United Capital Management of KS
SALINA, KSfiles as United Capital Management of KS, Inc.
$763m in 97 US stocks at the end of 30 June 2026. The top 10 are 32.9% of the money. It changed about 14.8% of the portfolio this quarter.
Value
$763m
Stocks
97
Top 10 share
32.9%
Turnover
14.8%
What changed this quarter
New
Bought for the first time this quarter.
- IonQIONQ1.6% of the fund
- Lockheed MartinLMT1.1% of the fund
- CF Industries HoldingsCF1.0% of the fund
- Lumentum HoldingsLITE1.0% of the fund
- NutrienNTR0.9% of the fund
- Northrop GrummanNOC<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- RTXRTX<0.1% of the fund
- NlightLASR<0.1% of the fund
Added
Bought more of a stock they already held.
- Schwab Strategic TRSCHO3.8% of the fund+3%
- Ishares TRIEF3.4% of the fund+5%
- International Business MachinesIBM2.4% of the fund+4%
- AST SpaceMobileASTS2.3% of the fund+68%
- Duke EnergyDUK2.1% of the fund+3%
- Costco WholesaleCOST1.8% of the fund+4%
- Williams SonomaWSM1.5% of the fund+5%
- Constellation EnergyCEG1.5% of the fund+6%
- ASML Holding NVASML1.5% of the fund+2739%
- Vanguard Scottsdale FDSVMBS1.4% of the fund+6%
- Meta PlatformsMETA1.2% of the fund+5%
- TJX CompaniesTJX1.1% of the fund+3%
- AbbVieABBV0.9% of the fund+2%
- Intuitive SurgicalISRG0.8% of the fund+9%
- WEC Energy GroupWEC0.7% of the fund+3%
- Coinbase GlobalCOIN0.3% of the fund+3%
- First TR Exch Traded FD IIIFPEI0.1% of the fund+5%
- Travelers CompaniesTRV<0.1% of the fund+4%
- Dominos PizzaDPZ<0.1% of the fund+3%
- Altria GroupMO<0.1% of the fund+4%
- ExxonMobil HoldingsXOM<0.1% of the fund+33%
- Southern CompanySO<0.1% of the fund+4%
- NetflixNFLX<0.1% of the fund+4%
- Vaneck ETF TrustGDX<0.1% of the fund+3%
Cut
Sold some of their stake.
- Fidelity Wise Origin BitcoinFBTC3.6% of the fund-4%
- TeslaTSLA3.4% of the fund-2%
- IES HoldingsIESC3.4% of the fund-21%
- NvidiaNVDA3.0% of the fund-2%
- Valero EnergyVLO2.9% of the fund-2%
- AlphabetGOOGL2.8% of the fund-3%
- ARM HoldingsARM2.6% of the fund-50%
- Rocket LabRKLB2.6% of the fund-9%
- SanminaSANM2.5% of the fund-29%
- NucorNUE2.4% of the fund-4%
- AppleAAPL2.3% of the fund-3%
- IsharesEWY2.1% of the fund-2%
- Astera LabsALAB2.0% of the fund-6%
- Micron TechnologyMU1.8% of the fund-10%
- Seagate Technology HoldingsSTX1.6% of the fund-51%
- Marvell TechnologyMRVL1.2% of the fund-9%
- BroadcomAVGO1.2% of the fund-3%
- CaterpillarCAT1.1% of the fund-2%
- FortinetFTNT0.7% of the fund-2%
- Invesco QQQ TRQQQ0.6% of the fund-58%
- Cisco SystemsCSCO0.3% of the fund-6%
- StrategyMSTR0.3% of the fund-25%
- Southern CopperSCCO0.3% of the fund-9%
- Taiwan Semiconductor ManufacturingTSM0.3% of the fund-3%
- Palo Alto NetworksPANW0.2% of the fund-34%
Sold out
Sold their entire stake.
