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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PILGRIMS PRIDE CORP

PPC|72147K108

Shares:142.2K

Value:$7.8M

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

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:31.0K

Value:$7.7M

% of Portfolio:1.6% ($7.7M/$484.1M)

NVIDIA CORP

NVDA|67066G104

Shares:70.2K

Value:$7.6M

% of Portfolio:1.6% ($7.6M/$484.1M)

CHEVRON CORP

CVX|166764100

Shares:40.0K

Value:$6.7M

% of Portfolio:1.4% ($6.7M/$484.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:6.9K

Value:$6.5M

% of Portfolio:1.3% ($6.5M/$484.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:42.0K

Value:$6.5M

% of Portfolio:1.3% ($6.5M/$484.1M)

Zscaler, Inc.

ZS|98980G102

Shares:32.6K

Value:$6.5M

% of Portfolio:1.3% ($6.5M/$484.1M)

MUELLER INDUSTRIES INC

MLI|624756102

Shares:84.5K

Value:$6.4M

% of Portfolio:1.3% ($6.4M/$484.1M)

Marathon Petroleum Corp

MPC|56585A102

Shares:44.1K

Value:$6.4M

% of Portfolio:1.3% ($6.4M/$484.1M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:52.2K

Value:$6.4M

% of Portfolio:1.3% ($6.4M/$484.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:147.5K

Value:$6.2M

% of Portfolio:1.3% ($6.2M/$484.1M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:24.4K

Value:$5.7M

% of Portfolio:1.2% ($5.7M/$484.1M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:11.0K

Value:$5.5M

% of Portfolio:1.1% ($5.5M/$484.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:25.5K

Value:$5.3M

% of Portfolio:1.1% ($5.3M/$484.1M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:125.6K

Value:$5.2M

% of Portfolio:1.1% ($5.2M/$484.1M)

Snap-on Inc

SNA|833034101

Shares:14.3K

Value:$4.8M

% of Portfolio:1.0% ($4.8M/$484.1M)

Broadcom Inc.

AVGO|11135F101

Shares:28.3K

Value:$4.7M

% of Portfolio:1.0% ($4.7M/$484.1M)

CATERPILLAR INC

CAT|149123101

Shares:13.4K

Value:$4.4M

% of Portfolio:0.9% ($4.4M/$484.1M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:36.6K

Value:$4.0M

% of Portfolio:0.8% ($4.0M/$484.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:16.0K

