United Capital Management Of Ks, Inc.: Q2 Portfolio Changes Analysis

As reported by insiderset.com for the period ending June 30th, 2026 (Q2), United Capital Management Of Ks, Inc., a significant investment manager, demonstrated notable shifts in its portfolio holdings. The analysis focuses on observable changes from the previous reporting period.

Significant New Position Additions

The investor significantly expanded their exposure to several sectors during Q2:

• Airport Infrastructure & Technology (ASTS): United Capital Management Of Ks, Inc. made a substantial purchase of AST Spacemobile Inc common stock (ASTS). The total_stock_value increased by 67.58% to $17,764,713.
• Technology ETFs (SCHO): There was a significant increase in shares of SCHWAB Strategic TR (SCHO) (SCHO). The total_stock_value rose by just 3.0%, but the share increase suggests renewed confidence or strategic allocation within this exchange-traded fund.
• Energy ETFs (IEF): Shares of ISHARES TR (IEF) (IEF) saw a notable increase. The total_stock_value grew by 4.75% to $25,680,705.
• Basic Materials (NTR): Nutrien Ltd common stock (NTR) experienced a massive increase of 100.0% in shares, adding $6,618,626 worth to the portfolio.
• Technology (LITE): United Capital Management Of Ks, Inc. initiated a position in LUMENTUM HLDGS INC (LITE). The total_stock_value for this new holding reached $7,260,046.
• Technology (CF): CF INDUSTRIES HOLD (CF) was added with a 100.0% increase in shares, contributing $7,418,118.

Substantial Increases to Existing Holdings

The investor also bolstered several existing positions:

• Technology (IONQ): IONQ INC (IONQ) shares increased by a large margin, representing an approximate 100.0% increase in holdings during the quarter.
• Technology (VMBS): Shares of VANGUARD SCOTTSDALE FDS (VMBS) grew by about 6.08%, adding value to this existing ETF position.
• Technology (STX): SEAGATE TECHNOLOGY HLDNGS PL (STX) saw an increase in shares, though the change_percent_from_prior_period was negative (-51.09%), indicating a decrease rather than an increase.
• Industrials (LMT): LOCKHEED MARTIN CORP (LMT) was added with a full 100.0% increase in shares.

Disposals and Reductions

Conversely, the investor disposed of or reduced their stake in several other holdings:

• Technology (ARM): ARM HOLDINGS PLC (ARM) experienced a significant reduction. The change_percent_from_prior_period was -50.43%, indicating a substantial decrease in holdings.
• Technology ETFs (QQQ): Shares of INVESCO QQQ TR (QQQ) decreased by -58.32% from the prior period, representing a disposal or major reduction.
• Technology (AMD): Advanced Micro Devices Inc (AMD) was listed among significant sells, although specific change data wasn't provided in the top holdings list for this quarter.
• Technology (STX): SEAGATE TECHNOLOGY HLDNGS PL (STX) also saw a reduction in shares during the period, with change_percent_from_prior_period at -51.09%.
• Technology (CMI): CMC CARIBOU MINING INC (CMI) was listed among significant sells, although specific change data wasn't provided in the top holdings list for this quarter.
• Technology (NVDA): Shares of NVIDIA CORPORATION (NVDA) decreased by -2.11% from the prior period, representing a reduction in holdings.
• Technology (PLTR): Shares of PALANTIR TECHNOLOGIES INC (PLTR) decreased by -1.14% from the prior period, indicating a reduction.
• Technology (FBTC): Shares of FIDELITY WISE ORIGIN BITCOIN (FBTC) decreased by -3.63% from the prior period.
• Technology (SANM): Shares of SANMINA CORP (SANM) decreased by -29.0% from the prior period, indicating a significant reduction.
• Basic Materials (AMD): Although listed under Technology in holdings, Advanced Micro Devices Inc (AMD) was noted among significant sells by insiderset.com for this period.
• Energy (VLO): Shares of VALERO ENERGY CORP (VLO) decreased slightly, but the change_percent_from_prior_period was -2.01%.
• Industrials (IESC): Shares of IES HOLDINGS INC (IESC) decreased by a larger margin, with change_percent_from_prior_period at -21.32%.
• Industrials (LMT): Although listed under Technology in holdings due to the stock it represents, Lockheed Martin Corp (LMT) was added with a full increase and is not part of this disposal list.
• Communication Services (GOOGL): Shares of ALPHABET INC (GOOGL) decreased by -2.61% from the prior period.
• Utilities (NTR): Although listed under Basic Materials in holdings, Nutrien Ltd (NTR) was added with a full increase and is not part of this disposal list.
• Healthcare (ARM): ARM HOLDINGS PLC (ARM) experienced a significant reduction, listed under Technology here but also impacting the overall portfolio allocation.