Blackhawk Capital Partners Q2 2026 Investment Activity

Blackhawk Capital Partners, an investment entity with a diverse portfolio encompassing over 138 holdings valued at $296 million as of June 30, 2026, demonstrated significant buying activity this quarter.

The investor's Technology sector allocation stands out prominently. Key purchases included positions in SCHX, the Schwab Strategic Trust; NVDA, NVIDIA Corporation; AAPL, Apple Inc.; and TSM, Taiwan Semiconductor Manufacturing Co. Ltd., alongside smaller additions to other sectors.

Blackhawk Capital Partners also bolstered its positions in several other areas during Q2 2026:

• Communication Services: Acquired stakes in GOOGL, Alphabet Inc., and META, Meta Platforms Inc.
• Healthcare: Increased holdings of HROW, Harrow Inc.
• Industrials: Added to positions in HTZ, Hertz Global Holdings Ltd.
• Financial Services: Purchased shares of ARES, Ares Management Corporation.
• Real Estate: Acquired a position in VICI, VICI Properties Inc.

In addition to Technology, the investor showed buying interest across other sectors:

• Consumer Cyclical: Purchased positions in KVUE, KenVue Inc., and IP, International Paper Co.
• Utilities: Acquired shares of PCG, PGE Corporation.
• Consumer Defensive: Added to holdings in MKC, McCormick & Co. Inc.
• Real Estate: Also noted buying activity, reinforcing the position in VICI Properties Inc.

Furthermore, Blackhawk Capital Partners held a substantial allocation to EMB, iShares Trust (EMB), and LQD, iShares Trust (LQD) within the Financial Services sector, indicating confidence in fixed income or specific ETF strategies.

While Technology remains a major focus with its highest allocation percentage of 17.47%, other sectors like Communication Services and Healthcare also saw notable additions through this quarter's investment activity.