United Capital Management of KS, Inc.
Long book
$659.6M
Q1 2026
Positions
110
Top-10 weight
37%
concentration
Last quarter
+15.8%
SPY +14.8%
Turnover
33%
of book per quarter
Strategy in plain words
auto-generated from filingsUnited Capital Management of KS, Inc. is a diversified fundamental manager, running a $659.6M US long book across 110 positions.
The portfolio is moderately concentrated (top 10 ≈ 37% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: PALANTIR TECHNOLOGIES INC-A, FIDELITY WISE ORIGIN BITCOIN, SCHWAB SHORT-TERM US TREAS, ISHARES 7-10 YEAR TREASURY B, TESLA INC.
Over the last 9 quarters its long book ran on average 0.8pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.1%
Q2 2024
+2.9%
Q3 2024
+10.4%
Q4 2024
-6.2%
Q1 2025
+17.2%
Q2 2025
+13.1%
Q3 2025
-2.1%
Q4 2025
-3.7%
Q1 2026
+15.8%
Sector allocation
Technology 32%
Industrials 23%
Consumer discretionary 13%
Utilities 10%
Energy 9%
Healthcare 5%
Financials 3%
Other 2%
Long book by quarter
What does United Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 240.7K | $35.2M | 5.3% | -65.0% |
| TSLA TESLA INC | Industrials | 63.8K | $23.7M | 3.6% | -51.9% |
| IESC IES HOLDINGS INC | Industrials | 44.5K | $21.2M | 3.2% | -50.9% |
| VLO VALERO ENERGY CORP | Energy | 85.2K | $21.1M | 3.2% | -50.1% |
| NVDA NVIDIA CORP | Technology | 116.0K | $20.2M | 3.1% | -27.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 87.0K | $18.1M | 2.7% | -48.6% |
| GOOGL ALPHABET INC-CL A | Technology | 61.9K | $17.8M | 2.7% | -50.5% |
| DUK DUKE ENERGY CORP | Utilities | 123.8K | $16.2M | 2.5% | -47.0% |
| AAPL APPLE INC | Technology | 61.2K | $15.5M | 2.4% | -62.5% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 62.9K | $15.3M | 2.3% | +94.9% |
| NUE NUCOR CORP | Industrials | 84.7K | $14.3M | 2.2% | -49.6% |
| RKLB ROCKET LAB CORP | Industrials | 214.5K | $13.8M | 2.1% | -49.9% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 13.7K | $13.7M | 2.1% | -48.2% |
| SANM SANMINA CORP | Technology | 104.1K | $13.5M | 2.0% | -48.9% |
| CEG CONSTELLATION ENERGY | Utilities | 44.2K | $12.3M | 1.9% | -47.4% |
| MPC MARATHON PETROLEUM CORP | Energy | 48.0K | $11.7M | 1.8% | -48.7% |
| LLY ELI LILLY & CO | Healthcare | 12.5K | $11.5M | 1.7% | -50.0% |
| WMT WALMART INC | Consumer discretionary | 87.4K | $10.9M | 1.6% | -50.7% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 26.5K | $10.4M | 1.6% | New |
| ASTS AST SPACEMOBILE INC | Communications | 119.3K | $9.9M | 1.5% | New |
| CVX CHEVRON CORP | Energy | 46.7K | $9.7M | 1.5% | -48.1% |
| MLI MUELLER INDUSTRIES INC | Industrials | 87.1K | $9.7M | 1.5% | -49.5% |
| TJX TJX COMPANIES INC | Consumer discretionary | 55.5K | $8.9M | 1.3% | -48.6% |
| WSM WILLIAMS-SONOMA INC | Consumer discretionary | 48.0K | $8.8M | 1.3% | New |
| META META PLATFORMS INC-CLASS A | Technology | 15.2K | $8.7M | 1.3% | -47.9% |
| AVGO BROADCOM INC | Technology | 24.2K | $7.5M | 1.1% | -51.2% |
| LNG CHENIERE ENERGY INC | Utilities | 23.1K | $6.6M | 1.0% | -49.4% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 13.7K | $6.3M | 1.0% | -46.1% |
| HII HUNTINGTON INGALLS INDUSTRIE | Industrials | 16.3K | $6.2M | 0.9% | +171.4% |
| TFC TRUIST FINANCIAL CORP | Financials | 133.2K | $6.1M | 0.9% | -49.3% |
| CAT CATERPILLAR INC | Industrials | 8.4K | $6.0M | 0.9% | -51.8% |
| ABBV ABBVIE INC | Healthcare | 27.4K | $6.0M | 0.9% | -49.4% |
| BKR BAKER HUGHES CO | Industrials | 96.0K | $5.9M | 0.9% | -50.0% |
| SNA SNAP-ON INC | Industrials | 15.1K | $5.5M | 0.8% | -49.8% |
| WEC WEC ENERGY GROUP INC | Utilities | 41.6K | $4.8M | 0.7% | -48.7% |
| MU MICRON TECHNOLOGY INC | Technology | 13.0K | $4.4M | 0.7% | New |
| MSTR STRATEGY INC | Financials | 31.4K | $3.9M | 0.6% | -21.7% |
| NRG NRG ENERGY INC | Utilities | 26.7K | $3.9M | 0.6% | -53.0% |
| ALAB ASTERA LABS INC | Technology | 33.8K | $3.7M | 0.6% | -58.8% |
| MRVL MARVELL TECHNOLOGY INC | Technology | 34.1K | $3.4M | 0.5% | -50.4% |
| FTNT FORTINET INC | Technology | 37.6K | $3.1M | 0.5% | -50.3% |
| COIN COINBASE GLOBAL INC -CLASS A | Financials | 14.0K | $2.4M | 0.4% | -46.9% |
| SCCO SOUTHERN COPPER CORP | Materials | 12.7K | $2.2M | 0.3% | -90.6% |
| GEV GE VERNOVA INC | Industrials | 2.2K | $1.9M | 0.3% | -26.3% |
| CSCO CISCO SYSTEMS INC | Technology | 23.7K | $1.8M | 0.3% | -49.5% |
| CMI CUMMINS INC | Industrials | 3.1K | $1.7M | 0.3% | -40.8% |
| AEE AMEREN CORPORATION | Utilities | 14.9K | $1.6M | 0.2% | -50.3% |
| V VISA INC-CLASS A SHARES | Services media | 5.4K | $1.6M | 0.2% | -60.8% |
| WM WASTE MANAGEMENT INC | Utilities | 6.9K | $1.6M | 0.2% | -49.1% |
| QCOM QUALCOMM INC | Technology | 11.5K | $1.5M | 0.2% | -50.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 111 | $660.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR/ANEW HOLDINGS | Feb 17, 2026 | 107 | $713.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 106 | $713.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 117 | $735.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 1, 2025 | 108 | $638.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 92 | $484.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 88 | $549.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 4, 2024 | 83 | $459.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 31, 2024 | 74 | $453.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 19, 2024 | 80 | $436.7M | canonical | SEC ↗ |
Similar funds
DIAMANT ASSET MANAGEMENT, INC. LILLY ENDOWMENT INCBROOKFIELD Corp /ON/GQG Partners LLCMITSUBISHI UFJ FINANCIAL GROUP INCNewport Trust Company, LLCVIKING GLOBAL INVESTORS LPPARNASSUS INVESTMENTS, LLC MASTERCARD FOUNDATION ASSET MANAGEMENT CORPPZENA INVESTMENT MANAGEMENT LLCCOATUE MANAGEMENT LLCWinslow Capital Management, LLC