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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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:3.9K

Value:$654.2K

% of Portfolio:0.1% ($654.2K/$484.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$620.5K

% of Portfolio:0.1% ($620.5K/$484.1M)

33739Q408

Shares:10.2K

Value:$607.7K

% of Portfolio:0.1% ($607.7K/$484.1M)

Meta Platforms, Inc.

META|30303M102

Shares:1.0K

Value:$599.4K

% of Portfolio:0.1% ($599.4K/$484.1M)

464287721

Shares:4.2K

Value:$589.0K

% of Portfolio:0.1% ($589.0K/$484.1M)

SOUTHERN CO

SO|842587107

Shares:6.0K

Value:$551.5K

% of Portfolio:0.1% ($551.5K/$484.1M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:4.0K

Value:$539.8K

% of Portfolio:0.1% ($539.8K/$484.1M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:8.9K

Value:$534.5K

% of Portfolio:0.1% ($534.5K/$484.1M)

Red Cat Holdings, Inc.

RCAT|75644T100

Shares:85.7K

Value:$503.6K

% of Portfolio:0.1% ($503.6K/$484.1M)

Tempus AI, Inc.

TEM|88023B103

Shares:10.0K

Value:$482.4K

% of Portfolio:0.1% ($482.4K/$484.1M)

NETFLIX INC

NFLX|64110L106

Shares:467

Value:$435.5K

% of Portfolio:0.1% ($435.5K/$484.1M)

EQT Corp

EQT|26884L109

Shares:8.0K

Value:$427.4K

% of Portfolio:0.1% ($427.4K/$484.1M)

MARA Holdings, Inc.

MARA|565788106

Shares:36.0K

Value:$414.3K

% of Portfolio:0.1% ($414.3K/$484.1M)

92206C680

VONG|92206C680

Shares:4.4K

Value:$404.6K

% of Portfolio:0.1% ($404.6K/$484.1M)

74348A467

Shares:3.6K

Value:$372.1K

% of Portfolio:0.1% ($372.1K/$484.1M)

CUMMINS INC

CMI|231021106

Shares:1.1K

Value:$347.6K

% of Portfolio:0.1% ($347.6K/$484.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.2K

Value:$338.6K

% of Portfolio:0.1% ($338.6K/$484.1M)

Hims & Hers Health, Inc.

HIMS|433000106

Shares:10.8K

Value:$317.8K

% of Portfolio:0.1% ($317.8K/$484.1M)

74349Y704

Shares:8.6K

Value:$286.8K

% of Portfolio:0.1% ($286.8K/$484.1M)

