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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 2 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHF SCHWAB STRATEGIC TR 161,592.0 $4.5M 1.46% -13K -7.2% $27.70 +0.9%
22 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 49,678.0 $4.3M 1.41% -2K -3.3% $87.04 +3.8%
23 PWR QUANTA SVCS INC Industrials 5,507.0 $4.0M 1.29% +113.0 +2.1% $720.04 -15.1%
24 ABT ABBOTT LABORATORIES Healthcare 36,753.0 $3.3M 1.09% +8K +26.3% $90.74 +20.0%
25 FTCB FIRST TR EXCHANGE-TRADED FD 156,745.0 $3.3M 1.07% +6K +4.2% $20.86 -2.1%
26 BA BOEING CO Industrials 14,861.0 $3.2M 1.05% +3K +26.3% $216.47 -5.0%
27 POWL POWELL INDS INC Industrials 11,104.0 $3.2M 1.04% +6K +138.5% $286.36 -39.9%
28 WCMI FIRST TR EXCHANGE-TRADED FD 152,992.0 $3.0M 0.98% +23K +17.6% $19.57 -0.4%
29 ARES ARES MANAGEMENT CORPORATION Financial Services 26,692.0 $3.0M 0.97% NEW $111.31 +25.0%
30 ASML ASML HLDG NV Technology 1,475.0 $2.9M 0.96% -799.0 -35.1% $1989.44 -16.3%
31 ABBV ABBVIE INC Healthcare 11,393.0 $2.9M 0.94% +600.0 +5.6% $251.64 +3.3%
32 APOS APOLLO GLOBAL MGMT INC 23,192.0 $2.7M 0.90% +16K +203.2% $118.31
33 TSLA TESLA INC Consumer Cyclical 6,264.0 $2.6M 0.86% +275.0 +4.6% $420.60 -15.3%
34 SPXC SPX TECHNOLOGIES INC Industrials 10,311.0 $2.5M 0.83% NEW $245.17 -21.6%
35 XSOE WISDOMTREE TR 48,293.0 $2.4M 0.78% +3K +5.7% $49.18 -3.7%
36 KMX CARMAX INC Consumer Cyclical 43,152.0 $2.3M 0.75% +4K +10.3% $52.89 +15.3%
37 UCON FIRST TR EXCHNG TRADED FD VI 89,113.0 $2.2M 0.72% +3K +4.0% $24.88 -1.5%
38 BEN FRANKLIN RESOURCES INC Financial Services 60,118.0 $2.0M 0.65% -8K -11.6% $33.27 -0.5%
39 EIX EDISON INTL Utilities 26,630.0 $2.0M 0.65% -4K -13.0% $74.45 -21.0%
40 JOE ST JOE CO Real Estate 31,534.0 $2.0M 0.65% $62.63 +3.9%
Page 2 of 8  ·  146 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%