Blackhawk Capital Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Blackhawk Capital Partners, LLC reported 152 stock positions worth $257.0 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 5.5% of the portfolio, followed by Meta Platforms Class A (META, 4.5%) and Apple (AAPL, 3.9%). Compared with Q2 2025, it opened 37 new positions, sold out of 13, added to 59 and reduced 48. The biggest buy was a new position in Harrow (HROW) and the biggest sale Eli Lilly (LLY, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- THIENSVILLE, WI
- CIK
- 0001582561
- Portfolio Value
- $257.0M (Q3 2025)
- SEC Filing
- 0001104659-25-104741 ↗ filed Oct 31, 2025
Holdings Value
Holdings 152 stocks · $257.0M
| SCHX Schwab US Large-Cap ETF | 5.49% | 535,727 | $14.1M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 4.53% | 15,837 | $11.6M | Add +2.5% |
| AAPL Apple Inc. | 3.90% | 39,413 | $10.0M | Add +1.3% |
| MSFT Microsoft Corp. | 3.64% | 18,075 | $9.4M | Add +4.2% |
| NVDA Nvidia Corp. | 3.62% | 49,812 | $9.3M | Add +5.3% |
| GOOGL Alphabet Inc. Class A | 3.25% | 34,382 | $8.4M | Add +3.5% |
| JAAA Janus Henderson Aaa Clo ETF | 3.13% | 158,607 | $8.1M | Add +12.8% |
| AMZN Amazon.com Inc. | 2.78% | 32,599 | $7.2M | Add +8.3% |
| TSM Taiwan Semiconductor-SP ADR | 2.71% | 24,911 | $7.0M | Add +6.7% |
| HROW Harrow Inc. | 2.05% | 109,421 | $5.3M | New |
| FTSL First Trust Senior Loan ETF | 2.01% | 112,427 | $5.2M | Add +21.3% |
| HYLS FT Tactical High Yield ETF | 1.95% | 119,022 | $5.0M | Add +11.8% |
| LLY Eli Lilly & Co. | 1.94% | 6,526 | $5.0M | Reduce -23.7% |
| FMB First Trust Managed Municipa | 1.52% | 76,941 | $3.9M | Add +5.0% |
| NFLX Netflix Inc. | 1.46% | 3,140 | $3.8M | Add +8.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.46% | 3,877 | $3.8M | Add +6.9% |
| ABT Abbott Laboratories | 1.42% | 27,332 | $3.7M | Add +0.1% |
| FIXD First Trust Smith Opportunis | 1.32% | 76,615 | $3.4M | Add +5.7% |
| SCHF Schwab Intl Equity ETF | 1.32% | 145,628 | $3.4M | Add +141.3% |
| UBER Uber Technologies Inc. | 1.24% | 32,659 | $3.2M | Add +8.1% |
| WDAY Workday Inc. Class A | 1.23% | 13,167 | $3.2M | Add +23.9% |
| FPE FT-Preferred Secur & Inc. ETF | 1.22% | 172,446 | $3.1M | Add +12.1% |
| IBKR Interactive Brokers Gro Class A | 1.21% | 45,248 | $3.1M | Add +6.4% |
| EMB iShares JP Morgan Usd Emergi | 1.20% | 32,358 | $3.1M | Add +14.9% |
| DEED First Trust Securitized Plus | 1.19% | 143,638 | $3.1M | Add +11.3% |
| TSLA Tesla Inc. | 1.03% | 5,966 | $2.7M | Reduce -4.5% |
| RACE Ferrari NV | 1.01% | 5,356 | $2.6M | Add +5.1% |
| AVGO Broadcom Inc. | 1.01% | 7,873 | $2.6M | Add +36.6% |
| ABBV Abbvie Inc. | 1.00% | 11,098 | $2.6M | Reduce -0.9% |
| EIX Edison International | 0.98% | 45,544 | $2.5M | Add +1.9% |
| FIX Comfort Systems USA Inc. | 0.97% | 3,017 | $2.5M | Add +7.9% |
| VZ Verizon Communications Inc. | 0.95% | 55,632 | $2.4M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.82% | 18,689 | $2.1M | Reduce -9.4% |
| PWR Quanta Services Inc. | 0.81% | 5,040 | $2.1M | Add +187.0% |
| MIR Mirion Technologies Inc. | 0.81% | 89,254 | $2.1M | Add +68.7% |
| O Realty Income Corp. | 0.79% | 33,500 | $2.0M | Reduce -8.2% |
| CRM Salesforce Inc. | 0.77% | 8,343 | $2.0M | Add +316.3% |
| CVX Chevron Corp. | 0.73% | 12,003 | $1.9M | Reduce -13.8% |
| BBY Best Buy Co. Inc. | 0.68% | 23,224 | $1.8M | Reduce -18.9% |
