Blackhawk Capital Partners, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$216.8B
Holdings
128
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 547,423 | $13.4B | 6.17% | |
| 2 | METAMETA PLATFORMS INC | 15,446 | $11.4B | 5.26% | |
| 3 | MSFTMICROSOFT CORP | 17,339 | $8.6B | 3.98% | |
| 4 | AAPLAPPLE INC | 38,926 | $8.0B | 3.68% | |
| 5 | NVDANVIDIA CORPORATION | 47,325 | $7.5B | 3.45% | |
| 6 | JAAAJANUS DETROIT STR TR | 140,660 | $7.1B | 3.29% | |
| 7 | LLYELI LILLY & CO | 8,550 | $6.7B | 3.07% | |
| 8 | AMZNAMAZON COM INC | 30,100 | $6.6B | 3.05% | |
| 9 | GOOGLALPHABET INC | 33,215 | $5.9B | 2.70% | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 23,341 | $5.3B | 2.44% | |
| 11 | HYLSFIRST TR EXCHANGE-TRADED FD | 106,461 | $4.5B | 2.05% | |
| 12 | FTSLFIRST TR EXCHANGE-TRADED FD | 92,699 | $4.3B | 1.96% | |
| 13 | NFLXNETFLIX INC | 2,903 | $3.9B | 1.79% | |
| 14 | ABTABBOTT LABS | 27,314 | $3.7B | 1.71% | |
| 15 | FMBFIRST TR EXCH TRADED FD III | 73,267 | $3.7B | 1.68% | |
| 16 | FIXDFIRST TR EXCHNG TRADED FD VI | 72,510 | $3.2B | 1.47% | |
| 17 | ASMLASML HOLDING N V | 3,628 | $2.9B | 1.34% | |
| 18 | UBERUBER TECHNOLOGIES INC | 30,209 | $2.8B | 1.30% | |
| 19 | XFEBFIRST TR EXCH TRADED FD III | 153,895 | $2.7B | 1.26% | |
| 20 | DEEDFIRST TR EXCHNG TRADED FD VI | 129,102 | $2.7B | 1.26% | |
| 21 | EMBISHARES TR | 28,164 | $2.6B | 1.20% | |
| 22 | BACVERIZON COMMUNICATIONS INC | 59,058 | $2.6B | 1.18% | |
| 23 | WDAYWORKDAY INC | 10,624 | $2.5B | 1.18% | |
| 24 | CNMCORE & MAIN INC | 41,961 | $2.5B | 1.17% | |
| 25 | RACEFERRARI N V | 5,095 | $2.5B | 1.15% | |
| 26 | BENFRANKLIN RESOURCES INC | 102,812 | $2.5B | 1.13% | |
| 27 | IBKRINTERACTIVE BROKERS GROUP IN | 42,519 | $2.4B | 1.09% | |
| 28 | VVISA INC | 6,499 | $2.3B | 1.06% | |
| 29 | EIXEDISON INTL | 44,682 | $2.3B | 1.06% | |
| 30 | XOMEXXON MOBIL CORP | 20,621 | $2.2B | 1.03% | |
| 31 | EXPEEXPEDIA GROUP INC | 12,993 | $2.2B | 1.01% | |
| 32 | OREALTY INCOME CORP | 36,496 | $2.1B | 0.97% | |
| 33 | ABBVABBVIE INC | 11,198 | $2.1B | 0.96% | |
| 34 | TROWPRICE T ROWE GROUP INC | 21,304 | $2.1B | 0.95% | |
| 35 | CVXCHEVRON CORP NEW | 13,917 | $2.0B | 0.92% | |
| 36 | TSLATESLA INC | 6,248 | $2.0B | 0.92% | |
| 37 | BBYBEST BUY INC | 28,640 | $1.9B | 0.89% | |
| 38 | AMCRAMCOR PLC | 199,476 | $1.8B | 0.85% | |
| 39 | DYHTARGET CORP | 17,078 | $1.7B | 0.78% | |
| 40 | TDIVFIRST TR EXCHANGE TRADED FD | 17,844 | $1.6B | 0.74% | |
| 41 | FRTFEDERAL RLTY INVT TR NEW | 16,925 | $1.6B | 0.74% | |
| 42 | AVGOBROADCOM INC | 5,764 | $1.6B | 0.73% | |
| 43 | FIXCOMFORT SYS USA INC | 2,797 | $1.5B | 0.69% | |
| 44 | NUENUCOR CORP | 11,292 | $1.5B | 0.67% | |
| 45 | CATCATERPILLAR INC | 3,648 | $1.4B | 0.65% | |
| 46 | PRGSPROGRESS SOFTWARE CORP | 21,275 | $1.4B | 0.63% | |
| 47 | SCHFSCHWAB STRATEGIC TR | 60,360 | $1.3B | 0.62% | |
| 48 | DGRWWISDOMTREE TR | 15,735 | $1.3B | 0.61% | |
| 49 | KOCOCA COLA CO | 18,010 | $1.3B | 0.59% | |
| 50 | JNJJOHNSON & JOHNSON | 8,245 | $1.3B | 0.58% | |
