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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 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ZION ZIONS BANCORPORATION N A Financial Services 6,018.0 $347K 0.13% +874.0 +17.0% $57.62 +16.5%
122 HSIC HENRY SCHEIN INC Healthcare 4,665.0 $344K 0.13% +374.0 +8.7% $73.70 +8.7%
123 JNJ JOHNSON & JOHNSON Healthcare 1,333.0 $326K 0.12% -11.0 -0.8% $244.46 -2.2%
124 FDX FEDEX CORP Industrials 892.0 $318K 0.12% -21.0 -2.3% $356.18 -10.9%
125 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 10,492.0 $315K 0.12% +2K +29.7% $29.99 -8.1%
126 MA MASTERCARD INCORPORATED Financial Services 615.0 $307K 0.11% +10.0 +1.6% $499.80 -2.3%
127 MAR MARRIOTT INTL INC NEW Consumer Cyclical 858.0 $281K 0.10% +36.0 +4.4% $327.07 +18.3%
128 FOUR SHIFT4 PMTS INC Technology 6,328.0 $277K 0.10% -8K -55.4% $43.73 -11.6%
129 UPS UNITED PARCEL SERVICE INC Industrials 2,379.0 $234K 0.09% +59.0 +2.5% $98.38 +7.6%
130 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,424.0 $233K 0.09% $52.76 -8.4%
131 PPTA PERPETUA RESOURCES CORP Basic Materials 7,990.0 $225K 0.08% -3K -28.8% $28.12 -20.6%
132 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 10,652.0 $182K 0.07% -4K -27.2% $17.07 -21.3%
133 NU NU HLDGS LTD Financial Services 11,467.0 $165K 0.06% -2K -15.8% $14.37 -12.4%
134 UEC URANIUM ENERGY CORP Energy 11,500.0 $155K 0.06% $13.50 -16.0%
135 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 10,350.0 $144K 0.05% -2K -17.1% $13.92 -1.2%
136 SNAP SNAP INC Communication Services 25,000.0 $115K 0.04% NEW $4.60 -3.0%
137 GSOL GRAYSCALE SOLANA TR ETF Financial Services 10,158.0 $62K 0.02% NEW $6.13 -15.7%
138 CIG CIA ENERGETICA DE MINAS GERA Utilities 24,337.0 $58K 0.02% $2.39 -12.1%
139 TE T1 ENERGY INC Industrials 10,000.0 $44K 0.02% NEW $4.39 +110.5%
140 AIOT POWERFLEET INC Technology 12,448.0 $38K 0.01% -450.0 -3.5% $3.08 +25.0%
Page 7 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%