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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 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABT ABBOTT LABS Healthcare 29,091.0 $3.0M 1.10% +2K +8.7% $102.67 -12.0%
22 PWR QUANTA SVCS INC Industrials 5,394.0 $3.0M 1.09% +213.0 +4.1% $549.02 +29.0%
23 SLDE SLIDE INS HLDGS INC Financial Services 148,222.0 $2.7M 0.98% +55K +58.6% $18.00 -2.6%
24 SYK STRYKER CORPORATION Healthcare 7,785.0 $2.6M 0.94% NEW $328.59 -6.2%
25 XOM EXXON MOBIL CORP Energy 14,931.0 $2.5M 0.93% -3K -18.5% $169.66 -17.6%
26 POWL POWELL INDS INC Industrials 4,655.0 $2.5M 0.92% +314.0 +7.2% $541.08 -45.3%
27 VZ VERIZON COMMUNICATIONS INC Communication Services 47,870.0 $2.4M 0.88% -11K -19.2% $50.20 -7.5%
28 ABBV ABBVIE INC Healthcare 10,793.0 $2.3M 0.86% -118.0 -1.1% $217.49 +7.6%
29 BA BOEING CO Industrials 11,768.0 $2.3M 0.86% NEW $199.03 +9.8%
30 CVX CHEVRON CORP NEW Energy 10,853.0 $2.2M 0.82% -728.0 -6.3% $206.90 -15.0%
31 EIX EDISON INTL Utilities 30,622.0 $2.2M 0.82% -9K -23.7% $73.18 -0.6%
32 TSLA TESLA INC Consumer Cyclical 5,989.0 $2.2M 0.82% -165.0 -2.7% $371.75 +3.0%
33 WCMI FIRST TR EXCHANGE-TRADED FD 130,150.0 $2.2M 0.80% +26K +24.4% $16.77 +15.4%
34 UCON FIRST TR EXCHNG TRADED FD VI 85,698.0 $2.1M 0.78% +14K +19.1% $24.77 +0.5%
35 FTSL FIRST TR EXCHANGE-TRADED FD 46,978.0 $2.1M 0.77% -116K -71.2% $44.80 +0.4%
36 JOE ST JOE CO Real Estate 31,534.0 $2.0M 0.73% +1K +3.3% $62.80 +5.7%
37 PEP PEPSICO INC Consumer Defensive 12,280.0 $1.9M 0.70% -78.0 -0.6% $155.29 -8.9%
38 O REALTY INCOME CORP Real Estate 30,576.0 $1.9M 0.69% -940.0 -3.0% $61.18 +0.7%
39 APH AMPHENOL CORP NEW Technology 14,731.0 $1.9M 0.68% NEW $126.35 +26.4%
40 BBY BEST BUY INC Consumer Cyclical 28,797.0 $1.8M 0.68% +10K +49.5% $64.20 +14.7%
Page 2 of 8  ·  141 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%