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Portfolio (Quarterly) Guide ↗

Blackhawk Capital Partners, LLC

· CIK 0001582561
13F Portfolio $273M AUM 141 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 71 Added 42 Reduced 23 Exited
Page 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USB US BANCORP DEL Financial Services 7,311.0 $380K 0.14% +514.0 +7.6% $52.01 +15.5%
62 WCME FIRST TR EXCHANGE-TRADED FD 22,420.0 $376K 0.14% +2K +7.2% $16.79 +15.2%
63 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,058.0 $366K 0.13% +33.0 +0.8% $90.11 +24.7%
64 GM GENERAL MTRS CO Consumer Cyclical 4,868.0 $363K 0.13% +715.0 +17.2% $74.50 +6.0%
65 VTR VENTAS INC Real Estate 4,339.0 $355K 0.13% +578.0 +15.4% $81.78 +1.5%
66 ZION ZIONS BANCORPORATION N A Financial Services 6,018.0 $347K 0.13% +874.0 +17.0% $57.62 +16.5%
67 HSIC HENRY SCHEIN INC Healthcare 4,665.0 $344K 0.13% +374.0 +8.7% $73.70 +8.7%
68 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 10,492.0 $315K 0.12% +2K +29.7% $29.99 -8.1%
69 MA MASTERCARD INCORPORATED Financial Services 615.0 $307K 0.11% +10.0 +1.6% $499.80 -2.3%
70 MAR MARRIOTT INTL INC NEW Consumer Cyclical 858.0 $281K 0.10% +36.0 +4.4% $327.07 +18.3%
71 UPS UNITED PARCEL SERVICE INC Industrials 2,379.0 $234K 0.09% +59.0 +2.5% $98.38 +7.6%
Page 4 of 4  ·  71 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 25.8%
Communication Services 14.8%
Healthcare 12.3%
Industrials 10.3%
Financial Services 9.7%
Consumer Cyclical 8.5%
Consumer Defensive 4.9%
Real Estate 4.5%
Energy 4.2%
Utilities 3.2%