1y return+23.7%S&P 500 +20.9%
3y return+83.5%S&P 500 +68.5%
5y return+83.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2018: $275 against $257 in the S&P 500.2
United Capital Management of KS, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHOSchwab Strategic Tr | $29.2M | 3.8% | +3.0% |
| PLTRPalantir Technologies Inc | $27.8M | 3.6% | −1.1% |
| FBTCFidelity Wise Origin Bitcoin | $27.7M | 3.6% | −3.6% |
| TSLATesla Inc | $26.2M | 3.4% | −2.2% |
| IESCIes Holdings Inc | $25.7M | 3.4% | −21.3% |
| IEFIshares Tr | $25.7M | 3.4% | +4.7% |
| NVDANvidia Corporation | $22.7M | 3.0% | −2.1% |
| XBISpdr Series Trust | $22.6M | 3.0% | |
| VLOValero Energy Corp | $21.8M | 2.9% | −2.0% |
| GOOGLAlphabet Inc | $21.5M | 2.8% | −2.6% |
| AMZNAmazon Com Inc | $20.9M | 2.7% | |
| ARMArm Holdings PLC | $20.2M | 2.6% | −50.4% |
| RKLBRocket Lab Corp | $19.8M | 2.6% | −9.1% |
| SANMSanmina Corp | $18.7M | 2.5% | −29.0% |
| IBMInternational Business Machs | $18.4M | 2.4% | +4.0% |
| NUENucor Corp | $18.1M | 2.4% | −3.8% |
| ASTSAst Spacemobile Inc | $17.8M | 2.3% | +67.6% |
| AAPLApple Inc | $17.3M | 2.3% | −2.5% |
| DUKDuke Energy Corp New | $16.2M | 2.1% | +3.1% |
| EWYIshares Inc | $15.7M | 2.1% | −2.3% |
| ALABAstera Labs Inc | $15.4M | 2.0% | −6.0% |
| LLYEli Lilly & Co | $15.1M | 2.0% | |
| MUMicron Technology Inc | $13.5M | 1.8% | −10.3% |
| COSTCostco Wholesale Corporation | $13.4M | 1.8% | +4.0% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $12.5M | 1.6% | −51.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $22.7M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $8.9M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $15.1M |
| PLTRPalantir Technologies Inc | December 31, 2020 | +395.4% | $27.8M |
| CATCaterpillar Inc | June 30, 2023 | +332.8% | $8.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $17.3M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $13.4M |
| TSLATesla Inc | September 30, 2020 | +194.1% | $26.2M |
| RKLBRocket Lab Corp | June 30, 2025 | +184.2% | $19.8M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $9.9M |
Sold off last quarter
- CVXChevron Corporation was $9.7M
- HIIHuntington Ingalls Inds Inc was $6.2M
- CRCLCircle Internet Group Inc was $712K
- KTOSKratos Defense & Sec Solutio was $615K
- CIENCiena Corp was $582K
- FIXComfort Sys Usa Inc was $552K
- VRTVertiv Holdings Co was $501K
- LRCXLam Research Corp was $491K
- DEDeere & Co was $461K
- CLSKCleanspark Inc was $454K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.4% | +14.8% |
| March 31, 2026 | −4.0% | −4.6% |
| December 31, 2025 | −1.9% | +2.4% |
| September 30, 2025 | +12.8% | +7.8% |
| June 30, 2025 | +16.7% | +10.5% |
| March 31, 2025 | −6.5% | −4.6% |
| December 31, 2024 | +10.0% | +2.1% |
| September 30, 2024 | +2.1% | +5.4% |
| June 30, 2024 | −0.6% | +4.0% |
| March 31, 2024 | +12.3% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −1.6% | −3.6% |
| June 30, 2023 | +12.7% | +8.3% |
| March 31, 2023 | +9.2% | +7.0% |
| December 31, 2022 | +3.2% | +7.1% |
| September 30, 2022 | −3.0% | −5.3% |
| June 30, 2022 | −17.7% | −16.5% |
| March 31, 2022 | −5.8% | −4.9% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: United Capital Management of KS, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1753219&type=13F-HR&dateb=&owner=include&count=40CIK 1753219
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1753219/000194104026000510/Filed August 5, 2026 · accession 0001941040-26-000510