United Capital Management of KS, Inc. holds a diversified book of 97 stocks worth $762.7M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ionq Inc and trimmed Palantir Technologies Inc-A. Their largest long position is Schwab Short-Term US Treas at 4% of the equity book. They also disclosed $669K in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as United Capital Management of KS, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $508.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $63.8B |
| HighTower Advisors, LLC | 80 / 80 | $22.2B |
| Cetera Investment Advisers | 80 / 80 | $17.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $15.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $13.7B |
| Kestra Advisory Services, LLC | 80 / 80 | $6.7B |
| CWM, LLC | 80 / 80 | $6.1B |
Ranked by how many of United Capital Management of KS, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR SHT TM US TRES | $29.2M | 1.21M | 3.8% | ▲+3.0% Added · +35K sh | |
| 2 | Palantir Technologies Inc CL A | $27.8M | 237.9K | 3.6% | ▼−1.1% Reduced · −3K sh | |
| 3 | Fidelity Wise Origin Bitcoin SHS | $27.7M | 543.3K | 3.6% | ▼−3.6% Reduced · −20K sh | |
| 4 | Tesla Inc COM | $26.2M | 62.4K | 3.4% | ▼−2.2% Reduced · −1K sh | |
| 5 | Ies Holdings Inc COM | $25.7M | 35.0K | 3.4% | ▼−21% Reduced · −9K sh | |
| 6 | Ishares TR 7-10 YR TRSY BD | $25.7M | 271.6K | 3.4% | ▲+4.7% Added · +12K sh | |
| 7 | Nvidia Corporation COM | $22.7M | 113.6K | 3.0% | ▼−2.1% Reduced · −2K sh | |
| 8 | SPDR Series Trust ST STR SP BIOT | $22.6M | 142.6K | 3.0% | ▲+0.8% Added · +1K sh | |
| 9 | Valero Energy Corp COM | $21.8M | 83.5K | 2.9% | ▼−2.0% Reduced · −2K sh | |
| 10 | Alphabet Inc CAP STK CL A | $21.5M | 60.2K | 2.8% | ▼−2.6% Reduced · −2K sh | |
| 11 | Amazon Com Inc COM | $20.9M | 87.5K | 2.7% | ▲+0.7% Added · +568 sh | |
| 12 | Arm Holdings PLC SPONSORED ADS | $20.2M | 57.0K | 2.6% | ▼−50% Reduced · −58K sh | |
| 13 | Rocket Lab Corp COM | $19.8M | 194.9K | 2.6% | ▼−9.1% Reduced · −20K sh | |
| 14 | Sanmina Corp COM | $18.7M | 73.9K | 2.5% | ▼−29% Reduced · −30K sh | |
| 15 | International Business Machs COM | $18.4M | 65.5K | 2.4% | ▲+4.0% Added · +3K sh | |
| 16 | Nucor Corp COM | $18.1M | 81.4K | 2.4% | ▼−3.8% Reduced · −3K sh | |
| 17 | Ast Spacemobile Inc COM CL A | $17.8M | 199.9K | 2.3% | ▲+68% Added · +81K sh | |
| 18 | Apple Inc COM | $17.3M | 59.6K | 2.3% | ▼−2.5% Reduced · −2K sh | |
| 19 | Duke Energy Corp New COM NEW | $16.2M | 127.7K | 2.1% | ▲+3.1% Added · +4K sh | |
| 20 | Ishares Inc MSCI STH KOR ETF | $15.7M | 77.8K | 2.1% | ▼−2.3% Reduced · −2K sh | |
| 21 | Astera Labs Inc COM | $15.4M | 31.8K | 2.0% | ▼−6.0% Reduced · −2K sh | |
| 22 | Eli Lilly & Co COM | $15.1M | 12.6K | 2.0% | ▲+0.9% Added · +110 sh | |
