United Capital Management of KS, Inc.
CIK: 0001753219SEC EDGAR →
Portfolio Value
$713K
Holdings
106
As of
Q4 2025
New Positions
21
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | 343,946 | $61K | 8.57% |
| 2 | FIDELITY WISE ORIGIN BITCOIN | 558,320 | $43K | 5.97% |
| 3 | TESLA INC | 66,339 | $30K | 4.18% |
| 4 | SCHWAB STRATEGIC TR | 1,127,935 | $27K | 3.85% |
| 5 | ISHARES TR | 248,390 | $24K | 3.35% |
| 6 | SPDR SERIES TRUST | 186,145 | $23K | 3.18% |
| 7 | APPLE INC | 81,513 | $22K | 3.11% |
| 8 | ALPHABET INC | 62,435 | $20K | 2.74% |
| 9 | AMAZON COM INC | 84,577 | $20K | 2.74% |
| 10 | IES HLDGS INC | 45,273 | $18K | 2.47% |
Quarterly Changes
New Positions (17)
$10K · 15K shares
$2K · 41K shares
$1K · 15K shares
$1K · 10K shares
$1K · 10K shares
$982 · 2K shares
$736 · 4K shares
$632 · 12K shares
$627 · 27K shares
$547 · 3K shares
FG NEXUS INC.
$440 · 160K shares
$395 · 15K shares
$302 · 1K shares
$277 · 9K shares
$265 · 7K shares
$211 · 500 shares
$204 · 1K shares
Closed Positions (28)
$8K · 32K shares
$6K · 146K shares
$816 · 15K shares
$807 · 10K shares
$754 · 5K shares
$728 · 5K shares
$671 · 6K shares
$566 · 3K shares
$541 · 5K shares
$492 · 20K shares
$481 · 10K shares
$451 · 8K shares
$440 · 51K shares
$410 · 3K shares
$365 · 35K shares
$365 · 4K shares
$251 · 5K shares
$246 · 20K shares
$242 · 4K shares
$226 · 15K shares
$212 · 5K shares
$201 · 2K shares
$133 · 29K shares
$46 · 35K shares
$22 · 18K shares
$9 · 14K shares
$1 · 1K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 23 | $198K | 27.7% |
| Financial Services | 24 | $186K | 26.0% |
| Consumer Cyclical | 5 | $59K | 8.3% |
| Industrials | 11 | $43K | 6.0% |
| Energy | 9 | $40K | 5.6% |
| Basic Materials | 6 | $38K | 5.4% |
| Utilities | 6 | $36K | 5.0% |
| Healthcare | 5 | $33K | 4.7% |
| Communication Services | 3 | $30K | 4.1% |
| Unknown | 8 | $28K | 4.0% |
| Consumer Defensive | 5 | $22K | 3.1% |
| Real Estate | 1 | $75 | 0.0% |