Asset Manager
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United Capital Management of KS, Inc.
Market Value
$638M
+31.8%
Holdings
111
+10
New Purchases
22
Added To
48
Closed
5
Reduced
32
Top 10 Concentration
40.4%
Turnover
24.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IEF | 3.36% | 0.00% | +3.36% | $21M |
| IESC | 2.13% | 0.00% | +2.13% | $14M |
| CEG | 2.07% | 0.00% | +2.07% | $13M |
| HIMS | 1.48% | 0.07% | +1.41% | $9M |
| RKLB | 1.34% | 0.00% | +1.34% | $9M |
| VMBS | 1.25% | 0.00% | +1.25% | $8M |
| PLTR | 8.05% | 6.85% | +1.20% | $51M |
| SCCO | 1.04% | 0.00% | +1.04% | $7M |
| NEM | 1.03% | 0.00% | +1.03% | $7M |
| ALAB | 0.61% | 0.00% | +0.61% | $4M |
| ARM | 2.64% | 2.08% | +0.56% | $17M |
| NVDA | 1.96% | 1.57% | +0.39% | $13M |
| ZS | 1.61% | 1.34% | +0.28% | $10M |
| COIN | 0.70% | 0.44% | +0.26% | $4M |
| SANM | 0.15% | 0.00% | +0.15% | $978K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SCHO | 4.04% | 8.27% | -4.23% | $26M |
| EOG | 0.00% | 1.90% | -1.90% | $0 |
| AAPL | 2.57% | 3.61% | -1.04% | $16M |
| XBI | 2.40% | 3.00% | -0.61% | $15M |
| XLF | 2.43% | 3.02% | -0.60% | $15M |
| LLY | 1.51% | 2.10% | -0.60% | $10M |
| PPC | 1.02% | 1.60% | -0.59% | $6M |
| NEE | 1.58% | 2.06% | -0.48% | $10M |
| AMZN | 2.83% | 3.27% | -0.45% | $18M |
| CVX | 0.94% | 1.38% | -0.44% | $6M |
| VLO | 1.75% | 2.18% | -0.43% | $11M |
| LOW | 0.13% | 0.51% | -0.38% | $840K |
| ITW | 1.22% | 1.59% | -0.37% | $8M |
| ABBV | 0.75% | 1.10% | -0.35% | $5M |
| KMB | 0.17% | 0.51% | -0.34% | $1M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 28 | $233M | 36.5% |
| Large Cap | 61 | $355M | 55.7% |
| Mid Cap | 14 | $47M | 7.4% |
| Small Cap | 6 | $2M | 0.4% |
| Micro Cap | 2 | $91K | 0.0% |
Portfolio Analytics
Avg Market Cap
$379.5B
Median Market Cap
$52.8B
Avg P/E
48.9
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
1.33
# Stocks
91
# ETFs / Funds
20
Top Holdings (111 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FBTC | 8.36% | 567,460 | $53M | $93.99 | $13M | +216 | +0.0% | |
| 2 | PLTR | 8.05% | 376,638 | $51M | $136.32 | $18M | -16,100 | -4.1% | |
| 3 | SCHO | 4.04% | 1,056,570 | $26M | $24.38 | -$14M | -587,862 | -35.8% | |
| 4 | IEF | 3.36% | 223,447 | $21M | $95.77 | — | +223,447 | — | NEW |
| 5 | TSLA | 3.32% | 66,654 | $21M | $317.66 | $4M | +1,939 | +3.0% | |
| 6 | AMZN | 2.83% | 82,241 | $18M | $219.39 | $2M | -1,056 | -1.3% | |
| 7 | PANW | 2.79% | 87,002 | $18M | $204.64 | $3M | -565 | -0.7% | |
| 8 | ARM | 2.64% | 104,051 | $17M | $161.74 | $7M | +9,841 | +10.4% | |
| 9 | AAPL | 2.57% | 79,894 | $16M | $205.17 | -$1M | +1,294 | +1.6% | |
| 10 | XLF | 2.43% | 295,435 | $15M | $52.37 | $839K | +1,664 | +0.6% | |
| 11 | XBI | 2.40% | 184,347 | $15M | $82.93 | $752K | +5,110 | +2.9% | |
| 12 | IWP | 2.19% | 100,637 | $14M | $138.68 | $2M | +880 | +0.9% | |
| 13 | IESC | 2.13% | 45,874 | $14M | $296.23 | — | +45,874 | — | NEW |
| 14 | CEG | 2.07% | 40,838 | $13M | $322.76 | — | +40,838 | — | NEW |
| 15 | NVDA | 1.96% | 79,155 | $13M | $157.99 | $5M | +8,932 | +12.7% | |
