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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 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VICI VICI PPTYS INC Real Estate 33,811.0 $898K 0.29% +17K +104.9% $26.55 -3.8%
82 NEE NEXTERA ENERGY INC Utilities 10,198.0 $895K 0.29% -393.0 -3.7% $87.77 -5.5%
83 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,079.0 $895K 0.29% NEW $290.59 -9.3%
84 AMP AMERIPRISE FINL INC Financial Services 1,932.0 $886K 0.29% NEW $458.76 +18.3%
85 TCX TUCOWS INC Technology 63,478.0 $855K 0.28% +1K +2.3% $13.47 -21.9%
86 IP INTERNATIONAL PAPER CO Consumer Cyclical 22,388.0 $853K 0.28% NEW $38.10 -4.3%
87 NOC NORTHROP GRUMMAN CORP Industrials 1,662.0 $846K 0.28% +835.0 +101.0% $509.31 +4.6%
88 CINF CINCINNATI FINL CORP Financial Services 4,536.0 $840K 0.27% -110.0 -2.4% $185.14 -8.0%
89 USB US BANCORP Financial Services 13,683.0 $826K 0.27% +6K +87.2% $60.40 +1.3%
90 VTR VENTAS INC Real Estate 8,914.0 $792K 0.26% +5K +105.4% $88.80 +3.7%
91 SCHG SCHWAB STRATEGIC TR 23,144.0 $783K 0.26% -3K -11.1% $33.84 +4.2%
92 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 14,846.0 $782K 0.26% +6K +68.3% $52.65 +23.8%
93 XSEP FIRST TR EXCHNG TRADED FD VI 17,470.0 $776K 0.25% $44.41 +1.5%
94 VXUS VANGUARD STAR FDS 9,049.0 $774K 0.25% NEW $85.49 +1.4%
95 DOW DOW HLDGS INC Basic Materials 27,919.0 $764K 0.25% +11K +62.5% $27.36 +11.3%
96 HSIC SCHEIN HENRY INC Healthcare 9,101.0 $760K 0.25% +4K +95.1% $83.52 +6.0%
97 EVRG EVERGY INC Utilities 8,769.0 $758K 0.25% +4K +78.5% $86.43 -5.7%
98 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,018.0 $756K 0.25% +3K +72.9% $107.78 +1.5%
99 FTA FIRST TR EXCHANGE-TRADED ALP 7,726.0 $748K 0.24% -1K -15.6% $96.80 +5.7%
100 MCD MCDONALDS CORP Consumer Cyclical 2,765.0 $747K 0.24% -52.0 -1.9% $270.27 -3.4%
Page 5 of 8  ·  146 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%