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:

Search and click to pin securities to the top

Page 3 of 5

Sort by:

Baker Hughes Co

BKR|05722G100

Shares:88.6K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$484.1M)

Fortinet, Inc.

FTNT|34959E109

Shares:39.8K

Value:$3.8M

% of Portfolio:0.8% ($3.8M/$484.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:6.9K

Value:$3.3M

% of Portfolio:0.7% ($3.3M/$484.1M)

VISA INC.

V|92826C839

Shares:9.0K

Value:$3.2M

% of Portfolio:0.7% ($3.2M/$484.1M)

NRG ENERGY, INC.

NRG|629377508

Shares:33.0K

Value:$3.2M

% of Portfolio:0.7% ($3.2M/$484.1M)

464287200

IVV|464287200

Shares:4.6K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$484.1M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:17.4K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$484.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:10.6K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$484.1M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:12.4K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$484.1M)

Marvell Technology, Inc.

MRVL|573874104

Shares:31.8K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$484.1M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:6.6K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$484.1M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:7.4K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$484.1M)

AMEREN CORP

AEE|023608102

Shares:16.8K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$484.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:9.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$484.1M)

Uber Technologies, Inc

UBER|90353T100

Shares:20.1K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$484.1M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:16.3K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$484.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:20.8K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$484.1M)

33739P855

Shares:63.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$484.1M)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:2.3K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$484.1M)

Lemonade, Inc.

LMND|52567D107

Shares:21.9K

Value:$689.0K

% of Portfolio:0.1% ($689.0K/$484.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Baker Hughes Co(BKRcusip05722G100)	88.6K	QoQ NEW(+88.6K) YoY NEW(+88.6K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$484.1M)	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
Fortinet, Inc.(FTNTcusip34959E109)	39.8K	QoQ +3.49% (+1.3K) YoY -2.66% (-1.1K)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$484.1M)	QoQ +5.44% (+$198.0K) YoY +37.15% (-$1.0M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	6.9K	QoQ -6.29% (-466) YoY -27.72% (-2.7K)	All Managers (Combined)	$3.3M	0.7% ($3.3M/$484.1M)	QoQ -14.04% (-$531.3K) YoY -23.66% (-$1.0M)
VISA INC.(Vcusip92826C839)	9.0K	QoQ -62.29% (-14.9K) YoY -58.90% (-13.0K)	All Managers (Combined)	$3.2M	0.7% ($3.2M/$484.1M)	QoQ -58.18% (-$4.4M) YoY -48.39% (-$3.0M)
NRG ENERGY, INC.(NRGcusip629377508)	33.0K	QoQ -9.50% (-3.5K) YoY -23.01% (-9.9K)	All Managers (Combined)	$3.2M	0.7% ($3.2M/$484.1M)	QoQ -4.24% (-$139.7K) YoY +8.56% (-$248.5K)
(IVVcusip464287200)	4.6K	QoQ -4.20% (-202) YoY -30.87% (-2.1K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$484.1M)	QoQ -8.56% (-$242.1K) YoY -26.12% (-$914.2K)
KIMBERLY CLARK CORP(KMBcusip494368103)	17.4K	QoQ -44.31% (-13.8K) YoY NEW(+17.4K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$484.1M)	QoQ -39.56% (-$1.6M) YoY NEW(+$2.5M)
LOWES COMPANIES INC(LOWcusip548661107)	10.6K	QoQ -66.29% (-20.8K) YoY -62.18% (-17.4K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$484.1M)	QoQ -68.14% (-$5.3M) YoY -65.37% (-$4.7M)
Coinbase Global, Inc.(COINcusip19260Q107)	12.4K	QoQ +4.53% (-537) YoY +18.41% (-1.9K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$484.1M)	QoQ -27.49% (-$808.9K) YoY -23.07% (-$639.9K)
Marvell Technology, Inc.(MRVLcusip573874104)	31.8K	QoQ -5.44% (-1.8K) YoY -4.95% (-1.7K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$484.1M)	QoQ -47.29% (-$1.8M) YoY -17.44% (-$413.6K)
GENERAL DYNAMICS CORP(GDcusip369550108)	6.6K	QoQ -66.85% (-13.4K) YoY -70.39% (-15.8K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$484.1M)	QoQ -65.71% (-$3.5M) YoY -71.43% (-$4.5M)
WASTE MANAGEMENT INC(WMcusip94106L109)	7.4K	QoQ +0.50% (+37) YoY +1.50% (+110)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$484.1M)	QoQ +15.30% (+$227.4K) YoY +10.25% (+$159.3K)
AMEREN CORP(AEEcusip023608102)	16.8K	QoQ -0.86% (-147) YoY +1.26% (+211)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$484.1M)	QoQ +11.65% (-$176.6K) YoY +37.46% (+$461.0K)
QUALCOMM INC/DE(QCOMcusip747525103)	9.9K	QoQ +3.48% (+333) YoY +5.61% (-526)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$484.1M)	QoQ +3.47% (+$51.0K) YoY -4.17% (-$66.1K)
Uber Technologies, Inc(UBERcusip90353T100)	20.1K	QoQ NEW(+20.1K) YoY NEW(+20.1K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$484.1M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
MICRON TECHNOLOGY INC(MUcusip595112103)	16.3K	QoQ +14.41% (+2.1K) YoY NEW(+16.3K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$484.1M)	QoQ +18.12% (+$217.8K) YoY NEW(+$1.4M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	20.8K	QoQ +0.31% (+65) YoY +9.28% (+1.8K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$484.1M)	QoQ +4.56% (+$56.0K) YoY +35.11% (+$332.9K)
(cusip33739P855)✕	63.5K	QoQ +1.48% (+927) YoY -7.23% (-5.0K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$484.1M)	QoQ +1.48% (+$17.3K) YoY -4.78% (-$59.8K)
DOMINOS PIZZA INC(DPZcusip25754A201)	2.3K	QoQ +2.90% (+64) YoY +8.82% (+184)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$484.1M)	QoQ +12.60% (+$116.7K) YoY +0.62% (+$6.5K)
Lemonade, Inc.(LMNDcusip52567D107)	21.9K	QoQ NEW(+21.9K) YoY NEW(+21.9K)	All Managers (Combined)	$689.0K	0.1% ($689.0K/$484.1M)	QoQ NEW(+$689.0K) YoY NEW(+$689.0K)