Fund Holdings

Blackhawk Capital Partners LLC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SCHWAB STRATEGIC TR01,241,367+1,241,367030,127,97711.05%+30,127,977
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0247,517+247,517014,489,6455.32%+14,489,645
STRYKER CORPORATION(SYK)07,785+7,78502,558,0730.94%+2,558,073
BOEING CO(BA)011,768+11,76802,342,1850.86%+2,342,185
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
74,552114,133+39,5813,812,2205,781,9972.12%+1,969,777
AMPHENOL CORP NEW014,731+14,73101,861,2620.68%+1,861,262
COMFORT SYS USA INC(FIX)3,2103,384+1742,995,8614,666,5021.71%+1,670,641
KENVUE INC(KVUE)096,412+96,41201,662,1430.61%+1,662,143
TAIWAN SEMICONDUCTOR MFG LTD(TSM)25,51026,432+9227,752,2348,932,6943.28%+1,180,460
POWELL INDS INC(POWL)4,3414,655+3141,383,8242,518,7270.92%+1,134,903
ACCENTURE PLC IRELAND
SHS CLASS A
05,383+5,38301,067,3950.39%+1,067,395
SLIDE INS HLDGS INC(SLDE)93,451148,222+54,7711,820,4252,667,9960.98%+847,571
QUANTA SVCS INC5,1815,394+2132,186,6932,961,4141.09%+774,721
ROPER TECHNOLOGIES INC(ROP)02,118+2,1180749,4750.28%+749,475
DOW INC(DOW)017,178+17,1780715,4640.26%+715,464
LYONDELLBASELL INDUSTRIES N
SHS - A -
08,820+8,8200710,5390.26%+710,539
BROADCOM INC(AVGO)8,27411,404+3,1302,863,6813,529,7601.30%+666,079
NETFLIX INC(NFLX)51,62157,034+5,4134,839,9855,483,8192.01%+643,834
BEST BUY INC(BBY)19,25828,797+9,5391,288,9381,848,7670.68%+559,829
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
04,586+4,5860508,0370.19%+508,037
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
124,796150,425+25,6292,649,4193,152,9081.16%+503,489
CARMAX INC(KMX)29,54939,118+9,5691,141,7731,626,5260.60%+484,753
CHEVRON CORP NEW(CVX)11,58110,853-7281,765,0602,245,4860.82%+480,426
CHARTER COMMUNICATIONS INC N(CHTR)1,5723,521+1,949328,155760,1130.28%+431,958
COINBASE GLOBAL INC(COIN)4,8748,737+3,8631,102,2061,525,5680.56%+423,362
FIRST TR EXCHANGE-TRADED FD104,583130,150+25,5671,778,9572,182,6160.80%+403,659
INTERACTIVE BROKERS GROUP IN(IBKR)47,82451,353+3,5293,075,5613,444,2461.26%+368,685
CREATIVE MEDIA & CMNTY TR0576,519+576,5190354,2130.13%+354,213
EXXON MOBIL CORP18,31614,931-3,3852,204,1882,533,1710.93%+328,983
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
71,94385,698+13,7551,810,8052,122,7390.78%+311,934
WEC ENERGY GROUP INC(WEC)9,73011,332+1,6021,026,1261,311,9060.48%+285,780
APA CORPORATION(APA)12,76313,600+837312,183577,1840.21%+265,001
BLUEROCK PVT REAL ESTATE FD(BPRE)66,70276,037+9,3351,000,5301,262,9760.46%+262,446
ALEXANDRIA REAL ESTATE EQ IN6,20211,885+5,683303,526551,7020.20%+248,176
DEVON ENERGY CORP NEW(DVN)8,53611,066+2,530312,674556,8410.20%+244,167
MOLINA HEALTHCARE INC(MOH)2,7415,351+2,610475,673713,2880.26%+237,615
VANGUARD INSTL INDEX FD6,8329,870+3,038515,338746,6660.27%+231,328
FORD MTR CO(F)24,67847,188+22,510323,775544,5500.20%+220,775
CLOROX CO DEL(CLX)11,92413,692+1,7681,202,2971,418,9020.52%+216,605
PRICE T ROWE GROUP INC(TROW)15,74120,232+4,4911,611,5641,823,7120.67%+212,148
SCHWAB STRATEGIC TR170,751174,215+3,4644,104,8544,311,8211.58%+206,967
JANUS DETROIT STR TR
HENDRSON AAA CL
92,35496,222+3,8684,671,2694,846,7061.78%+175,437
COTERRA ENERGY INC10,85212,956+2,104285,625455,2740.17%+169,649
ST JOE CO(JOE)30,53431,534+1,0001,812,8041,980,3350.73%+167,531
WISDOMTREE TR(WT)43,19345,704+2,5111,685,3911,832,7300.67%+147,339
NEXTERA ENERGY INC(NEE)10,50210,591+89843,101983,6920.36%+140,591
PEPSICO INC(PEP)12,35812,280-781,773,5891,906,9470.70%+133,358
