Fund Holdings

Blackhawk Capital Partners LLC.

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SCHWAB STRATEGIC TR43,469575,233+531,7641,114,54816,929,1215.53%+15,814,573
ISHARES TR065,035+65,03507,093,3672.32%+7,093,367
ISHARES TR073,221+73,22107,061,4332.31%+7,061,433
FIRST TR EXCHANGE-TRADED FD0171,989+171,98906,991,3532.28%+6,991,353
FIRST TR EXCH TRADED FD III0387,592+387,59206,930,1452.26%+6,930,145
FIRST TR EXCHANGE-TRADED FD46,978197,172+150,1942,104,6328,823,4652.88%+6,718,833
ARES MANAGEMENT CORPORATION(ARES)026,692+26,69202,971,0870.97%+2,971,087
HARROW INC(HROW)172,332203,241+30,9096,076,4268,631,6452.82%+2,555,219
SPX TECHNOLOGIES INC010,311+10,31102,527,9480.83%+2,527,948
FIRST TR EXCHNG TRADED FD VI089,113+89,11302,217,1310.72%+2,217,131
ALPHABET INC(GOOG)31,00330,620-3838,915,12710,942,5763.57%+2,027,449
APOLLO GLOBAL MGMT INC(APO)7,64823,192+15,544852,1402,743,8460.90%+1,891,706
ELI LILLY & CO(LLY)6,5286,563+356,004,3277,871,9612.57%+1,867,634
REDDIT INC(RDDT)010,716+10,71601,860,0830.61%+1,860,083
NVIDIA CORPORATION(NVDA)53,96156,204+2,2439,410,84511,245,7613.67%+1,834,916
KKR & CO INC(KKR)019,893+19,89301,825,7800.60%+1,825,780
APPLE INC(AAPL)40,60341,342+73910,304,72011,962,8463.91%+1,658,126
BROADCOM INC(AVGO)11,40413,430+2,0263,529,7605,073,0001.66%+1,543,240
FIRST SOLAR INC(FSLR)05,671+5,67101,338,1290.44%+1,338,129
ECOLAB INC(ECL)04,115+4,11501,146,4420.37%+1,146,442
INTERNATIONAL BUSINESS MACHS(IBM)03,862+3,86201,086,0330.35%+1,086,033
SMUCKER J M CO(SJM)09,628+9,62801,083,1500.35%+1,083,150
KIMBERLY-CLARK CORP(KMB)09,698+9,69801,064,5490.35%+1,064,549
BROWN & BROWN INC(BRO)015,901+15,90101,020,0490.33%+1,020,049
QUANTA SVCS INC5,3945,507+1132,961,4143,965,2601.30%+1,003,846
GENERAL DYNAMICS CORP(GD)02,779+2,7790984,4330.32%+984,433
EVERSOURCE ENERGY(ES)013,619+13,6190984,2450.32%+984,245
ERIE INDTY CO(ERIE)04,105+4,1050984,1740.32%+984,174
MCCORMICK & CO INC(MKC)019,322+19,3220974,2150.32%+974,215
LOCKHEED MARTIN CORP(LMT)01,819+1,8190926,7080.30%+926,708
CINTAS CORP(CTAS)05,440+5,4400925,2350.30%+925,235
PG&E CORP(PCG)053,748+53,7480904,0410.30%+904,041
LOWES COS INC(LOW)04,073+4,0730898,0560.29%+898,056
L3HARRIS TECHNOLOGIES INC(LHX)03,079+3,0790894,7270.29%+894,727
AMERIPRISE FINL INC(AMP)01,932+1,9320886,3240.29%+886,324
INTERACTIVE BROKERS GROUP IN(IBKR)51,35349,678-1,6753,444,2464,323,9731.41%+879,727
BOEING CO(BA)11,76814,861+3,0932,342,1853,216,9611.05%+874,776
INTERNATIONAL PAPER CO(IP)022,388+22,3880852,9830.28%+852,983
FIRST TR EXCHANGE-TRADED FD130,150152,992+22,8422,182,6162,994,0530.98%+811,437
VANGUARD STAR FDS09,049+9,0490773,5990.25%+773,599
AMAZON COM INC(AMZN)34,89633,667-1,2297,267,7908,024,1932.62%+756,403
SPDR SERIES TRUST04,507+4,5070685,8750.22%+685,875
MICROSOFT CORP(MSFT)21,24522,914+1,6697,864,0938,547,2522.79%+683,159
JANUS DETROIT STR TR96,222109,367+13,1454,846,7065,521,9431.80%+675,237
POWELL INDS INC(POWL)4,65511,104+6,4492,518,7273,179,7411.04%+661,014
CARMAX INC(KMX)39,11843,152+4,0341,626,5262,282,3090.75%+655,783
PENTAIR PLC(PNR)08,228+8,2280630,7580.21%+630,758
TAIWAN SEMICONDUCTOR MANUFAC(TSM)26,43219,862-6,5708,932,6949,485,4953.10%+552,801
WISDOMTREE TR(WT)45,70448,293+2,5891,832,7302,375,0500.78%+542,320
ABBVIE INC(ABBV)10,79311,393+6002,347,3702,866,9350.94%+519,565
