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Portfolio (Quarterly) Guide ↗

Bond & Devick Financial Network, Inc.

· CIK 0001843495
13F Portfolio $406M AUM 207 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 56 Added 36 Reduced 3 Exited
Page 2 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ESML ISHARES TR 62,122.0 $3.5M 0.85% +45K +268.5% $55.93 -0.5%
22 UNH UNITEDHEALTH GROUP INC Healthcare 7,420.0 $3.1M 0.76% -168.0 -2.2% $415.63 -3.5%
23 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.74% $748850.00
24 CMI CUMMINS INC Industrials 3,831.0 $2.7M 0.67% -98.0 -2.5% $713.21 -18.9%
25 ACN ACCENTURE PLC IRELAND Technology 20,570.0 $2.6M 0.63% $124.44 +45.7%
26 IWD ISHARES TR 10,019.0 $2.4M 0.60% -51.0 -0.5% $242.43 +6.6%
27 IXUS ISHARES TR 24,594.0 $2.3M 0.58% +271.0 +1.1% $95.44 +2.7%
28 SUSL ISHARES TR 17,511.0 $2.3M 0.57% +1K +9.1% $132.76 +3.3%
29 FBND FIDELITY MERRIMACK STR TR 49,478.0 $2.3M 0.55% +768.0 +1.6% $45.49 -0.8%
30 NUDM NUSHARES ETF TR 55,553.0 $2.2M 0.55% +329.0 +0.6% $40.02 +3.2%
31 NULG NUSHARES ETF TR 17,754.0 $2.1M 0.51% NEW $117.06 -2.7%
32 BN BROOKFIELD CORP Financial Services 46,200.0 $2.0M 0.48% $42.59 -2.2%
33 AMZN AMAZON COM INC Consumer Cyclical 8,185.0 $2.0M 0.48% $238.34 +9.2%
34 SCHD SCHWAB STRATEGIC TR 58,249.0 $1.8M 0.46% +670.0 +1.2% $31.71 +10.5%
35 JNJ JOHNSON & JOHNSON Healthcare 7,177.0 $1.8M 0.45% +898.0 +14.3% $253.97 +6.4%
36 EAOR ISHARES TR 43,496.0 $1.6M 0.41% +15K +50.2% $37.91 +0.3%
37 SUSA ISHARES TR 10,648.0 $1.6M 0.41% +129.0 +1.2% $154.30 +2.4%
38 SGOV ISHARES TR 16,057.0 $1.6M 0.40% $100.67 -0.0%
39 XEL XCEL ENERGY INC Utilities 19,617.0 $1.6M 0.39% $80.30 -3.2%
40 VB VANGUARD INDEX FDS 5,131.0 $1.6M 0.38% -78.0 -1.5% $303.12 +0.3%
Page 2 of 11  ·  207 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Industrials 24.4%
Healthcare 11.8%
Financial Services 9.3%
Communication Services 8.6%
Consumer Defensive 6.0%
Consumer Cyclical 4.0%
Utilities 1.8%
Energy 1.5%
Basic Materials 0.4%