United Capital Management Of Ks, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, United Capital Management Of Ks, Inc. disclosed 97 stock positions valued at approximately $762.74M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, PALANTIR TECHNOLOGIES INC, and FIDELITY WISE ORIGIN BITCOIN.
- Report Period
- June 30, 2026
- No. of Stocks
- 97
- Portfolio Value
- $762.74M
Holdings by Sector
United Capital Management Of Ks, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHO | Other | 3.83% | 1,208,778 | +35,237 | +3.00% | $29,179,904 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 3.64% | 237,935 | -2,741 | -1.14% | $27,759,876 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 3.64% | 543,285 | -20,462 | -3.63% | $27,734,699 |
| TESLA INC | TSLA | Consumer Cyclical | 3.44% | 62,360 | -1,429 | -2.24% | $26,228,616 |
| IES HOLDINGS INC | IESC | Industrials | 3.37% | 35,002 | -9,484 | -21.32% | $25,714,569 |
| ISHARES TR | IEF | Other | 3.37% | 271,552 | +12,307 | +4.75% | $25,680,705 |
| NVIDIA CORPORATION | NVDA | Technology | 2.98% | 113,579 | -2,446 | -2.11% | $22,726,079 |
| SPDR SERIES TRUST | XBI | Other | 2.96% | 142,599 | +1,095 | +0.77% | $22,566,336 |
| VALERO ENERGY CORP | VLO | Energy | 2.85% | 83,521 | -1,713 | -2.01% | $21,752,130 |
| ALPHABET INC | GOOGL | Communication Services | 2.82% | 60,237 | -1,616 | -2.61% | $21,526,726 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.73% | 87,524 | +568 | +0.65% | $20,860,470 |
| ARM HOLDINGS PLC | ARM | Technology | 2.65% | 56,993 | -57,983 | -50.43% | $20,208,008 |
| ROCKET LAB CORP | RKLB | Industrials | 2.60% | 194,913 | -19,595 | -9.13% | $19,812,906 |
| SANMINA CORP | SANM | Technology | 2.45% | 73,911 | -30,182 | -29.00% | $18,705,396 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 2.41% | 65,480 | +2,535 | +4.03% | $18,413,582 |
| NUCOR CORP | NUE | Basic Materials | 2.38% | 81,427 | -3,260 | -3.85% | $18,137,858 |
| AST SPACEMOBILE INC | ASTS | Technology | 2.33% | 199,918 | +80,621 | +67.58% | $17,764,713 |
| APPLE INC | AAPL | Technology | 2.26% | 59,638 | -1,552 | -2.54% | $17,256,723 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 2.12% | 127,657 | +3,876 | +3.13% | $16,158,798 |
| ISHARES INC | EWY | Other | 2.06% | 77,847 | -1,848 | -2.32% | $15,717,309 |
| ASTERA LABS INC | ALAB | Technology | 2.01% | 31,799 | -2,018 | -5.97% | $15,359,553 |
| ELI LILLY & CO | LLY | Healthcare | 1.99% | 12,627 | +110 | +0.88% | $15,144,748 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.77% | 11,667 | -1,335 | -10.27% | $13,467,101 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.75% | 14,282 | +545 | +3.97% | $13,360,368 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Technology | 1.64% | 12,970 | -13,547 | -51.09% | $12,516,083 |
| MARATHON PETE CORP | MPC | Energy | 1.62% | 48,365 | +354 | +0.74% | $12,365,470 |
| IONQ INC | IONQ | Technology | 1.61% | 231,271 | +231,271 | +100.00% | $12,317,493 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 1.53% | 50,217 | +2,192 | +4.56% | $11,705,686 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.52% | 46,779 | +2,595 | +5.87% | $11,618,476 |
| ASML HLDG NV | ASML | Technology | 1.48% | 5,677 | +5,477 | +2738.50% | $11,294,051 |
Showing 30 of 97 holdings in the latest reporting period.
United Capital Management Of Ks, Inc. Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | IBIT | iShares Bitcoin Trust ETF | CALL | 20,100 | $669,129 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.