| 23 | Micron Technology Inc COM | $13.5M | 11.7K | 1.8% | ▼−10% Reduced · −1K sh | |
| 24 | Costco Wholesale Corporation COM | $13.4M | 14.3K | 1.8% | ▲+4.0% Added · +545 sh | |
| 25 | Seagate Technology HLDNGS PL ORD SHS | $12.5M | 13.0K | 1.6% | ▼−51% Reduced · −14K sh | |
| 26 | Marathon Pete Corp COM | $12.4M | 48.4K | 1.6% | ▲+0.7% Added · +354 sh | |
| 27 | Ionq Inc COM | $12.3M | 231.3K | 1.6% | ▲New New position | |
| 28 | Williams Sonoma Inc COM | $11.7M | 50.2K | 1.5% | ▲+4.6% Added · +2K sh | |
| 29 | Constellation Energy Corp COM | $11.6M | 46.8K | 1.5% | ▲+5.9% Added · +3K sh | |
| 30 | ASML Hldg NV N Y REGISTRY SHS | $11.3M | 5.7K | 1.5% | ▲28× Added · +5K sh | |
| 31 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $10.9M | 233.8K | 1.4% | ▲+6.1% Added · +13K sh | |
| 32 | Mueller Inds Inc COM | $10.6M | 86.1K | 1.4% | ▼−1.2% Reduced · −1K sh | |
| 33 | Walmart Inc COM | $9.9M | 87.2K | 1.3% | ▼−0.1% Reduced · −132 sh | |
| 34 | Marvell Technology Inc COM | $9.3M | 31.1K | 1.2% | ▼−8.8% Reduced · −3K sh | |
| 35 | Meta Platforms Inc CL A | $9.0M | 16.1K | 1.2% | ▲+5.5% Added · +834 sh | |
| 36 | Broadcom Inc COM | $8.9M | 23.4K | 1.2% | ▼−3.0% Reduced · −727 sh | |
| 37 | Caterpillar Inc COM | $8.8M | 8.2K | 1.1% | ▼−2.4% Reduced · −202 sh | |
| 38 | TJX Cos Inc New COM | $8.6M | 57.0K | 1.1% | ▲+2.7% Added · +1K sh | |
| 39 | Lockheed Martin Corp COM | $8.1M | 15.8K | 1.1% | ▲New New position | |
| 40 | CF Industries Hold COM | $7.4M | 68.5K | 1.0% | ▲New New position | |
| 41 | Lumentum Hldgs Inc COM | $7.3M | 8.5K | 1.0% | ▲New New position | |
| 42 | Abbvie Inc COM | $7.1M | 28.0K | 0.9% | ▲+2.3% Added · +619 sh | |
| 43 | Truist Finl Corp COM | $6.7M | 135.5K | 0.9% | ▲+1.7% Added · +2K sh | |
| 44 | Nutrien Ltd COM | $6.6M | 105.1K | 0.9% | ▲New New position | |
| 45 | Snap On Inc COM | $6.1M | 15.3K | 0.8% | ▲+1.2% Added · +179 sh | |
| 46 | Intuitive Surgical Inc COM NEW | $5.9M | 14.9K | 0.8% | ▲+8.9% Added · +1K sh | |
| 47 | Fortinet Inc COM | $5.6M | 36.7K | 0.7% | ▼−2.5% Reduced · −928 sh | |
| 48 | Cheniere Energy Inc COM NEW | $5.6M | 23.4K | 0.7% | ▲+0.9% Added · +208 sh | |
| 49 | Baker Hughes Company CL A | $5.3M | 96.3K | 0.7% | ▲+0.2% Added · +215 sh | |
| 50 | Wec Energy Group Inc COM | $5.0M | 42.6K | 0.7% | ▲+2.6% Added · +1K sh |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1753219/holdings"
Use Arkolith to show United Capital Management of KS, Inc.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | ISHARES BITCOIN TRUST ETFIBIT | $669K | 20K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 98 | $763.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 111 | $660.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 107 | $713.8M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.