| 51 | WECWEC ENERGY GROUP INC | 11,794 | $1.2B | 0.57% | |
| 52 | ESSESSEX PPTY TR INC | 4,296 | $1.2B | 0.56% | |
| 53 | GPCGENUINE PARTS CO | 9,983 | $1.2B | 0.56% | |
| 54 | NEENEXTERA ENERGY INC | 17,206 | $1.2B | 0.55% | |
| 55 | NOCNORTHROP GRUMMAN CORP | 2,374 | $1.2B | 0.55% | |
| 56 | SJMSMUCKER J M CO | 12,077 | $1.2B | 0.55% | |
| 57 | SYYSYSCO CORP | 15,362 | $1.2B | 0.54% | |
| 58 | EATBRINKER INTL INC | 6,354 | $1.1B | 0.53% | |
| 59 | LNTALLIANT ENERGY CORP | 18,873 | $1.1B | 0.53% | |
| 60 | MIRMIRION TECHNOLOGIES INC | 52,893 | $1.1B | 0.53% | |
| 61 | KVUEKENVUE INC | 54,149 | $1.1B | 0.52% | |
| 62 | SCHGSCHWAB STRATEGIC TR | 36,514 | $1.1B | 0.49% | |
| 63 | TXRHTEXAS ROADHOUSE INC | 5,571 | $1.0B | 0.48% | |
| 64 | QCOMQUALCOMM INC | 6,447 | $1.0B | 0.47% | |
| 65 | NKENIKE INC | 13,626 | $968.0M | 0.45% | |
| 66 | CINFCINCINNATI FINL CORP | 6,479 | $964.9M | 0.44% | |
| 67 | NDQINVESCO QQQ TR | 1,721 | $949.6M | 0.44% | |
| 68 | MCDMCDONALDS CORP | 3,161 | $923.5M | 0.43% | |
| 69 | APDAIR PRODS & CHEMS INC | 3,111 | $877.5M | 0.40% | |
| 70 | AXONAXON ENTERPRISE INC | 1,008 | $834.6M | 0.38% | |
| 71 | AOSSMITH A O CORP | 12,163 | $797.5M | 0.37% | |
| 72 | CSXCSX CORP | 24,042 | $784.5M | 0.36% | |
| 73 | FTAFIRST TR EXCHANGE-TRADED ALP | 9,736 | $765.5M | 0.35% | |
| 74 | IBITISHARES BITCOIN TRUST ETF | 12,417 | $760.0M | 0.35% | |
| 75 | VOOVANGUARD INDEX FDS | 1,318 | $748.9M | 0.35% | |
| 76 | UCONFIRST TR EXCHNG TRADED FD VI | 29,644 | $737.8M | 0.34% | |
| 77 | PWRQUANTA SVCS INC | 1,756 | $663.9M | 0.31% | |
| 78 | NDSNNORDSON CORP | 2,979 | $638.6M | 0.29% | |
| 79 | AFLGFIRST TR EXCHNG TRADED FD VI | 16,674 | $605.4M | 0.28% | |
| 80 | VICIVICI PPTYS INC | 18,382 | $599.3M | 0.28% | |
| 81 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,216 | $590.7M | 0.27% | |
| 82 | BLKBLACKROCK INC | 549 | $576.0M | 0.27% | |
| 83 | XSOEWISDOMTREE TR | 16,349 | $563.7M | 0.26% | |
| 84 | CRMSALESFORCE INC | 2,004 | $546.5M | 0.25% | |
| 85 | EMREMERSON ELEC CO | 3,867 | $515.6M | 0.24% | |
| 86 | JBHTHUNT J B TRANS SVCS INC | 3,538 | $508.1M | 0.23% | |
| 87 | FLUTFLUTTER ENTMT PLC | 1,723 | $492.4M | 0.23% | |
| 88 | PAYCPAYCOM SOFTWARE INC | 2,091 | $483.9M | 0.22% | |
| 89 | GOOGALPHABET INC | 2,475 | $439.1M | 0.20% | |
| 90 | UNHUNITEDHEALTH GROUP INC | 1,363 | $425.2M | 0.20% | |
| 91 | BIIBBIOGEN INC | 3,212 | $403.4M | 0.19% | |
| 92 | GDGENERAL DYNAMICS CORP | 1,381 | $402.8M | 0.19% | |
| 93 | GBTCGRAYSCALE BITCOIN TRUST ETF | 4,424 | $375.3M | 0.17% | |
| 94 | OXYOCCIDENTAL PETE CORP | 8,210 | $344.9M | 0.16% | |
| 95 | GMGENERAL MTRS CO | 6,890 | $339.1M | 0.16% | |
| 96 | BGBUNGE GLOBAL SA | 4,185 | $336.0M | 0.15% | |
| 97 | VIOOVANGUARD ADMIRAL FDS INC | 3,286 | $332.6M | 0.15% | |
| 98 | WCMIFIRST TR EXCHANGE-TRADED FD | 19,948 | $317.4M | 0.15% | |
| 99 | PSXPHILLIPS 66 | 2,582 | $308.0M | 0.14% | |
| 100 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 14,640 | $305.4M | 0.14% |
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