Bond & Devick Financial Network, Inc.
Annual return '25
+21.7%
SPY '25
+17.7%
Alpha
+4.0ptsvs SPY
Invested
$358.4M
Holdings
187
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$EQWL
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 299.3k shares)
10.0%
02
$ESGD
ISHARES TR
Q4 2025: Exited (was 327.6k shares)
9.0%
03
$JCPB
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 405.3k shares)
6.0%
04
$SCHZ
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 746.5k shares)
5.5%
05
$SCHB
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 575.9k shares)
4.3%
06
$IEI
ISHARES TR
Q4 2025: Exited (was 110.3k shares)
3.6%
07
$NDSN
NORDSON CORP
Q4 2025: Exited (was 44.7k shares)
3.3%
08
$JMEE
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 167.1k shares)
3.3%
09
$IWY
ISHARES TR
Q4 2025: Exited (was 39.3k shares)
2.8%
10
$EDIV
SPDR INDEX SHS FDS
Q4 2025: Exited (was 240.3k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.