| 16 | MSTR | 1.86% | 29,269 | $12M | $404.23 | $3M | +38 | +0.1% | |
| 17 | FETH | 1.84% | 465,114 | $12M | $25.17 | $3M | +14,847 | +3.3% | |
| 18 | MSFT | 1.83% | 23,510 | $12M | $497.40 | $3M | +265 | +1.1% | |
| 19 | VLO | 1.75% | 83,030 | $11M | $134.42 | $597K | +3,042 | +3.8% | |
| 20 | NUE | 1.67% | 82,264 | $11M | $129.54 | $965K | +1,730 | +2.1% | |
| 21 | ZS | 1.61% | 32,752 | $10M | $313.94 | $4M | +163 | +0.5% | |
| 22 | NEE | 1.58% | 145,345 | $10M | $69.42 | $97K | +4,388 | +3.1% | |
| 23 | LLY | 1.51% | 12,313 | $10M | $779.56 | -$569K | +2 | +0.0% | |
| 24 | HIMS | 1.48% | 189,274 | $9M | $49.85 | $9M | +178,520 | +1660.0% | |
| 25 | WMT | 1.36% | 88,390 | $9M | $97.78 | $808K | -852 | -0.9% | |
| 26 | RKLB | 1.34% | 239,593 | $9M | $35.77 | — | +239,593 | — | NEW |
| 27 | VMBS | 1.25% | 172,243 | $8M | $46.34 | — | +172,243 | — | NEW |
| 28 | GOOGL | 1.25% | 45,260 | $8M | $176.23 | $1M | +3,229 | +7.7% | |
| 29 | ITW | 1.22% | 31,491 | $8M | $247.25 | $98K | +491 | +1.6% | |
| 30 | MPC | 1.19% | 45,544 | $8M | $166.11 | $1M | +1,427 | +3.2% | |
| 31 | AVGO | 1.13% | 26,201 | $7M | $275.65 | $2M | -2,110 | -7.5% | |
| 32 | BAC | 1.11% | 149,645 | $7M | $47.32 | $924K | +2,108 | +1.4% | |
| 33 | MLI | 1.08% | 86,688 | $7M | $79.47 | $459K | +2,238 | +2.6% | |
| 34 | COST | 1.05% | 6,768 | $7M | $989.93 | $198K | -107 | -1.6% | |
| 35 | SCCO | 1.04% | 65,755 | $7M | $101.17 | — | +65,755 | — | NEW |
| 36 | NEM | 1.03% | 112,429 | $7M | $58.26 | — | +112,429 | — | NEW |
| 37 | TJX | 1.02% | 52,714 | $7M | $123.49 | $147K | +477 | +0.9% | |
| 38 | PPC | 1.02% | 144,146 | $6M | $44.98 | -$1M | +1,955 | +1.4% | |
| 39 | ISRG | 1.00% | 11,762 | $6M | $543.41 | $933K | +741 | +6.7% | |
| 40 | CVX | 0.94% | 42,010 | $6M | $143.19 | -$677K | +2,004 | +5.0% | |
| 41 | LNG | 0.94% | 24,636 | $6M | $243.52 | $345K | +198 | +0.8% | |
| 42 | TFC | 0.87% | 129,105 | $6M | $42.99 | $381K | +3,485 | +2.8% | |
| 43 | NRG | 0.77% | 30,528 | $5M | $160.58 | $2M | -2,473 | -7.5% | |
| 44 | ABBV | 0.75% | 25,799 | $5M | $185.62 | -$545K | +341 | +1.3% | |
| 45 | IBM | 0.74% | 15,994 | $5M | $294.78 | $742K | +15 | +0.1% | |
| 46 | SNA | 0.71% | 14,613 | $5M | $311.17 | -$268K | +326 | +2.3% | |
| 47 | COIN | 0.70% | 12,813 | $4M | $350.49 | $2M | +427 | +3.5% | |
| 48 | CAT | 0.69% | 11,385 | $4M | $388.21 | -$16K | -2,065 | -15.3% | |
| 49 | FTNT | 0.63% | 38,287 | $4M | $105.72 | $214K | -1,538 | -3.9% | |
| 50 | ALAB | 0.61% | 43,298 | $4M | $90.42 | — | +43,298 | — | NEW |
| 51 | WEC | 0.61% | 37,304 | $4M | $104.20 | -$105K | +668 | +1.8% | |
| 52 | QQQ | 0.58% | 6,762 | $4M | $551.61 | $479K | -170 | -2.5% | |
| 53 | BKR | 0.52% | 86,178 | $3M | $38.34 | -$591K | -2,445 | -2.8% | |
| 54 | V | 0.47% | 8,370 | $3M | $355.04 | -$199K | -676 | -7.5% | |
| 55 | IVV | 0.43% | 4,429 | $3M | $620.86 | $165K | -171 | -3.7% | |
| 56 | MRVL | 0.40% | 33,264 | $3M | $77.40 | $617K | +1,470 | +4.6% | |
| 57 | MU | 0.35% | 17,901 | $2M | $123.25 | $787K | +1,563 | +9.6% | |
