Portfolio (Quarterly)
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United Capital Management of KS, Inc.
· CIK 0001753219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | DVN | DEVON ENERGY CORP NEW | Energy | 20,000.0 | $701K | 0.10% | NEW | — | $35.06 | +34.7% |
| 82 | OKLO | OKLO INC | Utilities | 6,016.0 | $672K | 0.09% | NEW | — | $111.63 | -41.0% |
| 83 | BWXT | BWX TECHNOLOGIES INC | Industrials | 3,501.0 | $645K | 0.09% | NEW | — | $184.37 | +10.1% |
| 84 | MO | ALTRIA GROUP INC | Consumer Defensive | 8,958.0 | $592K | 0.08% | NEW | — | $66.06 | +11.9% |
| 85 | SO | SOUTHERN CO | Utilities | 6,191.0 | $587K | 0.08% | NEW | — | $94.76 | -0.2% |
| 86 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,165.0 | $586K | 0.08% | NEW | — | $502.74 | — |
| 87 | — | LEIDOS HOLDINGS INC | — | 3,000.0 | $567K | 0.08% | NEW | — | $188.96 | — |
| 88 | TRV | TRAVELERS COMPANIES INC | Financial Services | 2,029.0 | $567K | 0.08% | NEW | — | $279.22 | +9.8% |
| 89 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 5,022.0 | $541K | 0.07% | NEW | — | $107.81 | -14.9% |
| 90 | NFLX | NETFLIX INC | Communication Services | 427.0 | $512K | 0.07% | NEW | — | $1198.92 | -92.6% |
| 91 | NCLH | NORWEGIAN CRUISE LINE HLDG L | Consumer Cyclical | 20,000.0 | $493K | 0.07% | NEW | — | $24.63 | -33.8% |
| 92 | CMI | CUMMINS INC | Industrials | 1,149.0 | $485K | 0.07% | NEW | — | $422.44 | +51.4% |
| 93 | SMCI | SUPER MICRO COMPUTER INC | Technology | 10,043.0 | $481K | 0.07% | NEW | — | $47.94 | -25.8% |
| 94 | BITU | PROSHARES TR | — | 8,448.0 | $451K | 0.06% | NEW | — | $53.39 | -73.8% |
| 95 | — | PALLADYNE AI CORP | — | 51,305.0 | $441K | 0.06% | NEW | — | $8.59 | — |
| 96 | MAIN | MAIN STR CAP CORP | Financial Services | 6,719.0 | $427K | 0.06% | NEW | — | $63.59 | -22.0% |
| 97 | VONG | VANGUARD SCOTTSDALE FDS | — | 3,410.0 | $411K | 0.06% | NEW | — | $120.50 | +6.7% |
| 98 | CRWV | COREWEAVE INC | Technology | 3,000.0 | $411K | 0.06% | NEW | — | $136.85 | -22.9% |
| 99 | GLD | SPDR GOLD TR | Financial Services | 1,052.0 | $374K | 0.05% | NEW | — | $355.47 | +16.4% |
| 100 | RCAT | RED CAT HLDGS INC | Technology | 35,348.0 | $366K | 0.05% | NEW | — | $10.35 | -9.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.0%
Financial Services
16.7%
Industrials
10.1%
Consumer Cyclical
9.3%
Energy
7.2%
Utilities
6.5%
Healthcare
5.3%
Basic Materials
4.7%
Consumer Defensive
3.7%
Communication Services
2.5%