Broussard Financial Group LLC
•CIK: 1548136•Filing: Q4 2025
**Broussard Financial Group LLC** manages $123M across a portfolio of 34 positions, exhibiting a clear focus on commodity and sector-specific exposure. Top holdings reveal significant allocations to USFR ($17.3M) and UAUG ($15.7M), suggesting a strategic tilt toward hard assets and inflation hedges. Further concentration is evident in IAU* ($13.6M) and IOCT ($13.3M), underpinning a multi-asset approach with notable weightings in energy and industrial sectors.
Total AUM
$123.3M
QoQ Performance
N/A
Positions
21
Top 10 Concentration
80.7%
Latest Filing
Q4 2025
Top Holdings Allocation
USFR
UAUG
IAU*
IOCT
EOCT
TUA
AGGY
USFR14.0%
UAUG12.7%
IAU*11.0%
IOCT10.8%
EOCT7.5%
TUA6.1%
AGGY6.1%
SPYV4.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other98.2%
ETF1.7%
Technology0.2%