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United Capital Management of Kansas reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 5 August 2026, signed by Ryan Kolzow, Chief Operating Officer. Retrieved 14 October 2026. Page updated 21 October 2026.

United Capital Management of Kansas’ reported 13F holdings total $763M across 98 positions as of 30 June 2026. The ten largest make up 32.9% of it, and its value rose 15.6% from the prior quarter.

$763M
Reported 13F value
98
Positions
32.9%
In the 10 largest
+15.6%
Value vs. prior quarter

Largest positions

Schwab Strategic TRSHT TM US TRES$29.2M
Class
SHT TM US TRES
Share
3.8%
Palantir Technologies Inc.CL A$27.8M
Class
CL A
Share
3.6%
Fidelity Wise Origin BitcoinSHS$27.7M
Class
SHS
Share
3.6%
Tesla Inc.COM$26.2M
Class
COM
Share
3.4%
Ies Holdings Inc.COM$25.7M
Class
COM
Share
3.4%
iShares TR7-10 YR TRSY BD$25.7M
Class
7-10 YR TRSY BD
Share
3.4%
Nvidia CorporationCOM$22.7M
Class
COM
Share
3.0%
SPDR Series TrustST STR SP BIOT$22.6M
Class
ST STR SP BIOT
Share
3.0%
Valero Energy Corp.COM$21.8M
Class
COM
Share
2.8%
Alphabet Inc.CAP STK CL A$21.5M
Class
CAP STK CL A
Share
2.8%
Amazon Com Inc.COM$20.9M
Class
COM
Share
2.7%
ARM Holdings PLCSPONSORED ADS$20.2M
Class
SPONSORED ADS
Share
2.6%
Rocket Lab Corp.COM$19.8M
Class
COM
Share
2.6%
Sanmina Corp.COM$18.7M
Class
COM
Share
2.5%
International Business MachsCOM$18.4M
Class
COM
Share
2.4%
Nucor Corp.COM$18.1M
Class
COM
Share
2.4%
Ast Spacemobile Inc.COM CL A$17.8M
Class
COM CL A
Share
2.3%
Apple Inc.COM$17.3M
Class
COM
Share
2.3%
Duke Energy Corp. NewCOM NEW$16.2M
Class
COM NEW
Share
2.1%
iShares Inc.MSCI STH KOR ETF$15.7M
Class
MSCI STH KOR ETF
Share
2.1%
Astera Labs Inc.COM$15.4M
Class
COM
Share
2.0%
Eli Lilly & COCOM$15.1M
Class
COM
Share
2.0%
Micron Technology Inc.COM$13.5M
Class
COM
Share
1.8%
Costco Wholesale CorporationCOM$13.4M
Class
COM
Share
1.8%
Seagate Technology Hldngs PLORD SHS$12.5M
Class
ORD SHS
Share
1.6%
Marathon Pete Corp.COM$12.4M
Class
COM
Share
1.6%
Ionq Inc.COM$12.3M
Class
COM
Share
1.6%
Williams Sonoma Inc.COM$11.7M
Class
COM
Share
1.5%
Constellation Energy Corp.COM$11.6M
Class
COM
Share
1.5%
ASML Hldg NVN Y REGISTRY SHS$11.3M
Class
N Y REGISTRY SHS
Share
1.5%
Vanguard Scottsdale FdsMTG-BKD SECS ETF$10.9M
Class
MTG-BKD SECS ETF
Share
1.4%
Mueller Inds Inc.COM$10.6M
Class
COM
Share
1.4%
Walmart Inc.COM$9.88M
Class
COM
Share
1.3%
Marvell Technology Inc.COM$9.25M
Class
COM
Share
1.2%
Meta Platforms Inc.CL A$9.04M
Class
CL A
Share
1.2%
Broadcom Inc.COM$8.85M
Class
COM
Share
1.2%
Caterpillar Inc.COM$8.77M
Class
COM
Share
1.1%
TJX Cos Inc. NewCOM$8.63M
Class
COM
Share
1.1%
Lockheed Martin Corp.COM$8.07M
Class
COM
Share
1.1%
CF Industries HoldCOM$7.42M
Class
COM
Share
1.0%
Lumentum Hldgs Inc.COM$7.26M
Class
COM
Share
1.0%
Abbvie Inc.COM$7.06M
Class
COM
Share
0.9%
Truist Finl Corp.COM$6.75M
Class
COM
Share
0.9%
Nutrien LtdCOM$6.62M
Class
COM
Share
0.9%
Snap ON Inc.COM$6.14M
Class
COM
Share
0.8%
Intuitive Surgical Inc.COM NEW$5.94M
Class
COM NEW
Share
0.8%
Fortinet Inc.COM$5.64M
Class
COM
Share
0.7%
Cheniere Energy Inc.COM NEW$5.58M
Class
COM NEW
Share
0.7%
Baker Hughes CompanyCL A$5.34M
Class
CL A
Share
0.7%
WEC Energy Group Inc.COM$4.98M
Class
COM
Share
0.7%

The share class is shown on a wider screen.

The 50 largest of 98 positions by value, with holdings of the same security combined. The 98 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1753219
File number
028-18906
Options
1 call, 0 put
In the 25 largest
66.0%
Prior quarter
$660M at 31 March 2026
Positions opened
9
Positions closed
22

Common questions

What are United Capital Management of Kansas’ 13F holdings worth?

$763 million across 98 positions for the quarter ended 30 June 2026.

What is United Capital Management of Kansas’ largest 13F holding?

SCHWAB STRATEGIC TR (SHT TM US TRES) was the largest position at $29.2 million, or 3.8% of reported 13F value, as of 30 June 2026.

How concentrated is United Capital Management of Kansas’ 13F portfolio?

The ten largest positions accounted for 32.9% of reported value and the twenty-five largest for 66.0%, across 98 positions as of 30 June 2026.

Does Form 13F show everything United Capital Management of Kansas manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does United Capital Management of Kansas file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the United Capital Management of Kansas profile

Sources

  1. Form 13F-HR, accession 0001941040-26-000510, filed 5 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001941040-26-000312, filed 11 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of United Capital Management of Kansas, Inc., and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.