Blackhawk Capital Partners, LLC
Sector Allocation
- Other30.6%$93.7M
- Technology27.4%$83.7M
- Healthcare8.4%$25.7M
- Financials8.4%$25.6M
- Industrials6.9%$21.2M
- Consumer Discretionary6.0%$18.4M
- Utilities2.8%$8.4M
- Real Estate2.6%$8.0M
- Communication Services2.1%$6.5M
- Consumer Staples2.1%$6.5M
AUM History
13fpro.ai/research/fund/blackhawk-capital-partners-llc-1582561
Conviction and streaks
Diversifying · top 10 = 34.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SCHWAB$16.9M
AAPL
$12.0MNVDA
$11.2MGOOGL
$10.9MMETA
$9.7MTSM
$9.5M- FIRST$8.8M
HROW
$8.6MMSFT
$8.5MAMZN
$8.0MLLY
$7.9M- ISHARES$7.1M
- ISHARES$7.1M
- FIRST$7.0M
- FIRST$6.9M
- FIRST$6.0M
- JANUS$5.5M
AVGO
$5.1MNFLX
$4.7MFIX
$4.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/blackhawk-capital-partners-llc-1582561
Blackhawk Capital Partners, LLC 13F holdings — Q2 2026
$306.1M portfolio (+12.3% QoQ) · 146 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LRG CAP ETF
$16.9M
5.5% of stocks
+1223%This quarter—Since filed—HeldAIQuality—Est. buy— $12.0M
3.9% of stocks
+2%This quarter+5.3%Since filed7+ qtrsHeld$11.2M
3.7% of stocks
+4%This quarter+6.3%Since filed7+ qtrsHeld$10.9M
3.6% of stocks
-1%This quarter-10.6%Since filed7+ qtrsHeld$9.7M
3.2% of stocks
-1%This quarter-2.4%Since filed7+ qtrsHeld$9.5M
3.1% of stocks
-25%This quarter+5.5%Since filed7+ qtrsHeld- 7
FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD
$8.8M
2.9% of stocks
+320%This quarter—Since filed—HeldAIQuality—Est. buy— $8.6M
2.8% of stocks
+18%This quarter-34.9%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$8.5M
2.8% of stocks
+8%This quarter+32.4%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row$8.0M
2.6% of stocks
-4%This quarter-0.4%Since filed7+ qtrsHeld
All holdings — Blackhawk Capital Partners, LLC (Q2 2026)
146 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ELI LILLY & Co | Healthcare | $7.9M | 2.6% | 6,563 | +0.5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - IBOXX INV CP ETFetf/fund | — | $7.1M | 2.3% | 65K | New | — | — | 13F |
| 13 | — | ISHARES TR - JPMORGAN USD EMGetf/fund | — | $7.1M | 2.3% | 73K | New | — | — | 13F |
| 14 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL | — | $7.0M | 2.3% | 172K | New | — | — | 13F |
| 15 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETFpreferred | — | $6.9M | 2.3% | 388K | New | — | — | 13F |
| 16 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETFetf/fund | — | $6.0M | 1.9% | 116K | +2% | — | — | 13F |
| 17 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $5.5M | 1.8% | 109K | +14% | — | — | 13F |
| 18 | Broadcom Inc. | Technology | $5.1M | 1.7% | 13K | +18% | 7+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NETFLIX INC | Communication Services | $4.7M | 1.5% | 65K | +14% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | COMFORT SYSTEMS USA INC | Industrials | $4.5M | 1.5% | 2,288 | -32% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $4.5M | 1.5% | 162K | -7% | — | — | 13F |
| 22 | Interactive Brokers Group, Inc. | Financials | $4.3M | 1.4% | 50K | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | QUANTA SERVICES, INC. | Industrials | $4.0M | 1.3% | 5,507 | +2% | 7+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ABBOTT LABORATORIES | Healthcare | $3.3M | 1.1% | 37K | +26% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | — | $3.3M | 1.1% | 157K | +4% | — | — | 13F |
