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 1 of 2 · 31 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SCHO	SCHWAB STRATEGIC TR	—	1,241,367	$30.1M	11.05%	SOLD
2	VGSH	VANGUARD SCOTTSDALE FDS	—	247,517	$14.5M	5.32%	SOLD
3	SYK	STRYKER CORPORATION	Healthcare	7,785	$2.6M	0.94%	SOLD
4	CVX	CHEVRON CORP NEW	Energy	10,853	$2.2M	0.82%	SOLD
5	APH	AMPHENOL CORP NEW	Technology	14,731	$1.9M	0.68%	SOLD
6	BBY	BEST BUY INC	Consumer Cyclical	28,797	$1.8M	0.68%	SOLD
7	COIN	COINBASE GLOBAL INC	Financial Services	8,737	$1.5M	0.56%	SOLD
8	CLX	CLOROX CO DEL	Consumer Defensive	13,692	$1.4M	0.52%	SOLD
9	ESS	ESSEX PPTY TR INC	Real Estate	5,111	$1.2M	0.45%	SOLD
10	ACN	ACCENTURE PLC IRELAND	Technology	5,383	$1.1M	0.39%	SOLD
11	KO	COCA COLA CO	Consumer Defensive	13,670	$1.0M	0.38%	SOLD
12	MDT	MEDTRONIC PLC	Healthcare	10,379	$899K	0.33%	SOLD
13	SYY	SYSCO CORP	Consumer Defensive	11,077	$790K	0.29%	SOLD
14	CHTR	CHARTER COMMUNICATIONS INC N	Communication Services	3,521	$760K	0.28%	SOLD
15	VBIL	VANGUARD INSTL INDEX FD	—	9,870	$747K	0.27%	SOLD
16	MOH	MOLINA HEALTHCARE INC	Healthcare	5,351	$713K	0.26%	SOLD
17	AOS	SMITH A O CORP	Industrials	9,710	$640K	0.23%	SOLD
18	NUE	NUCOR CORP	Basic Materials	3,481	$589K	0.22%	SOLD
19	CSX	CSX CORP	Industrials	14,339	$589K	0.22%	SOLD
20	LIN	LINDE PLC	Basic Materials	1,083	$537K	0.20%	SOLD

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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%