Ryan Kolzow
United Capital Management Of Ks, Inc.
Assets Managed
$660.349M
Holdings
111
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
-53.73%(2Q avg: 20.23%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in United Capital Management Of Ks, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 111 positions.
Assets under management
The assets under management (AUM) of United Capital Management Of Ks, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 660.349M in assets, with a quarterly growth rate of -53.73% and a 2-quarter average growth rate of 20.23%. The portfolio is managed by Ryan Kolzow, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
PLTR Palantir Technologies Inc-a
| 5.34% | $35.206M 240,676 shares@ $146.28 avg price | Decreased -65.01% |
FBTC Fidelity Wise Origin Bitcoin
| 5.04% | $33.278M 563,747 shares@ $59.03 avg price | Decreased -49.51% |
SCHO Schwab Short-term Us Treas
| 4.32% | $28.482M 1.174M shares@ $24.27 avg price | Decreased -47.97% |
IEF Ishares 7-10 Year Treasury B
| 3.75% | $24.742M 259,245 shares@ $95.44 avg price | Decreased -47.81% |
TSLA Tesla Inc
| 3.6% | $23.714M 63,789 shares@ $371.76 avg price | Decreased -51.92% |
IESC Ies Holdings Inc
| 3.21% | $21.196M 44,486 shares@ $476.47 avg price | Decreased -50.86% |
VLO Valero Energy Corp
| 3.19% | $21.06M 85,234 shares@ $247.09 avg price | Decreased -50.07% |
NVDA Nvidia Corp
| 3.07% | $20.235M 116,025 shares@ $174.41 avg price | Decreased -27.63% |
AMZN Amazon.com Inc
| 2.75% | $18.11M 86,956 shares@ $208.27 avg price | Decreased -48.59% |
XBI Spdr S&p Biotech Etf
| 2.74% | $18.074M 141,504 shares@ $127.73 avg price | Decreased -61.99% |
1-10 of 111