Blackhawk Capital Partners, LLC holds a diversified book of 146 reported positions worth $306.1M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Ishr Ibx Usd Invgd CB ETF-Ui and trimmed Alphabet Inc-CL A. Their largest long position is Schwab US Large-Cap ETF at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+10.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning Blackhawk Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
69% mapped to company sectors
+5 sectors below the cut, 8% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Blackhawk Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 8 / 80 | $639.5M |
| Ketron Financial | 20 / 80 | $286.7M |
| Draper Asset Management, LLC | 9 / 80 | $169.6M |
| 9823 Capital, L.P. | 10 / 80 | $121.6M |
| Howard Hughes Medical Institute | 14 / 80 | $363.1M |
| Fortune 45 LLC | 10 / 80 | $176.6M |
| Hoey Investments, Inc | 34 / 80 | $581.5M |
| Skandinaviska Enskilda Banken AB (publ) | 16 / 80 | $1.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Blackhawk Capital Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $16.9M | 575.2K | 5.5% | ▲13× Added · +532K sh | |
| 2 | Apple Inc COM | $12.0M | 41.3K | 3.9% | ▲+1.8% Added · +739 sh | |
| 3 | Nvidia Corporation COM | $11.2M | 56.2K | 3.7% | ▲+4.2% Added · +2K sh | |
| 4 | Alphabet Inc CAP STK CL A | $10.9M | 30.6K | 3.6% | ▼−1.2% Reduced · −383 sh | |
| 5 | Meta Platforms Inc CL A | $9.7M | 17.2K | 3.2% | ▼−1.4% Reduced · −249 sh | |
| 6 | Taiwan Semiconductor Manufac SPONSORED ADS | $9.5M | 19.9K | 3.1% | ▼−25% Reduced · −7K sh | |
| 7 | First TR Exchange-Traded FD SENIOR LN FD | $8.8M | 197.2K | 2.9% | ▲+320% Added · +150K sh | |
| 8 | Harrow Inc COM | $8.6M | 203.2K | 2.8% | ▲+18% Added · +31K sh | |
| 9 | Microsoft Corp COM | $8.5M | 22.9K | 2.8% | ▲+7.8% Added · +2K sh | |
| 10 | Amazon Com Inc COM | $8.0M | 33.7K | 2.6% | ▼−3.5% Reduced · −1K sh | |
| 11 | Eli Lilly & Co COM | $7.9M | 6.6K | 2.6% | ▲+0.5% Added · +35 sh | |
| 12 | Ishares TR IBOXX INV CP ETF | $7.1M | 65.0K | 2.3% | ▲New New position | |
| 13 | Ishares TR JPMORGAN USD EMG | $7.1M | 73.2K | 2.3% | ▲New New position | |
| 14 | First TR Exchange-Traded FD FIRST TR TA HIYL | $7.0M | 172.0K | 2.3% | ▲New New position | |
| 15 | First TR Exch Traded FD III PFD SECS INC ETF | $6.9M | 387.6K | 2.3% | ▲New New position | |
| 16 | First TR Exch Traded FD III MANAGD MUN ETF | $6.0M | 115.9K | 1.9% | ▲+1.6% Added · +2K sh | |
| 17 | Janus Detroit STR TR HENDRSON AAA CL | $5.5M | 109.4K | 1.8% | ▲+14% Added · +13K sh | |
| 18 | Broadcom Inc COM | $5.1M | 13.4K | 1.7% | ▲+18% Added · +2K sh | |
| 19 | Netflix Inc. COM | $4.7M | 65.2K | 1.5% | ▲+14% Added · +8K sh | |
