Blackhawk Capital Partners, LLC

Q3 2026 13F-HR Holdings

Location
Thiensville, WI
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
181
Total value ($000)
$372,124
Net value change ($000)
+66,008 (21.6%)
New positions
66
Sold out positions
31
Turnover %
38.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHO 26,471 NEW
MSFT 4,895 57.3%
ICOW 4,810 NEW
META 3,592 37.1%
TFLO 3,337 NEW
NVDA 3,191 28.4%
RSP 2,887 NEW
AAPL 2,852 23.8%
IBDV 2,628 NEW
GLDM 2,491 NEW
Top Reduces (Value $000, Stocks/ETFs)
LQD -7,093 -100.0%
EMB -7,061 -100.0%
HYLS -6,991 -100.0%
FPE -6,930 -100.0%
BA -3,217 -100.0%
POWL -3,180 -100.0%
HROW -2,172 -25.2%
EIX -1,983 -100.0%
TGT -1,383 -100.0%
FSLR -1,338 -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