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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 9 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWF ISHARES TR 2,296.0 $285K 0.07% +2K +300.0% $124.17 -1.9%
162 META META PLATFORMS INC Communication Services 505.0 $284K 0.07% -30.0 -5.6% $563.29 +2.3%
163 URI UNITED RENTALS INC Industrials 250.0 $283K 0.07% NEW $1132.89 -6.6%
164 MCD MCDONALDS CORP Consumer Cyclical 1,034.0 $280K 0.07% $270.31 -1.3%
165 LEIDOS HOLDINGS INC 2,705.0 $279K 0.07% $102.97
166 ADBE ADOBE INC Technology 1,358.0 $278K 0.07% +45.0 +3.4% $205.02 +33.4%
167 GILD GILEAD SCIENCES INC Healthcare 2,156.0 $272K 0.07% $126.34 +17.2%
168 MDT MEDTRONIC PLC Healthcare 3,472.0 $272K 0.07% -506.0 -12.7% $78.23 +17.6%
169 IWB ISHARES TR 663.0 $271K 0.07% $409.50 +2.5%
170 SAP SAP SE Technology 1,750.0 $270K 0.07% +270.0 +18.2% $154.11 +37.3%
171 PSCT INVESCO EXCH TRADED FD TR II 2,913.0 $269K 0.07% NEW $92.41 -15.7%
172 NKE NIKE INC Consumer Cyclical 6,525.0 $268K 0.07% +395.0 +6.4% $41.05 -6.0%
173 PSX PHILLIPS 66 Energy 1,576.0 $266K 0.07% $169.05 +43.3%
174 IDEV ISHARES TR 2,975.0 $265K 0.07% $89.01 +4.9%
175 MEM MATTHEWS ASIA FDS 5,618.0 $254K 0.06% -77.0 -1.4% $45.26 -1.7%
176 MANAGED PORTFOLIO SER 6,361.0 $253K 0.06% $39.76
177 TGRW T ROWE PRICE EXCHANGE-TRADED 5,210.0 $249K 0.06% $47.72 -1.7%
178 AOA ISHARES TR 2,543.0 $248K 0.06% +274.0 +12.1% $97.60 +1.6%
179 SCHX SCHWAB STRATEGIC TR 8,390.0 $247K 0.06% $29.43 +2.7%
180 JBND J P MORGAN EXCHANGE TRADED F 4,565.0 $244K 0.06% +481.0 +11.8% $53.50 -1.1%
Page 9 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%