Blackhawk Capital Partners, LLC

Q2 2026 13F-HR Holdings

Location
Thiensville, WI
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$306,116
Net value change ($000)
+33,587 (12.3%)
New positions
36
Sold out positions
31
Turnover %
41.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SCHX 15,814 1418.3%
LQD 7,093 NEW
EMB 7,061 NEW
HYLS 6,991 NEW
FPE 6,930 NEW
FTSL 6,718 319.1%
ARES 2,971 NEW
HROW 2,556 42.1%
SPXC 2,528 NEW
GOOGL 2,028 22.7%
Top Reduces (Value $000, Stocks/ETFs)
SCHO -30,128 -100.0%
VGSH -14,490 -100.0%
SYK -2,558 -100.0%
CVX -2,245 -100.0%
SLDE -2,136 -80.1%
XOM -1,965 -77.6%
APH -1,861 -100.0%
BBY -1,849 -100.0%
COIN -1,526 -100.0%
CLX -1,419 -100.0%
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