Blackhawk Capital Partners, LLC

Q3 2025 13F-HR Holdings

Location
Thiensville, WI
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
152
Total value ($000)
$257,020
Net value change ($000)
+40,188 (18.5%)
New positions
37
Sold out positions
13
Turnover %
16.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HROW 5,272 NEW
GOOGL 2,504 42.8%
SCHWAB STRATEGIC TRUST 2,056 154.1%
AAPL 2,050 25.7%
NVDA 1,817 24.3%
MRVL 1,689 NEW
TSM 1,670 31.6%
SWK 1,556 NEW
COIN 1,542 NEW
JOE 1,535 NEW
Top Reduces (Value $000, Stocks/ETFs)
EXPE -2,192 -100.0%
CNM -2,085 -82.3%
V -1,891 -81.9%
AMCR -1,833 -100.0%
LLY -1,686 -25.3%
FRT -1,608 -100.0%
PRGS -1,358 -100.0%
SJM -1,186 -100.0%
NUE -891 -60.9%
BEN -772 -31.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type