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13F holdings · Q2 2026

Blackhawk Capital Partners

Thiensville, WI · files as Blackhawk Capital Partners, LLC
Holdings as of Jun 30, 2026Filed Jul 20, 2026Next filing due Nov 16, 2026CIK 1582561

Blackhawk Capital Partners reported 146 stocks worth $306M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are SCHX (5.5%), AAPL (3.9%) and NVDA (3.7%). Compared with Q1 2026, the fund opened new positions in LQD, EMB and HYLS, added to SCHX, AAPL and NVDA, trimmed GOOGL, META and TSM and sold out of SCHO, VGSH and SYK.

Reported value$306M+12.3% vs last quarter
Stocks held14636 new · 31 sold out
Top 5 weight19.9%spread out
Turnover61%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SCHX
Schwab US Large Cap ETF
$16.9M5.5%575K+532K (+1223%)8 of 8
2
AAPL
Apple Inc
$12M3.9%41K+739 (+2%)8 of 8
3
NVDA
Nvidia Corporation
$11.2M3.7%56K+2,243 (+4%)8 of 8
4
GOOGL
Alphabet Inc
$10.9M3.6%31K−383 (−1%)8 of 8
5
META
Meta Platforms Inc
$9.7M3.2%17K−249 (−1%)8 of 8
6
TSM
Taiwan Semiconductor Mfg Ltd
$9.5M3.1%20K−6,570 (−25%)8 of 8
7
FTSL
First TR Exchange-Traded FD
$8.8M2.9%197K+150K (+320%)8 of 8
8
HROW
Harrow Inc
$8.6M2.8%203K+31K (+18%)4 of 8
9
MSFT
Microsoft Corp
$8.5M2.8%23K+1,669 (+8%)8 of 8
10
AMZN
Amazon Com Inc
$8M2.6%34K−1,229 (−4%)8 of 8
🔒 136 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
SCHO
Schwab Short-Term US Treasury ETF
$30.1M1.2M
VGSH
Vanguard Scottsdale Fds
$14.5M248K
SYK
Stryker Corporation
$2.6M7,785
CVX
Chevron Corp New
$2.2M11K
APH
Amphenol Corp New
$1.9M15K

🔒 Free account: see all 30.

Reported value

last 8 quarters
$187MQ3 '24
$193MQ4 '24
$194MQ1 '25
$217MQ2 '25
$257MQ3 '25
$266MQ4 '25
$273MQ1 '26
$306MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 20, 202613F-HRQ2 2026SEC filing ↗

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Blackhawk Capital Partners 13F FAQ

What does Blackhawk Capital Partners own?

Blackhawk Capital Partners reported 146 stocks worth $306M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are SCHX (5.5%), AAPL (3.9%) and NVDA (3.7%). The table above lists every position in the filing (the top 10 without an account).

What did Blackhawk Capital Partners buy and sell in Q2 2026?

Compared with Q1 2026: 36 new positions, 54 added to, 42 trimmed and 31 sold out. New positions include LQD, EMB and HYLS. It sold all of SCHO, VGSH and SYK.

When will Blackhawk Capital Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Blackhawk Capital Partners's portfolio worth?

The Q2 2026 filing reports $306M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.