Value:$4.0M

% of Portfolio:0.8% ($4.0M/$484.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PILGRIMS PRIDE CORP(PPCcusip72147K108)	142.2K	QoQ +2.15% (+3.0K) YoY NEW(+142.2K)	All Managers (Combined)	$7.8M	1.6% ($7.8M/$484.1M)	QoQ +22.68% (+$1.4M) YoY NEW(+$7.8M)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	31.0K	QoQ +2.53% (+766) YoY NEW(+31.0K)	All Managers (Combined)	$7.7M	1.6% ($7.7M/$484.1M)	QoQ +0.28% (+$22.2K) YoY NEW(+$7.7M)
NVIDIA CORP(NVDAcusip67066G104)	70.2K	QoQ -56.29% (-90.5K) YoY +246.62% (-50.0K)	All Managers (Combined)	$7.6M	1.6% ($7.6M/$484.1M)	QoQ -64.72% (-$14.0M) YoY -58.42% (-$10.7M)
CHEVRON CORP(CVXcusip166764100)	40.0K	QoQ +12.68% (+4.5K) YoY +55.28% (+14.2K)	All Managers (Combined)	$6.7M	1.4% ($6.7M/$484.1M)	QoQ +30.15% (+$1.6M) YoY +64.68% (+$2.6M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	6.9K	QoQ -0.62% (-43) YoY -5.31% (-386)	All Managers (Combined)	$6.5M	1.3% ($6.5M/$484.1M)	QoQ +2.57% (-$163.0K) YoY +22.21% (-$1.2M)
Alphabet Inc.(GOOGLcusip02079K305)	42.0K	QoQ +3.21% (-1.3K) YoY NEW(+42.0K)	All Managers (Combined)	$6.5M	1.3% ($6.5M/$484.1M)	QoQ -15.67% (-$1.2M) YoY NEW(+$6.5M)
Zscaler, Inc.(ZScusip98980G102)	32.6K	QoQ +4.85% (+1.5K) YoY +22.84% (+6.1K)	All Managers (Combined)	$6.5M	1.3% ($6.5M/$484.1M)	QoQ +15.31% (+$859.0K) YoY +26.54% (+$1.4M)
MUELLER INDUSTRIES INC(MLIcusip624756102)	84.5K	QoQ +2.79% (-2.3K) YoY -16.65% (-16.9K)	All Managers (Combined)	$6.4M	1.3% ($6.4M/$484.1M)	QoQ -1.37% (-$89.9K) YoY +17.66% (-$965.5K)
Marathon Petroleum Corp(MPCcusip56585A102)	44.1K	QoQ +6.33% (+2.6K) YoY +14.69% (-5.7K)	All Managers (Combined)	$6.4M	1.3% ($6.4M/$484.1M)	QoQ +11.04% (+$639.5K) YoY -17.07% (-$1.3M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	52.2K	QoQ +2.90% (+1.5K) YoY NEW(+52.2K)	All Managers (Combined)	$6.4M	1.3% ($6.4M/$484.1M)	QoQ +3.74% (+$229.9K) YoY NEW(+$6.4M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	147.5K	QoQ +305.03% (+111.1K) YoY +1298.05% (+137.0K)	All Managers (Combined)	$6.2M	1.3% ($6.2M/$484.1M)	QoQ +284.57% (+$4.6M) YoY +1438.45% (+$5.8M)
Cheniere Energy, Inc.(LNGcusip16411R208)	24.4K	QoQ +1.75% (+421) YoY +23.41% (+4.6K)	All Managers (Combined)	$5.7M	1.2% ($5.7M/$484.1M)	QoQ +9.58% (+$494.4K) YoY +77.07% (+$2.5M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	11.0K	QoQ +1353.95% (+10.3K) YoY +1355.87% (+10.3K)	All Managers (Combined)	$5.5M	1.1% ($5.5M/$484.1M)	QoQ +1279.60% (+$5.1M) YoY +1706.74% (+$5.2M)
AbbVie Inc.(ABBVcusip00287Y109)	25.5K	QoQ +2.38% (+594) YoY -10.16% (-2.9K)	All Managers (Combined)	$5.3M	1.1% ($5.3M/$484.1M)	QoQ +20.72% (+$915.5K) YoY +3.35% (-$173.2K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	125.6K	QoQ +2.76% (-3.4K) YoY +16.48% (+17.8K)	All Managers (Combined)	$5.2M	1.1% ($5.2M/$484.1M)	QoQ -2.51% (-$133.4K) YoY +22.97% (+$965.7K)
Snap-on Inc(SNAcusip833034101)	14.3K	QoQ +2.51% (+350) YoY NEW(+14.3K)	All Managers (Combined)	$4.8M	1.0% ($4.8M/$484.1M)	QoQ +1.76% (+$83.5K) YoY NEW(+$4.8M)
Broadcom Inc.(AVGOcusip11135F101)	28.3K	QoQ -3.85% (-1.1K) YoY +759.47% (+25.0K)	All Managers (Combined)	$4.7M	1.0% ($4.7M/$484.1M)	QoQ -30.56% (-$2.1M) YoY +8.56% (+$374.0K)
CATERPILLAR INC(CATcusip149123101)	13.4K	QoQ -56.70% (-17.6K) YoY -53.33% (-15.4K)	All Managers (Combined)	$4.4M	0.9% ($4.4M/$484.1M)	QoQ -60.64% (-$6.8M) YoY -57.99% (-$6.1M)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	36.6K	QoQ +4.06% (+1.4K) YoY +19.05% (+5.9K)	All Managers (Combined)	$4.0M	0.8% ($4.0M/$484.1M)	QoQ +20.59% (+$681.9K) YoY +57.99% (+$1.5M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	16.0K	QoQ +0.48% (+77) YoY +0.50% (+80)	All Managers (Combined)	$4.0M	0.8% ($4.0M/$484.1M)	QoQ +13.65% (+$477.5K) YoY +30.86% (+$937.1K)