SEC 13F Intelligence

Managers / Q1 2024 · view latest →

United Capital Management of KS, Inc.

CIK 0001753219 · 227 N. SANTA FE AVE., SALINA, KS, 67401 · (785)823-7900

Reported Value
$437M
Q1 2024
Positions
80
Filings on Record
31
2019–present window
Filed
Apr 19, 2024
original filing

Summary

United Capital Management Of Ks, Inc. reported $437M in U.S.-listed holdings across 80 positions for Q1 2024.

Its largest position, SCHO, represents 6.7% of the portfolio.

Compared with Q4 2023, the fund opened 9 new positions and exited 5.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $108MQ4 ’18Q1 ’19: $128MQ2 ’19: $132MQ3 ’19: $137MQ4 ’19: $158MQ4 ’19Q1 ’20: $119MQ2 ’20: $171MQ3 ’20: $191MQ4 ’20: $219MQ4 ’20Q1 ’21: $218MQ2 ’21: $245MQ3 ’21: $244MQ4 ’21: $268MQ4 ’21Q1 ’22: $258MQ2 ’22: $213MQ3 ’22: $214MQ4 ’22: $242.3BQ4 ’22Q1 ’23: $268MQ2 ’23: $312MQ3 ’23: $294MQ4 ’23: $331MQ4 ’23Q1 ’24: $437MQ2 ’24: $454MQ3 ’24: $460MQ4 ’24: $550MQ4 ’24Q1 ’25: $484MQ2 ’25: $638MQ3 ’25: $735MQ4 ’25: $1.4BQ4 ’25Q1 ’26: $660Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 78.5%ETP: 20.3%Closed-End Fund: 0.9%ADR: 0.3%Other: 0.0%
  • Common Stock · 78.5% · $343M
  • ETP · 20.3% · $89M
  • Closed-End Fund · 0.9% · $4M
  • ADR · 0.3% · $1M
  • Other · 0.0% · $7,587

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$660M111May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025REVEALED$1.4B213Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$735M117Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$638M108Aug 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$484M92May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$550M88Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$460M83Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$454M74Jul 31, 202413F-HRchanges · EDGAR ↗
Q1 2024$437M80Apr 19, 202413F-HRchanges · EDGAR ↗
Q4 2023$331M76Jan 25, 202413F-HRchanges · EDGAR ↗
Q3 2023$294M73Nov 3, 202313F-HRchanges · EDGAR ↗
Q2 2023$312M79Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$268M83Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022$242.3B84Jan 31, 202313F-HRchanges · EDGAR ↗
Q3 2022$214M86Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$213M85Aug 4, 202213F-HRchanges · EDGAR ↗
Q1 2022$258M91Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$268M91Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$244M92Oct 27, 202113F-HRchanges · EDGAR ↗
Q2 2021$245M94Jul 26, 202113F-HRchanges · EDGAR ↗
Q1 2021$218M89Apr 27, 202113F-HRchanges · EDGAR ↗
Q4 2020$219M93Jan 21, 202113F-HRchanges · EDGAR ↗
Q3 2020$191M88Oct 19, 202013F-HRchanges · EDGAR ↗
Q2 2020$171M83Jul 17, 202013F-HRchanges · EDGAR ↗
Q1 2020$119M70May 4, 202013F-HRchanges · EDGAR ↗
Q4 2019$158M111Jan 24, 202013F-HRchanges · EDGAR ↗
Q3 2019$137M105Oct 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$132M105Jul 25, 201913F-HRchanges · EDGAR ↗
Q1 2019$128M104May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$108M102Jan 10, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.