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Broussard Financial Group LLC - Portfolio Stock Holdings

Broussard Financial Group LLC disclosed 45 stock positions in a recent SEC 13F filing. $135,409,826 of stock holdings were filed, with the largest holdings including USFR, UAUG, and IOCT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $138,790,787 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

45

Est. Stock Holding Value:

$135,409,826

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Broussard Financial Group LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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