United Capital Management Of Ks, Inc. Portfolio Holdings

United Capital Management Of Ks, Inc.

  • $541 Million
  • Q2 2025

United Capital Management Of Ks, Inc. has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $541 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $51.3M, Schwab Short Term Us Treasury with a value of $25.8M, Ishares Barclays with a value of $21.4M, Tesla, Inc. with a value of $21.2M, and Amazon Com Inc with a value of $18M.

Examining the 13F form we can see an increase of $117M in the current position value, from $424M to 541M.

Below you can find more details about United Capital Management Of Ks, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $541 Million
Technology: $166 Million
ETFs: $110 Million
Consumer Cyclical: $48.7 Million
Industrials: $41.6 Million
Energy: $35.6 Million
Utilities: $34.1 Million
Consumer Defensive: $33.1 Million
Basic Materials: $23.9 Million
Other: $48.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$367B
$51.3 Million 9.49% of portfolio
376,638
Q2 2025 Reduced 4.1%
$0
$25.8 Million 4.76% of portfolio
1,056,570
Q2 2025 Reduced 35.75%
$0
$21.4 Million 3.95% of portfolio
223,447
Q2 2025 New
$1.08T
$21.2 Million 3.91% of portfolio
66,654
Q2 2025 Added 3.0%
$2.26T
$18 Million 3.33% of portfolio
82,241
Q2 2025 Reduced 1.27%
$52.5B
$17.8 Million 3.29% of portfolio
87,002
Q2 2025 Reduced 0.65%
$3.69T
$16.4 Million 3.03% of portfolio
79,894
Q2 2025 Added 1.65%
$0
$15.5 Million 2.86% of portfolio
295,435
Q2 2025 Added 0.57%
$0
$15.3 Million 2.82% of portfolio
184,347
Q2 2025 Added 2.85%
$0
$14 Million 2.58% of portfolio
100,637
Q2 2025 Added 0.88%
$7.26B
$13.6 Million 2.51% of portfolio
45,874
Q2 2025 New
$111B
$13.2 Million 2.44% of portfolio
40,838
Q2 2025 New
$456B
$12.5 Million 2.31% of portfolio
79,155
Q2 2025 Added 12.72%
$3.68B
$11.8 Million 2.19% of portfolio
29,269
Q2 2025 Added 0.13%
$3.95T
$11.7 Million 2.16% of portfolio
23,510
Q2 2025 Added 1.14%
$51.4B
$11.2 Million 2.06% of portfolio
83,030
Q2 2025 Added 3.8%
$39.4B
$10.3 Million 1.9% of portfolio
32,752
Q2 2025 Added 0.5%
$141B
$10.1 Million 1.86% of portfolio
145,345
Q2 2025 Added 3.11%
$608B
$9.6 Million 1.77% of portfolio
12,313
Q2 2025 Added 0.02%
$9.53B
$9.44 Million 1.74% of portfolio
189,274
Q2 2025 Added 1,660.03%
$281B
$8.64 Million 1.6% of portfolio
88,390
Q2 2025 Reduced 0.95%
$1.21T
$7.98 Million 1.47% of portfolio
45,260
Q2 2025 Added 7.68%
$0
$7.98 Million 1.47% of portfolio
172,243
Q2 2025 New
$80B
$7.79 Million 1.44% of portfolio
31,491
Q2 2025 Added 1.58%
$79.3B
$7.57 Million 1.4% of portfolio
45,544
Q2 2025 Added 3.23%
$127B
$7.22 Million 1.33% of portfolio
26,201
Q2 2025 Reduced 7.45%
$381B
$7.08 Million 1.31% of portfolio
149,645
Q2 2025 Added 1.43%
$5.28B
$6.89 Million 1.27% of portfolio
86,688
Q2 2025 Added 2.65%
$439B
$6.7 Million 1.24% of portfolio
6,768
Q2 2025 Reduced 1.56%
$76B
$6.65 Million 1.23% of portfolio
65,755
Q2 2025 New
$54.7B
$6.55 Million 1.21% of portfolio
112,429
Q2 2025 New
$11.8B
$6.48 Million 1.2% of portfolio
144,146
Q2 2025 Added 1.37%
$155B
$6.51 Million 1.2% of portfolio
52,714
Q2 2025 Added 0.91%
$169B
$6.39 Million 1.18% of portfolio
11,762
Q2 2025 Added 6.72%
$302B
$6.02 Million 1.11% of portfolio
42,010
Q2 2025 Added 5.01%
$57.4B
$6 Million 1.11% of portfolio
24,636
Q2 2025 Added 0.81%
$58.4B
$5.55 Million 1.03% of portfolio
129,105
Q2 2025 Added 2.77%
$36.8B
$4.9 Million 0.91% of portfolio
30,528
Q2 2025 Reduced 7.49%
$351B
$4.79 Million 0.88% of portfolio
25,799
Q2 2025 Added 1.34%
$210B
$4.71 Million 0.87% of portfolio
15,994
Q2 2025 Added 0.09%
$17.3B
$4.55 Million 0.84% of portfolio
14,613
Q2 2025 Added 2.28%
$45.7B
$4.49 Million 0.83% of portfolio
12,813
Q2 2025 Added 3.45%
$218B
$4.42 Million 0.82% of portfolio
11,385
Q2 2025 Reduced 15.35%
$61.9B
$4.05 Million 0.75% of portfolio
38,287
Q2 2025 Reduced 3.86%
$34.5B
$3.89 Million 0.72% of portfolio
37,304
Q2 2025 Added 1.82%
$0
$3.73 Million 0.69% of portfolio
6,762
Q2 2025 Reduced 2.45%
$42.6B
$3.3 Million 0.61% of portfolio
86,178
Q2 2025 Reduced 2.76%
$551B
$2.97 Million 0.55% of portfolio
8,370
Q2 2025 Reduced 7.47%
$0
$2.75 Million 0.51% of portfolio
4,429
Q2 2025 Reduced 3.72%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $541 Million
  • Prior Value $424 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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