| 26 | $BA | BOEING CO | Industrials | $3.2M | 1.1% | 15K | +26% | |||
| 27 | $POWL | POWELL INDUSTRIES INC | Technology | $3.2M | 1.0% | 11K | +139% | |||
| 28 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | — | $3.0M | 1.0% | 153K | +18% | |||
| 29 | $ARES | Ares Management Corp | Financials | $3.0M | 1.0% | 27K | New | |||
| 30 | $ASML | ASML HOLDING NV | Technology | $2.9M | 1.0% | 1,475 | -35% | |||
| 31 | $ABBV | AbbVie Inc. | Healthcare | $2.9M | 0.9% | 11K | +6% | |||
| 32 | $APO | Apollo Global Management, Inc. | Financials | $2.7M | 0.9% | 23K | +203% | |||
| 33 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.6M | 0.9% | 6,264 | +5% | |||
| 34 | $SPXC | SPX Technologies, Inc. | Industrials | $2.5M | 0.8% | 10K | New | |||
| 35 | — | WISDOMTREE TR - EM EX ST-OWNED | — | $2.4M | 0.8% | 48K | +6% | |||
| 36 | $KMX | CARMAX INC | Consumer Discretionary | $2.3M | 0.8% | 43K | +10% | |||
| 37 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | — | $2.2M | 0.7% | 89K | +4% | |||
| 38 | $BEN | FRANKLIN TEMPLETON INC | Financials | $2.0M | 0.7% | 60K | -12% | |||
| 39 | $EIX | EDISON INTERNATIONAL | Utilities | $2.0M | 0.7% | 27K | -13% | |||
| 40 | $JOE | ST JOE Co | Real Estate | $2.0M | 0.7% | 32K | — | |||
| 41 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.9M | 0.6% | 45K | -7% | |||
| 42 | $RDDT | Reddit, Inc. | Technology | $1.9M | 0.6% | 11K | New | |||
| 43 | $KKR | KKR & Co. Inc. | Financials | $1.8M | 0.6% | 20K | New | |||
| 44 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.8M | 0.6% | 15K | +34% | |||
| 45 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.7M | 0.5% | 2,259 | +7% | |||
| 46 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $1.6M | 0.5% | 14K | -13% | |||
| 47 | $BPRE | Bluerock Private Real Estate Fund | Other | $1.5M | 0.5% | 115K | +51% | |||
| 48 | $FRT | FEDERAL REALTY INVESTMENT TRUST | Real Estate | $1.4M | 0.5% | 11K | -25% | |||
| 49 | $TGT | TARGET CORP | Consumer Staples | $1.4M | 0.5% | 11K | -16% | |||
| 50 | $FSLR | FIRST SOLAR, INC. | Technology | $1.3M | 0.4% | 5,671 | New | |||
| 51 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.2M | 0.4% | 1,816 | +20% | |||
| 52 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $1.2M | 0.4% | 13K | -31% | |||
| 53 | $WT | WisdomTree, Inc. | Financials | $1.2M | 0.4% | 13K | -24% | |||
| 54 | $KVUE | Kenvue Inc. | Consumer Staples | $1.2M | 0.4% | 61K | -36% | |||
| 55 | $ECL | ECOLAB INC. | Materials | $1.1M | 0.4% | 4,115 | New | |||
| 56 | $O | REALTY INCOME CORP | Real Estate | $1.1M | 0.4% | 18K | -40% | |||
| 57 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.4% | 1,053 | -41% | |||
| 58 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.1M | 0.3% | 3,862 | New | |||
| 59 | $SJM | J M SMUCKER Co | Consumer Staples | $1.1M | 0.3% | 9,628 | New | |||
| 60 | $LNT | ALLIANT ENERGY CORP | Utilities | $1.1M | 0.3% | 14K | -7% | |||
| 61 | $CZR | Caesars Entertainment, Inc. | Consumer Discretionary | $1.1M | 0.3% | 36K | -10% | |||
| 62 | $KMB | KIMBERLY CLARK CORP | Materials | $1.1M | 0.3% | 9,698 | New | |||
| 63 | $TROW | PRICE T ROWE GROUP INC | Financials | $1.1M | 0.3% | 9,327 | -54% | |||
