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Portfolio (Quarterly) Guide ↗

United Capital Management of KS, Inc.

· CIK 0001753219
13F Portfolio $763M AUM 98 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 18 New 31 Added 45 Reduced 27 Exited
Page 4 of 5  ·  98 positions
# 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%
Page 4 of 5  ·  98 positions

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%