Bond & Devick Financial Network, Inc.

Q2 2026 13F-HR Holdings

Location
St. Louis Park, MN
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
207
Total value ($000)
$406,147
Net value change ($000)
+47,773 (13.3%)
New positions
22
Sold out positions
3
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
EQWL 5,352 14.9%
ESGD 3,556 11.1%
ESML 2,681 338.1%
SCHB 2,585 16.9%
JMEE 2,546 21.7%
AAPL 2,262 61.8%
NULG 2,078 NEW
IWY 2,064 20.2%
NDSN 1,469 12.4%
GOOGL 1,202 25.0%
Top Reduces (Value $000, Stocks/ETFs)
PLDR -1,561 -100.0%
ACN -1,502 -37.0%
HON -354 -100.0%
CRM -259 -28.7%
XOM -234 -22.5%
SNY -224 -100.0%
INTU -155 -39.6%
LDOS -142 -33.7%
COST -117 -10.7%
PEP -82 -15.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type