| MRVL Marvell Technology Inc. | 0.66% | 20,092 | $1.7M | New |
| BEN Franklin Templeton Inc. | 0.65% | 72,640 | $1.7M | Reduce -29.4% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.63% | 16,443 | $1.6M | Reduce -7.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.62% | 15,649 | $1.6M | Reduce -26.5% |
| WCMI FT WCM International ETF | 0.62% | 94,557 | $1.6M | Add +374.0% |
| SWK Stanley Black & Decker Inc. | 0.61% | 20,936 | $1.6M | New |
| COIN Coinbase Global Inc. Class A | 0.60% | 4,570 | $1.5M | New |
| JOE The St Joe Co. | 0.60% | 31,014 | $1.5M | New |
| CAT Caterpillar Inc. | 0.59% | 3,203 | $1.5M | Reduce -12.2% |
| SOC Sable Offshore Corp. | 0.57% | 83,529 | $1.5M | New |
| TGT Target Corp. | 0.57% | 16,191 | $1.5M | Reduce -5.2% |
| CZR Caesars Entertainment Inc. | 0.55% | 52,246 | $1.4M | New |
| CLX Clorox Company | 0.53% | 10,949 | $1.4M | New |
| JNJ Johnson & Johnson | 0.52% | 7,264 | $1.3M | Reduce -11.9% |
| ESS Essex Property Trust Inc. | 0.52% | 4,958 | $1.3M | Add +15.4% |
| DGRW Wisdomtree U.S. Quality Divi | 0.51% | 14,797 | $1.3M | Reduce -6.0% |
| EME Emcor Group Inc. | 0.51% | 2,026 | $1.3M | New |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.51% | 34,601 | $1.3M | Add +111.6% |
| UNH Unitedhealth Group Inc. | 0.51% | 3,792 | $1.3M | Add +178.2% |
| POWL Powell Industries Inc. | 0.49% | 4,122 | $1.3M | New |
| WEC WEC Energy Group Inc. | 0.48% | 10,695 | $1.2M | Reduce -9.3% |
| NOC Northrop Grumman Corp. | 0.47% | 1,976 | $1.2M | Reduce -16.8% |
| MDT Medtronic PLC | 0.46% | 12,300 | $1.2M | New |
| NEE Nextera Energy Inc. | 0.45% | 15,484 | $1.2M | Reduce -10.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 1,878 | $1.1M | Add +9.1% |
| APO Apollo Global Management Inc. | 0.44% | 8,412 | $1.1M | New |
| LNT Alliant Energy Corp. | 0.43% | 16,542 | $1.1M | Reduce -12.3% |
| GPC Genuine Parts Co. | 0.43% | 7,981 | $1.1M | Reduce -20.1% |
| SCHG Schwab US Large-Cap Growth | 0.42% | 33,802 | $1.1M | Reduce -7.4% |
| KO The Coca-Cola Co. | 0.41% | 15,843 | $1.1M | Reduce -12.0% |
| KVUE Kenvue Inc. | 0.40% | 63,274 | $1.0M | Add +16.9% |
| TXRH Texas Roadhouse Inc. | 0.39% | 6,018 | $1000K | Add +8.0% |
| TCX Tucows Inc. Class A | 0.37% | 51,618 | $958K | New |
| SYY Sysco Corp. | 0.36% | 11,369 | $936K | Reduce -26.0% |
| PPG PPG Industries Inc. | 0.35% | 8,631 | $907K | New |
| QCOM Qualcomm Inc. | 0.35% | 5,417 | $901K | Reduce -16.0% |
| CINF Cincinnati Financial Corp. | 0.34% | 5,550 | $877K | Reduce -14.3% |
| MCD McDonald's Corp. | 0.34% | 2,874 | $873K | Reduce -9.1% |
| EAT Brinker International Inc. | 0.34% | 6,849 | $868K | Add +7.8% |
| IBIT iShares Bitcoin Trust ETF | 0.33% | 12,929 | $840K | Add +4.1% |
| VOO Vanguard S&P 500 ETF | 0.32% | 1,340 | $820K | Add +1.7% |
| VAL Valaris Ltd. | 0.30% | 16,040 | $782K | New |
| UCON First Trust Smith Unconstrai | 0.30% | 30,758 | $775K | Add +3.8% |
| NKE Nike Inc. Class B | 0.30% | 11,084 | $773K | Reduce -18.7% |
| FTA First Trust L C Val Alp | 0.30% | 9,268 | $772K | Reduce -4.8% |
| APD Air Products & Chemicals Inc. | 0.30% | 2,798 | $763K | Reduce -10.1% |
| AOS Smith (a.o.) Corp. | 0.29% | 10,093 | $741K | Reduce -17.0% |
| XSEP FT Vest U.S. Equity Enhance | 0.28% | 17,470 | $727K | New |
| AXON Axon Enterprise Inc. | 0.28% | 1,008 | $723K | No change |
