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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHO SCHWAB STRATEGIC TR 1,241,367.0 $30.1M 11.05% NEW $24.27 -0.7%
2 VGSH VANGUARD SCOTTSDALE FDS 247,517.0 $14.5M 5.32% NEW $58.54 -0.7%
3 SYK STRYKER CORPORATION Healthcare 7,785.0 $2.6M 0.94% NEW $328.59 -6.1%
4 BA BOEING CO Industrials 11,768.0 $2.3M 0.86% NEW $199.03 +9.9%
5 APH AMPHENOL CORP NEW Technology 14,731.0 $1.9M 0.68% NEW $126.35 +26.6%
6 KVUE KENVUE INC Consumer Defensive 96,412.0 $1.7M 0.61% NEW $17.24 +5.9%
7 ACN ACCENTURE PLC IRELAND Technology 5,383.0 $1.1M 0.39% NEW $198.29 -36.4%
8 ROP ROPER TECHNOLOGIES INC Industrials 2,118.0 $749K 0.28% NEW $353.86 -7.1%
9 DOW DOW INC Basic Materials 17,178.0 $715K 0.26% NEW $41.65 -26.7%
10 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 8,820.0 $711K 0.26% NEW $80.56 -28.2%
11 AIRR FIRST TR EXCHANGE TRADED FD 4,586.0 $508K 0.19% NEW $110.78 +17.8%
12 CREATIVE MEDIA & CMNTY TR 576,519.0 $354K 0.13% NEW $0.61
13 SNAP SNAP INC Communication Services 25,000.0 $115K 0.04% NEW $4.60 -2.1%
14 GSOL GRAYSCALE SOLANA TR ETF Financial Services 10,158.0 $62K 0.02% NEW $6.13 -15.8%
15 TE T1 ENERGY INC Industrials 10,000.0 $44K 0.02% NEW $4.39 +119.7%

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%