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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	NMM	NAVIOS MARITIME PARTNERS L P	Industrials	5,385	$282K	0.11%	SOLD
22	BWA	BORGWARNER INC	Consumer Cyclical	5,632	$254K	0.10%	SOLD
23	VRTX	VERTEX PHARMACEUTICALS INC	Healthcare	541	$245K	0.09%	SOLD

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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%