74347G440

Shares:15.4K

Value:$282.5K

% of Portfolio:0.1% ($282.5K/$484.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	3.9K	QoQ +2.63% (-101) YoY +25.70% (+806)	All Managers (Combined)	$654.2K	0.1% ($654.2K/$484.1M)	QoQ -13.73% (-$104.2K) YoY +53.38% (+$227.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ +1.30% (+15) YoY +0.25% (+3)	All Managers (Combined)	$620.5K	0.1% ($620.5K/$484.1M)	QoQ +19.02% (+$99.2K) YoY +26.97% (+$131.8K)
(cusip33739Q408)✕	10.2K	QoQ +14.29% (+1.3K) YoY +36.96% (+2.7K)	All Managers (Combined)	$607.7K	0.1% ($607.7K/$484.1M)	QoQ +14.42% (+$76.6K) YoY +37.46% (+$165.6K)
Meta Platforms, Inc.(METAcusip30303M102)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$599.4K	0.1% ($599.4K/$484.1M)	QoQ NEW(+$599.4K) YoY NEW(+$599.4K)
(cusip464287721)✕	4.2K	QoQ -1.80% (-77) YoY -6.52% (-293)	All Managers (Combined)	$589.0K	0.1% ($589.0K/$484.1M)	QoQ -13.54% (-$92.3K) YoY -2.80% (-$17.0K)
SOUTHERN CO(SOcusip842587107)	6.0K	QoQ +4.98% (+285) YoY +11.09% (+599)	All Managers (Combined)	$551.5K	0.1% ($551.5K/$484.1M)	QoQ +17.26% (+$81.2K) YoY +42.40% (+$164.2K)
Leidos Holdings, Inc.(LDOScusip525327102)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$539.8K	0.1% ($539.8K/$484.1M)	QoQ NEW(+$539.8K) YoY NEW(+$539.8K)
ALTRIA GROUP, INC.(MOcusip02209S103)	8.9K	QoQ +0.13% (+12) YoY NEW(+8.9K)	All Managers (Combined)	$534.5K	0.1% ($534.5K/$484.1M)	QoQ +14.93% (+$69.5K) YoY NEW(+$534.5K)
Red Cat Holdings, Inc.(RCATcusip75644T100)	85.7K	QoQ +87.62% (-40.0K) YoY NEW(+85.7K)	All Managers (Combined)	$503.6K	0.1% ($503.6K/$484.1M)	QoQ -14.14% (-$83.0K) YoY NEW(+$503.6K)
Tempus AI, Inc.(TEMcusip88023B103)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$482.4K	0.1% ($482.4K/$484.1M)	QoQ NEW(+$482.4K) YoY NEW(+$482.4K)
NETFLIX INC(NFLXcusip64110L106)	467	QoQ -7.52% (-38) YoY -44.66% (-377)	All Managers (Combined)	$435.5K	0.1% ($435.5K/$484.1M)	QoQ -3.24% (-$14.6K) YoY -15.04% (-$77.1K)
EQT Corp(EQTcusip26884L109)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$427.4K	0.1% ($427.4K/$484.1M)	QoQ NEW(+$427.4K) YoY NEW(+$427.4K)
MARA Holdings, Inc.(MARAcusip565788106)	36.0K	QoQ +11.10% (-3.6K) YoY +88.74% (-16.9K)	All Managers (Combined)	$414.3K	0.1% ($414.3K/$484.1M)	QoQ -23.81% (-$129.5K) YoY -3.87% (-$16.7K)
(VONGcusip92206C680)	4.4K	QoQ 0.00% (-0) YoY -6.43% (-300)	All Managers (Combined)	$404.6K	0.1% ($404.6K/$484.1M)	QoQ -10.17% (-$45.8K) YoY +0.16% (-$682)
(cusip74348A467)✕	3.6K	QoQ -20.89% (-962) YoY -31.68% (-1.7K)	All Managers (Combined)	$372.1K	0.1% ($372.1K/$484.1M)	QoQ -18.80% (-$86.2K) YoY -31.16% (-$168.5K)
CUMMINS INC(CMIcusip231021106)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$347.6K	0.1% ($347.6K/$484.1M)	QoQ NEW(+$347.6K) YoY NEW(+$347.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.2K	QoQ +0.42% (+5) YoY NEW(+1.2K)	All Managers (Combined)	$338.6K	0.1% ($338.6K/$484.1M)	QoQ +19.51% (+$55.3K) YoY NEW(+$338.6K)
Hims & Hers Health, Inc.(HIMScusip433000106)	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$317.8K	0.1% ($317.8K/$484.1M)	QoQ NEW(+$317.8K) YoY NEW(+$317.8K)
(cusip74349Y704)✕	8.6K	QoQ +19.33% (-1.4K) YoY NEW(+8.6K)	All Managers (Combined)	$286.8K	0.1% ($286.8K/$484.1M)	QoQ -19.64% (-$70.1K) YoY NEW(+$286.8K)
(cusip74347G440)✕	15.4K	QoQ +5.72% (-835) YoY -96.23% (-394.1K)	All Managers (Combined)	$282.5K	0.1% ($282.5K/$484.1M)	QoQ -14.97% (-$49.8K) YoY -97.86% (-$12.9M)