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Portfolio (Quarterly) Guide ↗

Blackhawk Capital Partners, LLC

· CIK 0001582561
13F Portfolio $306M AUM 146 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 53 Added 40 Reduced 31 Exited
Page 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHX SCHWAB STRATEGIC TR 575,233.0 $16.9M 5.53% +532K +1223.3% $29.43 +2.0%
2 AAPL APPLE INC Technology 41,342.0 $12.0M 3.91% +739.0 +1.8% $289.36 +12.4%
3 NVDA NVIDIA CORPORATION Technology 56,204.0 $11.2M 3.67% +2K +4.2% $200.09 +8.7%
4 FTSL FIRST TR EXCHANGE-TRADED FD 197,172.0 $8.8M 2.88% +150K +319.7% $44.75 +0.3%
5 HROW HARROW INC Healthcare 203,241.0 $8.6M 2.82% +31K +17.9% $42.47 -13.0%
6 MSFT MICROSOFT CORP Technology 22,914.0 $8.5M 2.79% +2K +7.9% $373.01 +34.3%
7 LLY ELI LILLY & CO Healthcare 6,563.0 $7.9M 2.57% +35.0 +0.5% $1199.45 -3.3%
8 FMB FIRST TR EXCH TRADED FD III 115,918.0 $6.0M 1.95% +2K +1.6% $51.37 -3.1%
9 JAAA JANUS DETROIT STR TR 109,367.0 $5.5M 1.80% +13K +13.7% $50.49 +0.1%
10 AVGO BROADCOM INC Technology 13,430.0 $5.1M 1.66% +2K +17.8% $377.74 -2.1%
11 NFLX NETFLIX INC. Communication Services 65,180.0 $4.7M 1.52% +8K +14.3% $71.40 +13.2%
12 PWR QUANTA SVCS INC Industrials 5,507.0 $4.0M 1.29% +113.0 +2.1% $720.04 -15.1%
13 ABT ABBOTT LABORATORIES Healthcare 36,753.0 $3.3M 1.09% +8K +26.3% $90.74 +20.0%
14 FTCB FIRST TR EXCHANGE-TRADED FD 156,745.0 $3.3M 1.07% +6K +4.2% $20.86 -2.1%
15 BA BOEING CO Industrials 14,861.0 $3.2M 1.05% +3K +26.3% $216.47 -5.0%
16 POWL POWELL INDS INC Industrials 11,104.0 $3.2M 1.04% +6K +138.5% $286.36 -39.9%
17 WCMI FIRST TR EXCHANGE-TRADED FD 152,992.0 $3.0M 0.98% +23K +17.6% $19.57 -0.4%
18 ABBV ABBVIE INC Healthcare 11,393.0 $2.9M 0.94% +600.0 +5.6% $251.64 +3.3%
19 APOS APOLLO GLOBAL MGMT INC 23,192.0 $2.7M 0.90% +16K +203.2% $118.31
20 TSLA TESLA INC Consumer Cyclical 6,264.0 $2.6M 0.86% +275.0 +4.6% $420.60 -15.3%
Page 1 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.7%
Communication Services 14.0%
Industrials 13.4%
Healthcare 12.4%
Financial Services 10.5%
Consumer Cyclical 8.7%
Utilities 4.1%
Real Estate 3.8%
Consumer Defensive 3.7%
Energy 1.9%