Blackhawk Capital Partners, LLC

Q1 2026 13F-HR Holdings

Location
Thiensville, WI
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$272,529
Net value change ($000)
+6,260 (2.4%)
New positions
15
Sold out positions
23
Turnover %
35.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHO 30,128 NEW
VGSH 14,490 NEW
SYK 2,558 NEW
BA 2,342 NEW
FMB 1,970 51.7%
APH 1,861 NEW
FIX 1,671 55.8%
KVUE 1,662 NEW
TSM 1,181 15.2%
POWL 1,135 82.0%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -13,577 -92.4%
HYLS -5,814 -100.0%
EMB -5,385 -100.0%
FTSL -5,383 -71.9%
LQD -5,364 -100.0%
FPE -5,360 -100.0%
UBER -2,757 -100.0%
CRM -2,202 -100.0%
MIR -2,188 -100.0%
MSFT -1,391 -15.0%
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