Blackhawk Capital Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Blackhawk Capital Partners, LLC reported 146 stock positions worth $306.1 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 5.5% of the portfolio, followed by Apple (AAPL, 3.9%) and Nvidia (NVDA, 3.7%). Compared with Q1 2026, it opened 36 new positions, sold out of 31, added to 53 and reduced 44. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +1223%) and the biggest sale an exit from Schwab Short-Term US Treas (SCHO).
- Most Recent 13F
- Q2 2026
- Location
- THIENSVILLE, WI
- CIK
- 0001582561
- Portfolio Value
- $306.1M (Q2 2026)
- SEC Filing
- 0001104659-26-084975 ↗ filed Jul 20, 2026
Holdings Value
Holdings 146 stocks · $306.1M
| SCHX Schwab US Large-Cap ETF | 5.53% | 575,233 | $16.9M | Add +1223.3% |
| AAPL Apple Inc. | 3.91% | 41,342 | $12.0M | Add +1.8% |
| NVDA Nvidia Corp. | 3.67% | 56,204 | $11.2M | Add +4.2% |
| GOOGL Alphabet Inc. Class A | 3.57% | 30,620 | $10.9M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 3.16% | 17,177 | $9.7M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 3.10% | 19,862 | $9.5M | Reduce -24.9% |
| FTSL First Trust Senior Loan ETF | 2.88% | 197,172 | $8.8M | Add +319.7% |
| HROW Harrow Inc. | 2.82% | 203,241 | $8.6M | Add +17.9% |
| MSFT Microsoft Corp. | 2.79% | 22,914 | $8.5M | Add +7.9% |
| AMZN Amazon.com Inc. | 2.62% | 33,667 | $8.0M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 2.57% | 6,563 | $7.9M | Add +0.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.32% | 65,035 | $7.1M | New |
| EMB iShares JP Morgan Usd Emergi | 2.31% | 73,221 | $7.1M | New |
| HYLS FT Tactical High Yield ETF | 2.28% | 171,989 | $7.0M | New |
| FPE FT-Preferred Secur & Inc. ETF | 2.26% | 387,592 | $6.9M | New |
| FMB First Trust Managed Municipa | 1.95% | 115,918 | $6.0M | Add +1.6% |
| JAAA Janus Henderson Aaa Clo ETF | 1.80% | 109,367 | $5.5M | Add +13.7% |
| AVGO Broadcom Inc. | 1.66% | 13,430 | $5.1M | Add +17.8% |
| NFLX Netflix Inc. | 1.52% | 65,180 | $4.7M | Add +14.3% |
| FIX Comfort Systems USA Inc. | 1.48% | 2,288 | $4.5M | Reduce -32.4% |
| SCHF Schwab Intl Equity ETF | 1.46% | 161,592 | $4.5M | Reduce -7.3% |
| IBKR Interactive Brokers Gro Class A | 1.41% | 49,678 | $4.3M | Reduce -3.3% |
| PWR Quanta Services Inc. | 1.30% | 5,507 | $4.0M | Add +2.1% |
| ABT Abbott Laboratories | 1.09% | 36,753 | $3.3M | Add +26.3% |
| FTCB FT Core Investment Grade ETF | 1.07% | 156,745 | $3.3M | Add +4.2% |
| BA The Boeing Co. | 1.05% | 14,861 | $3.2M | Add +26.3% |
| POWL Powell Industries Inc. | 1.04% | 11,104 | $3.2M | Reduce -20.5% |
| WCMI FT WCM International ETF | 0.98% | 152,992 | $3.0M | Add +17.6% |
| ARES Ares Management Corp. Class A | 0.97% | 26,692 | $3.0M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.96% | 1,475 | $2.9M | Reduce -35.1% |
| ABBV Abbvie Inc. | 0.94% | 11,393 | $2.9M | Add +5.6% |
| APO Apollo Global Management Inc. | 0.90% | 23,192 | $2.7M | Add +203.2% |
| TSLA Tesla Inc. | 0.86% | 6,264 | $2.6M | Add +4.6% |
| SPXC SPX Technologies Inc. | 0.83% | 10,311 | $2.5M | New |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.78% | 48,293 | $2.4M | Add +5.7% |
| KMX Carmax Inc. | 0.75% | 43,152 | $2.3M | Add +10.3% |
| UCON First Trust Smith Unconstrai | 0.72% | 89,113 | $2.2M | Add +4.0% |
| BEN Franklin Templeton Inc. | 0.65% | 60,118 | $2.0M | Reduce -11.6% |
| EIX Edison International | 0.65% | 26,630 | $2.0M | Reduce -13.0% |
| JOE The St Joe Co. | 0.65% | 31,534 | $2.0M | No change |
