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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AEE | AMEREN CORP | Utilities | 15,017.0 | $1.5M | 0.21% | -819.0 | -5.2% | $99.86 | +11.4% |
| 62 | WM | WASTE MGMT INC DEL | Industrials | 6,783.0 | $1.5M | 0.21% | -294.0 | -4.2% | $219.71 | -0.8% |
| 63 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 4,611.0 | $1.4M | 0.20% | +159.0 | +3.6% | $303.86 | +33.1% |
| 64 | CMI | CUMMINS INC | Industrials | 2,638.0 | $1.3M | 0.19% | +1K | +129.6% | $510.50 | +25.3% |
| 65 | GDX | VANECK ETF TRUST | — | 14,522.0 | $1.2M | 0.17% | NEW | — | $85.77 | -0.9% |
| 66 | XOM | EXXON MOBIL CORP | Energy | 10,306.0 | $1.2M | 0.17% | NEW | — | $120.34 | +28.7% |
| 67 | — | AMERICAN BITCOIN CORP. | — | 724,975.0 | $1.2M | 0.17% | — | — | $1.70 | — |
| 68 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 9,946.0 | $1.2M | 0.16% | NEW | — | $117.52 | +7.7% |
| 69 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 3,000.0 | $1.0M | 0.14% | -3K | -50.0% | $340.07 | -5.7% |
| 70 | FPEI | FIRST TR EXCH TRADED FD III | — | 52,265.0 | $1.0M | 0.14% | +1K | +2.7% | $19.39 | -1.2% |
| 71 | GEV | GE VERNOVA INC | Utilities | 1,504.0 | $983K | 0.14% | NEW | — | $653.57 | +58.9% |
| 72 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 2,097.0 | $874K | 0.12% | — | — | $416.79 | -24.1% |
| 73 | GD | GENERAL DYNAMICS CORP | Industrials | 2,448.0 | $824K | 0.12% | -179.0 | -6.8% | $336.67 | +1.8% |
| 74 | LOW | LOWES COS INC | Consumer Cyclical | 3,202.0 | $772K | 0.11% | -427.0 | -11.8% | $241.13 | -10.8% |
| 75 | IYW | ISHARES TR | — | 3,785.0 | $756K | 0.11% | -165.0 | -4.2% | $199.66 | +21.1% |
| 76 | LRCX | LAM RESEARCH CORP | Technology | 4,300.0 | $736K | 0.10% | NEW | — | $171.18 | +78.4% |
| 77 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,385.0 | $696K | 0.10% | +220.0 | +18.9% | $502.65 | — |
| 78 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 12,463.0 | $633K | 0.09% | NEW | — | $50.79 | +22.0% |
| 79 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 26,531.0 | $627K | 0.09% | NEW | — | $23.65 | +2.5% |
| 80 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,983.0 | $575K | 0.08% | -46.0 | -2.3% | $290.06 | +5.7% |
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
32.7%
Financial Services
14.1%
Consumer Cyclical
9.8%
Industrials
9.6%
Utilities
6.7%
Energy
6.5%
Basic Materials
6.4%
Healthcare
5.5%
Communication Services
4.9%
Consumer Defensive
3.7%