United Capital Management of KS, Inc.

CIK 0001753219 · Q1 2026

13F Equity AUM

$660.3M

-7.5% QoQ

Positions

111

+4 QoQ

AUM Rank

#3,658

Top 29%

Skill Alpha (FF)

+1.9%/yr^ns

No Clear Edge

Rank #1,199 · Top 15%

vs S&P -0.5%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 22.0%Top 10: 37.0%Top 20: 59.6%

PLTR5.3%

FBTC5.0%

SCHO4.3%

IEF3.8%

TSLA3.6%

IESC3.2%

VLO3.2%

NVDA3.1%

AMZN2.7%

XBI2.7%

Others (101)63.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology26.2%

Financial Services25.1%

Consumer Cyclical9.2%

Energy8.5%

Industrials8.3%

Utilities6.3%

Communication Services4.1%

Consumer Defensive3.9%

Other8.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 111Median: 0.25%Avg: 0.90%

0–0.5%

62(7.2%)

0.5–1%

14(11.0%)

1–3%

27(50.3%)

3–5%

6(21.1%)

5%+

2(10.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 108Unique: 3vs 20 funds

1.5%Low

111

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

2.2%

2.2%

2.5%

3.2%

2.6%

GEODE CAPITAL MANAGEMENT, LLC

2.5%

VANGUARD CAPITAL MANAGEMENT LLC

2.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New23Increased47Decreased37Exited19

New Positions

STX1.6%

+27K

ASTS1.5%

+119K

EWY1.5%

+80K

WSM1.3%

+48K

MU0.7%

+13K

CRCL0.1%

+7K

KTOS0.1%

+9K

CIEN0.1%

+2K

FIX0.1%

+400

VRT0.1%

+2K

Increased

IBM2.3%

+47K(+290%)

SCHO4.3%

+46K(+4%)

FETH1.6%

+40K(+9%)

NVDA3.1%

+36K(+45%)

VMBS1.6%

+14K(+7%)

IBIT0.1%

+14K(+221%)

HII0.9%

+13K(+443%)

MIGA0.6%

+11K(+57%)

IEF3.8%

+11K(+4%)

ARM2.6%

+11K(+10%)

Decreased

PLTR5.3%

-103,270(-30%)

NEM0.1%

-102,574(-92%)

IWP0.1%

-99,803(-98%)

PANW0.2%

-83,038(-92%)

SCCO0.3%

-54,981(-81%)

XBI2.7%

-44,641(-24%)

MSFT0.1%

-23,018(-90%)

AAPL2.4%

-20,323(-25%)

GDX0.0%

-11,569(-80%)

ALAB0.6%

-7,261(-18%)

Exited

BAC

-149,394

-34,313

-194,013

-40,629

-22,963

-724,975

-9,946

-26,531

-12,463

-3,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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