| VZ Verizon Communications Inc. | 0.62% | 44,722 | $1.9M | Reduce -6.6% |
| RDDT Reddit Inc. Class A | 0.61% | 10,716 | $1.9M | New |
| KKR KKR & Co. Inc. | 0.60% | 19,893 | $1.8M | New |
| WEC WEC Energy Group Inc. | 0.58% | 15,225 | $1.8M | Add +34.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 2,259 | $1.7M | Add +6.8% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.51% | 13,643 | $1.6M | Reduce -12.5% |
| BPRE Bluerock Private Real Estate | 0.49% | 114,728 | $1.5M | Add +50.9% |
| FRT Federal Realty Invs Trust | 0.45% | 11,269 | $1.4M | Reduce -24.6% |
| TGT Target Corp. | 0.45% | 10,587 | $1.4M | Reduce -15.6% |
| FSLR First Solar Inc. | 0.44% | 5,671 | $1.3M | New |
| VOO Vanguard S&P 500 ETF | 0.41% | 1,816 | $1.2M | Add +19.6% |
| SWK Stanley Black & Decker Inc. | 0.40% | 13,101 | $1.2M | Reduce -31.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.40% | 12,883 | $1.2M | Reduce -24.5% |
| KVUE Kenvue Inc. | 0.38% | 61,487 | $1.2M | Reduce -36.2% |
| ECL Ecolab Inc. | 0.37% | 4,115 | $1.1M | New |
| O Realty Income Corp. | 0.37% | 18,261 | $1.1M | Reduce -40.3% |
| CAT Caterpillar Inc. | 0.37% | 1,053 | $1.1M | Reduce -40.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 3,862 | $1.1M | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.35% | 9,628 | $1.1M | New |
| LNT Alliant Energy Corp. | 0.35% | 14,151 | $1.1M | Reduce -6.7% |
| CZR Caesars Entertainment Inc. | 0.35% | 35,605 | $1.1M | Reduce -9.9% |
| KMB Kimberly-Clark Corp. | 0.35% | 9,698 | $1.1M | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.35% | 9,327 | $1.1M | Reduce -53.9% |
| BRO Brown & Brown Inc. | 0.33% | 15,901 | $1.0M | New |
| ARE Alexandria Real Estate Equit | 0.32% | 18,643 | $985K | Add +56.9% |
| GD General Dynamics Corp. | 0.32% | 2,779 | $984K | New |
| ES Eversource Energy | 0.32% | 13,619 | $984K | New |
| ERIE Erie Indemnity Company Class A | 0.32% | 4,105 | $984K | New |
| PEP Pepsico Inc. | 0.32% | 7,230 | $979K | Reduce -41.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.32% | 19,322 | $974K | New |
| QCOM Qualcomm Inc. | 0.31% | 5,216 | $964K | Reduce -0.5% |
| PPG PPG Industries Inc. | 0.31% | 7,862 | $954K | Reduce -2.5% |
| CL Colgate-Palmolive Co. | 0.31% | 10,267 | $941K | Reduce -2.5% |
| AFLG First Trust Active Factor La | 0.31% | 21,648 | $940K | Add +32.6% |
| LMT Lockheed Martin Corp. | 0.30% | 1,819 | $927K | New |
| CTAS Cintas Corp. | 0.30% | 5,440 | $925K | New |
| BIIB Biogen Inc. | 0.30% | 4,266 | $922K | Add +75.8% |
| LRCX Lam Research Corp. | 0.30% | 2,116 | $917K | Add +1.1% |
| PCG P G & E Corp. | 0.30% | 53,748 | $904K | New |
| LOW Lowe's Cos Inc. | 0.29% | 4,073 | $898K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.29% | 33,811 | $898K | Add +104.9% |
| NEE Nextera Energy Inc. | 0.29% | 10,198 | $895K | Reduce -3.7% |
| LHX L3HARRIS Technologies Inc. | 0.29% | 3,079 | $895K | New |
| AMP Ameriprise Financial Inc. | 0.29% | 1,932 | $886K | New |
| TCX Tucows Inc. Class A | 0.28% | 63,478 | $855K | Add +2.3% |
| IP International Paper Co. | 0.28% | 22,388 | $853K | New |
| NOC Northrop Grumman Corp. | 0.28% | 1,662 | $846K | Add +101.0% |
| CINF Cincinnati Financial Corp. | 0.27% | 4,536 | $840K | Reduce -2.4% |
| USB US Bancorp | 0.27% | 13,683 | $826K | Add +87.2% |
| VTR Ventas Inc. | 0.26% | 8,914 | $792K | Add +105.4% |
| SCHG Schwab US Large-Cap Growth | 0.26% | 23,144 | $783K | Reduce -11.1% |
| LYB Lyondellbasell Indu Class A | 0.26% | 14,846 | $782K | Add +68.3% |
