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UCMOK

United Capital Management of KS Portfolio holdings

AUM $763M
1-Year Est. Return 62.72%
This Fund
S&P 500
This Quarter Est. Return
+24.89%
1 Year Est. Return
+62.72%
3 Year Est. Return
+272.48%
5 Year Est. Return
+369.21%
10 Year Est. Return
–
AUM
$638M
AUM Growth
+$154M
Cap. Flow
+$60.2M
Cap. Flow %
9.43%
Top 10 Hldgs %
40.37%
Holding
115
New
23
Increased
48
Reduced
32
Closed
7

Top Buys

Rank Stock Value
1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$21.1M
2
IESC icon
IES Holdings
IESC
+$10.8M
3
CEG icon
Constellation Energy
CEG
+$10.8M
4
HIMS icon
Hims & Hers Health
HIMS
+$8.07M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$7.88M

Top Sells

Rank Stock Value
1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$14.3M
2
EOG icon
EOG Resources
EOG
+$9.17M
3
PLTR icon
Palantir
PLTR
+$1.89M
4
LOW icon
Lowe's Companies
LOW
+$1.51M
5
KMB icon
Kimberly-Clark
KMB
+$1.2M

Sector Composition

Rank Sector Weight
1 Technology 28.57%
2 Industrials 7.95%
3 Consumer Discretionary 7.63%
4 Energy 5.58%
5 Utilities 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
76
D.R. Horton
DHI
$40.8B
$645K 0.1%
+5,000
New +$616K
MARA icon
77
Marathon Digital Holdings
MARA
$3.72B
$613K 0.1%
39,117
+3,090
+9% +$44.2K
BRK.B icon
78
Berkshire Hathaway Class B
BRK.B
$1.09T
$566K 0.09%
1,165
– –
SO icon
79
Southern Company
SO
$106B
$563K 0.09%
6,132
+134
+2% +$12K
CLSK icon
80
CleanSpark
CLSK
$3.13B
$521K 0.08%
47,240
+7,349
+18% +$65.4K
MO icon
81
Altria Group
MO
$107B
$519K 0.08%
8,855
-51
-0.6% -$3K
VRT icon
82
Vertiv
VRT
$111B
$514K 0.08%
+4,000
New +$389K
TEM
83
Tempus AI
TEM
$9.85B
$508K 0.08%
8,000
-2,000
-20% -$115K
AMD icon
84
Advanced Micro Devices
AMD
$788B
$499K 0.08%
+3,515
New +$383K
SMCI icon
85
Super Micro Computer
SMCI
$24.3B
$492K 0.08%
+10,043
New +$387K
VONG icon
86
Vanguard Russell 1000 Growth ETF
VONG
$45.7B
$476K 0.07%
4,360
– –
OKLO
87
Oklo
OKLO
$8.39B
$449K 0.07%
8,016
-1,988
-20% -$76.7K
BITU icon
88
ProShares Ultra Bitcoin ETF
BITU
$341M
$446K 0.07%
8,613
-4
-0% -$182
TPR icon
89
Tapestry
TPR
$31.1B
$439K 0.07%
+5,000
New +$379K
RGTI icon
90
Rigetti Computing
RGTI
$6.15B
$431K 0.07%
+36,319
New +$383K
RCAT icon
91
Red Cat Holdings
RCAT
$1.58B
$405K 0.06%
55,650
-30,000
-35% -$196K
CMI icon
92
Cummins
CMI
$87.8B
$369K 0.06%
1,127
+18
+2% +$5.57K
NOBL icon
93
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$362K 0.06%
7,198
-84
-1% -$4.15K
MAIN icon
94
Main Street Capital
MAIN
$5.47B
$362K 0.06%
+6,122
New +$338K
GLD icon
95
SPDR Gold Trust
GLD
$144B
$355K 0.06%
1,163
-12
-1% -$3.63K
ACHR icon
96
Archer Aviation
ACHR
$4.84B
$338K 0.05%
+31,179
New +$292K
BITO icon
97
ProShares Bitcoin Strategy ETF
BITO
$1.43B
$292K 0.05%
13,569
-1,850
-12% -$38.2K
CSHI icon
98
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.57B
$248K 0.04%
4,991
-134
-3% -$6.66K
SOUN icon
99
SoundHound AI
SOUN
$3.29B
$231K 0.04%
+21,567
New +$203K
SLV icon
100
iShares Silver Trust
SLV
$31.8B
$222K 0.03%
6,778
+9
+0.1% +$275
1 2 3
4
5

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GWM
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BCM
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OM
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MWA
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PGA
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United Capital Management of KS's Q2 2025 Portfolio in Review

As of Q2 2025, United Capital Management of KS held 115 positions worth $638M, up 32% from $484M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

United Capital Management of KS deployed $60.2M of net new capital in Q2 2025, opening 23 new positions and adding to 48 existing holdings. Its largest new stake was iShares 7-10 Year Treasury Bond ETF: 223,447 shares worth $21.4M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Industrials and Consumer Discretionary.

On the sell side, the largest reduction was Schwab Short-Term US Treasury ETF, an estimated $14.3M trimmed.

  • United Capital Management of KS's largest Q2 2025 buy was iShares 7-10 Year Treasury Bond ETF: 223,447 shares worth $21.4M.
  • United Capital Management of KS added most to Hims & Hers Health in Q2 2025, an estimated $8.07M increase.
  • United Capital Management of KS's biggest Q2 2025 reduction was Schwab Short-Term US Treasury ETF, cutting an estimated $14.3M.
  • United Capital Management of KS fully exited EOG Resources in Q2 2025, selling an estimated $9.17M.
  • United Capital Management of KS's ten largest holdings make up 40% of its $638M portfolio in Q2 2025.
  • United Capital Management of KS opened 23 new positions and closed 7 in Q2 2025.
  • United Capital Management of KS's portfolio value rose 32% quarter-over-quarter to $638M.

Based on United Capital Management of KS's 13F filing for Q2 2025, filed 1 Aug 2025.