| 64 | $BRO | BROWN & BROWN, INC. | Financials | $1.0M | 0.3% | 16K | New | |||
| 65 | $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Real Estate | $985K | 0.3% | 19K | +57% | |||
| 66 | $GD | GENERAL DYNAMICS CORP | Industrials | $984K | 0.3% | 2,779 | New | |||
| 67 | $ES | EVERSOURCE ENERGY | Utilities | $984K | 0.3% | 14K | New | |||
| 68 | $ERIE | ERIE INDEMNITY CO | Financials | $984K | 0.3% | 4,105 | New | |||
| 69 | $PEP | PEPSICO INC | Consumer Staples | $979K | 0.3% | 7,230 | -41% | |||
| 70 | $MKC | MCCORMICK & CO INC | Consumer Staples | $974K | 0.3% | 19K | New | |||
| 71 | $QCOM | QUALCOMM INC/DE | Technology | $964K | 0.3% | 5,216 | -0.5% | |||
| 72 | $PPG | PPG INDUSTRIES INC | Materials | $954K | 0.3% | 7,862 | -3% | |||
| 73 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $941K | 0.3% | 10K | -2% | |||
| 74 | — | FIRST TR EXCHNG TRADED FD VI - ACTV FCTR LGCP | — | $940K | 0.3% | 22K | +33% | |||
| 75 | $LMT | LOCKHEED MARTIN CORP | Industrials | $927K | 0.3% | 1,819 | New | |||
| 76 | $CTAS | CINTAS CORP | Consumer Discretionary | $925K | 0.3% | 5,440 | New | |||
| 77 | $BIIB | BIOGEN INC. | Healthcare | $922K | 0.3% | 4,266 | +76% | |||
| 78 | $LRCX | LAM RESEARCH CORP | Technology | $917K | 0.3% | 2,116 | +1% | |||
| 79 | $PCG | PG&E Corp | Utilities | $904K | 0.3% | 54K | New | |||
| 80 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $898K | 0.3% | 4,073 | New | |||
| 81 | $VICI | VICI PROPERTIES INC. | Real Estate | $898K | 0.3% | 34K | +105% | |||
| 82 | $NEE | NEXTERA ENERGY INC | Utilities | $895K | 0.3% | 10K | -4% | |||
| 83 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $895K | 0.3% | 3,079 | New | |||
| 84 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $886K | 0.3% | 1,932 | New | |||
| 85 | $TCX | TUCOWS INC /PA/ | Technology | $855K | 0.3% | 63K | +2% | |||
| 86 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $853K | 0.3% | 22K | New | |||
| 87 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $846K | 0.3% | 1,662 | +101% | |||
| 88 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $840K | 0.3% | 4,536 | -2% | |||
| 89 | $USB | US BANCORP \DE\ | Financials | $826K | 0.3% | 14K | +87% | |||
| 90 | $VTR | Ventas, Inc. | Real Estate | $792K | 0.3% | 8,914 | +105% | |||
| 91 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $783K | 0.3% | 23K | -11% | |||
| 92 | $LYB | LyondellBasell Industries N.V. | Materials | $782K | 0.3% | 15K | +68% | |||
| 93 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | — | $776K | 0.3% | 17K | — | |||
| 94 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $774K | 0.3% | 9,049 | New | |||
| 95 | $DOW | DOW INC. | Materials | $764K | 0.3% | 28K | +63% | |||
| 96 | $HSIC | HENRY SCHEIN INC | Healthcare | $760K | 0.3% | 9,101 | +95% | |||
| 97 | $EVRG | Evergy, Inc. | Utilities | $758K | 0.3% | 8,769 | +79% | |||
| 98 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $756K | 0.3% | 7,018 | +73% | |||
| 99 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $748K | 0.2% | 7,726 | -16% | |||
| 100 | $MCD | MCDONALDS CORP | Consumer Discretionary | $747K | 0.2% | 2,765 | -2% | |||
| 101 | $TXT | TEXTRON INC | Industrials | $743K | 0.2% | 8,104 | +102% | |||