| XSEP FT Vest U.S. Equity Enhance | 0.25% | 17,470 | $776K | No change |
| VXUS Vanguard Total Intl Stock | 0.25% | 9,049 | $774K | New |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.25% | 27,919 | $764K | Add +62.5% |
| HSIC Henry Schein Inc. filed as SCHEIN HENRY INC | 0.25% | 9,101 | $760K | Add +95.1% |
| EVRG Evergy Inc. | 0.25% | 8,769 | $758K | Add +78.5% |
| PFG Principal Financial Group | 0.25% | 7,018 | $756K | Add +72.9% |
| FTA First Trust L C Val Alp | 0.24% | 7,726 | $748K | Reduce -15.6% |
| MCD McDonald's Corp. | 0.24% | 2,765 | $747K | Reduce -1.9% |
Portfolio Sells Q1 2026 → Q2 2026
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −11.05 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −5.32 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.94 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.82 |
| SLDE Slide Insurance Holdings Inc. | Reduce -81.5% | 0.17% | −0.81 |
| XOM Exxon Mobil Corp. | Reduce -72.2% | 0.19% | −0.74 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.68 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.68 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.56 |
| CLX Clorox Company | Sold out | 0.00% | −0.52 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 3.16% | −0.50 |
| ESS Essex Property Trust Inc. | Sold out | 0.00% | −0.45 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.39 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.38 |
| PEP Pepsico Inc. | Reduce -41.1% | 0.32% | −0.38 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.33 |
| TROW T Rowe Price Group Inc. | Reduce -53.9% | 0.35% | −0.32 |
| O Realty Income Corp. | Reduce -40.3% | 0.37% | −0.32 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.29 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.28 |
| VBIL Vanguard 0-3M T-Bill ETF | Sold out | 0.00% | −0.27 |
| VZ Verizon Communications Inc. | Reduce -6.6% | 0.62% | −0.26 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.26 |
| AOS Smith (a.o.) Corp. | Sold out | 0.00% | −0.23 |
| FIX Comfort Systems USA Inc. | Reduce -32.4% | 1.48% | −0.23 |
| KVUE Kenvue Inc. | Reduce -36.2% | 0.38% | −0.23 |
| CSX CSX Corp. | Sold out | 0.00% | −0.22 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.22 |
| LIN Linde PLC | Sold out | 0.00% | −0.20 |
| COP Conocophillips | Sold out | 0.00% | −0.19 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -24.9% | 3.10% | −0.18 |
| EIX Edison International | Reduce -13.0% | 0.65% | −0.17 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.17 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.17 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.16 |
| PSX Phillips 66 | Sold out | 0.00% | −0.15 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -24.5% | 0.40% | −0.15 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -35.1% | 0.96% | −0.14 |
| BG Bunge Global SA | Sold out | 0.00% | −0.14 |
| CREATIVE MEDIA & COMMUNITY T | Sold out | 0.00% | −0.13 |
| FRT Federal Realty Invs Trust | Reduce -24.6% | 0.45% | −0.13 |
| SCHF Schwab Intl Equity ETF | Reduce -7.3% | 1.46% | −0.12 |
| TGT Target Corp. | Reduce -15.6% | 0.45% | −0.11 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.10 |
| SWK Stanley Black & Decker Inc. | Reduce -31.5% | 0.40% | −0.10 |
| CAT Caterpillar Inc. | Reduce -40.7% | 0.37% | −0.10 |
| PPTA Perpetua Resources Corp. | Sold out | 0.00% | −0.08 |
| MCD McDonald's Corp. | Reduce -1.9% | 0.24% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -3.7% | 0.29% | −0.07 |