- ChevronCVX-100%
- Huntington Ingalls IndustriesHII-100%
- Circle Internet GroupCRCL-100%
- Kratos Defense & Security SolutionsKTOS-100%
- CienaCIEN-100%
- Comfort Systems USAFIX-100%
- Vertiv HoldingsVRT-100%
- Lam ResearchLRCX-100%
- DeereDE-100%
- CleansparkCLSK-100%
- Baytex EnergyBTE-100%
- MARA HoldingsMARA-100%
- Genmab A/SGMAB-100%
- Southwest AirlinesLUV-100%
- Unusual MachinesUMAC-100%
- Weatherford InternationalWFRD-100%
- Red Cat HoldingsRCAT-100%
- Global X FDSSIL-100%
- AT&TT-100%
- Proshares TRBITO-100%
- Opendoor TechnologiesOPEN-100%
- OndasONDS-100%
Holdings
- Schwab Strategic TRSCHO
- Share
- 3.8%
- Value
- $29m
- Shares
- 1,208,778
+3%
- Fidelity Wise Origin BitcoinFBTC
- Share
- 3.6%
- Value
- $28m
- Shares
- 543,285
-4%
- Ishares TRIEF
- Share
- 3.4%
- Value
- $26m
- Shares
- 271,552
+5%
- Spdr Series TrustXBI
- Share
- 3.0%
- Value
- $23m
- Shares
- 142,599
Held
- ARM HoldingsARM
- Share
- 2.6%
- Value
- $20m
- Shares
- 56,993
-50%
- IsharesEWY
- Share
- 2.1%
- Value
- $16m
- Shares
- 77,847
-2%
- Vanguard Scottsdale FDSVMBS
- Share
- 1.4%
- Value
- $11m
- Shares
- 233,846
+6%
- NutrienNTR
- Share
- 0.9%
- Value
- $7m
- Shares
- 105,141
New
- Invesco QQQ TRQQQ
- Share
- 0.6%
- Value
- $4m
- Shares
- 5,760
-58%
- Ishares TRIVV
- Share
- 0.4%
- Value
- $3m
- Shares
- 3,723
Held
- First TR Exch Traded FD IIIFPEI
- Share
- 0.1%
- Value
- $1m
- Shares
- 56,247
+5%
- Fidelity Ethereum FDFETH
- Share
- 0.1%
- Value
- $963,571
- Shares
- 61,218
-88%
- Ishares TRIYW
- Share
- 0.1%
- Value
- $901,398
- Shares
- 3,574
-3%
- Vanguard Scottsdale FDSVONG
- Share
- <0.1%
- Value
- $435,832
- Shares
- 3,410
Held
- Proshares TRNOBL
- Share
- <0.1%
- Value
- $354,707
- Shares
- 6,316
Held
- Vaneck ETF TrustSMH
- Share
- <0.1%
- Value
- $347,622
- Shares
- 530
Held
- Ishares TRIWP
- Share
- <0.1%
- Value
- $345,014
- Shares
- 2,356
-5%
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $334,121
- Shares
- 907
Held
- Ishares Silver TRSLV
- Share
- <0.1%
- Value
- $259,597
- Shares
- 4,855
Held
- Space Exploration TechnologiesSPCX
- Share
- <0.1%
- Value
- $235,616
- Shares
- 1,379
New
- Vaneck ETF TrustGDX
- Share
- <0.1%
- Value
- $229,293
- Shares
- 3,039
+3%
- Defi TechnologiesDEFT
- Share
- <0.1%
- Value
- $16,738
- Shares
- 32,552
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Schwab Strategic TRSCHO | 3.8% | $29m | 1,208,778 | +3% |
| Palantir TechnologiesPLTR | 3.6% | $28m | 237,935 | Held |
| Fidelity Wise Origin BitcoinFBTC | 3.6% | $28m | 543,285 | -4% |
| TeslaTSLA | 3.4% | $26m | 62,360 | -2% |
| IES HoldingsIESC | 3.4% | $26m | 35,002 | -21% |
| Ishares TRIEF | 3.4% | $26m | 271,552 | +5% |
