Bond & Devick Financial Network, Inc.
•CIK: 1843495•Filing: Q4 2025
**Bond & Devick Financial Network, Inc.** manages $355M across a diversified portfolio of 184 holdings. The strategy exhibits significant conviction in select names, highlighted by the top positions in EQWL ($36.9M) and ESGD ($32.4M). Further allocations include substantial weights in JCPB ($21.1M) and SCHZ ($19.2M). This concentrated approach suggests a focus on deep value and specific sector opportunities within the current market cycle.
Total AUM
$355.1M
QoQ Performance
+6.8%
Positions
115
Top 10 Concentration
51.1%
Latest Filing
Q4 2025
Top Holdings Allocation
EQWL
ESGD
JCPB
SCHZ
EQWL10.4%
ESGD9.1%
JCPB5.9%
SCHZ5.4%
SCHB4.3%
IEI3.7%
JMEE3.2%
IWY3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.2%
Technology8.0%
Financial2.5%
Healthcare2.1%
Consumer1.2%
ETF0.6%
Industrial0.5%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
—
FIDELITY MERRIMACK STR TR
SOLD
$5.3M
+5 more exited positions
Changes from Q3 2025
NEW8 new positions
↑56 increased
↓44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023