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Portfolio (Quarterly) Guide ↗

Blackhawk Capital Partners, LLC

· CIK 0001582561
13F Portfolio $273M AUM 141 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 71 Added 42 Reduced 23 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UCON FIRST TR EXCHNG TRADED FD VI 85,698.0 $2.1M 0.78% +14K +19.1% $24.77 +0.5%
22 JOE ST JOE CO Real Estate 31,534.0 $2.0M 0.73% +1K +3.3% $62.80 +5.6%
23 BBY BEST BUY INC Consumer Cyclical 28,797.0 $1.8M 0.68% +10K +49.5% $64.20 +17.1%
24 XSOE WISDOMTREE TR 45,704.0 $1.8M 0.67% +3K +5.8% $40.10 +20.0%
25 TROW PRICE T ROWE GROUP INC Financial Services 20,232.0 $1.8M 0.67% +4K +28.5% $90.14 +17.6%
26 KMX CARMAX INC Consumer Cyclical 39,118.0 $1.6M 0.60% +10K +32.4% $41.58 +24.8%
27 COIN COINBASE GLOBAL INC Financial Services 8,737.0 $1.5M 0.56% +4K +79.3% $174.61 -9.4%
28 DGRW WISDOMTREE TR 17,063.0 $1.5M 0.55% +824.0 +5.1% $87.84 +7.8%
29 TDIV FIRST TR EXCHANGE TRADED FD 15,599.0 $1.5M 0.54% +868.0 +5.9% $93.66 +22.7%
30 CLX CLOROX CO DEL Consumer Defensive 13,692.0 $1.4M 0.52% +2K +14.8% $103.63 -10.6%
31 WEC WEC ENERGY GROUP INC Utilities 11,332.0 $1.3M 0.48% +2K +16.5% $115.77 -2.4%
32 BLUEROCK PVT REAL ESTATE FD 76,037.0 $1.3M 0.46% +9K +14.0% $16.61
33 ESS ESSEX PPTY TR INC Real Estate 5,111.0 $1.2M 0.45% +338.0 +7.1% $242.00 +15.4%
34 LNT ALLIANT ENERGY CORP Utilities 15,170.0 $1.1M 0.40% +114.0 +0.8% $71.76 +3.9%
35 TCX TUCOWS INC Technology 62,078.0 $1.1M 0.39% +11K +22.5% $17.16 -20.3%
36 NEE NEXTERA ENERGY INC Utilities 10,591.0 $984K 0.36% +89.0 +0.8% $92.88 -6.9%
37 VOO VANGUARD INDEX FDS 1,519.0 $908K 0.33% +9.0 +0.6% $597.55 +13.2%
38 MCD MCDONALDS CORP Consumer Cyclical 2,817.0 $876K 0.32% +94.0 +3.5% $310.82 -12.6%
39 FTA FIRST TR EXCHANGE-TRADED ALP 9,150.0 $845K 0.31% +430.0 +4.9% $92.35 +4.1%
40 SYY SYSCO CORP Consumer Defensive 11,077.0 $790K 0.29% +215.0 +2.0% $71.33 +11.1%
Page 2 of 4  ·  71 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 25.8%
Communication Services 14.8%
Healthcare 12.3%
Industrials 10.3%
Financial Services 9.7%
Consumer Cyclical 8.5%
Consumer Defensive 4.9%
Real Estate 4.5%
Energy 4.2%
Utilities 3.2%