United-Capital-Management-Of-Ks

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "TEM",
  null,
  "ARM",
  "MU",
  "ZS",
  "ABBV",
  "VONG",
  "GOOGL",
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CMI",
  "LMND",
  "MARA",
  "EOG",
  null,
  "GD",
  "CVM",
  null,
  null,
  "QCOM",
  "ISRG",
  "ITW",
  "META",
  "PRPH",
  null,
  "NAK",
  "RCAT",
  "MPC",
  "MRVL",
  null,
  "MSFT",
  "EQT",
  "ADM",
  null,
  "PANW",
  "IVV",
  "AAPL",
  "NVDA",
  "LDOS",
  "PLTR",
  "MSTR",
  null,
  null,
  "SNA",
  "GLD",
  "IBM",
  "TJX",
  "TFC",
  "UBER",
  "PPC",
  null,
  "TSM",
  "MLI",
  "AEE",
  "WEC",
  "WM",
  "FTNT",
  "IWP",
  "BKR",
  "GAME",
  "AMZN",
  null,
  "HIMS",
  null,
  "VLO",
  "V",
  "WMT",
  "SO",
  null,
  "NUE",
  "NRG",
  null,
  "KMB",
  "BAC",
  "BRK-B",
  "CVX",
  "LNG",
  "CSCO",
  "CLSK",
  "COIN",
  "COST",
  "DPZ",
  "NEE",
  "QQQ",
  "LLY",
  "TSLA",
  "NFLX",
  "MO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 92
Total Value: 484050104
Accession Number: 0001941040-25-000292
Form Type: 13F-HR
CIK: united-capital-management-of-ks
Manager Name: United-Capital-Management-Of-Ks

Data Enrichment

83% identified

76 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

92 positions • $484.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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315948109

Shares:567.2K

Value:$40.8M

% of Portfolio:8.4% ($40.8M/$484.1M)

808524862

Shares:1.6M

Value:$40.0M

% of Portfolio:8.3% ($40.0M/$484.1M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:392.7K

Value:$33.1M

% of Portfolio:6.8% ($33.1M/$484.1M)

Apple Inc.

AAPL|037833100

Shares:78.6K

Value:$17.5M

% of Portfolio:3.6% ($17.5M/$484.1M)

Tesla, Inc.

TSLA|88160R101

Shares:64.7K

Value:$16.8M

% of Portfolio:3.5% ($16.8M/$484.1M)

AMAZON COM INC

AMZN|023135106

Shares:83.3K

Value:$15.8M

% of Portfolio:3.3% ($15.8M/$484.1M)

81369Y605

Shares:293.8K

Value:$14.6M

% of Portfolio:3.0% ($14.6M/$484.1M)

78464A870

Shares:179.2K

Value:$14.5M

% of Portfolio:3.0% ($14.5M/$484.1M)

Palo Alto Networks Inc

PANW|697435105

Shares:87.6K

Value:$14.4M

% of Portfolio:3.0% ($14.4M/$484.1M)

464287481

IWP|464287481

Shares:99.8K

Value:$11.7M

% of Portfolio:2.4% ($11.7M/$484.1M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:80.0K

Value:$10.6M

% of Portfolio:2.2% ($10.6M/$484.1M)

ELI LILLY & Co

LLY|532457108

Shares:12.3K

Value:$10.2M

% of Portfolio:2.1% ($10.2M/$484.1M)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:94.2K

Value:$10.1M

% of Portfolio:2.1% ($10.1M/$484.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:141.0K

Value:$10.0M

% of Portfolio:2.1% ($10.0M/$484.1M)

NUCOR CORP

NUE|670346105

Shares:80.5K

Value:$9.7M

% of Portfolio:2.0% ($9.7M/$484.1M)

EOG RESOURCES INC

EOG|26875P101

Shares:71.5K

Value:$9.2M

% of Portfolio:1.9% ($9.2M/$484.1M)

MICROSOFT CORP

MSFT|594918104

Shares:23.2K

Value:$8.7M

% of Portfolio:1.8% ($8.7M/$484.1M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:29.2K

Value:$8.4M

% of Portfolio:1.7% ($8.4M/$484.1M)

31613E103

Shares:450.3K

Value:$8.2M

% of Portfolio:1.7% ($8.2M/$484.1M)

Walmart Inc.

