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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
+2.17%
1 Year Est. Return
+62.72%
3 Year Est. Return
+272.48%
5 Year Est. Return
+369.21%
10 Year Est. Return
–
AUM
$660M
AUM Growth
-$53.5M
Cap. Flow
-$30.2M
Cap. Flow %
-4.57%
Top 10 Hldgs %
36.96%
Holding
130
New
23
Increased
47
Reduced
37
Closed
19

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$12.7M
2
ASTS icon
AST SpaceMobile
ASTS
+$11.3M
3
STX icon
Seagate
STX
+$10.1M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$9.97M
5
WSM icon
Williams-Sonoma
WSM
+$9.59M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$15.8M
2
PANW icon
Palo Alto Networks
PANW
+$14M
3
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$13.5M
4
NEM icon
Newmont
NEM
+$11.8M
5
SCCO icon
Southern Copper
SCCO
+$10.3M

Sector Composition

Rank Sector Weight
1 Technology 26.16%
2 Industrials 10.73%
3 Consumer Discretionary 9.21%
4 Energy 8.51%
5 Utilities 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOFI icon
126
SoFi Technologies
SOFI
$23.2B
– –
-15,125
Closed -$396K
UBER icon
127
Uber
UBER
$154B
– –
-22,963
Closed -$1.88M
WPM icon
128
Wheaton Precious Metals
WPM
$61.3B
– –
-9,946
Closed -$1.17M
ZS icon
129
Zscaler
ZS
$28.7B
– –
-34,313
Closed -$7.72M
ABTC
130
American Bitcoin Corp
ABTC
$505M
– –
-48,332
Closed -$1.23M
2 3 4 5
6

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TI
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GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
CCA
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PGA
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United Capital Management of KS's Q1 2026 Portfolio in Review

As of Q1 2026, United Capital Management of KS held 130 positions worth $660M, down 7.5% from $714M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

United Capital Management of KS withdrew a net $30.2M in Q1 2026, closing 19 positions and reducing 37 holdings. Its most notable exit was Bank of America, an estimated $8.22M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, United Capital Management of KS opened a new position in AST SpaceMobile worth $9.89M.

  • United Capital Management of KS's largest Q1 2026 buy was AST SpaceMobile: 119,297 shares worth $9.89M.
  • United Capital Management of KS added most to IBM in Q1 2026, an estimated $12.7M increase.
  • United Capital Management of KS's biggest Q1 2026 reduction was Palantir, cutting an estimated $15.8M.
  • United Capital Management of KS fully exited Bank of America in Q1 2026, selling an estimated $8.22M.
  • United Capital Management of KS's ten largest holdings make up 37% of its $660M portfolio in Q1 2026.
  • United Capital Management of KS opened 23 new positions and closed 19 in Q1 2026.
  • United Capital Management of KS's portfolio value fell 7.5% quarter-over-quarter to $660M.

Based on United Capital Management of KS's 13F filing for Q1 2026, filed 11 May 2026.