Broussard Financial Group LLC

CIK

1548136

Location

KAPLAN, LA

Portfolio Value

Micro $343,083

Diversification

Highly concentrated

Filing Date

Global Rank

#7,501 / 8,578 ▲ 77

Top Industry

Banks - Regional 60.9%

3Y Alpha vs SPY

-66.2%

Period ended 3 months ago

Filed Apr 29, 2026 · 48d

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

+11.2%

Annualised alpha

-66.2%

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

1 positions · $343,083 total · Technology only · as of Mar 31, 2026

All sectors Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
SNDK	Sandisk Corp Technology	NEW	540	NEW	$343,083	NEW	100.00%