1y return+15.9%S&P 500 +20.9%
3y return+51.4%S&P 500 +68.5%
5y return+42.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $212 against $280 in the S&P 500.2
Blackhawk Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHXSchwab Strategic Tr | $16.9M | 5.5% | +1223.3% |
| AAPLApple Inc | $12.0M | 3.9% | +1.8% |
| NVDANvidia Corporation | $11.2M | 3.7% | +4.2% |
| GOOGLAlphabet Inc | $10.9M | 3.6% | −1.2% |
| METAMeta Platforms Inc | $9.7M | 3.2% | −1.4% |
| TSMTaiwan Semiconductor Manufac | $9.5M | 3.1% | −24.9% |
| FTSLFirst Tr Exchange-traded Fd | $8.8M | 2.9% | +319.7% |
| HROWHarrow Inc | $8.6M | 2.8% | +17.9% |
| MSFTMicrosoft Corp | $8.5M | 2.8% | +7.9% |
| AMZNAmazon Com Inc | $8.0M | 2.6% | −3.5% |
| LLYEli Lilly & Co | $7.9M | 2.6% | |
| LQDIshares Tr | $7.1M | 2.3% | New |
| EMBIshares Tr | $7.1M | 2.3% | New |
| HYLSFirst Tr Exchange-traded Fd | $7.0M | 2.3% | New |
| FPEFirst Tr Exch Traded Fd III | $6.9M | 2.3% | New |
| FMBFirst Tr Exch Traded Fd III | $6.0M | 1.9% | +1.6% |
| JAAAJanus Detroit Str Tr | $5.5M | 1.8% | +13.7% |
| AVGOBroadcom Inc | $5.1M | 1.7% | +17.8% |
| NFLXNetflix Inc. | $4.7M | 1.5% | +14.3% |
| FIXComfort Sys Usa Inc | $4.5M | 1.5% | −32.4% |
| SCHFSchwab Strategic Tr | $4.5M | 1.5% | −7.2% |
| IBKRInteractive Brokers Group In | $4.3M | 1.4% | −3.3% |
| PWRQuanta Svcs Inc | $4.0M | 1.3% | +2.1% |
| ABTAbbott Laboratories | $3.3M | 1.1% | +26.3% |
| FTCBFirst Tr Exchange-traded Fd | $3.3M | 1.1% | +4.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PWRQuanta Svcs Inc | June 30, 2021 | +695.0% | $4.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $7.9M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $11.2M |
| FIXComfort Sys Usa Inc | March 31, 2025 | +514.9% | $4.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $10.9M |
| TSMTaiwan Semiconductor Manufac | June 30, 2023 | +373.2% | $9.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $12.0M |
| TSLATesla Inc | September 30, 2020 | +194.1% | $2.6M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2024 | +187.0% | $2.9M |
| AVGOBroadcom Inc | March 31, 2024 | +185.0% | $5.1M |
Sold off last quarter
- SCHOSchwab Strategic Tr was $30.1M
- VGSHVanguard Scottsdale Fds was $14.5M
- SYKStryker Corporation was $2.6M
- CVXChevron Corp New was $2.2M
- APHAmphenol Corp New was $1.9M
- BBYBest Buy Inc was $1.8M
- COINCoinbase Global Inc was $1.5M
- CLXClorox Co Del was $1.4M
- ESSEssex Ppty Tr Inc was $1.2M
- Accenture PLC IrelandCUSIP G1151C101 was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +6.0% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −14.9% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +6.3% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Blackhawk Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1582561&type=13F-HR&dateb=&owner=include&count=40CIK 1582561
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1582561/000110465926084975/Filed July 20, 2026 · accession 0001104659-26-084975