Portfolio (Quarterly)
Guide ↗
United Capital Management of KS, Inc.
· CIK 0001753219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | GEV | GE VERNOVA INC | Utilities | 273.0 | $321K | 0.04% | -1K | -81.8% | $1174.86 | -17.8% |
| 42 | MAIN | MAIN STR CAP CORP | Financial Services | 6,132.0 | $318K | 0.04% | -634.0 | -9.4% | $51.88 | +12.6% |
| 43 | SLV | ISHARES SILVER TR | Financial Services | 4,855.0 | $260K | 0.03% | -2K | -30.6% | $53.47 | +15.3% |
| 44 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 3,137.0 | $240K | 0.03% | -748.0 | -19.2% | $76.41 | +6.9% |
| 45 | GDX | VANECK ETF TRUST | — | 3,039.0 | $229K | 0.03% | -11K | -79.1% | $75.45 | +32.3% |
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
38.0%
Industrials
12.8%
Consumer Cyclical
10.6%
Energy
7.1%
Financial Services
7.1%
Utilities
6.1%
Basic Materials
5.4%
Communication Services
4.8%
Healthcare
4.4%
Consumer Defensive
3.7%