Asset Manager
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United Capital Management of KS, Inc.
Market Value
$735M
+15.2%
Holdings
126
+16
New Purchases
21
Added To
58
Closed
11
Reduced
32
Top 10 Concentration
40.5%
Turnover
25.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| DUK | 1.98% | 0.00% | +1.98% | $15M |
| SANM | 1.59% | 0.15% | +1.43% | $12M |
| PLTR | 8.96% | 8.05% | +0.91% | $66M |
| GOOGL | 2.06% | 1.25% | +0.80% | $15M |
| FETH | 2.61% | 1.84% | +0.78% | $19M |
| TSLA | 4.00% | 3.32% | +0.68% | $29M |
| GRYP | 0.66% | 0.00% | +0.66% | $5M |
| ALAB | 1.07% | 0.61% | +0.46% | $8M |
| IESC | 2.52% | 2.13% | +0.39% | $18M |
| NEM | 1.35% | 1.03% | +0.33% | $10M |
| AAPL | 2.83% | 2.57% | +0.26% | $21M |
| BKR | 0.74% | 0.52% | +0.22% | $5M |
| VLO | 1.97% | 1.75% | +0.22% | $14M |
| XBI | 2.57% | 2.40% | +0.17% | $19M |
| FIX | 0.17% | 0.00% | +0.17% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| XLF | 0.00% | 2.43% | -2.43% | $0 |
| NEE | 0.00% | 1.58% | -1.58% | $0 |
| ARM | 1.94% | 2.64% | -0.70% | $14M |
| FBTC | 7.68% | 8.36% | -0.69% | $56M |
| MSTR | 1.31% | 1.86% | -0.54% | $10M |
| SCHO | 3.67% | 4.04% | -0.37% | $27M |
| MU | 0.00% | 0.35% | -0.35% | $0 |
| PANW | 2.45% | 2.79% | -0.34% | $18M |
| AMZN | 2.50% | 2.83% | -0.33% | $18M |
| ZS | 1.35% | 1.61% | -0.27% | $10M |
| ISRG | 0.75% | 1.00% | -0.25% | $5M |
| IEF | 3.11% | 3.36% | -0.24% | $23M |
| FTNT | 0.40% | 0.63% | -0.23% | $3M |
| IWP | 1.97% | 2.19% | -0.22% | $14M |
| LLY | 1.29% | 1.51% | -0.21% | $10M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 30 | $290M | 39.5% |
| Large Cap | 65 | $375M | 51.0% |
| Mid Cap | 21 | $62M | 8.4% |
| Small Cap | 7 | $3M | 0.3% |
| Micro Cap | 3 | $5M | 0.7% |
Portfolio Analytics
Avg Market Cap
$341.2B
Median Market Cap
$52.0B
Avg P/E
40.2
Median P/E
20.4
Avg Dividend Yield
0.01%
Avg Beta
1.47
# Stocks
105
# ETFs / Funds
22
Top Holdings (126 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | 8.96% | 360,967 | $66M | $182.42 | $15M | -15,671 | -4.2% | |
| 2 | FBTC | 7.68% | 565,287 | $56M | $99.81 | $3M | -2,173 | -0.4% | |
| 3 | TSLA | 4.00% | 66,142 | $29M | $444.72 | $8M | -512 | -0.8% | |
| 4 | SCHO | 3.67% | 1,106,304 | $27M | $24.40 | $1M | +49,734 | +4.7% | |
| 5 | IEF | 3.11% | 237,026 | $23M | $96.46 | $1M | +13,579 | +6.1% | |
| 6 | AAPL | 2.83% | 81,613 | $21M | $254.63 | $4M | +1,719 | +2.1% | |
| 7 | FETH | 2.61% | 461,948 | $19M | $41.55 | $7M | -3,166 | -0.7% | |
| 8 | XBI | 2.57% | 188,529 | $19M | $100.20 | $4M | +4,182 | +2.3% | |
| 9 | IESC | 2.52% | 46,504 | $18M | $397.65 | $5M | +630 | +1.4% | |
| 10 | AMZN | 2.50% | 83,806 | $18M | $219.57 | $358K | +1,565 | +1.9% | |
| 11 | PANW | 2.45% | 88,524 | $18M | $203.62 | $221K | +1,522 | +1.8% | |
| 12 | GOOGL | 2.06% | 62,135 | $15M | $243.10 | $7M | +16,875 | +37.3% | |
| 13 | NVDA | 1.99% | 78,336 | $15M | $186.58 | $2M | -819 | -1.0% | |
| 14 | DUK | 1.98% | 117,297 | $15M | $123.75 | — | +117,297 | — | NEW |
| 15 | IWP | 1.97% | 101,799 | $14M | $142.41 | $541K | +1,162 | +1.1% | |
