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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 3 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMAT APPLIED MATLS INC Technology 2,082.0 $1.5M 0.37% -65.0 -3.0% $723.00 -33.9%
42 SPEM SPDR INDEX SHS FDS 27,264.0 $1.4M 0.35% $51.78 +1.7%
43 IVV ISHARES TR 1,873.0 $1.4M 0.34% $748.89 +2.8%
44 PHO INVESCO EXCHANGE TRADED FD T 20,232.0 $1.4M 0.34% $69.08 +4.5%
45 AXP AMERICAN EXPRESS CO Financial Services 4,120.0 $1.4M 0.34% $338.25 -0.6%
46 CRBN ISHARES TR 5,443.0 $1.4M 0.34% +199.0 +3.8% $252.97 +2.6%
47 PANW PALO ALTO NETWORKS INC Technology 3,988.0 $1.4M 0.34% +151.0 +3.9% $341.02 -0.1%
48 SCHE SCHWAB STRATEGIC TR 37,353.0 $1.4M 0.33% $36.26 +2.4%
49 NULV NUSHARES ETF TR 27,079.0 $1.4M 0.33% $49.99 +7.7%
50 AMGN AMGEN INC Healthcare 3,711.0 $1.3M 0.33% $362.12 +21.9%
51 NVDA NVIDIA CORPORATION Technology 6,370.0 $1.3M 0.31% +139.0 +2.2% $200.09 +5.2%
52 DSI ISHARES TR 8,945.0 $1.3M 0.31% $142.39 +2.8%
53 IWM ISHARES TR 4,127.0 $1.2M 0.30% $300.45 -0.5%
54 ASML ASML HLDG NV Technology 603.0 $1.2M 0.29% -20.0 -3.2% $1989.44 -12.3%
55 SCHV SCHWAB STRATEGIC TR 34,080.0 $1.2M 0.29% $34.81 +0.4%
56 MUB ISHARES TR 10,988.0 $1.2M 0.29% +343.0 +3.2% $107.62 -2.0%
57 AOR ISHARES TR 16,977.0 $1.2M 0.29% +3K +21.0% $69.50 +0.7%
58 SCHA SCHWAB STRATEGIC TR 31,122.0 $1.1M 0.28% $36.13 -3.9%
59 ITOT ISHARES TR 6,613.0 $1.1M 0.27% +182.0 +2.8% $164.27 +2.2%
60 FICO FAIR ISAAC CORP Technology 900.0 $1.1M 0.27% $1194.78 -4.3%
Page 3 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%