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

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 Q2 2025 Q3 2025: $735.0M Q3 2025 Q4 2025: $713.5M Q4 2025 Q1 2026: $659.6M $659.6M Q1 2026 Q2 2026: $762.7M Q2 2026

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%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.04% 200 $264K New
RCAT Red Cat Holdings Inc. 0.04% 18,323 $240K New
SIL Global X Silver Miners ETF 0.03% 2,531 $228K New
T AT&T Inc. 0.03% 7,059 $205K New
SMH Vaneck Semiconductor ETF 0.03% 530 $203K New
BITO Proshares Bitcoin ETF-Usd 0.02% 16,310 $152K Add +19.2%
OPEN Opendoor Technologies Inc. 0.01% 16,657 $78K Add +28.1%
DVLT Datavault AI Inc. 0.01% 80,500 $50K New
ONDS Ondas Inc. 0.00% 32,351 $21K New
DEFT Defi Technologies Inc. 0.00% 32,552 $18K New

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

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