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UNITED CAPITAL MANAGEMENT OF KS, INC. 13F portfolio summary

UNITED CAPITAL MANAGEMENT OF KS, INC. of UNITED CAPITAL MANAGEMENT OF KS, INC. has 98 current stock holdings with a reported portfolio value of $763.4M. The portfolio 1 year return is +28.62%. Top holdings include SCHO (3.82%), PLTR (3.64%), FBTC (3.63%), TSLA (3.44%), IESC (3.37%).

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UNITED CAPITAL MANAGEMENT OF KS, INC.

UNITED CAPITAL MANAGEMENT OF KS, INC.
Latest filing: 2026-06-30

UNITED CAPITAL MANAGEMENT OF KS, INC. runs UNITED CAPITAL MANAGEMENT OF KS, INC. and currently holds 98 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $763.41M. Their top holdings are SCHO, PLTR, FBTC, TSLA, IESC. The top five represent 17.9% of reported portfolio weight. UNITED CAPITAL MANAGEMENT OF KS, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, UNITED CAPITAL MANAGEMENT OF KS, INC. initiated 8 new positions. They added to 39 existing positions. They trimmed 41 positions. Their current best-performing preview position is ALAB with returns of +340.71%.

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Top 5 Holdings
SCHO3.8%
PLTR3.6%
FBTC3.6%
TSLA3.4%
IESC3.4%
Top 5: 17.9%
Portfolio Returns
1 Year
+28.62%
#0/1000
3 Year
+116.37%
#0/1000
5 Year
+126.35%
#0/1000

Portfolio Value

$763.41M

Alpha Score

93.3

#0 of 1000

Holdings

98

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98 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SCHO
SCHWAB STRATEGIC TR
3.82%$24.15$24.09-0.25%
Added
+3.00%
PLTR
PALANTIR TECHNOLOGIES INC
3.64%$23.47$179.94+666.68%
Trimmed
-1.14%
FBTC
FIDELITY WISE ORIGIN BITCOIN
3.63%$59.36$67.04+12.94%
Trimmed
-3.63%
TSLA
TESLA INC
3.44%$209.71$362.86+73.03%
Trimmed
-2.24%
IESC
IES HOLDINGS INC
3.37%$297.60$685.04+130.19%
Trimmed
-21.32%
IEF
ISHARES TR
3.36%$95.75$92.82-3.06%
Added
+4.75%
NVDA
NVIDIA CORPORATION
2.98%$74.74$214.76+187.34%
Trimmed
-2.11%
XBI
SPDR SERIES TRUST
2.96%$93.26$165.71+77.69%
Added
+0.77%
VLO
VALERO ENERGY CORP
2.85%$111.21$348.81+213.65%
Trimmed
-2.01%
GOOGL
ALPHABET INC
2.82%$203.03$344.82+69.84%
Trimmed
-2.61%

Showing 1-10 of 98