| FTA First Trust L C Val Alp | Reduce -15.6% | 0.24% | −0.07 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHX Schwab US Large-Cap ETF | Add +1223.3% | 5.53% | +5.12 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 2.32% | +2.32 |
| EMB iShares JP Morgan Usd Emergi | New | 2.31% | +2.31 |
| HYLS FT Tactical High Yield ETF | New | 2.28% | +2.28 |
| FPE FT-Preferred Secur & Inc. ETF | New | 2.26% | +2.26 |
| FTSL First Trust Senior Loan ETF | Add +319.7% | 2.88% | +2.11 |
| ARES Ares Management Corp. Class A | New | 0.97% | +0.97 |
| SPXC SPX Technologies Inc. | New | 0.83% | +0.83 |
| RDDT Reddit Inc. Class A | New | 0.61% | +0.61 |
| KKR KKR & Co. Inc. | New | 0.60% | +0.60 |
| HROW Harrow Inc. | Add +17.9% | 2.82% | +0.59 |
| APO Apollo Global Management Inc. | Add +203.2% | 0.90% | +0.58 |
| FSLR First Solar Inc. | New | 0.44% | +0.44 |
| ECL Ecolab Inc. | New | 0.37% | +0.37 |
| LLY Eli Lilly & Co. | Add +0.5% | 2.57% | +0.37 |
| AVGO Broadcom Inc. | Add +17.8% | 1.66% | +0.36 |
| IBM Intl Business Machines Corp. | New | 0.35% | +0.35 |
| SJM The JM Smucker Co. | New | 0.35% | +0.35 |
| KMB Kimberly-Clark Corp. | New | 0.35% | +0.35 |
| BRO Brown & Brown Inc. | New | 0.33% | +0.33 |
| GD General Dynamics Corp. | New | 0.32% | +0.32 |
| ERIE Erie Indemnity Company Class A | New | 0.32% | +0.32 |
| ES Eversource Energy | New | 0.32% | +0.32 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.32% | +0.32 |
| LMT Lockheed Martin Corp. | New | 0.30% | +0.30 |
| CTAS Cintas Corp. | New | 0.30% | +0.30 |
| PCG P G & E Corp. | New | 0.30% | +0.30 |
| LOW Lowe's Cos Inc. | New | 0.29% | +0.29 |
| LHX L3HARRIS Technologies Inc. | New | 0.29% | +0.29 |
| AMP Ameriprise Financial Inc. | New | 0.29% | +0.29 |
| IP International Paper Co. | New | 0.28% | +0.28 |
| VXUS Vanguard Total Intl Stock | New | 0.25% | +0.25 |
| SDY SS SPDR S&P Dividend ETF | New | 0.22% | +0.22 |
| NVDA Nvidia Corp. | Add +4.2% | 3.67% | +0.22 |
| PWR Quanta Services Inc. | Add +2.1% | 1.30% | +0.21 |
| PNR Pentair PLC | New | 0.21% | +0.21 |
| BA The Boeing Co. | Add +26.3% | 1.05% | +0.19 |
| WCMI FT WCM International ETF | Add +17.6% | 0.98% | +0.18 |
| KMX Carmax Inc. | Add +10.3% | 0.75% | +0.15 |
| BIIB Biogen Inc. | Add +75.8% | 0.30% | +0.14 |
| LRCX Lam Research Corp. | Add +1.1% | 0.30% | +0.14 |
| USB US Bancorp | Add +87.2% | 0.27% | +0.13 |
| VTR Ventas Inc. | Add +105.4% | 0.26% | +0.13 |
| VICI Vici Properties Inc. | Add +104.9% | 0.29% | +0.13 |
| AAPL Apple Inc. | Add +1.8% | 3.91% | +0.13 |
| HSIC Henry Schein Inc. | Add +95.1% | 0.25% | +0.12 |
| ARE Alexandria Real Estate Equit | Add +56.9% | 0.32% | +0.12 |
| TXT Textron Inc. | Add +102.5% | 0.24% | +0.11 |
| PFG Principal Financial Group | Add +72.9% | 0.25% | +0.11 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +5.7% | 0.78% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 146 | $306.1M | SCHX, AAPL, NVDA, GOOGL, META |
| Q1 2026 | 141 | $272.5M | SCHO, VGSH, AAPL, META, NVDA |
| Q4 2025 | 149 | $266.3M | SCHX, META, AAPL, GOOGL, NVDA |
| Q3 2025 | 152 | $257.0M | SCHX, META, AAPL, MSFT, NVDA |
| Q2 2025 | 128 | $216.8M | SCHX, META, MSFT, AAPL, NVDA |
| Q1 2025 | 127 | $194.1M | VGSH, META, AAPL, LLY, JAAA |
| Q4 2024 | 123 | $193.1M | AAPL, META, SCHO, SCHX, MSFT |
| Q3 2024 | 129 | $187.2M | AAPL, META, SCHX, MSFT, GOOGL |
| Q2 2024 | 105 | $165.7M | AAPL, META, SCHX, MSFT, GOOGL |
| Q1 2024 | 100 | $160.3M | META, AAPL, SCHX, GOOGL, MSFT |