| JFR Nuveen Floating Rate Income | 0.28% | 86,859 | $711K | New |
| CSX CSX Corp. | 0.26% | 18,824 | $668K | Reduce -21.7% |
| AFLG First Trust Active Factor La | 0.25% | 16,294 | $632K | Reduce -2.3% |
| NDSN Nordson Corp. | 0.23% | 2,658 | $603K | Reduce -10.8% |
| GOOG Alphabet Inc. Class C | 0.23% | 2,475 | $603K | No change |
| FLUT Flutter Entertainment PLC-Di | 0.23% | 2,369 | $602K | Add +37.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 1,189 | $598K | Reduce -2.2% |
| NUE Nucor Corp. | 0.22% | 4,226 | $572K | Reduce -62.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 2,010 | $567K | New |
| BLK BlackRock Inc. | 0.21% | 473 | $551K | Reduce -13.8% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.20% | 6,832 | $517K | New |
| PEGA Pegasystems Inc. | 0.20% | 8,915 | $513K | New |
Portfolio Sells Q2 2025 → Q3 2025
| LLY Eli Lilly & Co. | Reduce -23.7% | 1.94% | −1.14 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −1.01 |
| CNM Core & Main Inc. Class A | Reduce -80.2% | 0.17% | −0.99 |
| V Visa Inc. Class A | Reduce -81.2% | 0.16% | −0.90 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.85 |
| FRT Federal Realty Invs Trust | Sold out | 0.00% | −0.74 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.1% | 5.49% | −0.68 |
| PRGS Progress Software Corp. | Sold out | 0.00% | −0.63 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.55 |
| BEN Franklin Templeton Inc. | Reduce -29.4% | 0.65% | −0.48 |
| NUE Nucor Corp. | Reduce -62.6% | 0.22% | −0.45 |
| TROW T Rowe Price Group Inc. | Reduce -26.5% | 0.62% | −0.32 |
| VZ Verizon Communications Inc. | Reduce -5.8% | 0.95% | −0.23 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.22 |
| TGT Target Corp. | Reduce -5.2% | 0.57% | −0.21 |
| XOM Exxon Mobil Corp. | Reduce -9.4% | 0.82% | −0.21 |
| BBY Best Buy Co. Inc. | Reduce -18.9% | 0.68% | −0.20 |
| CVX Chevron Corp. | Reduce -13.8% | 0.73% | −0.19 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.19 |
| KO The Coca-Cola Co. | Reduce -12.0% | 0.41% | −0.18 |
| O Realty Income Corp. | Reduce -8.2% | 0.79% | −0.18 |
| SYY Sysco Corp. | Reduce -26.0% | 0.36% | −0.17 |
| VICI Vici Properties Inc. | Reduce -48.2% | 0.12% | −0.16 |
| VIOO Vanguard S&P Small-Cap 600 E | Sold out | 0.00% | −0.15 |
| NKE Nike Inc. Class B | Reduce -18.7% | 0.30% | −0.15 |
| T AT&T Inc. | Sold out | 0.00% | −0.14 |
| C Citigroup Inc. | Sold out | 0.00% | −0.13 |
| GPC Genuine Parts Co. | Reduce -20.1% | 0.43% | −0.13 |
| INCY Incyte Corp. | Sold out | 0.00% | −0.13 |
| QCOM Qualcomm Inc. | Reduce -16.0% | 0.35% | −0.12 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -7.8% | 0.63% | −0.11 |
| APD Air Products & Chemicals Inc. | Reduce -10.1% | 0.30% | −0.11 |
| CINF Cincinnati Financial Corp. | Reduce -14.3% | 0.34% | −0.10 |
| CSX CSX Corp. | Reduce -21.7% | 0.26% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.10 |
| NEE Nextera Energy Inc. | Reduce -10.0% | 0.45% | −0.10 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -6.0% | 0.51% | −0.10 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.09 |
| LNT Alliant Energy Corp. | Reduce -12.3% | 0.43% | −0.09 |
| WEC WEC Energy Group Inc. | Reduce -9.3% | 0.48% | −0.09 |
| MCD McDonald's Corp. | Reduce -9.1% | 0.34% | −0.09 |
| AOS Smith (a.o.) Corp. | Reduce -17.0% | 0.29% | −0.08 |
| NOC Northrop Grumman Corp. | Reduce -16.8% | 0.47% | −0.08 |
