadcom Inc. | 1.13% | 24,161 | $7.5M | Reduce -2.4% |
| LNG Cheniere Energy Inc. | 1.00% | 23,148 | $6.6M | Add +1.2% |
| ISRG Intuitive Surgical Inc. | 0.96% | 13,713 | $6.3M | Add +7.8% |
| HII Huntington Ingalls Industrie | 0.94% | 16,282 | $6.2M | Add +442.7% |
| TFC Truist Financial Corp. | 0.93% | 133,234 | $6.1M | Add +1.5% |
| CAT Caterpillar Inc. | 0.91% | 8,438 | $6.0M | Reduce -3.6% |
| ABBV Abbvie Inc. | 0.90% | 27,419 | $6.0M | Add +1.1% |
| BKR Baker Hughes Co. | 0.89% | 96,047 | $5.9M | Reduce -0.1% |
| SNA Snap-on Inc. | 0.83% | 15,082 | $5.5M | Add +0.4% |
| WEC WEC Energy Group Inc. | 0.73% | 41,561 | $4.8M | Add +2.5% |
| MU Micron Technology Inc. | 0.67% | 13,002 | $4.4M | New |
| MSTR Strategy Inc. | 0.59% | 31,428 | $3.9M | Add +56.7% |
| NRG NRG Energy Inc. | 0.59% | 26,666 | $3.9M | Reduce -6.1% |
| ALAB Astera Labs Inc. | 0.56% | 33,817 | $3.7M | Reduce -17.7% |
| MRVL Marvell Technology Inc. | 0.51% | 34,060 | $3.4M | Reduce -0.8% |
| FTNT Fortinet Inc. | 0.47% | 37,615 | $3.1M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 0.37% | 3,783 | $2.5M | Reduce -4.8% |
| COIN Coinbase Global Inc. Class A | 0.37% | 13,977 | $2.4M | Add +6.3% |
| SCCO Southern Copper Corp. | 0.33% | 12,660 | $2.2M | Reduce -81.3% |
| GEV GE Vernova Inc. | 0.29% | 2,218 | $1.9M | Add +47.5% |
| CSCO Cisco Systems Inc. | 0.28% | 23,674 | $1.8M | Add +0.9% |
| CMI Cummins Inc. | 0.25% | 3,124 | $1.7M | Add +18.4% |
| AEE Ameren Corporation | 0.25% | 14,932 | $1.6M | Reduce -0.6% |
| V Visa Inc. Class A | 0.25% | 5,429 | $1.6M | Reduce -21.5% |
| WM Waste Management Inc. | 0.24% | 6,900 | $1.6M | Add +1.7% |
| QCOM Qualcomm Inc. | 0.23% | 11,532 | $1.5M | Reduce -1.1% |
| LMND Lemonade Inc. | 0.22% | 23,168 | $1.5M | Reduce -4.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 4,180 | $1.4M | Reduce -9.3% |
| PANW Palo Alto Networks Inc. | 0.18% | 7,045 | $1.2M | Reduce -92.2% |
| FPEI First Trust Institutional PR | 0.15% | 53,362 | $1.0M | Add +2.1% |
| MSFT Microsoft Corp. | 0.15% | 2,593 | $960K | Reduce -89.9% |
| NEM Newmont Corp. | 0.14% | 8,633 | $935K | Reduce -92.2% |
| AMD Advanced Micro Devices | 0.13% | 4,061 | $826K | Add +187.4% |
| DPZ Domino's Pizza Inc. | 0.12% | 2,226 | $799K | Add +6.2% |
| GD General Dynamics Corp. | 0.11% | 2,161 | $742K | Reduce -11.7% |
| CRCL Circle Internet Group Inc. | 0.11% | 7,464 | $712K | New |
| IYW iShares Ustechnology ETF | 0.10% | 3,671 | $666K | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,385 | $664K | No change |
| SO The Southern Co. | 0.09% | 6,377 | $615K | Add +1.7% |
| KTOS Kratos Defense & Security | 0.09% | 8,725 | $615K | New |
| LOW Lowe's Cos Inc. | 0.09% | 2,569 | $607K | Reduce -19.8% |
| XOM Exxon Mobil Corp. | 0.09% | 3,541 | $601K | Reduce -65.6% |
| TRV The Travelers Cos Inc. | 0.09% | 2,058 | $600K | Add +3.8% |
| MO Altria Group Inc. | 0.09% | 9,081 | $599K | Add +2.1% |
| CIEN Ciena Corp. | 0.09% | 1,500 | $582K | New |
| FIX Comfort Systems USA Inc. | 0.08% | 400 | $552K | New |
| VRT Vertiv Holdings Co. Class A | 0.08% | 2,000 | $501K | New |
| LRCX Lam Research Corp. | 0.07% | 2,300 | $491K | Reduce -46.5% |
| DE Deere & Co. | 0.07% | 819 | $461K | New |
| CLSK Cleanspark Inc. | 0.07% | 53,401 | $454K | Add +2.6% |
| BTE Baytex Energy Corp. | 0.07% | 100,000 | $447K | No change |
| NFLX Netflix Inc. | 0.06% | 4,075 | $392K | Reduce -4.0% |
| GLD SPDR Gold Shares | 0.06% | 907 | $390K | Reduce -14.9% |