| 16 | VLO | 1.97% | 85,050 | $14M | $170.26 | $3M | +2,020 | +2.4% | |
| 17 | ARM | 1.94% | 100,865 | $14M | $141.49 | -$3M | -3,186 | -3.1% | |
| 18 | CEG | 1.87% | 41,807 | $14M | $329.07 | $577K | +969 | +2.4% | |
| 19 | MSFT | 1.76% | 25,027 | $13M | $517.95 | $1M | +1,517 | +6.5% | |
| 20 | SANM | 1.59% | 101,252 | $12M | $115.11 | $11M | +91,252 | +912.5% | |
| 21 | NUE | 1.54% | 83,479 | $11M | $135.43 | $649K | +1,215 | +1.5% | |
| 22 | HIMS | 1.50% | 193,741 | $11M | $56.72 | $2M | +4,467 | +2.4% | |
| 23 | RKLB | 1.42% | 218,166 | $10M | $47.91 | $2M | -21,427 | -8.9% | |
| 24 | NEM | 1.35% | 118,068 | $10M | $84.31 | $3M | +5,639 | +5.0% | |
| 25 | ZS | 1.35% | 33,024 | $10M | $299.66 | -$386K | +272 | +0.8% | |
| 26 | MSTR | 1.31% | 29,934 | $10M | $322.21 | -$2M | +665 | +2.3% | |
| 27 | LLY | 1.29% | 12,462 | $10M | $763.00 | -$90K | +149 | +1.2% | |
| 28 | WMT | 1.26% | 89,735 | $9M | $103.06 | $605K | +1,345 | +1.5% | |
| 29 | MPC | 1.21% | 46,056 | $9M | $192.74 | $1M | +512 | +1.1% | |
| 30 | VMBS | 1.21% | 188,785 | $9M | $46.96 | $884K | +16,542 | +9.6% | |
| 31 | MLI | 1.19% | 86,173 | $9M | $101.11 | $2M | -515 | -0.6% | |
| 32 | AVGO | 1.13% | 25,264 | $8M | $329.90 | $1M | -937 | -3.6% | |
| 33 | ITW | 1.13% | 31,899 | $8M | $260.76 | $532K | +408 | +1.3% | |
| 34 | SCCO | 1.12% | 67,777 | $8M | $121.36 | $2M | +2,022 | +3.1% | |
| 35 | ALAB | 1.07% | 40,267 | $8M | $195.80 | $4M | -3,031 | -7.0% | |
| 36 | BAC | 1.07% | 152,051 | $8M | $51.59 | $763K | +2,406 | +1.6% | |
| 37 | TJX | 1.04% | 53,058 | $8M | $144.54 | $1M | +344 | +0.7% | |
| 38 | LNG | 0.94% | 29,257 | $7M | $234.98 | $875K | +4,621 | +18.8% | |
| 39 | CVX | 0.91% | 42,957 | $7M | $155.29 | $655K | +947 | +2.2% | |
| 40 | COST | 0.86% | 6,860 | $6M | $925.58 | -$350K | +92 | +1.4% | |
| 41 | ABBV | 0.84% | 26,791 | $6M | $231.54 | $1M | +992 | +3.9% | |
| 42 | TFC | 0.83% | 132,785 | $6M | $45.72 | $521K | +3,680 | +2.9% | |
| 43 | PPC | 0.81% | 146,072 | $6M | $40.72 | -$536K | +1,926 | +1.3% | |
| 44 | ISRG | 0.75% | 12,296 | $5M | $447.23 | -$892K | +534 | +4.5% | |
| 45 | BKR | 0.74% | 111,653 | $5M | $48.72 | $2M | +25,475 | +29.6% | |
| 46 | SNA | 0.71% | 15,116 | $5M | $346.53 | $691K | +503 | +3.4% | |
| 47 | GRYP | 0.66% | 724,975 | $5M | $6.74 | — | +724,975 | — | NEW |
| 48 | NRG | 0.66% | 29,954 | $5M | $161.95 | -$51K | -574 | -1.9% | |
| 49 | IBM | 0.62% | 16,250 | $5M | $282.16 | -$130K | +256 | +1.6% | |
| 50 | WEC | 0.61% | 39,216 | $4M | $114.59 | $607K | +1,912 | +5.1% | |
| 51 | COIN | 0.60% | 13,141 | $4M | $337.49 | -$56K | +328 | +2.6% | |
| 52 | CAT | 0.60% | 9,294 | $4M | $477.13 | $15K | -2,091 | -18.4% | |
| 53 | QQQ | 0.53% | 6,448 | $4M | $600.35 | $141K | -314 | -4.6% | |
| 54 | UBER | 0.45% | 34,072 | $3M | $97.97 | $1M | +12,980 | +61.5% | |
| 55 | FTNT | 0.40% | 35,312 | $3M | $84.08 | -$1M | -2,975 | -7.8% | |
| 56 | IVV | 0.39% | 4,283 | $3M | $669.22 | $116K | -146 | -3.3% | |
| 57 | MRVL | 0.38% | 33,218 | $3M | $84.07 | $218K | -46 | -0.1% | |
