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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 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LQD ISHARES TR 65,035.0 $7.1M 2.32% NEW $109.07 -3.5%
2 EMB ISHARES TR 73,221.0 $7.1M 2.31% NEW $96.44 -2.4%
3 HYLS FIRST TR EXCHANGE-TRADED FD 171,989.0 $7.0M 2.28% NEW $40.65 -0.5%
4 FPE FIRST TR EXCH TRADED FD III 387,592.0 $6.9M 2.26% NEW $17.88 -1.6%
5 ARES ARES MANAGEMENT CORPORATION Financial Services 26,692.0 $3.0M 0.97% NEW $111.31 +25.0%
6 SPXC SPX TECHNOLOGIES INC Industrials 10,311.0 $2.5M 0.83% NEW $245.17 -21.6%
7 RDDT REDDIT INC Communication Services 10,716.0 $1.9M 0.61% NEW $173.58 -16.7%
8 KKR KKR & CO INC 19,893.0 $1.8M 0.60% NEW $91.78
9 FSLR FIRST SOLAR INC Energy 5,671.0 $1.3M 0.44% NEW $235.96 -15.4%
10 ECL ECOLAB INC Basic Materials 4,115.0 $1.1M 0.38% NEW $278.60 +0.6%
11 IBM INTERNATIONAL BUSINESS MACHS Technology 3,862.0 $1.1M 0.35% NEW $281.21 -17.7%
12 SJM SMUCKER J M CO Consumer Defensive 9,628.0 $1.1M 0.35% NEW $112.50 +16.8%
13 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,698.0 $1.1M 0.35% NEW $109.77 -2.5%
14 BRO BROWN & BROWN INC Financial Services 15,901.0 $1.0M 0.33% NEW $64.15 +12.3%
15 GD GENERAL DYNAMICS CORP Industrials 2,779.0 $984K 0.32% NEW $354.24 +4.3%
16 ES EVERSOURCE ENERGY Utilities 13,619.0 $984K 0.32% NEW $72.27 -2.4%
17 ERIE ERIE INDTY CO Financial Services 4,105.0 $984K 0.32% NEW $239.75 +6.8%
18 MKC MCCORMICK & CO INC Consumer Defensive 19,322.0 $974K 0.32% NEW $50.42 +7.6%
19 LMT LOCKHEED MARTIN CORP Industrials 1,819.0 $927K 0.30% NEW $509.46 +6.9%
20 CTAS CINTAS CORP Industrials 5,440.0 $925K 0.30% NEW $170.08 +17.9%
Page 1 of 2  ·  36 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%