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CIK: 0001843495
Total reported value
$406.1M
$406.1M
184 檔
30.8%
During the Q4 2025 filing period, Bond & Devick Financial Network, Inc. (CIK: 0001843495) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $406.1M across 184 reported positions.
Bond & Devick Financial Network, Inc. executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 10 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 10.38% | +0.13% | +4.23% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 9.12% | -0.18% | +3.90% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.93% | -0.45% | +9.71% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.42% | -0.46% | +10.24% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.33% | +0.14% | +1.76% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.72% | -0.44% | +0.45% | |
| 7 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 3.23% | +0.24% | +6.74% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.06% | +0.17% | -0.09% | |
| 9 | NDSN | Nordson CORP | Stock-Industrials | 3.03% | -0.03% | -0.05% | |
| 10 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 2.85% | -0.14% | +7.47% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.59% | -0.25% | +7.55% | |
| 12 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.27% | -0.17% | +10.43% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.16% | -3.49% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.78% | -0.05% | +2.00% | |
| 15 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.73% | — | +2475.41% | |
| 16 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 1.59% | -0.11% | — | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.54% | -0.50% | — | |
| 18 | NUDV | Nuveen Esg Dividend ETF | ETF-Other | 1.48% | -0.04% | +3.68% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.47% | +0.14% | -0.80% | |
| 20 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.32% | -0.04% | +1.96% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.08% | +0.44% | -1.97% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.06% | -0.06% | — | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 0.95% | +0.08% | -0.72% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | +0.19% | +0.26% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.59% | — | -3.55% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.55% | -0.01% | +0.51% | |
| 27 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.54% | -0.01% | +7.27% | |
| 28 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.49% | +0.06% | -3.87% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.46% | -0.07% | +13.80% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | -0.04% | +1.57% | |
| 31 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.44% | +0.01% | -2.70% | |
| 32 | PLDR | Putnam Sustainable Leaders ETF | ETF-Other | 0.43% | -0.44% | EXIT | |
| 33 | AXP | American Express Co | Stock-Financials | 0.43% | -0.01% | -1.20% | |
| 34 | FICO | Fair Isaac CORP | Stock-Tech | 0.43% | -0.01% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | — | +11.23% | |
| 36 | XEL | Xcel Energy Inc | Stock-Utilities | 0.41% | -0.04% | +0.02% | |
| 37 | PHO | Invesco Water Resources ETF | ETF-Other | 0.40% | -0.04% | +1.18% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | — | +1.41% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.38% | -0.09% | +1.59% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | +0.02% | -3.04% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | +10.13% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.36% | -0.01% | — | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.35% | -0.01% | — | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | -0.03% | — | |
| 45 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.33% | +0.01% | -0.54% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.33% | +0.01% | -7.69% | |
| 47 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.32% | -0.01% | -0.19% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.30% | -0.03% | +11.85% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.01% | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.29% | +0.02% | -2.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | +1.7% | +2475.41% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.80% | Trim |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +10.24% | Add |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +9.71% | Add |
| 5 | CMI | Cummins Inc | +0.1% | -0.72% | Trim |
| 6 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +10.43% | Add |
| 7 | EQWL | Invesco S&p 100 Equal Weight | +0.1% | +4.23% | Add |
| 8 | JMEE | JPM Sma & Mid Cap En Eq Et-u | 0% | +6.74% | Add |
| 9 | EDIV | State Street Spdr S&p Emergi | 0% | +7.47% | Add |
| 10 | EAOR | Ishares Esg Aware 60/40 Bala | 0% | +43.78% | Add |
| 11 | ACN | Accenture plc | 0% | — | Unchanged |
| 12 | AMZN | Amazon.com Inc | 0% | +11.23% | Add |
| 13 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +25.80% | Add |
| 15 | FBND | Fidelity Total Bond ETF | 0% | +13.80% | Add |
| 16 | FICO | Fair Isaac CORP | 0% | — | Unchanged |
| 17 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 18 | CRM | Salesforce Inc | 0% | +1.59% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | +10.13% | Add |
| 20 | IEF | Ishares 7-10 Year Treasury B | 0% | +7.55% | Add |
| 21 | AXP | American Express Co | 0% | -1.20% | Trim |
| 22 | NUDV | Nuveen Esg Dividend ETF | 0% | +3.68% | Add |
| 23 | NDSN | Nordson CORP | 0% | -0.05% | Trim |
| 24 | SCHF | Schwab Intl Equity ETF | 0% | +2.00% | Add |
| 25 | AAPL | Apple Inc | 0% | -1.97% | Trim |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +3.90% | Add |
| 27 | GIS | General Mills Inc | -0.1% | -26.69% | Trim |
| 28 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 29 | AGG | Ishares Core U.s. Aggregate | -0.1% | -13.37% | Trim |
| 30 | XEL | Xcel Energy Inc | -0.1% | +0.02% | Add |
| 31 | NKE | Nike Inc -cl B | -0.1% | -29.48% | Trim |
| 32 | SCHB | Schwab US Broad Market ETF | -0.1% | +1.76% | Add |
| 33 | MSFT | Microsoft CORP | -0.4% | -3.49% | Trim |
| 34 | EUSB | Ishr Esg Advn Universal Bd-$ | — | NEW | New buy |
| 35 | FSBD | Fidelity Sust Cor Pl Bnd ETF | — | EXIT | Sold out |
| 36 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 37 | UL | Unilever PLC | — | EXIT | Sold out |
| 38 | EMNT | Pimco Enhcd St M-active Esg | — | NEW | New buy |
| 39 | TGT | Target CORP | — | EXIT | Sold out |
| 40 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 41 | INTC | Intel CORP | — | EXIT | Sold out |
| 42 | MINN | Mairs & Power Mn Muni Bond | — | EXIT | Sold out |
| 43 | TRI4EUR | Thomson Reuters CORP | — | EXIT | Sold out |
| 44 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 45 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 46 | PNR | Pentair plc | — | EXIT | Sold out |
| 47 | SCHO | Schwab Short-term US Treas | — | EXIT | Sold out |
| 48 | ADSK | Autodesk Inc | — | EXIT | Sold out |
| 49 | ABBV | Abbvie Inc | — | NEW | New buy |
| 50 | CAG | Conagra Brands Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Bond & Devick Financial Network, Inc. reported a total U.S. public equity portfolio value of $406.1M across 184 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EQWL, ESGD, JCPB) accounted for 30.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
EUSB
市值: $5.7M
Top Position Liquidated / Trimmed
FSBD
前期市值: $5.3M
During Q4 2025, Bond & Devick Financial Network, Inc.'s top holdings by market value included EQWL (10.4%)、ESGD (9.1%)、JCPB (5.9%). The largest single position, EQWL, represented 10.4% of total portfolio value.
In Q4 2025, Bond & Devick Financial Network, Inc. made 45 total portfolio adjustments, initiating 7 new buys, adding to 19 positions, trimming 9 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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