Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bond & Devick Financial Network, Inc. (CIK 1843495) reported $358.4M across 187 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EQWL ($35.9M, 10.01%), ESGD ($32.1M, 8.96%), JCPB ($21.5M, 6.01%), SCHZ ($19.6M, 5.47%), SCHB ($15.3M, 4.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EQWL | INVESCO EXCHANGE TRADED FD T | $35.9M | 10.01% | 311,446 | Trimmed |
| 2 | ESGD | ISHARES TR | $32.1M | 8.96% | 335,830 | Trimmed |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $21.5M | 6.01% | 457,321 | Added |
| 4 | SCHZ | SCHWAB STRATEGIC TR | $19.6M | 5.47% | 843,679 | Added |
| 5 | SCHB | SCHWAB STRATEGIC TR | $15.3M | 4.26% | 608,266 | Added |
| 6 | IEI | ISHARES TR | $13.0M | 3.64% | 109,940 | Trimmed |
| 7 | NDSN | NORDSON CORP | $11.8M | 3.30% | 44,430 | Trimmed |
| 8 | JMEE | J P MORGAN EXCHANGE TRADED F | $11.7M | 3.27% | 175,432 | Trimmed |
| 9 | IWY | ISHARES TR | $10.2M | 2.85% | 41,009 | Added |
| 10 | EDIV | SPDR INDEX SHS FDS | $10.1M | 2.82% | 256,258 | Trimmed |
| 11 | IEF | ISHARES TR | $9.5M | 2.64% | 99,060 | Added |
| 12 | CGMS | CAPITAL GRP FIXED INCM ETF T | $8.1M | 2.25% | 296,215 | Added |
| 13 | NEAR | ISHARES U S ETF TR | $7.1M | 1.99% | 139,987 | Added |
| 14 | SCHF | SCHWAB STRATEGIC TR | $6.4M | 1.79% | 259,387 | Trimmed |
| 15 | EUSB | ISHARES TR | $6.2M | 1.74% | 143,639 | Added |
| 16 | NUDV | NUSHARES ETF TR | $5.6M | 1.58% | 183,679 | Added |
| 17 | MSFT | MICROSOFT CORP | $5.3M | 1.47% | 14,243 | Trimmed |
| 18 | EAGG | ISHARES TR | $5.2M | 1.45% | 109,613 | Added |
| 19 | GOOGL | ALPHABET INC | $4.8M | 1.34% | 16,690 | Added |
| 20 | ACN | ACCENTURE PLC IRELAND | $4.1M | 1.13% | 20,487 | Added |
| 21 | AAPL | APPLE INC | $3.7M | 1.02% | 14,415 | Added |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.9M | 0.80% | 4 | Trimmed |
| 23 | FBND | FIDELITY MERRIMACK STR TR | $2.2M | 0.62% | 48,710 | Added |
| 24 | IWD | ISHARES TR | $2.2M | 0.60% | 10,070 | Added |
| 25 | CMI | CUMMINS INC | $2.1M | 0.59% | 3,929 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31