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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,709.0 | $273K | 0.04% | -4K | -59.1% | $100.91 | -2.2% |
| 102 | INTC | INTEL CORP | Technology | 7,200.0 | $266K | 0.04% | NEW | — | $36.90 | +221.1% |
| 103 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 3,885.0 | $223K | 0.03% | -194.0 | -4.8% | $57.48 | +34.2% |
| 104 | PWR | QUANTA SVCS INC | Industrials | 500.0 | $211K | 0.03% | NEW | — | $422.06 | +68.2% |
| 105 | RTX | RTX CORPORATION | Industrials | 1,117.0 | $205K | 0.03% | NEW | — | $183.41 | -4.7% |
| 106 | BITO | PROSHARES TR | — | 13,683.0 | $166K | 0.02% | — | — | $12.16 | -12.8% |
| 107 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 13,000.0 | $76K | 0.01% | +2K | +19.0% | $5.83 | -21.6% |
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%