| SCHG Schwab US Large-Cap Growth | Reduce -7.4% | 0.42% | −0.07 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -8.1% | 0.17% | −0.06 |
| NDSN Nordson Corp. | Reduce -10.8% | 0.23% | −0.06 |
| CAT Caterpillar Inc. | Reduce -12.2% | 0.59% | −0.06 |
| JNJ Johnson & Johnson | Reduce -11.9% | 0.52% | −0.06 |
| FTA First Trust L C Val Alp | Reduce -4.8% | 0.30% | −0.05 |
| BLK BlackRock Inc. | Reduce -13.8% | 0.21% | −0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| HROW Harrow Inc. | New | 2.05% | +2.05 |
| SCHF Schwab Intl Equity ETF | Add +141.3% | 1.32% | +0.70 |
| MRVL Marvell Technology Inc. | New | 0.66% | +0.66 |
| SWK Stanley Black & Decker Inc. | New | 0.61% | +0.61 |
| COIN Coinbase Global Inc. Class A | New | 0.60% | +0.60 |
| JOE The St Joe Co. | New | 0.60% | +0.60 |
| SOC Sable Offshore Corp. | New | 0.57% | +0.57 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 3.25% | +0.55 |
| CZR Caesars Entertainment Inc. | New | 0.55% | +0.55 |
| CLX Clorox Company | New | 0.53% | +0.53 |
| CRM Salesforce Inc. | Add +316.3% | 0.77% | +0.52 |
| EME Emcor Group Inc. | New | 0.51% | +0.51 |
| PWR Quanta Services Inc. | Add +187.0% | 0.81% | +0.51 |
| POWL Powell Industries Inc. | New | 0.49% | +0.49 |
| WCMI FT WCM International ETF | Add +374.0% | 0.62% | +0.47 |
| MDT Medtronic PLC | New | 0.46% | +0.46 |
| APO Apollo Global Management Inc. | New | 0.44% | +0.44 |
| TCX Tucows Inc. Class A | New | 0.37% | +0.37 |
| PPG PPG Industries Inc. | New | 0.35% | +0.35 |
| UNH Unitedhealth Group Inc. | Add +178.2% | 0.51% | +0.31 |
| VAL Valaris Ltd. | New | 0.30% | +0.30 |
| XSEP FT Vest U.S. Equity Enhance | New | 0.28% | +0.28 |
| MIR Mirion Technologies Inc. | Add +68.7% | 0.81% | +0.28 |
| AVGO Broadcom Inc. | Add +36.6% | 1.01% | +0.28 |
| FIX Comfort Systems USA Inc. | Add +7.9% | 0.97% | +0.28 |
| JFR Nuveen Floating Rate Income | New | 0.28% | +0.28 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.7% | 2.71% | +0.27 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +111.6% | 0.51% | +0.25 |
| AAPL Apple Inc. | Add +1.3% | 3.90% | +0.22 |
| IBM Intl Business Machines Corp. | New | 0.22% | +0.22 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.20% | +0.20 |
| PEGA Pegasystems Inc. | New | 0.20% | +0.20 |
| DLY Doubleline Yield Opport | New | 0.19% | +0.19 |
| MOH Molina Healthcare Inc. | New | 0.17% | +0.17 |
| NVDA Nvidia Corp. | Add +5.3% | 3.62% | +0.17 |
| JKHY Jack Henry & Associates Inc. | New | 0.16% | +0.16 |
| IBKR Interactive Brokers Gro Class A | Add +6.4% | 1.21% | +0.12 |
| FDX FedEx Corp. | New | 0.12% | +0.12 |
| WCME FT WCM Developing World ETF | New | 0.12% | +0.12 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.9% | 1.46% | +0.12 |
| FDS Factset Research Systems Inc. | New | 0.12% | +0.12 |
| ETHA iShares Ethereum Trust ETF | New | 0.11% | +0.11 |
| NMM Navios Maritime Partners LP | New | 0.10% | +0.10 |
| PPTA Perpetua Resources Corp. | New | 0.10% | +0.10 |
| SLV iShares Silver Trust | New | 0.09% | +0.09 |
| LRCX Lam Research Corp. | New | 0.09% | +0.09 |
| NOW ServiceNow Inc. | New | 0.08% | +0.08 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.08% | +0.08 |
| DBL Doubleline Opport Credit | New | 0.06% | +0.06 |
| WDAY Workday Inc. Class A | Add +23.9% | 1.23% | +0.06 |
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 |