Briaud-Financial-Planning

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
209
Total Value
251663
Accession Number
0001842974-25-000013
Form Type
13F-HR
Manager Name
Briaud-Financial-Planning
Data Enrichment
83% identified
174 identified35 unidentified

Holdings

209 positions • $251.7K total value
Manager:
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Page 9 of 11
Sony Group Corp
Shares:230
Value:$5.0K
% of Portfolio:2.0% ($5.0K/$251.7K)
POPULAR, INC.
Shares:49
Value:$4.0K
% of Portfolio:1.6% ($4.0K/$251.7K)
KKR & Co. Inc.
Shares:35
Value:$4.0K
% of Portfolio:1.6% ($4.0K/$251.7K)
Parker-Hannifin Corp
Shares:7
Value:$4.0K
% of Portfolio:1.6% ($4.0K/$251.7K)
INTUIT INC.
Shares:8
Value:$4.0K
% of Portfolio:1.6% ($4.0K/$251.7K)
SIMON PROPERTY GROUP INC /DE/
Shares:26
Value:$4.0K
% of Portfolio:1.6% ($4.0K/$251.7K)
46438F101
Shares:100
Value:$4.0K
% of Portfolio:1.6% ($4.0K/$251.7K)
Four Corners Property Trust, Inc.
Shares:167
Value:$4.0K
% of Portfolio:1.6% ($4.0K/$251.7K)
464288208
Shares:60
Value:$4.0K
% of Portfolio:1.6% ($4.0K/$251.7K)
Alphabet Inc.
Shares:26
Value:$4.0K
% of Portfolio:1.6% ($4.0K/$251.7K)
GENERAL ELECTRIC CO
Shares:23
Value:$4.0K
% of Portfolio:1.6% ($4.0K/$251.7K)
GENERAC HOLDINGS INC.
Shares:26
Value:$3.0K
% of Portfolio:1.2% ($3.0K/$251.7K)
LENNOX INTERNATIONAL INC
Shares:7
Value:$3.0K
% of Portfolio:1.2% ($3.0K/$251.7K)
SOUTHWEST AIRLINES CO
Shares:100
Value:$3.0K
% of Portfolio:1.2% ($3.0K/$251.7K)
464287457
Shares:42
Value:$3.0K
% of Portfolio:1.2% ($3.0K/$251.7K)
ServiceNow, Inc.
Shares:5
Value:$3.0K
% of Portfolio:1.2% ($3.0K/$251.7K)
COHERENT CORP.
Shares:50
Value:$3.0K
% of Portfolio:1.2% ($3.0K/$251.7K)
389637109
Shares:50
Value:$3.0K
% of Portfolio:1.2% ($3.0K/$251.7K)
US BANCORP \DE\
Shares:90
Value:$3.0K
% of Portfolio:1.2% ($3.0K/$251.7K)
Orion S.A.
Shares:282
Value:$3.0K
% of Portfolio:1.2% ($3.0K/$251.7K)