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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,018.0 $756K 0.25% +3K +72.9% $107.78 +1.5%
42 TXT TEXTRON INC Industrials 8,104.0 $743K 0.24% +4K +102.5% $91.73 -13.1%
43 F FORD MTR CO Consumer Cyclical 51,399.0 $714K 0.23% +4K +8.9% $13.90 -0.4%
44 AIRR FIRST TR EXCHANGE TRADED FD 5,267.0 $702K 0.23% +681.0 +14.8% $133.25 -20.4%
45 DVN DEVON ENERGY CORP NEW Energy 16,975.0 $701K 0.23% +6K +53.4% $41.32 +18.7%
46 APA APA CORPORATION Energy 21,100.0 $687K 0.22% +8K +55.1% $32.57 +36.0%
47 ZION ZIONS BANCORPORATION NATL AS Financial Services 9,843.0 $681K 0.22% +4K +63.6% $69.19 -4.1%
48 HST HOST HOTELS & RESORTS INC Real Estate 27,096.0 $642K 0.21% +4K +16.1% $23.71 -8.7%
49 GM GENERAL MTRS CO Consumer Cyclical 8,220.0 $634K 0.21% +3K +68.9% $77.08 +11.1%
50 EOG EOG RES INC Energy 4,682.0 $607K 0.20% +1K +45.4% $129.73 +14.4%
51 GOOG ALPHABET INC 1,575.0 $556K 0.18% +200.0 +14.6% $353.26
52 V VISA INC Financial Services 1,553.0 $533K 0.17% +82.0 +5.6% $343.18 +8.6%
53 FDX FEDEX CORP Industrials 1,647.0 $516K 0.17% +755.0 +84.6% $313.13 +3.8%
Page 3 of 3  ·  53 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%