| 102 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $728K | 0.2% | 1,751 | -11% | |||
| 103 | $F | FORD MOTOR CO | Consumer Discretionary | $714K | 0.2% | 51K | +9% | |||
| 104 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $702K | 0.2% | 5,267 | +15% | |||
| 105 | $DVN | DEVON ENERGY CORP/DE | Energy | $701K | 0.2% | 17K | +53% | |||
| 106 | $APA | APA Corp | Energy | $687K | 0.2% | 21K | +55% | |||
| 107 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $686K | 0.2% | 4,507 | New | |||
| 108 | $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Financials | $681K | 0.2% | 9,843 | +64% | |||
| 109 | $ROP | ROPER TECHNOLOGIES INC | Technology | $681K | 0.2% | 2,011 | -5% | |||
| 110 | $HST | HOST HOTELS & RESORTS, INC. | Real Estate | $642K | 0.2% | 27K | +16% | |||
| 111 | $GM | General Motors Co | Consumer Discretionary | $634K | 0.2% | 8,220 | +69% | |||
| 112 | $PNR | PENTAIR plc | Industrials | $631K | 0.2% | 8,228 | New | |||
| 113 | $EOG | EOG RESOURCES INC | Energy | $607K | 0.2% | 4,682 | +45% | |||
| 114 | $AIZ | ASSURANT, INC. | Financials | $587K | 0.2% | 2,186 | -2% | |||
| 115 | $JFR | NUVEEN FLOATING RATE INCOME FUND | Other | $580K | 0.2% | 76K | — | |||
| 116 | $AXON | AXON ENTERPRISE, INC. | Industrials | $568K | 0.2% | 1,014 | +0.4% | |||
| 117 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $568K | 0.2% | 4,155 | -72% | |||
| 118 | $GOOG | Alphabet Inc. | Technology | $556K | 0.2% | 1,575 | +15% | |||
| 119 | $V | VISA INC. | Financials | $533K | 0.2% | 1,553 | +6% | |||
| 120 | $SLDE | Slide Insurance Holdings, Inc. | Financials | $532K | 0.2% | 27K | -81% | |||
| 121 | $FDX | FEDEX CORP | Industrials | $516K | 0.2% | 1,647 | +85% | |||
| 122 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $510K | 0.2% | 1,019 | -10% | |||
| 123 | — | FIRST TR EXCHANGE-TRADED FD - WCM DEV WORL ETF | — | $419K | 0.1% | 21K | -5% | |||
| 124 | $IBIT | iShares Bitcoin Trust ETF | Financials | $413K | 0.1% | 12K | — | |||
| 125 | $JNJ | JOHNSON & JOHNSON | Healthcare | $337K | 0.1% | 1,328 | -0.4% | |||
| 126 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $318K | 0.1% | 858 | — | |||
| 127 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $307K | 0.1% | 424 | New | |||
| 128 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $293K | 0.1% | 8,019 | New | |||
| 129 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $272K | 0.1% | 10K | — | |||
| 130 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $253K | 0.1% | 2,350 | -1% | |||
| 131 | $MA | Mastercard Inc | Financials | $251K | 0.1% | 488 | -21% | |||
| 132 | $MRK | Merck & Co., Inc. | Healthcare | $207K | 0.1% | 1,611 | New | |||
| 133 | $SPY | SPDR S&P 500 ETF TRUST | — | $205K | 0.1% | 274 | New | |||
| 134 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $201K | 0.1% | 4,424 | — | |||
| 135 | $CMCT | Creative Media & Community Trust Corp | Real Estate | $183K | 0.1% | 56K | -90% | |||
| 136 | $PRCH | Porch Group, Inc. | Technology | $150K | 0.1% | 10K | New | |||
| 137 | $DLY | DoubleLine Yield Opportunities Fund | Other | $145K | 0.1% | 10K | -0.1% | |||
| 138 | $ETHE | Grayscale Ethereum Staking ETF | Financials | $136K | 0.0% | 11K | — | |||
| 139 | $UEC | URANIUM ENERGY CORP | Materials | $123K | 0.0% | 12K | — | |||
