Arkolith/Funds/United Capital Management of KS, Inc.

United Capital Management of KS, Inc.

CIK 1753219
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

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.

Opened
9
bought for the first time
Added to
39
already held, bought more
Trimmed
44
sold some, still holds it
Sold out
22
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
33%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

85% mapped to company sectors

Information Technology
33%
ETF / fund or unclassified
15%
Consumer Discretionary
12%
Industrials
10%
Utilities
6%
Materials
6%
Financials
6%
Energy
5%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as United Capital Management of KS, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$508.5B
ENVESTNET ASSET MANAGEMENT INC80 / 80$63.8B
HighTower Advisors, LLC80 / 80$22.2B
Cetera Investment Advisers80 / 80$17.0B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$15.0B
OSAIC HOLDINGS, INC.80 / 80$13.7B
Kestra Advisory Services, LLC80 / 80$6.7B
CWM, LLC80 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

97 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
SHT TM US TRES
$29.2M1.21M
3.8%
+3.0%
Added · +35K sh
2Palantir Technologies Inc
CL A
$27.8M237.9K
3.6%
−1.1%
Reduced · −3K sh
3Fidelity Wise Origin Bitcoin
SHS
$27.7M543.3K
3.6%
−3.6%
Reduced · −20K sh
4Tesla Inc
COM
$26.2M62.4K
3.4%
−2.2%
Reduced · −1K sh
5Ies Holdings Inc
COM
$25.7M35.0K
3.4%
−21%
Reduced · −9K sh
6Ishares TR
7-10 YR TRSY BD
$25.7M271.6K
3.4%
+4.7%
Added · +12K sh
7Nvidia Corporation
COM
$22.7M113.6K
3.0%
−2.1%
Reduced · −2K sh
8SPDR Series Trust
ST STR SP BIOT
$22.6M142.6K
3.0%
+0.8%
Added · +1K sh
9Valero Energy Corp
COM
$21.8M83.5K
2.9%
−2.0%
Reduced · −2K sh
10Alphabet Inc
CAP STK CL A
$21.5M60.2K
2.8%
−2.6%
Reduced · −2K sh
11Amazon Com Inc
COM
$20.9M87.5K
2.7%
+0.7%
Added · +568 sh
12Arm Holdings PLC
SPONSORED ADS
$20.2M57.0K
2.6%
−50%
Reduced · −58K sh
13Rocket Lab Corp
COM
$19.8M194.9K
2.6%
−9.1%
Reduced · −20K sh
14Sanmina Corp
COM
$18.7M73.9K
2.5%
−29%
Reduced · −30K sh
15International Business Machs
COM
$18.4M65.5K
2.4%
+4.0%
Added · +3K sh
16Nucor Corp
COM
$18.1M81.4K
2.4%
−3.8%
Reduced · −3K sh
17Ast Spacemobile Inc
COM CL A
$17.8M199.9K
2.3%
+68%
Added · +81K sh
18Apple Inc
COM
$17.3M59.6K
2.3%
−2.5%
Reduced · −2K sh
19Duke Energy Corp New
COM NEW
$16.2M127.7K
2.1%
+3.1%
Added · +4K sh
20Ishares Inc
MSCI STH KOR ETF
$15.7M77.8K
2.1%
−2.3%
Reduced · −2K sh
21Astera Labs Inc
COM
$15.4M31.8K
2.0%
−6.0%
Reduced · −2K sh
22Eli Lilly & Co
COM
$15.1M12.6K
2.0%
+0.9%
Added · +110 sh
23Micron Technology Inc
COM
$13.5M11.7K
1.8%
−10%
Reduced · −1K sh
24Costco Wholesale Corporation
COM
$13.4M14.3K
1.8%
+4.0%
Added · +545 sh
25Seagate Technology HLDNGS PL
ORD SHS
$12.5M13.0K
1.6%
−51%
Reduced · −14K sh
26Marathon Pete Corp
COM
$12.4M48.4K
1.6%
+0.7%
Added · +354 sh
27Ionq Inc
COM
$12.3M231.3K
1.6%
New
New position
28Williams Sonoma Inc
COM
$11.7M50.2K
1.5%
+4.6%
Added · +2K sh
29Constellation Energy Corp
COM
$11.6M46.8K
1.5%
+5.9%
Added · +3K sh
30ASML Hldg NV
N Y REGISTRY SHS
$11.3M5.7K
1.5%
28×
Added · +5K sh
31Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$10.9M233.8K
1.4%
+6.1%
Added · +13K sh
32Mueller Inds Inc
COM
$10.6M86.1K
1.4%
−1.2%
Reduced · −1K sh
33Walmart Inc
COM
$9.9M87.2K
1.3%
−0.1%
Reduced · −132 sh
34Marvell Technology Inc
COM
$9.3M31.1K
1.2%
−8.8%
Reduced · −3K sh
35Meta Platforms Inc
CL A
$9.0M16.1K
1.2%
+5.5%
Added · +834 sh
36Broadcom Inc
COM
$8.9M23.4K
1.2%
−3.0%
Reduced · −727 sh
37Caterpillar Inc
COM
$8.8M8.2K
1.1%
−2.4%
Reduced · −202 sh
38TJX Cos Inc New
COM
$8.6M57.0K
1.1%
+2.7%
Added · +1K sh
39Lockheed Martin Corp
COM
$8.1M15.8K
1.1%
New
New position
40CF Industries Hold
COM
$7.4M68.5K
1.0%
New
New position
41Lumentum Hldgs Inc
COM
$7.3M8.5K
1.0%
New
New position
42Abbvie Inc
COM
$7.1M28.0K
0.9%
+2.3%
Added · +619 sh
43Truist Finl Corp
COM
$6.7M135.5K
0.9%
+1.7%
Added · +2K sh
44Nutrien Ltd
COM
$6.6M105.1K
0.9%
New
New position
45Snap On Inc
COM
$6.1M15.3K
0.8%
+1.2%
Added · +179 sh
46Intuitive Surgical Inc
COM NEW
$5.9M14.9K
0.8%
+8.9%
Added · +1K sh
47Fortinet Inc
COM
$5.6M36.7K
0.7%
−2.5%
Reduced · −928 sh
48Cheniere Energy Inc
COM NEW
$5.6M23.4K
0.7%
+0.9%
Added · +208 sh
49Baker Hughes Company
CL A
$5.3M96.3K
0.7%
+0.2%
Added · +215 sh
50Wec Energy Group Inc
COM
$5.0M42.6K
0.7%
+2.6%
Added · +1K sh
Showing 50 of 97 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$669K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishISHARES BITCOIN TRUST ETFIBIT$669K20K

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.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202698$763.4M13F-HR
Q1 2026Mar 31, 2026May 11, 2026111$660.3M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026107$713.8M13F-HR/A
Amended / restated
  • Q4 2025 · filed Feb 13, 202613F-HR · superseded

Data source

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.