| NvidiaNVDA | 3.0% | $23m | 113,579 | -2% |
| Spdr Series TrustXBI | 3.0% | $23m | 142,599 | Held |
| Valero EnergyVLO | 2.9% | $22m | 83,521 | -2% |
| AlphabetGOOGL | 2.8% | $22m | 60,237 | -3% |
| Amazon.comAMZN | 2.7% | $21m | 87,524 | Held |
| ARM HoldingsARM | 2.6% | $20m | 56,993 | -50% |
| Rocket LabRKLB | 2.6% | $20m | 194,913 | -9% |
| SanminaSANM | 2.5% | $19m | 73,911 | -29% |
| International Business MachinesIBM | 2.4% | $18m | 65,480 | +4% |
| NucorNUE | 2.4% | $18m | 81,427 | -4% |
| AST SpaceMobileASTS | 2.3% | $18m | 199,918 | +68% |
| AppleAAPL | 2.3% | $17m | 59,638 | -3% |
| Duke EnergyDUK | 2.1% | $16m | 127,657 | +3% |
| IsharesEWY | 2.1% | $16m | 77,847 | -2% |
| Astera LabsALAB | 2.0% | $15m | 31,799 | -6% |
| Eli LillyLLY | 2.0% | $15m | 12,627 | Held |
| Micron TechnologyMU | 1.8% | $13m | 11,667 | -10% |
| Costco WholesaleCOST | 1.8% | $13m | 14,282 | +4% |
| Seagate Technology HoldingsSTX | 1.6% | $13m | 12,970 | -51% |
| Marathon PetroleumMPC | 1.6% | $12m | 48,365 | Held |
| IonQIONQ | 1.6% | $12m | 231,271 | New |
| Williams SonomaWSM | 1.5% | $12m | 50,217 | +5% |
| Constellation EnergyCEG | 1.5% | $12m | 46,779 | +6% |
| ASML Holding NVASML | 1.5% | $11m | 5,677 | +2739% |
| Vanguard Scottsdale FDSVMBS | 1.4% | $11m | 233,846 | +6% |
| Mueller IndustriesMLI | 1.4% | $11m | 86,065 | Held |
| WalmartWMT | 1.3% | $10m | 87,239 | Held |
| Marvell TechnologyMRVL | 1.2% | $9m | 31,055 | -9% |
| Meta PlatformsMETA | 1.2% | $9m | 16,054 | +5% |
| BroadcomAVGO | 1.2% | $9m | 23,434 | -3% |
| CaterpillarCAT | 1.1% | $9m | 8,236 | -2% |
| TJX CompaniesTJX | 1.1% | $9m | 56,981 | +3% |
| Lockheed MartinLMT | 1.1% | $8m | 15,839 | New |
| CF Industries HoldingsCF | 1.0% | $7m | 68,521 | New |
| Lumentum HoldingsLITE | 1.0% | $7m | 8,461 | New |
| AbbVieABBV | 0.9% | $7m | 28,038 | +2% |
| Truist FinancialTFC | 0.9% | $7m | 135,457 | Held |
| NutrienNTR | 0.9% | $7m | 105,141 | New |
| Snap-onSNA | 0.8% | $6m | 15,261 | Held |
| Intuitive SurgicalISRG | 0.8% | $6m | 14,928 | +9% |
| FortinetFTNT | 0.7% | $6m | 36,687 | -2% |
| Cheniere EnergyLNG | 0.7% | $6m | 23,356 | Held |
| Baker HughesBKR | 0.7% | $5m | 96,262 | Held |
| WEC Energy GroupWEC | 0.7% | $5m | 42,640 | +3% |
| Invesco QQQ TRQQQ | 0.6% | $4m | 5,760 | -58% |
| NRG EnergyNRG | 0.5% | $4m | 26,733 | Held |
| Ishares TRIVV | 0.4% | $3m | 3,723 | Held |
| Cisco SystemsCSCO | 0.3% | $3m | 22,322 | -6% |
| QualcommQCOM | 0.3% | $2m | 11,525 | Held |
| Coinbase GlobalCOIN | 0.3% | $2m | 14,393 | +3% |
| StrategyMSTR | 0.3% | $2m | 23,500 | -25% |
| Southern CopperSCCO | 0.3% | $2m | 11,484 | -9% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $2m | 4,037 | -3% |