WMT|931142103

Shares:89.2K

Value:$7.8M

% of Portfolio:1.6% ($7.8M/$484.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip315948109)✕	567.2K	QoQ -0.38% (-2.2K) YoY +62.34% (+217.8K)	All Managers (Combined)	$40.8M	8.4% ($40.8M/$484.1M)	QoQ -12.12% (-$5.6M) YoY +88.27% (+$19.1M)
(cusip808524862)✕	1.6M	QoQ +4.81% (+75.5K) YoY +171.85% (+1.0M)	All Managers (Combined)	$40.0M	8.3% ($40.0M/$484.1M)	QoQ +6.03% (+$2.3M) YoY +37.25% (+$10.9M)
Palantir Technologies Inc.(PLTRcusip69608A108)	392.7K	QoQ -17.57% (-83.7K) YoY -32.85% (-192.2K)	All Managers (Combined)	$33.1M	6.8% ($33.1M/$484.1M)	QoQ -8.01% (-$2.9M) YoY +146.26% (-$19.7M)
Apple Inc.(AAPLcusip037833100)	78.6K	QoQ -0.50% (-400) YoY -13.44% (-12.2K)	All Managers (Combined)	$17.5M	3.6% ($17.5M/$484.1M)	QoQ -11.74% (-$2.3M) YoY +12.12% (-$1.9M)
Tesla, Inc.(TSLAcusip88160R101)	64.7K	QoQ +2.13% (-1.4K) YoY -11.96% (-8.8K)	All Managers (Combined)	$16.8M	3.5% ($16.8M/$484.1M)	QoQ -34.45% (-$8.8M) YoY +29.78% (-$3.8M)
AMAZON COM INC(AMZNcusip023135106)	83.3K	QoQ +4.36% (-3.5K) YoY -2.15% (-1.8K)	All Managers (Combined)	$15.8M	3.3% ($15.8M/$484.1M)	QoQ -9.49% (-$1.7M) YoY +3.20% (-$492.5K)
(cusip81369Y605)✕	293.8K	QoQ +11.46% (+30.2K) YoY NEW(+293.8K)	All Managers (Combined)	$14.6M	3.0% ($14.6M/$484.1M)	QoQ +14.87% (+$1.9M) YoY NEW(+$14.6M)
(cusip78464A870)✕	179.2K	QoQ +3.53% (-6.1K) YoY +35.54% (+47.0K)	All Managers (Combined)	$14.5M	3.0% ($14.5M/$484.1M)	QoQ -6.76% (-$1.1M) YoY +15.84% (+$2.0M)
Palo Alto Networks Inc(PANWcusip697435105)	87.6K	QoQ +6.61% (-5.4K) YoY +450.25% (+71.7K)	All Managers (Combined)	$14.4M	3.0% ($14.4M/$484.1M)	QoQ -3.44% (-$514.2K) YoY +219.14% (+$9.9M)
(IWPcusip464287481)	99.8K	QoQ +3.36% (-3.3K) YoY +3133.61% (+96.7K)	All Managers (Combined)	$11.7M	2.4% ($11.7M/$484.1M)	QoQ -4.18% (-$511.8K) YoY +3228.80% (+$11.4M)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	80.0K	QoQ +5.63% (+4.3K) YoY +14.91% (-10.4K)	All Managers (Combined)	$10.6M	2.2% ($10.6M/$484.1M)	QoQ +13.80% (+$1.3M) YoY -11.08% (-$1.3M)
ELI LILLY & Co(LLYcusip532457108)	12.3K	QoQ -0.04% (-6) YoY +0.31% (+39)	All Managers (Combined)	$10.2M	2.1% ($10.2M/$484.1M)	QoQ +6.93% (-$659.3K) YoY +6.50% (+$621.2K)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	94.2K	QoQ +3.90% (-3.5K) YoY NEW(+94.2K)	All Managers (Combined)	$10.1M	2.1% ($10.1M/$484.1M)	QoQ -10.05% (-$1.1M) YoY NEW(+$10.1M)
NEXTERA ENERGY INC(NEEcusip65339F101)	141.0K	QoQ NEW(+141.0K) YoY NEW(+141.0K)	All Managers (Combined)	$10.0M	2.1% ($10.0M/$484.1M)	QoQ NEW(+$10.0M) YoY NEW(+$10.0M)
NUCOR CORP(NUEcusip670346105)	80.5K	QoQ NEW(+80.5K) YoY NEW(+80.5K)	All Managers (Combined)	$9.7M	2.0% ($9.7M/$484.1M)	QoQ NEW(+$9.7M) YoY NEW(+$9.7M)
EOG RESOURCES INC(EOGcusip26875P101)	71.5K	QoQ +4.73% (+3.2K) YoY +18.41% (+11.1K)	All Managers (Combined)	$9.2M	1.9% ($9.2M/$484.1M)	QoQ +9.57% (+$801.5K) YoY +18.78% (+$1.5M)
MICROSOFT CORP(MSFTcusip594918104)	23.2K	QoQ -35.48% (-12.8K) YoY -37.35% (-13.9K)	All Managers (Combined)	$8.7M	1.8% ($8.7M/$484.1M)	QoQ -42.54% (-$6.5M) YoY -44.10% (-$6.9M)
MICROSTRATEGY Inc(MSTRcusip594972408)	29.2K	QoQ +0.84% (+245) YoY +3959.86% (+28.5K)	All Managers (Combined)	$8.4M	1.7% ($8.4M/$484.1M)	QoQ +0.37% (+$31.5K) YoY +586.59% (+$7.2M)
(cusip31613E103)✕	450.3K	QoQ NEW(+450.3K) YoY NEW(+450.3K)	All Managers (Combined)	$8.2M	1.7% ($8.2M/$484.1M)	QoQ NEW(+$8.2M) YoY NEW(+$8.2M)
Walmart Inc.(WMTcusip931142103)	89.2K	QoQ -0.82% (-743) YoY -16.19% (-17.2K)	All Managers (Combined)	$7.8M	1.6% ($7.8M/$484.1M)	QoQ -3.63% (-$295.6K) YoY +22.27% (-$1.4M)