| 58 | UBER | 0.31% | 21,092 | $2M | $93.30 | $504K | +1,001 | +5.0% | |
| 59 | QCOM | 0.26% | 10,323 | $2M | $159.25 | $125K | +437 | +4.4% | |
| 60 | WM | 0.26% | 7,130 | $2M | $228.83 | -$82K | -271 | -3.7% | |
| 61 | AEE | 0.24% | 15,900 | $2M | $96.04 | -$164K | -947 | -5.6% | |
| 62 | CSCO | 0.23% | 21,276 | $1M | $69.38 | $195K | +521 | +2.5% | |
| 63 | KMB | 0.17% | 8,522 | $1M | $128.92 | -$1M | -8,872 | -51.0% | |
| 64 | LMND | 0.16% | 23,504 | $1M | $43.81 | $341K | +1,582 | +7.2% | |
| 65 | NFLX | 0.16% | 741 | $992K | $1,339.13 | $557K | +274 | +58.7% | |
| 66 | SANM | 0.15% | 10,000 | $978K | $97.83 | — | +10,000 | — | NEW |
| 67 | TSM | 0.15% | 4,247 | $962K | $226.47 | $308K | +306 | +7.8% | |
| 68 | DPZ | 0.15% | 2,114 | $953K | $450.64 | -$90K | -155 | -6.8% | |
| 69 | GD | 0.15% | 3,247 | $947K | $291.65 | -$862K | -3,390 | -51.1% | |
| 70 | FPEI | 0.15% | 48,927 | $929K | $18.99 | -$259K | -14,614 | -23.0% | |
| 71 | EQT | 0.14% | 15,000 | $875K | $58.32 | $447K | +7,000 | +87.5% | |
| 72 | LOW | 0.13% | 3,785 | $840K | $221.85 | -$2M | -6,781 | -64.2% | |
| 73 | HII | 0.11% | 3,000 | $724K | $241.46 | — | +3,000 | — | NEW |
| 74 | IYW | 0.11% | 4,128 | $715K | $173.26 | $126K | -66 | -1.6% | |
| 75 | FANG | 0.11% | 5,122 | $704K | $137.40 | — | +5,122 | — | NEW |
| 76 | DHI | 0.10% | 5,000 | $645K | $128.92 | — | +5,000 | — | NEW |
| 77 | MARA | 0.10% | 39,117 | $613K | $15.68 | $199K | +3,090 | +8.6% | |
| 78 | BRK-B | 0.09% | 1,165 | $566K | $485.77 | -$55K | — | — | |
| 79 | SO | 0.09% | 6,132 | $563K | $91.82 | $12K | +134 | +2.2% | |
| 80 | CLSK | 0.08% | 47,240 | $521K | $11.03 | $253K | +7,349 | +18.4% | |
| 81 | MO | 0.08% | 8,855 | $519K | $58.63 | -$15K | -51 | -0.6% | |
| 82 | VRT | 0.08% | 4,000 | $514K | $128.41 | — | +4,000 | — | NEW |
| 83 | TEM | 0.08% | 8,000 | $508K | $63.54 | $26K | -2,000 | -20.0% | |
| 84 | AMD | 0.08% | 3,515 | $499K | $141.90 | — | +3,515 | — | NEW |
| 85 | SMCI | 0.08% | 10,043 | $492K | $49.01 | — | +10,043 | — | NEW |
| 86 | VONG | 0.07% | 4,360 | $476K | $109.20 | $72K | — | — | |
| 87 | OKLO | 0.07% | 8,016 | $449K | $55.99 | $232K | -1,988 | -19.9% | |
| 88 | BITU | 0.07% | 8,613 | $446K | $51.75 | $159K | -4 | -0.1% | |
| 89 | TPR | 0.07% | 5,000 | $439K | $87.81 | — | +5,000 | — | NEW |
| 90 | RGTI | 0.07% | 36,319 | $431K | $11.86 | — | +36,319 | — | NEW |
| 91 | RCAT | 0.06% | 55,650 | $405K | $7.28 | -$98K | -30,000 | -35.0% | |
| 92 | CMI | 0.06% | 1,127 | $369K | $327.52 | $22K | +18 | +1.6% | |
| 93 | NOBL | 0.06% | 3,599 | $362K | $100.70 | -$10K | -42 | -1.1% | |
| 94 | MAIN | 0.06% | 6,122 | $362K | $59.10 | — | +6,122 | — | NEW |
| 95 | GLD | 0.06% | 1,163 | $355K | $304.83 | $16K | -12 | -1.0% | |
| 96 | ACHR | 0.05% | 31,179 | $338K | $10.85 | — | +31,179 | — | NEW |
| 97 | BITO | 0.05% | 13,569 | $292K | $21.51 | $9K | -1,850 | -12.0% | |
| 98 | CSHI | 0.04% | 4,991 | $248K | $49.73 | -$6K | -134 | -2.6% | |
| 99 | SOUN | 0.04% | 21,567 | $231K | $10.73 | — | +21,567 | — | NEW |
| 100 | SLV | 0.03% | 6,778 | $222K | $32.81 | $13K | +9 | +0.1% |