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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PCG PG&E CORP Utilities 53,748.0 $904K 0.29% NEW $16.82 -16.4%
22 LOW LOWES COS INC Consumer Cyclical 4,073.0 $898K 0.29% NEW $220.49 -9.3%
23 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,079.0 $895K 0.29% NEW $290.59 -9.3%
24 AMP AMERIPRISE FINL INC Financial Services 1,932.0 $886K 0.29% NEW $458.76 +18.3%
25 IP INTERNATIONAL PAPER CO Consumer Cyclical 22,388.0 $853K 0.28% NEW $38.10 -4.3%
26 VXUS VANGUARD STAR FDS 9,049.0 $774K 0.25% NEW $85.49 +1.4%
27 SDY SPDR SERIES TRUST 4,507.0 $686K 0.22% NEW $152.18 +2.3%
28 PNR PENTAIR PLC Industrials 8,228.0 $631K 0.21% NEW $76.66 -21.1%
29 AMAT APPLIED MATLS INC Technology 424.0 $307K 0.10% NEW $723.00 -38.9%
30 BUFR FIRST TR EXCHNG TRADED FD VI 8,019.0 $293K 0.10% NEW $36.53 +2.1%
31 MRK MERCK & CO INC Healthcare 1,611.0 $207K 0.07% NEW $128.50 +16.7%
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 274.0 $205K 0.07% NEW $746.77 +2.0%
33 CMCT CREATIVE MEDIA & CMNTY TR Real Estate 56,321.0 $183K 0.06% NEW $3.25 +11.7%
34 PRCH PORCH GROUP INC Technology 10,000.0 $150K 0.05% NEW $15.04 +15.4%
35 HTZ HERTZ GLOBAL HLDGS INC Industrials 45,000.0 $102K 0.03% NEW $2.27 -1.1%
36 TOI THE ONCOLOGY INSTITUTE INC Healthcare 15,000.0 $81K 0.03% NEW $5.43 -5.5%
Page 2 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%