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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 5 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NVO NOVO-NORDISK A S Healthcare 15,422.0 $739K 0.18% $47.94 -1.6%
82 LRCX LAM RESEARCH CORP Technology 1,706.0 $739K 0.18% -300.0 -15.0% $433.33 -27.8%
83 PUTNAM ETF TRUST 82,298.0 $734K 0.18% $8.92
84 DE DEERE & CO Industrials 1,125.0 $714K 0.18% $634.33 +0.0%
85 AMD ADVANCED MICRO DEVICES INC Technology 1,227.0 $713K 0.17% -30.0 -2.4% $580.91 -17.2%
86 SHY ISHARES TR 8,674.0 $712K 0.17% +615.0 +7.6% $82.11 -0.1%
87 CGXU CAPITAL GROUP INTL FOCUS EQT 20,169.0 $698K 0.17% $34.62 +1.6%
88 BAC BANK OF AMER CORP Financial Services 12,234.0 $697K 0.17% $56.98 +9.2%
89 VTEB VANGUARD MUN BD FDS 13,649.0 $690K 0.17% -1K -9.7% $50.58 -2.1%
90 SCHG SCHWAB STRATEGIC TR 19,720.0 $667K 0.16% $33.84 +4.3%
91 CRM SALESFORCE INC Technology 4,113.0 $644K 0.16% -724.0 -15.0% $156.66 +31.3%
92 SDY SPDR SERIES TRUST 4,207.0 $640K 0.16% $152.18 +4.1%
93 WMT WALMART INC Consumer Defensive 5,597.0 $634K 0.16% $113.26 -7.9%
94 ETN EATON CORP PLC Industrials 1,462.0 $623K 0.15% +40.0 +2.8% $426.12 -1.6%
95 STM STMICROELECTRONICS N V Technology 8,150.0 $610K 0.15% $74.89 -33.7%
96 FNDE SCHWAB STRATEGIC TR 15,080.0 $598K 0.15% $39.68 +5.6%
97 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,242.0 $593K 0.15% -24.0 -1.9% $477.57 -12.5%
98 EAOM ISHARES TR 18,408.0 $579K 0.14% +3K +21.5% $31.46 -0.5%
99 IXJ ISHARES TR 5,712.0 $562K 0.14% +355.0 +6.6% $98.38 +8.1%
100 BND VANGUARD BD INDEX FDS 7,640.0 $561K 0.14% $73.41 -1.1%
Page 5 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%