| 20 | Comfort Sys USA Inc COM | $4.5M | 2.3K | 1.5% | ▼−32% Reduced · −1K sh | |
| 21 | Schwab Strategic TR INTL EQTY ETF | $4.5M | 161.6K | 1.5% | ▼−7.2% Reduced · −13K sh | |
| 22 | Interactive Brokers Group In COM CL A | $4.3M | 49.7K | 1.4% | ▼−3.3% Reduced · −2K sh | |
| 23 | Quanta Svcs Inc COM | $4.0M | 5.5K | 1.3% | ▲+2.1% Added · +113 sh | |
| 24 | Abbott Laboratories COM | $3.3M | 36.8K | 1.1% | ▲+26% Added · +8K sh | |
| 25 | First TR Exchange-Traded FD CORE INVESTMENT | $3.3M | 156.7K | 1.1% | ▲+4.2% Added · +6K sh | |
| 26 | Boeing Co COM | $3.2M | 14.9K | 1.1% | ▲+26% Added · +3K sh | |
| 27 | Powell Inds Inc COM | $3.2M | 11.1K | 1.0% | ▲+139% Added · +6K sh | |
| 28 | First TR Exchange-Traded FD WCM INTL EQUITY | $3.0M | 153.0K | 1.0% | ▲+18% Added · +23K sh | |
| 29 | Ares Management Corporation CL A COM STK | $3.0M | 26.7K | 1.0% | ▲New New position | |
| 30 | ASML Hldg NV N Y REGISTRY SHS | $2.9M | 1.5K | 1.0% | ▼−35% Reduced · −799 sh | |
| 31 | Abbvie Inc COM | $2.9M | 11.4K | 0.9% | ▲+5.5% Added · +600 sh | |
| 32 | Apollo Global Mgmt Inc COM | $2.7M | 23.2K | 0.9% | ▲+203% Added · +16K sh | |
| 33 | Tesla Inc COM | $2.6M | 6.3K | 0.9% | ▲+4.6% Added · +275 sh | |
| 34 | SPX Technologies Inc COM | $2.5M | 10.3K | 0.8% | ▲New New position | |
| 35 | Wisdomtree TR EM EX ST-OWNED | $2.4M | 48.3K | 0.8% | ▲+5.7% Added · +3K sh | |
| 36 | Carmax Inc COM | $2.3M | 43.2K | 0.7% | ▲+10% Added · +4K sh | |
| 37 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $2.2M | 89.1K | 0.7% | ▲+4.0% Added · +3K sh | |
| 38 | Franklin Resources Inc COM | $2.0M | 60.1K | 0.7% | ▼−12% Reduced · −8K sh | |
| 39 | Edison Intl COM | $2.0M | 26.6K | 0.6% | ▼−13% Reduced · −4K sh | |
| 40 | ST Joe Co COM | $2.0M | 31.5K | 0.6% | —Held | |
| 41 | Verizon Communications Inc COM | $1.9M | 44.7K | 0.6% | ▼−6.6% Reduced · −3K sh | |
| 42 | Reddit Inc CL A | $1.9M | 10.7K | 0.6% | ▲New New position | |
| 43 | KKR & Co Inc COM | $1.8M | 19.9K | 0.6% | ▲New New position | |
| 44 | Wec Energy Group Inc COM | $1.8M | 15.2K | 0.6% | ▲+34% Added · +4K sh | |
| 45 | Invesco QQQ TR UNIT SER 1 | $1.7M | 2.3K | 0.5% | ▲+6.8% Added · +143 sh | |
| 46 | First TR Exchange Traded FD NASD TECH DIV | $1.6M | 13.6K | 0.5% | ▼−13% Reduced · −2K sh | |
| 47 | Bluerock PVT Real Estate FD COM | $1.5M | 114.7K | 0.5% | ▲+51% Added · +39K sh | |
| 48 | Federal Rlty Invt TR New SH BEN INT NEW | $1.4M | 11.3K | 0.5% | ▼−25% Reduced · −4K sh | |
| 49 | Target Corp COM | $1.4M | 10.6K | 0.5% | ▼−16% Reduced · −2K sh | |
| 50 | First Solar Inc COM | $1.3M | 5.7K | 0.4% | ▲New New position |
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Use Arkolith to show Blackhawk Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.