| AmerenAEE | 0.2% | $2m | 14,887 | Held |
| Palo Alto NetworksPANW | 0.2% | $2m | 4,633 | -34% |
| Waste ManagementWM | 0.2% | $2m | 6,969 | Held |
| LemonadeLMND | 0.2% | $2m | 23,301 | Held |
| VisaV | 0.1% | $1m | 3,285 | -39% |
| First TR Exch Traded FD IIIFPEI | 0.1% | $1m | 56,247 | +5% |
| MicrosoftMSFT | 0.1% | $976,011 | 2,617 | Held |
| Fidelity Ethereum FDFETH | 0.1% | $963,571 | 61,218 | -88% |
| Ishares TRIYW | 0.1% | $901,398 | 3,574 | -3% |
| CumminsCMI | 0.1% | $807,661 | 1,132 | -64% |
| Travelers CompaniesTRV | <0.1% | $708,460 | 2,146 | +4% |
| Berkshire HathawayBRK-B | <0.1% | $698,044 | 1,395 | Held |
| Dominos PizzaDPZ | <0.1% | $678,464 | 2,292 | +3% |
| Altria GroupMO | <0.1% | $678,211 | 9,426 | +4% |
| ExxonMobil HoldingsXOM | <0.1% | $642,311 | 4,698 | +33% |
| Southern CompanySO | <0.1% | $632,247 | 6,606 | +4% |
| NewmontNEM | <0.1% | $603,215 | 6,458 | -25% |
| Northrop GrummanNOC | <0.1% | $597,421 | 1,173 | New |
| Advanced Micro DevicesAMD | <0.1% | $546,636 | 941 | -77% |
| Lowe's CompaniesLOW | <0.1% | $507,027 | 2,300 | -10% |
| General DynamicsGD | <0.1% | $504,441 | 1,424 | -34% |
| Vanguard Scottsdale FDSVONG | <0.1% | $435,832 | 3,410 | Held |
| Proshares TRNOBL | <0.1% | $354,707 | 6,316 | Held |
| Vaneck ETF TrustSMH | <0.1% | $347,622 | 530 | Held |
| Ishares TRIWP | <0.1% | $345,014 | 2,356 | -5% |
| Spdr Gold TRGLD | <0.1% | $334,121 | 907 | Held |
| GE VernovaGEV | <0.1% | $320,737 | 273 | -88% |
| Main Street CapitalMAIN | <0.1% | $318,128 | 6,132 | Held |
| NetflixNFLX | <0.1% | $303,093 | 4,245 | +4% |
| Ishares Silver TRSLV | <0.1% | $259,597 | 4,855 | Held |
| Archer-Daniels-MidlandADM | <0.1% | $239,687 | 3,137 | -28% |
| Space Exploration TechnologiesSPCX | <0.1% | $235,616 | 1,379 | New |
| Vaneck ETF TrustGDX | <0.1% | $229,293 | 3,039 | +3% |
| RTXRTX | <0.1% | $215,090 | 1,134 | New |
| NlightLASR | <0.1% | $205,101 | 2,946 | New |
| Defi TechnologiesDEFT | <0.1% | $16,738 | 32,552 | Held |
| StreamexSTEX | <0.1% | $15,691 | 18,454 | -93% |
| Datavault AIDVLT | <0.1% | $15,575 | 44,500 | -45% |
Options (1)
- Ishares Bitcoin Trust ETFIBIT
- Type
- Call
- Value
- $669,129
- Contracts
- 20,100
| Company | Type | Value | Contracts |
|---|---|---|---|
| Ishares Bitcoin Trust ETFIBIT | Call | $669,129 | 20,100 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 19.6% since 30 June 2025.
Where the money is
Technology28.8%
Industrials12.4%
Retail & consumer9.0%
Media & telecom6.4%
Energy6.0%
Utilities5.1%
Materials4.6%
Health care3.7%
Everyday goods3.2%
Financial services2.0%
Other18.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.