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 | PANW | PALO ALTO NETWORKS INC | Technology | 4,633.0 | $1.6M | 0.21% | -85K | -94.9% | $341.02 | +5.5% |
| 62 | WM | WASTE MGMT INC DEL | Industrials | 6,969.0 | $1.6M | 0.20% | +186.0 | +2.7% | $222.90 | +1.0% |
| 63 | LMND | LEMONADE INC | Financial Services | 23,301.0 | $1.5M | 0.20% | -856.0 | -3.5% | $65.05 | -21.2% |
| 64 | V | VISA INC | Financial Services | 3,285.0 | $1.1M | 0.15% | -4K | -52.5% | $343.09 | +6.5% |
| 65 | FPEI | FIRST TR EXCH TRADED FD III | — | 56,247.0 | $1.1M | 0.14% | +4K | +7.6% | $19.29 | -0.6% |
| 66 | MSFT | MICROSOFT CORP | Technology | 2,617.0 | $976K | 0.13% | -23K | -89.8% | $372.95 | +29.9% |
| 67 | FETH | FIDELITY ETHEREUM FD | Financial Services | 61,218.0 | $964K | 0.13% | -406K | -86.9% | $15.74 | +33.0% |
| 68 | IYW | ISHARES TR | — | 3,574.0 | $901K | 0.12% | -211.0 | -5.6% | $252.21 | -1.7% |
| 69 | CMI | CUMMINS INC | Industrials | 1,132.0 | $808K | 0.11% | -2K | -57.1% | $713.48 | -14.7% |
| 70 | TRV | TRAVELERS COMPANIES INC | Financial Services | 2,146.0 | $708K | 0.09% | +163.0 | +8.2% | $330.13 | +9.7% |
| 71 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,395.0 | $698K | 0.09% | +10.0 | +0.7% | $500.39 | — |
| 72 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 2,292.0 | $678K | 0.09% | +195.0 | +9.3% | $296.01 | +13.7% |
| 73 | MO | ALTRIA GROUP INC | Consumer Defensive | 9,426.0 | $678K | 0.09% | +535.0 | +6.0% | $71.95 | -8.2% |
| 74 | IBIT CALL | ISHARES BITCOIN TRUST ETF | Financial Services | 20,100.0 | $669K | 0.09% | +14K | +224.2% | $33.29 | +16.5% |
| 75 | XOM | EXXON MOBIL CORP | Energy | 4,698.0 | $642K | 0.08% | -6K | -54.4% | $136.72 | +20.5% |
| 76 | SO | SOUTHERN CO | Utilities | 6,606.0 | $632K | 0.08% | +338.0 | +5.4% | $95.71 | -3.7% |
| 77 | NEM | NEWMONT CORP | Basic Materials | 6,458.0 | $603K | 0.08% | -105K | -94.2% | $93.41 | +33.9% |
| 78 | NOC | NORTHROP GRUMMAN CORP | Industrials | 1,173.0 | $597K | 0.08% | NEW | — | $509.31 | +14.4% |
| 79 | AMD | ADVANCED MICRO DEVICES INC | Technology | 941.0 | $547K | 0.07% | -472.0 | -33.4% | $580.91 | -19.7% |
| 80 | LOW | LOWES COS INC | Consumer Cyclical | 2,300.0 | $507K | 0.07% | -902.0 | -28.2% | $220.45 | +0.1% |
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
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%