EOG RES INC(EOG)3,1833,221+38334,247465,6600.17%+131,413
PHILLIPS 66(PSX)2,2872,315+28295,114421,7470.15%+126,633
VICI PPTYS INC(VICI)11,72316,499+4,776329,644450,7510.17%+121,107
SNAP INC(SNAP)025,000+25,0000115,0000.04%+115,000
ALLIANT ENERGY CORP(LNT)15,05615,170+114978,7911,088,5990.40%+109,808
CONOCOPHILLIPS(COP)4,3223,886-436404,582512,9520.19%+108,370
EVERGY INC(EVRG)4,1204,912+792298,659402,3910.15%+103,732
CAESARS ENTERTAINMENT INC NE(CZR)40,50039,500-1,000947,2951,043,9850.38%+96,690
REALTY INCOME CORP(O)31,51630,576-9401,776,5571,870,6400.69%+94,083
FIRST TR EXCHANGE-TRADED ALP
COM SHS
8,7209,150+430751,209845,0030.31%+93,794
BUNGE GLOBAL SA(BG)3,2392,919-320288,530371,2970.14%+82,767
COCA COLA CO(KO)13,71713,670-47958,9781,039,6280.38%+80,650
BIOGEN INC(BIIB)2,0872,426+339367,291444,7590.16%+77,468
FEDERAL RLTY INVT TR NEW(FRT)15,01114,954-571,513,1091,588,2640.58%+75,155
HOST HOTELS & RESORTS INC(HST)21,07523,348+2,273373,660447,3480.16%+73,688
LINDE PLC(LIN)1,0891,083-6464,339536,9080.20%+72,569
VENTAS INC(VTR)3,7614,339+578291,026354,8430.13%+63,817
GRAYSCALE SOLANA TR ETF(GSOL)010,158+10,158062,2690.02%+62,269
CSX CORP(CSX)14,72214,339-383533,673588,6160.22%+54,943
FEDEX CORP(FDX)913892-21263,729317,7130.12%+53,984
JOHNSON & JOHNSON(JNJ)1,3441,333-11278,196325,8670.12%+47,671
WISDOMTREE TR(WT)16,23917,063+8241,452,2541,498,8140.55%+46,560
ZIONS BANCORPORATION N A(ZION)5,1446,018+874301,130346,7570.13%+45,627
T1 ENERGY INC(TE)010,000+10,000043,9000.02%+43,900
MCDONALDS CORP(MCD)2,7232,817+94832,274875,5890.32%+43,315
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
15,14116,331+1,190592,013629,9690.23%+37,956
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
14,73115,599+8681,426,5501,461,0020.54%+34,452
MARRIOTT INTL INC NEW(MAR)822858+36255,017280,6260.10%+25,609
GENERAL MTRS CO(GM)4,1534,868+715337,722362,6660.13%+24,944
QUALCOMM INC(QCOM)3,8035,242+1,439650,503675,0650.25%+24,562
URANIUM ENERGY CORP(UEC)11,50011,5000134,320155,2500.06%+20,930
HENRY SCHEIN INC(HSIC)4,2914,665+374324,314343,8110.13%+19,497
LAM RESEARCH CORP(LRCX)2,5082,093-415429,319447,1900.16%+17,871
US BANCORP DEL(USB)6,7977,311+514362,688380,2450.14%+17,557
FIRST TR EXCHANGE-TRADED FD20,91722,420+1,503360,191376,4740.14%+16,283
PRINCIPAL FINANCIAL GROUP IN(PFG)4,0254,058+33355,045365,6660.13%+10,621
CIA ENERGETICA DE MINAS GERA(CIG)24,33724,337048,67458,1650.02%+9,491
PPG INDS INC(PPG)8,3328,065-267853,697861,9870.32%+8,290
UNITED PARCEL SERVICE INC(UPS)2,3202,379+59230,121234,0460.09%+3,925
GRAYSCALE BITCOIN MINI TR ET(BTC)8,08810,492+2,404313,248314,6550.12%+1,407
SMITH A O CORP(AOS)9,5779,710+133640,510640,2770.23%-233
THE BRAND HOUSE COLLECTIVE I21,20021,200023,32019,7120.01%-3,608
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
17,47017,4700740,462731,7170.27%-8,745
VERIZON COMMUNICATIONS INC(VZ)59,23147,870-11,3612,412,4792,403,0740.88%-9,405
SYSCO CORP(SYY)10,86211,077+215800,421790,1220.29%-10,299
ESSEX PPTY TR INC(ESS)4,7735,111+3381,248,9991,236,8620.45%-12,137
TEXTRON INC(TXT)4,1794,003-176364,283350,5030.13%-13,780
NUCOR CORP(NUE)3,7423,481-261610,358588,6370.22%-21,721
CINCINNATI FINL CORP(CINF)4,6294,646+17756,008731,0480.27%-24,960
SCHWAB STRATEGIC TR24,01126,019+2,008783,239757,9330.28%-25,306
POWERFLEET INC12,89812,448-45068,61738,3400.01%-30,277
COLGATE PALMOLIVE CO(CL)11,75510,529-1,226928,880897,3870.33%-31,493
VISA INC(V)1,3611,471+110477,409444,6990.16%-32,710
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