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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  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 35,605.0 $1.1M 0.35% -4K -9.9% $30.18 -1.7%
22 TROW PRICE T ROWE GROUP INC Financial Services 9,327.0 $1.1M 0.35% -11K -53.9% $113.69 -4.1%
23 PEP PEPSICO INC Consumer Defensive 7,230.0 $979K 0.32% -5K -41.1% $135.40 +3.2%
24 PPG PPG INDS INC Basic Materials 7,862.0 $954K 0.31% -203.0 -2.5% $121.29 -9.6%
25 CL COLGATE PALMOLIVE CO Consumer Defensive 10,267.0 $941K 0.31% -262.0 -2.5% $91.68 -2.2%
26 NEE NEXTERA ENERGY INC Utilities 10,198.0 $895K 0.29% -393.0 -3.7% $87.77 -5.5%
27 CINF CINCINNATI FINL CORP Financial Services 4,536.0 $840K 0.27% -110.0 -2.4% $185.14 -8.0%
28 SCHG SCHWAB STRATEGIC TR 23,144.0 $783K 0.26% -3K -11.1% $33.84 +4.2%
29 FTA FIRST TR EXCHANGE-TRADED ALP 7,726.0 $748K 0.24% -1K -15.6% $96.80 +5.7%
30 MCD MCDONALDS CORP Consumer Cyclical 2,765.0 $747K 0.24% -52.0 -1.9% $270.27 -3.4%
31 UNH UNITEDHEALTH GROUP INC Healthcare 1,751.0 $728K 0.24% -219.0 -11.1% $415.63 -4.7%
32 ROP ROPER TECHNOLOGIES INC Industrials 2,011.0 $681K 0.22% -107.0 -5.0% $338.39 +23.6%
33 AIZ ASSURANT INC Financial Services 2,186.0 $587K 0.19% -37.0 -1.7% $268.53 +4.6%
34 XOM EXXON MOBIL CORP Energy 4,155.0 $568K 0.19% -11K -72.2% $136.73 +20.3%
35 SLDE SLIDE INS HLDGS INC Financial Services 27,443.0 $532K 0.17% -121K -81.5% $19.37 +20.2%
36 BERKSHIRE HATHAWAY INC DEL 1,019.0 $510K 0.17% -109.0 -9.7% $500.39
37 WCME FIRST TR EXCHANGE-TRADED FD 21,357.0 $419K 0.14% -1K -4.7% $19.62 -3.4%
38 UPS UNITED PARCEL SVCS INC Industrials 2,350.0 $253K 0.08% -29.0 -1.2% $107.50 -4.5%
39 MA MASTERCARD INCORPORATED Financial Services 488.0 $251K 0.08% -127.0 -20.6% $513.83 +13.1%
40 SNAP SNAP INC Communication Services 21,000.0 $93K 0.03% -4K -16.0% $4.44 +20.5%
Page 2 of 2  ·  40 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%