| MARA Mara Holdings Inc. | 0.06% | 46,045 | $376K | Add +12.7% |
| VONG Vanguard Russell 1000 Growth | 0.06% | 3,410 | $374K | No change |
| GMAB Genmab A/S -SP ADR | 0.06% | 12,000 | $370K | Add +33.3% |
| NOBL Proshares S&P 500 Dividend A | 0.05% | 3,173 | $336K | Reduce -3.1% |
| SLV iShares Silver Trust | 0.05% | 4,855 | $331K | Reduce -30.6% |
| MAIN Main Street Capital Corp. | 0.05% | 6,064 | $321K | Reduce -10.4% |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 2,476 | $317K | Reduce -97.6% |
| ADM Archer-Daniels-Midland Co. | 0.05% | 4,363 | $317K | Add +12.3% |
| LUV Southwest Airlines Co. | 0.04% | 7,604 | $286K | New |
| UMAC Unusual Machines Inc. | 0.04% | 22,973 | $285K | New |
| WFRD Weatherford International PL | 0.04% | 3,000 | $284K | New |
| STEX Streamex Corp. | 0.04% | 247,733 | $280K | New |
| GDX Vaneck Gold Miners ETF | 0.04% | 2,953 | $271K | Reduce -79.7% |
Options reported separately and not counted above: IBIT calls ($765K).
Portfolio Sells Q4 2025 → Q1 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -30.0% | 5.34% | −3.23 |
| PANW Palo Alto Networks Inc. | Reduce -92.2% | 0.18% | −2.14 |
| IWP iShares Russell Mid-Cap Grow | Reduce -97.6% | 0.05% | −1.91 |
| MSFT Microsoft Corp. | Reduce -89.9% | 0.15% | −1.59 |
| NEM Newmont Corp. | Reduce -92.2% | 0.14% | −1.41 |
| BAC Bank of America Corp. | Sold out | 0.00% | −1.15 |
| ZS Zscaler Inc. | Sold out | 0.00% | −1.08 |
| SCCO Southern Copper Corp. | Reduce -81.3% | 0.33% | −1.03 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.88 |
| AAPL Apple Inc. | Reduce -24.9% | 2.35% | −0.75 |
| TSLA Tesla Inc. | Reduce -3.8% | 3.60% | −0.59 |
| XBI SS SPDR S&P Biotech ETF | Reduce -24.0% | 2.74% | −0.44 |
| ALAB Astera Labs Inc. | Reduce -17.7% | 0.56% | −0.40 |
| PAAS Pan American Silver Corp. | Sold out | 0.00% | −0.29 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.26 |
| ABTC American Bitcoin Corp. | Sold out | 0.00% | −0.17 |
| WPM Wheaton Precious Metals Corp. | Sold out | 0.00% | −0.16 |
| GDX Vaneck Gold Miners ETF | Reduce -79.7% | 0.04% | −0.13 |
| V Visa Inc. Class A | Reduce -21.5% | 0.25% | −0.09 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.09 |
| PSLV Sprott Physical Silver Trust | Sold out | 0.00% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -65.6% | 0.09% | −0.08 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.08 |
| APA Apa Corp. | Sold out | 0.00% | −0.07 |
| AVGO Broadcom Inc. | Reduce -2.4% | 1.13% | −0.07 |
| FG NEXUS INC. | Sold out | 0.00% | −0.06 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.06 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -1.1% | 0.23% | −0.05 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −0.05 |
| NRG NRG Energy Inc. | Reduce -6.1% | 0.59% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 2.70% | −0.04 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.04 |
| INTC Intel Corp. | Sold out | 0.00% | −0.04 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.03 |
| LRCX Lam Research Corp. | Reduce -46.5% | 0.07% | −0.03 |
| RTX RTX Corp. | Sold out | 0.00% | −0.03 |
| LMND Lemonade Inc. | Reduce -4.1% | 0.22% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -19.8% | 0.09% | −0.02 |
| SLV iShares Silver Trust | Reduce -30.6% | 0.05% | −0.01 |
| MAIN Main Street Capital Corp. | Reduce -10.4% | 0.05% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -4.8% | 0.37% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -3.0% | 0.10% | −0.00 |
