UNITED CAPITAL MANAGEMENT OF KS, INC. 13F Portfolio
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 231 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%.
Portfolio Value
$763.41M
Alpha Score
90.4
#0 of 1000
Holdings
98
UNITED CAPITAL MANAGEMENT OF KS, INC. Current 13F Holdings
Reported holdings from UNITED CAPITAL MANAGEMENT OF KS, INC.'s latest SEC 13F filing, ranked by portfolio weight.
98 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHO SCHWAB STRATEGIC TR | 3.82% | $24.15 | $23.86 | -1.20% | Added +3.00% |
 PLTR PALANTIR TECHNOLOGIES INC | 3.64% | $23.47 | $209.05 | +790.71% | Trimmed -1.14% |
 FBTC FIDELITY WISE ORIGIN BITCOIN | 3.63% | $59.36 | $71.53 | +20.50% | Trimmed -3.63% |
 TSLA TESLA INC | 3.44% | $209.71 | $382.70 | +82.49% | Trimmed -2.24% |
 IESC IES HOLDINGS INC | 3.37% | $297.60 | $297.52 | -0.03% | Trimmed -21.32% |
 IEF ISHARES TR | 3.36% | $95.75 | $89.40 | -6.63% | Added +4.75% |
 NVDA NVIDIA CORPORATION | 2.98% | $74.74 | $229.28 | +206.77% | Trimmed -2.11% |
 XBI SPDR SERIES TRUST | 2.96% | $93.26 | $153.75 | +64.86% | Added +0.77% |
 VLO VALERO ENERGY CORP | 2.85% | $111.21 | $433.60 | +289.89% | Trimmed -2.01% |
 GOOGL ALPHABET INC | 2.82% | $203.03 | $351.66 | +73.21% | Trimmed -2.61% |
Showing 1-10 of 98