| 140 | $HTZ | HERTZ GLOBAL HOLDINGS, INC | Consumer Discretionary | $102K | 0.0% | 45K | New | |||
| 141 | $TE | T1 Energy Inc. | Technology | $95K | 0.0% | 10K | — | |||
| 142 | $SNAP | Snap Inc | Technology | $93K | 0.0% | 21K | -16% | |||
| 143 | $STLN | Starling Oncology, Inc. | Healthcare | $81K | 0.0% | 15K | New | |||
| 144 | $GSOL | Grayscale Solana Staking ETF | Financials | $56K | 0.0% | 10K | — | |||
| 145 | $CIG | ENERGY CO OF MINAS GERAIS | Utilities | $51K | 0.0% | 24K | — | |||
| 146 | $AIOT | Powerfleet, Inc. | Technology | $48K | 0.0% | 12K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 35 new, 54 added to, 44 trimmed, 30 sold out. Share-count changes; largest moves by dollar size first.
New positions (35)
- ISHARES TR - IBOXX INV CP ETF$7.1M
first bought this quarter
- ISHARES TR - JPMORGAN USD EMG$7.1M
first bought this quarter
- FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL$7.0M
first bought this quarter
- FIRST TR EXCH TRADED FD III - PFD SECS INC ETF$6.9M
first bought this quarter
$ARESAres Management Corp$3.0M
first bought this quarter
$SPXCSPX Technologies, Inc.$2.5M
first bought this quarter
+29 more in the Excel export
Added to (54)
- SCHWAB STRATEGIC TR - US LRG CAP ETF+1223%
now $16.9M
- FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD+320%
now $8.8M
$POWLPOWELL INDUSTRIES INC+139%
now $3.2M · held 4 qtrs
$APOApollo Global Management, Inc.+203%
now $2.7M · held 4 qtrs
$HROWHARROW, INC.+18%
now $8.6M · held 4 qtrs, 4 adds in a row
$AVGOBroadcom Inc.+18%
now $5.1M · held 7+ qtrs, 5 adds in a row
+48 more in the Excel export
Trimmed (44)
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-25%
now $9.5M · held 7+ qtrs
$SLDESlide Insurance Holdings, Inc.-81%
now $532K · held 3 qtrs
$FIXCOMFORT SYSTEMS USA INC-32%
now $4.5M · held 6 qtrs
$CMCTCreative Media & Community Trust Corp-90%
now $183K · held 2 qtrs
$ASMLASML HOLDING NV-35%
now $2.9M · held 7+ qtrs, 3 trims in a row
$XOM.R34088EXXON MOBIL CORP-72%
now $568K · held 7+ qtrs, 6 trims in a row
+38 more in the Excel export
Holdings by quarter
Every 13F Blackhawk Capital Partners, LLC has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow Blackhawk Capital Partners?
Q2 2026 13F filed with the SEC on Jul 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Blackhawk Capital Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.5%
Value-weighted move of the 10 largest stock positions
Turnover
31%
Last quarter; 78% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
78%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Blackhawk Capital Partners, LLC disclosed 146 positions worth $306.1M in its Form 13F-HR for Q2 2026, followed by $AAPL and $NVDA. During the quarter the fund opened 35 new positions and exited 30. The portfolio is most concentrated in Other (30.6% of disclosed assets). All figures are sourced directly from Blackhawk Capital Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1582561.
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AI-Powered Hedge Fund Analysis: Blackhawk Capital Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Blackhawk Capital Partners, LLC (SEC CIK: 1582561), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Blackhawk Capital Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.