StockDriftsStockDriftsTop 50 Blackhawk Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 5.53% | 575.2K | $16.9M | +1223.32%(+531.76K) | $26.85(+13.65%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.91% | 41.3K | $12.0M | +1.82%(+739) | $114.16(+167.50%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.67% | 56.2K | $11.2M | +4.16%(+2.24K) | $107.19(+110.90%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.57% | 30.6K | $10.9M | -1.24%(-383) | $102.49(+236.33%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.16% | 17.2K | $9.7M | -1.43%(-249) | $259.16(+123.91%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.1% | 19.9K | $9.5M | -24.86%(-6.57K) | $139.59(+205.81%) | 2026-06-30 | |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 2.88% | 197.2K | $8.8M | +319.71%(+150.19K) | $44.93(+0.12%) | 2026-06-30 | |
| HROW | HARROW INC | 2.82% | 203.2K | $8.6M | +17.94%(+30.91K) | $40.80(-1.88%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.79% | 22.9K | $8.5M | +7.86%(+1.67K) | $272.98(+78.06%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.62% | 33.7K | $8.0M | -3.52%(-1.23K) | $137.15(+91.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.89% | +59.69% | +7.90% | +46.28% |
| Top 20 Holdings Unweighted | +17.03% | +60.30% | +7.94% | +46.55% |
Blackhawk Capital Partners, LLC reports $306.12M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (5.5%), AAPL (3.9%) and NVDA (3.7%). The top 20 holdings account for 54.2% of reported assets. Its disclosed equity book has returned +59.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Blackhawk Capital Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1582561). View Blackhawk Capital Partners, LLC’s 13F filings on SEC