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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 7 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FDX FEDEX CORP Industrials 1,647.0 $516K 0.17% +755.0 +84.6% $313.13 +3.8%
122 BERKSHIRE HATHAWAY INC DEL 1,019.0 $510K 0.17% -109.0 -9.7% $500.39
123 WCME FIRST TR EXCHANGE-TRADED FD 21,357.0 $419K 0.14% -1K -4.7% $19.62 -3.4%
124 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,417.0 $413K 0.14% $33.29 +31.5%
125 JNJ JOHNSON & JOHNSON Healthcare 1,328.0 $337K 0.11% $254.00 +6.8%
126 MAR MARRIOTT INTL INC NEW Consumer Cyclical 858.0 $318K 0.10% $370.59 -9.7%
127 AMAT APPLIED MATLS INC Technology 424.0 $307K 0.10% NEW $723.00 -38.9%
128 BUFR FIRST TR EXCHNG TRADED FD VI 8,019.0 $293K 0.10% NEW $36.53 +2.1%
129 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 10,492.0 $272K 0.09% $25.95 +31.7%
130 UPS UNITED PARCEL SVCS INC Industrials 2,350.0 $253K 0.08% -29.0 -1.2% $107.50 -4.5%
131 MA MASTERCARD INCORPORATED Financial Services 488.0 $251K 0.08% -127.0 -20.6% $513.83 +13.1%
132 MRK MERCK & CO INC Healthcare 1,611.0 $207K 0.07% NEW $128.50 +16.7%
133 SPY STATE STR SPDR S&P 500 ETF T Financial Services 274.0 $205K 0.07% NEW $746.77 +2.0%
134 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,424.0 $201K 0.07% $45.52 +31.3%
135 CMCT CREATIVE MEDIA & CMNTY TR Real Estate 56,321.0 $183K 0.06% NEW $3.25 +11.7%
136 PRCH PORCH GROUP INC Technology 10,000.0 $150K 0.05% NEW $15.04 +15.4%
137 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 10,340.0 $145K 0.05% $14.07 -2.1%
138 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 10,652.0 $136K 0.04% $12.76 +52.6%
139 UEC URANIUM ENERGY CORP Energy 11,500.0 $123K 0.04% $10.66 +8.7%
140 HTZ HERTZ GLOBAL HLDGS INC Industrials 45,000.0 $102K 0.03% NEW $2.27 -1.1%
Page 7 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%