Portfolio (Quarterly)
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United Capital Management of KS, Inc.
· CIK 0001753219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AEE | AMEREN CORP | Utilities | 15,836.0 | $1.7M | 0.23% | NEW | — | $104.38 | +6.6% |
| 62 | WM | WASTE MGMT INC DEL | Industrials | 7,077.0 | $1.6M | 0.21% | NEW | — | $220.83 | -1.3% |
| 63 | CSCO | CISCO SYS INC | Technology | 21,392.0 | $1.5M | 0.20% | NEW | — | $68.42 | +76.0% |
| 64 | LMND | LEMONADE INC | Financial Services | 24,117.0 | $1.3M | 0.18% | NEW | — | $53.53 | +5.6% |
| 65 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 4,452.0 | $1.2M | 0.17% | NEW | — | $279.26 | +44.9% |
| 66 | FIX | COMFORT SYS USA INC | Industrials | 1,500.0 | $1.2M | 0.17% | NEW | — | $825.18 | +121.6% |
| 67 | APA | APA CORPORATION | Energy | 50,000.0 | $1.2M | 0.17% | NEW | — | $24.28 | +59.8% |
| 68 | KLAC | KLA CORP | Technology | 1,000.0 | $1.1M | 0.15% | NEW | — | $1078.60 | +75.1% |
| 69 | FPEI | FIRST TR EXCH TRADED FD III | — | 50,892.0 | $984K | 0.13% | NEW | — | $19.34 | -1.0% |
| 70 | LOW | LOWES COS INC | Consumer Cyclical | 3,629.0 | $912K | 0.12% | NEW | — | $251.31 | -14.4% |
| 71 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 2,104.0 | $908K | 0.12% | NEW | — | $431.71 | -26.7% |
| 72 | GD | GENERAL DYNAMICS CORP | Industrials | 2,627.0 | $896K | 0.12% | NEW | — | $341.05 | +0.5% |
| 73 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 6,629.0 | $824K | 0.11% | NEW | — | $124.34 | -20.3% |
| 74 | EQT | EQT CORP | Energy | 15,000.0 | $816K | 0.11% | NEW | — | $54.43 | +6.4% |
| 75 | TEM | TEMPUS AI INC | Healthcare | 10,000.0 | $807K | 0.11% | NEW | — | $80.71 | -42.8% |
| 76 | IYW | ISHARES TR | — | 3,950.0 | $774K | 0.10% | NEW | — | $195.87 | +23.4% |
| 77 | VRT | VERTIV HOLDINGS CO | Industrials | 5,000.0 | $754K | 0.10% | NEW | — | $150.86 | +117.1% |
| 78 | CLSK | CLEANSPARK INC | Technology | 51,976.0 | $754K | 0.10% | NEW | — | $14.50 | +10.1% |
| 79 | MARA | MARA HOLDINGS INC | Financial Services | 40,054.0 | $731K | 0.10% | NEW | — | $18.26 | -24.4% |
| 80 | DELL | DELL TECHNOLOGIES INC | Technology | 5,138.0 | $728K | 0.10% | NEW | — | $141.77 | +108.2% |
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
34.0%
Financial Services
16.7%
Industrials
10.1%
Consumer Cyclical
9.3%
Energy
7.2%
Utilities
6.5%
Healthcare
5.3%
Basic Materials
4.7%
Consumer Defensive
3.7%
Communication Services
2.5%