Bond & Devick Financial Network, Inc.

CIK

1843495

Location

ST. LOUIS PARK, MN

Portfolio Value

Micro $1,558,374

Diversification

Diversified

Filing Date

Global Rank

#5,815 / 8,232 ▲ 237

Top Industry

Specialty Industrial Machinery 18.6%

3Y Alpha vs SPY

-12.3%

Period ended 3 months ago

Filed Apr 8, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+26.0%

SPY

+74.2%

Annualised alpha

-12.3%

Max drawdown

−22.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

89 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.1%

+1.8 pts

Top 5

37.9%

−2.3 pts

Top 10

49.8%

−3.3 pts

HHI

433

Diversified−9

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$23,014,358	23
Industrials	23.3%	$18,208,079	11
Healthcare	11.3%	$8,842,628	14
Financial Services	10.5%	$8,171,852	12
Communication Services	8.1%	$6,362,583	5
Consumer Defensive	7.3%	$5,731,369	10
Consumer Cyclical	3.6%	$2,845,797	4
Energy	2.7%	$2,124,345	5
Utilities	2.0%	$1,558,374	1
Unclassified	0.9%	$667,464	2
Basic Materials	0.5%	$354,604	1
Real Estate	0.4%	$283,611	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+1,650	8,185	$1,704,689
BRK-B	Berkshire Hathaway Inc	+1,300	2,142	$1,026,446
BAC	Bank Of America Corp /De/	+756	12,234	$596,407
DIS	Walt Disney Co	+546	3,531	$340,317
CSCO	Cisco Systems, Inc.	+545	4,619	$358,388
NVDA	Nvidia Corp	+485	6,231	$1,086,686
AAPL	Apple Inc.	+247	14,415	$3,658,382
KO	Coca Cola Co	+219	12,946	$984,543
PANW	Palo Alto Networks Inc	+204	3,837	$615,147
PG	PROCTER & GAMBLE Co	+167	7,181	$1,037,223
ACN	Accenture plc	+115	20,487	$4,062,367
MCD	Mcdonalds Corp	+95	1,034	$321,356
AMD	Advanced Micro Devices Inc	+65	1,257	$255,711
BLK	BlackRock, Inc.	+52	540	$519,323
DE	Deere & Co	+47	1,125	$633,712
GOOGL	Alphabet Inc.	+36	16,690	$4,799,376
CAT	Caterpillar Inc	+34	517	$366,273
ORCL	Oracle Corp	+15	2,114	$310,990
ETN	Eaton Corp plc	+10	1,422	$508,606
PSA	Public Storage	+5	1,047	$283,611
LLY	ELI LILLY & Co	+5	364	$334,796
TXN	Texas Instruments Inc	+1	1,233	$239,374
COST	Costco Wholesale Corp /New	+1	1,100	$1,096,073
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMI	Cummins Inc	−2,658	3,929	$2,113,880
HPQ	Hp Inc	−1,060	13,139	$252,400
ADBE	Adobe Inc.	−405	1,313	$319,164
MDT	Medtronic plc	−300	3,978	$344,693
MRK	Merck & Co., Inc.	−300	2,927	$352,088
NDSN	Nordson Corp	−275	44,430	$11,821,045
CRM	Salesforce, Inc.	−265	4,837	$902,922
MSFT	Microsoft Corp	−207	14,243	$5,272,331
PFE	Pfizer Inc	−200	18,088	$507,911
SAP	Sap SE	−120	1,480	$253,390
MMM	3M Co	−102	3,256	$472,868
MDLZ	Mondelez International, Inc.	−100	5,242	$302,148
NKE	NIKE, Inc.	−100	6,130	$323,786
JNJ	Johnson & Johnson	−100	6,279	$1,534,838
XEL	Xcel Energy Inc	−77	19,617	$1,558,374
HD	Home Depot, Inc.	−74	1,508	$495,966
WMT	Walmart Inc.	−65	5,597	$695,595
XOM	Exxon Mobil Corp	−55	6,123	$1,038,828
GLD	Spdr Gold Trust	−55	862	$370,909
ASML	Asml Holding NV	−30	623	$822,877
GILD	Gilead Sciences, Inc.	−20	2,156	$300,481
AMAT	Applied Materials Inc /De	−17	2,147	$733,823
SCHW	Schwab Charles Corp	−7	2,533	$238,051
UNH	Unitedhealth Group Inc	−4	7,588	$2,053,236
IBM	International Business Machines Corp	−2	2,932	$710,687
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
BN	BROOKFIELD Corp /ON/	46,200	$1,869,714
BAM	Brookfield Asset Management Ltd.	7,700	$342,265
L	Loews Corp	3,100	$330,894
TTE	TotalEnergies SE	3,021	$274,850
SNY	Sanofi	4,654	$224,229
TGT	Target Corp	1,820	$220,584
EPD	Enterprise Products Partners L.P.	5,722	$216,520
JCI	Johnson Controls International plc	1,603	$209,912
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
GIS	General Mills Inc	6,443	$299,599
PYPL	PayPal Holdings, Inc.	5,014	$292,717
TMO	Thermo Fisher Scientific Inc.	364	$210,919
DRI	Darden Restaurants Inc	1,117	$205,550
ABBV	AbbVie Inc.	888	$202,899
URI	United Rentals, Inc.	250	$202,330
ALL	Allstate Corp	962	$200,240
STKL	SunOpta Inc.	22,484	$85,439
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $1,558,374 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
XEL	Xcel Energy Inc Utilities	Reduced	19,617	-77	$1,558,374	+7.1%	100.00%