Broussard Financial Group LLC

CIK

1548136

Location

KAPLAN, LA

Portfolio Value

Micro $26,705,001

Diversification

Highly concentrated

Filing Date

Global Rank

#7,156 / 8,232 ▲ 191

Top Industry

Banks - Regional 60.9%

3Y Alpha vs SPY

-60.0%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-10.7%

SPY

+9.1%

Annualised alpha

-59.5%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

51.9%

+2.6 pts

Top 5

98.0%

+2.4 pts

Top 10

100.0%

0.0 pts

HHI

3,436

Highly concentrated+335

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.7%	$25,827,066	4
Financial Services	2.0%	$534,852	2
Technology	1.3%	$343,083	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+29,588	70,478	$2,707,764
FXY	Invesco CurrencyShares Japanese Yen Trust	+18,414	100,008	$5,788,463
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−22,525	51,082	$3,480,727
IAU	Ishares Gold Trust	−10,365	157,102	$13,850,112
FHN	First Horizon Corp	−9,791	9,792	$222,865
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SNDK	Sandisk Corp	540	$343,083
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	8,050	$1,226,900
MSFT	Microsoft Corp	504	$243,744
FBTC	Fidelity Wise Origin Bitcoin Fund	2,752	$209,784
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $26,705,001 total · as of Mar 31, 2026

All sectors Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	157,102	-10,365	$13,850,112	+1.9%	51.86%
FXY	Invesco CurrencyShares Japanese Yen Trust	Added	100,008	+18,414	$5,788,463	+20.9%	21.68%
SLV	iShares Silver Trust	Reduced	51,082	-22,525	$3,480,727	−26.6%	13.03%
IBIT	iShares Bitcoin Trust ETF	Added	70,478	+29,588	$2,707,764	+33.4%	10.14%
SNDK	Sandisk Corp Technology	NEW	540	NEW	$343,083	NEW	1.28%
HBCP	Home Bancorp, Inc. Financial Services	Held	5,150	0	$311,987	+4.8%	1.17%
FHN	First Horizon Corp Financial Services	Reduced	9,792	-9,791	$222,865	−52.4%	0.83%