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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 6 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CAT CATERPILLAR INC Industrials 517.0 $551K 0.14% $1065.63 -22.9%
102 TIGO MILLICOM INTL CELLULAR S A Communication Services 6,000.0 $545K 0.13% $90.76 +5.9%
103 RSPE INVESCO EXCH TRADED FD TR II 16,031.0 $544K 0.13% +2K +13.2% $33.91 +4.1%
104 THOMSON REUTERS CORP 6,590.0 $538K 0.13% NEW $81.67
105 HD HOME DEPOT INC Consumer Cyclical 1,509.0 $532K 0.13% $352.59 -5.0%
106 CSCO CISCO SYS INC Technology 4,519.0 $531K 0.13% -100.0 -2.2% $117.46 -4.3%
107 UNILEVER PLC 8,697.0 $523K 0.13% $60.12
108 FENI FIDELITY COVINGTON TRUST 13,015.0 $522K 0.13% -371.0 -2.8% $40.13 +3.8%
109 BLK BLACKROCK INC Financial Services 540.0 $519K 0.13% $961.56 +22.0%
110 IYF ISHARES TR 3,961.0 $505K 0.12% $127.51 +7.9%
111 MMM 3M CO Industrials 3,091.0 $500K 0.12% -165.0 -5.1% $161.91 +11.2%
112 SYK STRYKER CORPORATION Healthcare 1,547.0 $487K 0.12% +55.0 +3.7% $314.84 +4.7%
113 EVR EVERCORE INC Financial Services 1,400.0 $478K 0.12% $341.44 -14.6%
114 VONG VANGUARD SCOTTSDALE FDS 3,656.0 $467K 0.12% $127.81 -1.9%
115 VOO VANGUARD INDEX FDS 671.0 $461K 0.11% +66.0 +10.9% $686.81 +2.5%
116 PEP PEPSICO INC Consumer Defensive 3,339.0 $452K 0.11% -100.0 -2.9% $135.40 +5.0%
117 GSK GSK PLC Healthcare 8,530.0 $447K 0.11% $52.42 -1.9%
118 VTI VANGUARD INDEX FDS 1,203.0 $445K 0.11% +96.0 +8.7% $370.04 +2.2%
119 USB US BANCORP Financial Services 7,335.0 $443K 0.11% $60.40 +4.0%
120 LLY ELI LILLY & CO Healthcare 364.0 $437K 0.11% $1199.43 -0.8%
Page 6 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%