Broussard Financial Group LLC

CIK

1548136

Location

KAPLAN, LA

Portfolio Value

Micro $22,023,714

Diversification

Highly concentrated

Filing Date

Global Rank

#7,712 / 8,517 ▼ 16

Top Industry

Banks - Regional 62.9%

3Y Alpha vs SPY

-44.8%

Period ended 46 days ago

Filed Jul 27, 2026 · 19d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

-8.1%

SPY

+13.9%

Annualised alpha

-45.5%

Max drawdown

−16.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

8 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

49.1%

+10.1 pts

Top 5

95.6%

+0.6 pts

Top 10

100.0%

0.0 pts

HHI

3,201

Highly concentrated+755

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.6%	$21,063,632	5
Financial Services	2.7%	$603,944	2
Technology	1.6%	$356,138	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−13,982	143,120	$10,806,991
FXY	Invesco CurrencyShares Japanese Yen Trust	−7,933	92,075	$5,196,713
IBIT	iShares Bitcoin Trust ETF	−5,508	64,970	$2,162,851
SLV	iShares Silver Trust	−4,023	47,059	$2,516,244
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	7,460	$380,833
CSCO	Cisco Systems, Inc.	3,032	$356,138
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	183,633	$7,978,853
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	9,664	$885,608
SNDK	Sandisk Corp	540	$343,083
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 tracked positions · $22,023,714 total · as of Jun 30, 2026

All sectors Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	143,120	-13,982	$10,806,991	−22.0%	49.07%
FXY	Invesco CurrencyShares Japanese Yen Trust	Reduced	92,075	-7,933	$5,196,713	−10.2%	23.60%
SLV	iShares Silver Trust	Reduced	47,059	-4,023	$2,516,244	−27.7%	11.43%
IBIT	iShares Bitcoin Trust ETF	Reduced	64,970	-5,508	$2,162,851	−20.1%	9.82%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	7,460	NEW	$380,833	NEW	1.73%
CSCO	Cisco Systems, Inc. Technology	NEW	3,032	NEW	$356,138	NEW	1.62%
HBCP	Home Bancorp, Inc. Financial Services	Held	5,150	0	$352,878	+13.1%	1.60%
FHN	First Horizon Corp Financial Services	Held	9,792	0	$251,066	+12.7%	1.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.