Bond & Devick Financial Network, Inc.
Q4 2025 13F-HR Holdings
Net value change ($000)
+22,587
(6.8%)
New positions
8
Sold out positions
10
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| NEAR | 5,895 | 2466.5% |
| EUSB | 5,660 | NEW |
| EQWL | 2,536 | 7.4% |
| ESGD | 1,907 | 6.3% |
| JCPB | 1,784 | 9.3% |
| SCHZ | 1,712 | 9.8% |
| GOOGL | 1,132 | 27.7% |
| JMEE | 884 | 8.3% |
| EDIV | 774 | 8.3% |
| CGMS | 726 | 9.9% |
Top Reduces (Value $000, Stocks/ETFs)
| Fidelity Merrimack Street Trust | -5,320 | -100.0% |
| MSFT | -767 | -9.9% |
| Unilever PLC | -568 | -100.0% |
| TGT | -334 | -100.0% |
| INTC | -235 | -100.0% |
| NKE | -219 | -35.6% |
| MINN | -217 | -100.0% |
| TRI | -213 | -100.0% |
| ABT | -208 | -100.0% |
| PNR | -207 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|