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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 3 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VZ VERIZON COMMUNICATIONS INC Communication Services 44,722.0 $1.9M 0.62% -3K -6.6% $42.34 +18.8%
42 RDDT REDDIT INC Communication Services 10,716.0 $1.9M 0.61% NEW $173.58 -16.7%
43 KKR KKR & CO INC 19,893.0 $1.8M 0.60% NEW $91.78
44 WEC WEC ENERGY GROUP INC Utilities 15,225.0 $1.8M 0.58% +4K +34.4% $116.77 -9.1%
45 QQQ INVESCO QQQ TR Financial Services 2,259.0 $1.7M 0.54% +143.0 +6.8% $736.26 -3.9%
46 TDIV FIRST TR EXCHANGE TRADED FD 13,643.0 $1.6M 0.51% -2K -12.5% $114.88 -0.7%
47 BLUEROCK PVT REAL ESTATE FD 114,728.0 $1.5M 0.49% +39K +50.9% $13.01
48 FRT FEDERAL RLTY INVT TR NEW Real Estate 11,269.0 $1.4M 0.45% -4K -24.6% $123.44 -5.2%
49 TGT TARGET CORP Consumer Defensive 10,587.0 $1.4M 0.45% -2K -15.6% $130.61 +25.4%
50 FSLR FIRST SOLAR INC Energy 5,671.0 $1.3M 0.44% NEW $235.96 -15.4%
51 VOO VANGUARD INDEX FDS 1,816.0 $1.2M 0.41% +297.0 +19.6% $686.81 +1.9%
52 SWK STANLEY BLACK & DECKER INC Industrials 13,101.0 $1.2M 0.40% -6K -31.5% $94.12 +0.4%
53 DGRW WISDOMTREE TR 12,883.0 $1.2M 0.40% -4K -24.5% $95.62 +3.0%
54 KVUE KENVUE INC Consumer Defensive 61,487.0 $1.2M 0.38% -35K -36.2% $19.11 -1.9%
55 ECL ECOLAB INC Basic Materials 4,115.0 $1.1M 0.38% NEW $278.60 +0.6%
56 O REALTY INCOME CORP Real Estate 18,261.0 $1.1M 0.37% -12K -40.3% $61.96 -1.0%
57 CAT CATERPILLAR INC Industrials 1,053.0 $1.1M 0.37% -722.0 -40.7% $1064.90 -26.8%
58 IBM INTERNATIONAL BUSINESS MACHS Technology 3,862.0 $1.1M 0.35% NEW $281.21 -17.7%
59 SJM SMUCKER J M CO Consumer Defensive 9,628.0 $1.1M 0.35% NEW $112.50 +16.8%
60 LNT ALLIANT ENERGY CORP Utilities 14,151.0 $1.1M 0.35% -1K -6.7% $76.29 -11.0%
Page 3 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%