StockDriftsStockDriftsTop 50 Bond & Devick Financial Network, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EQWL | INVESCO EXCHANGE TRADED FD T | 10.15% | 319.7K | $41.2M | +2.64%(+8.22K) | $96.30(+40.35%) | 2026-06-30 | |
| ESGD | ISHARES TR | 8.78% | 346.9K | $35.7M | +3.30%(+11.10K) | $79.99(+34.77%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 5.56% | 480.8K | $22.6M | +5.13%(+23.45K) | $46.80(-1.24%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 5.01% | 879.1K | $20.3M | +4.20%(+35.46K) | $23.79(-4.28%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 4.4% | 616.4K | $17.9M | +1.34%(+8.17K) | $20.83(+44.09%) | 2026-06-30 | |
| JMEE | J P MORGAN EXCHANGE TRADED F | 3.51% | 182.8K | $14.3M | +4.17%(+7.32K) | $58.81(+35.68%) | 2026-06-30 | |
| NDSN | NORDSON CORP | 3.27% | 44.1K | $13.3M | -0.85%(-377) | $202.89(+52.16%) | 2026-06-30 | |
| IEI | ISHARES TR | 3.2% | 110.7K | $13.0M | +0.72%(+788) | $116.12(+0.43%) | 2026-06-30 | |
| IWY | ISHARES TR | 3.02% | 42.2K | $12.3M | +2.94%(+1.21K) | $237.07(+23.62%) | 2026-06-30 | |
| EDIV | SPDR INDEX SHS FDS | 2.68% | 265.3K | $10.9M | +3.53%(+9.04K) | $36.44(+14.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.04% | +26.10% | +3.52% | +18.87% |
| Top 20 Holdings Unweighted | +8.69% | +28.41% | +3.98% | +21.55% |
Bond & Devick Financial Network, Inc. reports $406.15M in US-listed equity holdings across 207 positions in its most recent 13F filing. Its largest disclosed positions are EQWL (10.2%), ESGD (8.8%) and JCPB (5.6%). The top 20 holdings account for 66.61% of reported assets. Its disclosed equity book has returned +26.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bond & Devick Financial Network, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843495). View Bond & Devick Financial Network, Inc.’s 13F filings on SEC