| 58 | V | 0.34% | 7,287 | $2M | $341.36 | -$484K | -1,083 | -12.9% | |
| 59 | QCOM | 0.24% | 10,419 | $2M | $166.36 | $89K | +96 | +0.9% | |
| 60 | HII | 0.24% | 6,000 | $2M | $287.91 | $1M | +3,000 | +100.0% | |
| 61 | AEE | 0.22% | 15,836 | $2M | $104.38 | $126K | -64 | -0.4% | |
| 62 | WM | 0.21% | 7,077 | $2M | $220.83 | -$69K | -53 | -0.7% | |
| 63 | CSCO | 0.20% | 21,392 | $1M | $68.42 | -$12K | +116 | +0.6% | |
| 64 | LMND | 0.18% | 24,117 | $1M | $53.53 | $261K | +613 | +2.6% | |
| 65 | TSM | 0.17% | 4,452 | $1M | $279.26 | $281K | +205 | +4.8% | |
| 66 | FIX | 0.17% | 1,500 | $1M | $825.18 | — | +1,500 | — | NEW |
| 67 | APA | 0.17% | 50,000 | $1M | $24.28 | — | +50,000 | — | NEW |
| 68 | KLAC | 0.15% | 1,000 | $1M | $1,078.60 | — | +1,000 | — | NEW |
| 69 | FPEI | 0.13% | 50,892 | $984K | $19.34 | $55K | +1,965 | +4.0% | |
| 70 | LOW | 0.12% | 3,629 | $912K | $251.31 | $72K | -156 | -4.1% | |
| 71 | DPZ | 0.12% | 2,104 | $908K | $431.71 | -$44K | -10 | -0.5% | |
| 72 | GD | 0.12% | 2,627 | $896K | $341.05 | -$51K | -620 | -19.1% | |
| 73 | KMB | 0.11% | 6,629 | $824K | $124.34 | -$274K | -1,893 | -22.2% | |
| 74 | EQT | 0.11% | 15,000 | $816K | $54.43 | -$58K | — | — | |
| 75 | TEM | 0.11% | 10,000 | $807K | $80.71 | $299K | +2,000 | +25.0% | |
| 76 | IYW | 0.11% | 3,950 | $774K | $195.87 | $58K | -178 | -4.3% | |
| 77 | VRT | 0.10% | 5,000 | $754K | $150.86 | $241K | +1,000 | +25.0% | |
| 78 | CLSK | 0.10% | 51,976 | $754K | $14.50 | $233K | +4,736 | +10.0% | |
| 79 | MARA | 0.10% | 40,054 | $731K | $18.26 | $118K | +937 | +2.4% | |
| 80 | DELL | 0.10% | 5,138 | $728K | $141.77 | — | +5,138 | — | NEW |
| 81 | DVN | 0.10% | 20,000 | $701K | $35.06 | — | +20,000 | — | NEW |
| 82 | OKLO | 0.09% | 6,016 | $672K | $111.63 | $223K | -2,000 | -24.9% | |
| 83 | BWXT | 0.09% | 3,501 | $645K | $184.37 | — | +3,501 | — | NEW |
| 84 | MO | 0.08% | 8,958 | $592K | $66.06 | $73K | +103 | +1.2% | |
| 85 | SO | 0.08% | 6,191 | $587K | $94.76 | $24K | +59 | +1.0% | |
| 86 | BRK-B | 0.08% | 1,165 | $586K | $502.74 | $20K | — | — | |
| 87 | LDOS | 0.08% | 3,000 | $567K | $188.96 | — | +3,000 | — | NEW |
| 88 | TRV | 0.08% | 2,029 | $567K | $279.22 | — | +2,029 | — | NEW |
| 89 | ORLY | 0.07% | 5,022 | $541K | $107.81 | — | +5,022 | — | NEW |
| 90 | NFLX | 0.07% | 427 | $512K | $1,198.92 | -$480K | -314 | -42.4% | |
| 91 | NCLH | 0.07% | 20,000 | $493K | $24.63 | — | +20,000 | — | NEW |
| 92 | CMI | 0.07% | 1,149 | $485K | $422.44 | $116K | +22 | +1.9% | |
| 93 | SMCI | 0.07% | 10,043 | $481K | $47.94 | -$11K | — | — | |
| 94 | BITU | 0.06% | 8,448 | $451K | $53.39 | $5K | -165 | -1.9% | |
| 95 | PDYN | 0.06% | 51,305 | $441K | $8.59 | — | +51,305 | — | NEW |
| 96 | MAIN | 0.06% | 6,719 | $427K | $63.59 | $65K | +597 | +9.8% | |
| 97 | VONG | 0.06% | 3,410 | $411K | $120.50 | -$65K | -950 | -21.8% | |
| 98 | CRWV | 0.06% | 3,000 | $411K | $136.85 | — | +3,000 | — | NEW |
| 99 | GLD | 0.05% | 1,052 | $374K | $355.47 | $19K | -111 | -9.5% | |
| 100 | RCAT | 0.05% | 35,348 | $366K | $10.35 | -$39K | -20,302 | -36.5% |