| GD General Dynamics Corp. | Reduce -11.7% | 0.11% | −0.00 |
| GLD SPDR Gold Shares | Reduce -14.9% | 0.06% | 0.00 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.1% | 0.05% | +0.00 |
| NFLX Netflix Inc. | Reduce -4.0% | 0.06% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.3% | 0.21% | +0.02 |
| AEE Ameren Corporation | Reduce -0.6% | 0.25% | +0.04 |
| FTNT Fortinet Inc. | Reduce -0.6% | 0.47% | +0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| IBM Intl Business Machines Corp. | Add +289.9% | 2.31% | +1.64 |
| STX Seagate Technology Holdings | New | 1.57% | +1.57 |
| ASTS Ast Spacemobile Inc. | New | 1.50% | +1.50 |
| EWY iShares MSCI South Korea ETF | New | 1.49% | +1.49 |
| WSM Williams-Sonoma Inc. | New | 1.33% | +1.33 |
| ARM Arm Holdings PLC-ADR | Add +10.2% | 2.64% | +1.04 |
| NVDA Nvidia Corp. | Add +44.7% | 3.07% | +0.97 |
| HII Huntington Ingalls Industrie | Add +442.7% | 0.94% | +0.79 |
| MPC Marathon Petroleum Corp. | Add +2.5% | 1.78% | +0.71 |
| QQQ Invesco QQQ Trust Series 1 | Add +122.8% | 1.21% | +0.68 |
| MU Micron Technology Inc. | New | 0.67% | +0.67 |
| DUK Duke Energy Corp. | Add +6.0% | 2.46% | +0.54 |
| CVX Chevron Corp. | Add +3.9% | 1.47% | +0.50 |
| COST Costco Wholesale Corp. | Add +3.7% | 2.08% | +0.47 |
| SCHO Schwab Short-Term US Treas | Add +4.0% | 4.32% | +0.47 |
| IEF iShares 7-10 Year Treasury B | Add +4.4% | 3.75% | +0.40 |
| LNG Cheniere Energy Inc. | Add +1.2% | 1.00% | +0.37 |
| NUE Nucor Corp. | Add +0.8% | 2.17% | +0.25 |
| VMBS Vanguard Mortgage-Backed Sec | Add +6.9% | 1.57% | +0.21 |
| TJX TJX Companies Inc. | Add +2.8% | 1.34% | +0.18 |
| MSTR Strategy Inc. | Add +56.7% | 0.59% | +0.17 |
| GEV GE Vernova Inc. | Add +47.5% | 0.29% | +0.16 |
| WEC WEC Energy Group Inc. | Add +2.5% | 0.73% | +0.13 |
| CRCL Circle Internet Group Inc. | New | 0.11% | +0.11 |
| SNA Snap-on Inc. | Add +0.4% | 0.83% | +0.11 |
| KTOS Kratos Defense & Security | New | 0.09% | +0.09 |
| CIEN Ciena Corp. | New | 0.09% | +0.09 |
| FIX Comfort Systems USA Inc. | New | 0.08% | +0.08 |
| AMD Advanced Micro Devices | Add +187.4% | 0.13% | +0.08 |
| MLI Mueller Industries Inc. | Add +1.1% | 1.46% | +0.08 |
| VRT Vertiv Holdings Co. Class A | New | 0.08% | +0.08 |
| DE Deere & Co. | New | 0.07% | +0.07 |
| CMI Cummins Inc. | Add +18.4% | 0.25% | +0.07 |
| LUV Southwest Airlines Co. | New | 0.04% | +0.04 |
| UMAC Unusual Machines Inc. | New | 0.04% | +0.04 |
| WFRD Weatherford International PL | New | 0.04% | +0.04 |
| STEX Streamex Corp. | New | 0.04% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.04% | +0.04 |
| RCAT Red Cat Holdings Inc. | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +1.1% | 0.90% | +0.04 |
| SIL Global X Silver Miners ETF | New | 0.03% | +0.03 |
| WM Waste Management Inc. | Add +1.7% | 0.24% | +0.03 |
| T AT&T Inc. | New | 0.03% | +0.03 |
| SMH Vaneck Semiconductor ETF | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.9% | 0.28% | +0.03 |
| TFC Truist Financial Corp. | Add +1.5% | 0.93% | +0.02 |
| MO Altria Group Inc. | Add +2.1% | 0.09% | +0.02 |
| GMAB Genmab A/S -SP ADR | Add +33.3% | 0.06% | +0.02 |
| ADM Archer-Daniels-Midland Co. | Add +12.3% | 0.05% | +0.02 |
| SO The Southern Co. | Add +1.7% | 0.09% | +0.02 |
Options Activity Q4 2025 → Q1 2026
| IBIT iShares Bitcoin Trust ETF | call | Add +221.0% | 19,900 | $765K |
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 |