BIOGEN INC(BIIB)2,4264,266+1,840444,759921,7120.30%+476,953
LAM RESEARCH CORP(LRCX)2,0932,116+23447,190916,9260.30%+469,736
WEC ENERGY GROUP INC(WEC)11,33215,225+3,8931,311,9061,777,8130.58%+465,907
VICI PPTYS INC(VICI)16,49933,811+17,312450,751897,6820.29%+446,931
US BANCORP(USB)7,31113,683+6,372380,245826,4530.27%+446,208
INVESCO QQQ TR2,1162,259+1431,221,0661,663,2120.54%+442,146
VENTAS INC(VTR)4,3398,914+4,575354,843791,5630.26%+436,720
ALEXANDRIA REAL ESTATE EQ IN11,88518,643+6,758551,702985,2830.32%+433,581
FIRST TR EXCHANGE-TRADED FD021,357+21,3570419,0390.14%+419,039
SCHEIN HENRY INC(HSIC)4,6659,101+4,436343,811760,1160.25%+416,305
TESLA INC(TSLA)5,9896,264+2752,226,4112,634,6380.86%+408,227
FRANKLIN RESOURCES INC(BEN)68,02860,118-7,9101,606,8212,000,1260.65%+393,305
TEXTRON INC(TXT)4,0038,104+4,101350,503743,3800.24%+392,877
PRINCIPAL FINANCIAL GROUP IN(PFG)4,0587,018+2,960365,666756,4000.25%+390,734
EVERGY INC(EVRG)4,9128,769+3,857402,391757,9050.25%+355,514
ABBOTT LABORATORIES29,09136,753+7,6622,986,7873,334,9251.09%+348,138
VANGUARD INDEX FDS1,5191,816+297907,6781,247,2470.41%+339,569
ZIONS BANCORPORATION NATL AS(ZION)6,0189,843+3,825346,757681,0370.22%+334,280
FIRST TR EXCHNG TRADED FD VI16,33121,648+5,317629,969939,9560.31%+309,987
APPLIED MATLS INC0424+4240306,5520.10%+306,552
FIRST TR EXCHNG TRADED FD VI08,019+8,0190292,9340.10%+292,934
QUALCOMM INC(QCOM)5,2425,216-26675,065963,8650.31%+288,800
NORTHROP GRUMMAN CORP(NOC)8271,662+835564,212846,4730.28%+282,261
GENERAL MTRS CO(GM)4,8688,220+3,352362,666633,5980.21%+270,932
BLUEROCK PVT REAL ESTATE FD(BPRE)76,037114,728+38,6911,262,9761,492,6150.49%+229,639
MERCK & CO INC(MRK)01,611+1,6110207,0140.07%+207,014
STATE STR SPDR S&P 500 ETF T(SPY)0274+2740204,6150.07%+204,615
FEDEX CORP(FDX)8921,647+755317,713515,7250.17%+198,012
HOST HOTELS & RESORTS INC(HST)23,34827,096+3,748447,348642,4460.21%+195,098
UNITEDHEALTH GROUP INC(UNH)1,9701,751-219533,062727,7680.24%+194,706
FIRST TR EXCHANGE TRADED FD4,5865,267+681508,037701,8280.23%+193,791
CREATIVE MEDIA & CMNTY TR056,321+56,3210183,0430.06%+183,043
FIRST TR EXCH TRADED FD III114,133115,918+1,7855,781,9975,954,3781.95%+172,381
FORD MTR CO(F)47,18851,399+4,211544,550714,4460.23%+169,896
SCHWAB STRATEGIC TR174,215161,592-12,6234,311,8214,476,0981.46%+164,277
ALPHABET INC(GOOG)1,3751,575+200394,309556,3800.18%+162,071
PORCH GROUP INC(PRCH)010,000+10,0000150,4000.05%+150,400
DEVON ENERGY CORP NEW(DVN)11,06616,975+5,909556,841701,4070.23%+144,566
EOG RES INC(EOG)3,2214,682+1,461465,660607,3960.20%+141,736
AXON ENTERPRISE INC(AXON)1,0101,014+4428,937568,4590.19%+139,522
FIRST TR EXCHANGE-TRADED FD150,425156,745+6,3203,152,9083,268,9171.07%+116,009
APA CORPORATION(APA)13,60021,100+7,500577,184687,2270.22%+110,043
CINCINNATI FINL CORP(CINF)4,6464,536-110731,048839,7950.27%+108,747
FIRST TR EXCHANGE TRADED FD15,59913,643-1,9561,461,0021,567,3080.51%+106,306
ASSURANT INC(AIZ)2,2232,186-37484,192587,0070.19%+102,815
HERTZ GLOBAL HLDGS INC045,000+45,0000101,9250.03%+101,925
PPG INDS INC(PPG)8,0657,862-203861,987953,5820.31%+91,595
VISA INC(V)1,4711,553+82444,699532,9640.17%+88,265
THE ONCOLOGY INSTITUTE INC015,000+15,000081,4500.03%+81,450
LYONDELLBASELL INDUSTRIES NV8,82014,846+6,026710,539781,6420.26%+71,103
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